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
Timothy Gavin@Mcf Advisors Llc
Recent Activity
Decreased -18.43%
0.01%
$38,705
500 shares@ 77.41 avg price
John Fortier III@St Germain D J Co Inc
Recent Activity
Decreased -14.51%
0.01%
$28,255
365 shares@ 77.42 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -69.89%
0.01%
$24,771
320 shares@ 77.41 avg price
Drew Phillips@Fortitude Family Office, Llc
Recent Activity
0.01%
$23,533
304 shares@ 77.42 avg price
Jacqueline Kruger@First Pacific Financial
Recent Activity
0.01%
$22,836
295 shares@ 77.42 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
Decreased -16.61%
0.01%
$20,978
271 shares@ 77.41 avg price
BRUCE G ALLEN@Bruce G. Allen Investments, Llc
Recent Activity
Decreased -4.07%
0.02%
$16,411
212 shares@ 77.42 avg price
KATHLEEN VANORMER@Union Savings Bank
Recent Activity
0.01%
$15,093
195 shares@ 77.4 avg price
John Waddill@Laurel Wealth Advisors Llc
Recent Activity
0.01%
$13,934
180 shares@ 77.42 avg price
Andrea Freeman@Trust Co Of Vermont
Recent Activity
0.01%
$12,153
157 shares@ 77.41 avg price