ValuationViz

PFG fund manager activity

Principal Financial Group Inc · Nasdaq. Reported by 7 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
Ken Fisher - Fisher Asset ManagementNew2,241$241,5570.00%Aug 4, 2026
Jeremy Grantham - GMONo change18,258$1,967,8470.00%Aug 13, 2026
Joel Greenblatt - Gotham Asset ManagementAdded312,152$33,643,7430.08%Aug 14, 2026
Mairs & Power FundsTrimmed135,283$14,580,7870.13%Aug 14, 2026

Q1 2026

ManagerActivitySharesValue% of portfolioFiled
Jeremy Grantham - GMOTrimmed18,258$1,645,2280.00%May 14, 2026
Joel Greenblatt - Gotham Asset ManagementAdded178,451$16,080,2200.05%May 15, 2026
Mairs & Power FundsTrimmed163,884$14,767,6650.15%May 14, 2026

Older quarters