Joel Greenblatt - Gotham Asset Management
Holding/activity history for Principal Financial Group, Inc. (PFG)
← All PFG superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 178,451 | 0.05 | Add 1936.41% | 0.05 | $84.95–97.88 · VW $92.45i | $16,080,220 | SEC |
| 2025 Q4 | 8,763 | <0.01 | Add 147.19% | <0.01 | $77.90–92.10 · VW $84.66i | $772,984 | SEC |
| 2025 Q3 | 3,545 | <0.01 | Reduce 3.43% | <0.01 | $75.00–83.64 · VW $79.90i | $293,916 | SEC |
| 2025 Q2 | 3,671 | <0.01 | Reduce 42.11% | <0.01 | $68.39–86.46 · VW $77.24i | $291,588 | SEC |
| 2025 Q1 | 6,341 | <0.01 | Buy | <0.01 | $75.97–90.31 · VW $84.08i | $534,990 | SEC |
| 2024 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $75.65–86.77 · VW $81.31i | SEC | |
| 2023 Q4 | 4,440 | <0.01 | Buy | <0.01 | $66.21–80.25 · VW $72.42i | $349,295 | SEC |
| 2023 Q3 | 0 | 0.00 | Sell 100.00% | 0.02 | $71.59–84.65 · VW $77.16i | SEC | |
| 2023 Q2 | 11,315 | 0.02 | Reduce 31.63% | <0.01 | $65.17–77.49 · VW $71.69i | $858,130 | SEC |
| 2023 Q1 | 16,549 | 0.03 | Add 22.49% | <0.01 | $67.87–93.87 · VW $83.64i | $1,229,922 | SEC |
| 2022 Q4 | 13,510 | 0.03 | Reduce 32.90% | 0.01 | $71.83–96.17 · VW $86.22i | $1,133,759 | SEC |
| 2022 Q3 | 20,133 | 0.04 | Buy | 0.04 | $61.05–79.99 · VW $71.66i | $1,453,000 | SEC |
| 2022 Q2 | 0 | 0.00 | Sell 100.00% | 0.04 | $61.98–77.22 · VW $69.74i | SEC | |
| 2022 Q1 | 16,504 | 0.04 | Add 51.71% | 0.01 | $64.35–80.36 · VW $72.00i | $1,212,000 | SEC |
| 2021 Q4 | 10,879 | 0.03 | Buy | 0.03 | $64.22–74.30 · VW $69.58i | $787,000 | SEC |
| 2021 Q3 | 0 | 0.00 | Sell 100.00% | 0.02 | $58.66–68.40 · VW $63.61i | SEC | |
| 2021 Q2 | 7,787 | 0.02 | Reduce 46.44% | 0.02 | $59.58–67.97 · VW $63.84i | $492,000 | SEC |
| 2021 Q1 | 14,539 | 0.04 | Buy | 0.04 | $47.52–61.95 · VW $55.80i | $872,000 | SEC |
| 2020 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | $37.03–47.40 · VW $42.49i | SEC | |
| 2020 Q2 | 7,447 | <0.01 | Add 5.11% | <0.01 | $25.80–49.34 · VW $37.47i | $309,000 | SEC |
| 2020 Q1 | 7,085 | <0.01 | Add 2.86% | <0.01 | $23.31–57.16 · VW $41.87i | $222,000 | SEC |
| 2019 Q4 | 6,888 | <0.01 | Reduce 5.18% | <0.01 | $52.17–57.73 · VW $54.67i | $379,000 | SEC |
| 2019 Q3 | 7,264 | <0.01 | Reduce 34.27% | <0.01 | $51.96–60.81 · VW $56.34i | $415,000 | SEC |
| 2019 Q2 | 11,052 | 0.01 | Add 17.14% | <0.01 | $50.68–58.56 · VW $54.86i | $640,000 | SEC |
| 2019 Q1 | 9,435 | <0.01 | Add 87.43% | <0.01 | $43.25–53.48 · VW $49.81i | $474,000 | SEC |
| 2018 Q4 | 5,034 | <0.01 | Buy | <0.01 | $40.42–61.12 · VW $48.47i | $222,000 | SEC |
| 2018 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $52.31–62.07 · VW $57.40i | SEC | |
| 2018 Q1 | 6,201 | <0.01 | Reduce 74.88% | 0.02 | $57.62–75.58 · VW $64.31i | $378,000 | SEC |
| 2017 Q4 | 24,684 | 0.03 | Buy | 0.03 | $64.46–72.23 · VW $68.87i | $1,742,000 | SEC |
| 2017 Q2 | 0 | 0.00 | Sell 100.00% | 0.01 | $60.35–66.12 · VW $63.62i | SEC | |
| 2017 Q1 | 15,843 | 0.01 | Buy | 0.01 | $56.12–64.65 · VW $60.23i | $1,000,000 | SEC |
| 2015 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | $41.67–58.02 · VW $50.67i | SEC | |
| 2015 Q2 | 4,177 | <0.01 | Buy | <0.01 | $49.81–53.42 · VW $51.59i | $214,000 | SEC |
Price snapshot:
Current price$113.61
Avg. buy price$89.94
+/- since buy26.32%
52-week low$72.34
52-week high$114.00