PFG — PRINCIPAL FINL GROUP INC

Ownership history in Stilwell Value LLC  ·  44 quarters on record

This page tracks every 13F SEC filing in which Stilwell Value LLC reported a position in PRINCIPAL FINL GROUP INC (PFG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2022 Q4)
Avg. % of fund
0.02%
First filed
2015 Q1
Last filed
2025 Q4
Quarters held
44
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 547 — 0% 0.03% $48K $87.42
2025 Q3 UNCHANGED 547 — 0% 0.02% $45K $81.40
2025 Q2 UNCHANGED 547 — 0% 0.02% $43K $77.23
2025 Q1 UNCHANGED 547 — 0% 0.02% $46K $81.23
2024 Q4 UNCHANGED 547 — 0% 0.02% $42K $73.85
2024 Q3 UNCHANGED 547 — 0% 0.02% $47K $81.27
2024 Q2 UNCHANGED 547 — 0% 0.02% $43K $73.56
2024 Q1 UNCHANGED 547 — 0% 0.02% $47K $80.23
2023 Q4 UNCHANGED 547 — 0% 0.02% $43K $72.50
2023 Q3 UNCHANGED 547 — 0% 0.02% $39K $65.81
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PFG price (monthly, adj. close)

Other funds also holding PFG

As of 2025 Q4 — sorted by position size

DMKC Advisory Services, LLC 2.82% EDENTREE ASSET MANAGEMENT Ltd 2.57% CAPITAL MANAGEMENT CORP /VA 3Y 7Y 2.43% Kerusso Capital Management LLC 2.07% Econ Financial Services Corp 3Y 7Y 1.99% Weaver C. Barksdale & Associates, Inc. 3Y 7Y 1.74% NORTH STAR ASSET MANAGEMENT INC 3Y 7Y 1.38% CONNING INC. 3Y 7Y 1.09% Sound Income Strategies, LLC 3Y 7Y 1.02% GW HENSSLER & ASSOCIATES LTD 3Y 7Y 0.95%
← Back to Stilwell Value LLC Holdings