PFG

Principal Financial Group

Latest period2024 - Q4Total superinvestors94

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 94 superinvestors own shares of Principal Financial Group (PFG), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Principal Financial Group (PFG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Principal Financial Group (PFG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Principal Financial Group (PFG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Maribeth Rahe@Fort Washington Investment Advisors Inc Oh
Recent Activity
Decreased -19.2%
0.15%
$23.548M
304,197 shares@ 77.42 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Decreased -4.06%
0.06%
$2.343M
30,270 shares@ 77.42 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -7.07%
0.01%
$1.566M
20,224 shares@ 77.44 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -3.99%
0.03%
$1.133M
14,648 shares@ 77.35 avg price
Christina Duncan@Psi Advisors, Llc
Recent Activity
Decreased -1.94%
0.24%
$780,601
10,084 shares@ 77.41 avg price
Elton Wilcox@Elevated Capital Advisors, Llc
Recent Activity
Decreased -0.43%
0.19%
$694,938
8,977 shares@ 77.42 avg price
Samantha Pierangeli@City State Bank
Recent Activity
Decreased -5.79%
0.25%
$685,620
8,857 shares@ 77.41 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Decreased -0.1%
0.01%
$654,000
8,444 shares@ 77.46 avg price
Andrew Ferguson@Proquility Private Wealth Partners, Llc
Recent Activity
Decreased -51.52%
0.15%
$460,667
5,951 shares@ 77.42 avg price
Brian Glenn@Premier Path Wealth Partners, Llc
Recent Activity
Decreased -2.41%
0.07%
$421,807
5,449 shares@ 77.41 avg price