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
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 19.91%
0.01%
$548,869
7,090 shares@ 77.42 avg price
TABITHA GRANZOW@Iowa State Bank
Recent Activity
0.11%
$510,287
6,592 shares@ 77.42 avg price
Aryn Sands@Romano Brothers And Company
Recent Activity
0.07%
$502,004
6,485 shares@ 77.42 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 0.02%
0.02%
$497,414
6,426 shares@ 77.41 avg price
Kevyn Morgareidge@Hilltop National Bank
Recent Activity
0.15%
$487,606
6,299 shares@ 77.42 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
Kristy Thom@Marquette Asset Management, Llc
Recent Activity
0.08%
$441,392
5,702 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
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