Principal Financial Group Inc (NYSE:PFG)

51.98
Delayed Data
As of May 27
 +0.36 / +0.70%
Today’s Change
46.01
Today|||52-Week Range
55.07
+0.08%
Year-to-Date
Institutional investors purchased a net $2.5 million shares of PFG during the quarter ended March 2015 and now own 69.39% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Financial Conglomerates industry and highlights that the smart money sees this stock as an important holding.
Mutual fund holders38.06%
Other institutional31.34%
Individual stakeholders0.79%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2015FIDELITY MANAGEMENT & RESEARCH C...  Bought 1.5 Million shares of Principal Financial Group...
3/31/2015WINTON CAPITAL MANAGEMENT LTD.  Bought 1.3 Million shares of Principal Financial Group...
3/31/2015CITADEL ADVISORS LLC  Bought 1.1 Million shares of Principal Financial Group...

Top 10 Owners of Principal Financial Group Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
The Vanguard Group, Inc.7.68%22,638,1351,157,261,461+1,083,827+5.03%
Nissay Asset Management Corp.6.16%18,137,000927,163,44000.00%
Wellington Management Co. LLP6.04%17,807,273910,307,796+1,045,764+6.24%
Capital Research & Management Co....5.62%16,564,600846,782,352-958,000-5.47%
SSgA Funds Management, Inc.4.09%12,053,693616,184,786-484,802-3.87%
BlackRock Fund Advisors3.89%11,461,468585,910,244+61,287+0.54%
Harris Associates LP3.47%10,215,227522,202,404-500-0.00%
Northern Trust Investments, Inc.2.50%7,366,603376,580,745-107,565-1.44%
Fidelity Management & Research Co...2.26%6,668,109340,873,732+1,492,184+28.83%
Newton Investment Management Ltd.1.84%5,430,735277,619,173-981,808-15.31%

Top 10 Mutual Funds Holding Principal Financial Group Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
American Funds American Mutual Fu...2.57%7,567,000386,825,04000.00%
American Funds Capital Income Bui...2.23%6,555,600335,122,27200.00%
Vanguard Mid Cap Index Fund1.94%5,715,744292,188,833+92,847+1.65%
Vanguard Total Stock Market Index...1.76%5,183,019264,955,931+12,634+0.24%
Oakmark Equity & Income Fund1.72%5,061,300258,733,65600.00%
Oakmark Fund1.56%4,609,314235,628,13200.00%
Vanguard Windsor I Fund1.52%4,484,200229,232,304-64,900-1.43%
Vanguard 500 Index Fund1.04%3,074,538157,170,383+32,500+1.07%
Vanguard Institutional Index Fund0.98%2,885,050147,483,756+3,200+0.11%
SPDR S&P 500 ETF0.85%2,511,896128,408,124-199,738-7.37%

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