PFG

Principal Financial Group

Latest period2024 - Q4Total superinvestors94

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Eileen Holmes@Churchill Management Corp Recent Activity Increased 4.82%	0.09%	$8.129M 105,009 shares@ 77.41 avg price	Increased 4.82%
Richard M. Dolson@Nisa Investment Advisors, Llc Recent Activity Increased 0.11%	0.03%	$6.002M 77,531 shares@ 77.42 avg price	Increased 0.11%
Marek Sestak@Czech National Bank Recent Activity Increased 5.13%	0.04%	$3.532M 45,625 shares@ 77.41 avg price	Increased 5.13%
Eric Duncan@Wealth Enhancement Advisory Services, Llc Recent Activity Increased 1.55%	0.01%	$2.784M 32,413 shares@ 85.91 avg price	Increased 1.55%
Bradley W Horstmann@Wedge Capital Management L L P Nc Recent Activity Increased 4.38%	0.04%	$2.011M 25,981 shares@ 77.41 avg price	Increased 4.38%
Rasmus Kroner@Nordea Investment Management Ab Recent Activity Increased 3.79%	0.01%	$1.468M 18,930 shares@ 77.54 avg price	Increased 3.79%
Chen Li@Goalvest Advisory Llc Recent Activity Increased 1.41%	0.39%	$1.415M 18,278 shares@ 77.42 avg price	Increased 1.41%
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a. Recent Activity Increased 8.83%	0.01%	$629,885 8,137 shares@ 77.41 avg price	Increased 8.83%
Kenneth D Hochstetler@Everence Capital Management Inc Recent Activity Increased 57.31%	0.04%	$550,000 7,110 shares@ 77.36 avg price	Increased 57.31%
Doug Baxley@Merit Financial Group, Llc Recent Activity Increased 19.91%	0.01%	$548,869 7,090 shares@ 77.42 avg price	Increased 19.91%