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
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Exited
0%
$1.539M
132,200 shares@ 11.65 avg price
Terry M. Stanford@Diversified Trust Co
Recent Activity
Exited
0%
$1.998M
23,258 shares@ 85.9 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Exited
0%
$847,000
9,864 shares@ 85.87 avg price
Lori Van Dusen@Lvw Advisors, Llc
Recent Activity
Exited
0%
$279,261
3,251 shares@ 85.91 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Exited
0%
$247,355
2,880 shares@ 85.89 avg price
Steven Pardo@Graypoint Llc
Recent Activity
Exited
0%
$225,604
2,626 shares@ 85.92 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Exited
0%
$222,252
2,587 shares@ 85.92 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Exited
0%
$209,313
2,437 shares@ 85.89 avg price
Sheena Hanson@Uncommon Cents Investing Llc
Recent Activity
Exited
0%
$16,407
191 shares@ 85.91 avg price
Kurt Ahrens@Mendota Financial Group, Llc
Recent Activity
Exited
0%
$10,137
118 shares@ 85.91 avg price