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
Maribeth Rahe@Fort Washington Investment Advisors Inc Oh
Recent Activity
Decreased -19.2%
0.15%
$23.548M
304,197 shares@ 77.42 avg price
Eileen Holmes@Churchill Management Corp
Recent Activity
Increased 4.82%
0.09%
$8.129M
105,009 shares@ 77.41 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Increased 0.11%
0.03%
$6.002M
77,531 shares@ 77.42 avg price
Marek Sestak@Czech National Bank
Recent Activity
Increased 5.13%
0.04%
$3.532M
45,625 shares@ 77.41 avg price
Deven Mitchell@Alaska Permanent Fund Corp
Recent Activity
0.04%
$2.62M
33,843 shares@ 77.42 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 1.55%
0.01%
$2.784M
32,413 shares@ 85.91 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Decreased -4.06%
0.06%
$2.343M
30,270 shares@ 77.42 avg price
Bradley W Horstmann@Wedge Capital Management L L P Nc
Recent Activity
Increased 4.38%
0.04%
$2.011M
25,981 shares@ 77.41 avg price
Jesper Bonnivier@Avanza Fonder Ab
Recent Activity
New Position
0.05%
$1.663M
21,477 shares@ 77.42 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -7.07%
0.01%
$1.566M
20,224 shares@ 77.44 avg price