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
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -26.45%
0.01%
$355,235
4,589 shares@ 77.42 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Decreased -4.97%
0.03%
$311,885
4,029 shares@ 77.42 avg price
Michael J. Newman@Burney Co
Recent Activity
Decreased -5.42%
0.02%
$290,210
3,749 shares@ 77.41 avg price
Richard Buchan@180 Wealth Advisors, Llc
Recent Activity
Decreased -5.3%
0.05%
$264,044
3,411 shares@ 77.41 avg price
JOSEPH STOCK@Lake Street Private Wealth, Llc
Recent Activity
Decreased -0.44%
0.05%
$262,102
3,386 shares@ 77.41 avg price
Shauna Haglof@Rockland Trust Co
Recent Activity
Decreased -60.46%
0.02%
$260,098
3,360 shares@ 77.42 avg price
Brian Goodstadt@Paragon Capital Management Ltd
Recent Activity
Decreased -1.39%
0.06%
$256,534
3,313 shares@ 77.44 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -11.11%
0.01%
$225,230
2,776 shares@ 81.14 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Decreased -1.14%
0.01%
$214,271
2,768 shares@ 77.42 avg price
Bob Fleming@Acropolis Investment Management, Llc
Recent Activity
Decreased -12.42%
0.02%
$173,011
2,235 shares@ 77.41 avg price