Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Principal Financial Group, Inc. (PFG)
← All PFG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2005   Q4 0 0.00 Sell 100.00% <0.01 $45.78–52.00 · VW $49.36i SEC
2005   Q3 279 <0.01 $46.59 $13,000 SEC
2005   Q2 279 <0.01 $43.01 $12,000 SEC
2005   Q1 279 <0.01 $39.43 $11,000 SEC
2004   Q4 279 <0.01 Buy <0.01 $34.20–41.26 · VW $38.09i $11,000 SEC
Price snapshot:
Current price$113.61
52-week low$72.34
52-week high$114.00