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
Catherine Walker@Pinnacle Bancorp, Inc.
Recent Activity
0.03%
$73,617
951 shares@ 77.42 avg price
John Chandler@City Holding Co
Recent Activity
Increased 28.25%
0.01%
$70,279
908 shares@ 77.4 avg price
John J Gonner@First Community Trust Na
Recent Activity
0.05%
$63,244
817 shares@ 77.42 avg price
Stephanie West@Org Partners Llc
Recent Activity
Increased 0.26%
0.01%
$61,434
792 shares@ 77.57 avg price
Brittany Zorn@Godsey & Gibb, Inc
Recent Activity
0.01%
$54,187
700 shares@ 77.41 avg price
Samuel R. Winch@Winch Advisory Services, Llc
Recent Activity
Increased 0.83%
0.02%
$47,504
614 shares@ 77.37 avg price
Jenny Ly@Clean Yield Group
Recent Activity
0.02%
$43,272
559 shares@ 77.41 avg price
Todd J Smallwood@Sugarloaf Wealth Management, Llc
Recent Activity
Increased 53.58%
0.01%
$43,258
559 shares@ 77.39 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 9.68%
0.01%
$39,479
510 shares@ 77.41 avg price
Geoffrey A. Frazier@Global Financial Private Client, Llc
Recent Activity
Increased 1.8%
0.02%
$39,402
509 shares@ 77.42 avg price