Principal Financial Group Inc (NYSE:PFG)

54.44
Data as of Sep 19
 -0.17 / -0.31%
Today’s Change
41.20
Today|||52-Week Range
55.07
+10.40%
Year-to-Date
Institutional investors purchased a net $3.0 million shares of PFG during the quarter ended June 2014 and now own 66.45% 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 holders35.93%
Other institutional30.52%
Individual stakeholders0.62%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2014WELLINGTON MANAGEMENT CO. LLP  Bought 5.5 Million shares of Principal Financial Group...
6/30/2014ARROWSTREET CAPITAL LP  Bought 1.3 Million shares of Principal Financial Group...
6/30/2014VIKING GLOBAL INVESTORS LP  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.6.92%20,333,7061,103,916,899+518,881+2.62%
Capital Research & Management Co....6.67%19,587,6001,063,410,80400.00%
Nissay Asset Management Corp.6.17%18,137,000984,657,73000.00%
Wellington Management Co. LLP5.03%14,789,607802,927,764+5,539,853+59.89%
SSgA Funds Management, Inc.4.06%11,934,674647,933,451-157,669-1.30%
BlackRock Fund Advisors3.75%11,021,794598,373,196+87,568+0.80%
Harris Associates LP3.45%10,144,011550,718,357+107,848+1.07%
Northern Trust Investments, Inc.2.70%7,925,151430,256,448-53,695-0.67%
Newton Investment Management Ltd.2.56%7,523,082408,428,122-243,568-3.14%
Goldman Sachs Asset Management LP1.94%5,705,543309,753,929-56,927-0.99%

Top 10 Mutual Funds Holding Principal Financial Group Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
American Funds American Mutual Fu...2.58%7,567,000410,812,43000.00%
American Funds Capital Income Bui...2.23%6,555,600355,903,52400.00%
Oakmark Equity & Income Fund1.72%5,061,300274,777,97700.00%
Vanguard Mid Cap Index Fund1.69%4,979,174270,319,356+41,273+0.84%
Vanguard Total Stock Market Index...1.60%4,703,121255,332,439+73,813+1.59%
Oakmark Fund1.54%4,519,314245,353,557+90,000+2.03%
Vanguard Windsor I Fund1.45%4,249,800230,721,642+1,740,600+69.37%
Goldman Sachs Mid Cap Value Fund1.29%3,804,424206,542,179-70,290-1.81%
Vanguard 500 Index Fund0.96%2,808,854152,492,684-6,092-0.22%
Vanguard Institutional Index Fund0.94%2,748,663149,224,914+11,699+0.43%

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