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
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 0.02%
0.02%
$497,414
6,426 shares@ 77.41 avg price
Kimberly Key@Cwa Asset Management Group, Llc
Recent Activity
Increased 0.29%
0.03%
$410,118
5,298 shares@ 77.41 avg price
Stephanie Nee@Harbor Capital Advisors, Inc.
Recent Activity
Increased 2.6%
0.02%
$404,000
5,223 shares@ 77.36 avg price
Michael DeRosa@My Legacy Advisors, Llc
Recent Activity
Increased 0.12%
0.15%
$364,044
4,546 shares@ 80.09 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 9.23%
0.01%
$323,629
4,180 shares@ 77.43 avg price
Jeffrey P Gribben@First Citizens Financial Corp
Recent Activity
Increased 8.01%
0.15%
$272,638
3,522 shares@ 77.41 avg price
William Oldfather@Oldfather Financial Services, Llc
Recent Activity
Increased 0.27%
0.11%
$265,490
3,430 shares@ 77.41 avg price
Erkko Etula@Brooklyn Investment Group
Recent Activity
Increased 1.15%
0.08%
$258,705
3,343 shares@ 77.39 avg price
Faris F. Chesley@Chesley Taft & Associates Llc
Recent Activity
Increased 0.07%
0.02%
$252,223
3,258 shares@ 77.42 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 0.94%
0.02%
$242,916
3,138 shares@ 77.42 avg price