William Frels - Mairs & Power
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    245
Portfolio value:    $9,786,094,433
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
2026   Q1 163,884 0.15 Reduce 22.63% 0.04 $84.95–97.88 · VW $92.45i $14,767,665 SEC
2025   Q4 211,818 0.18 Reduce 16.74% 0.03 $77.90–92.10 · VW $84.66i $18,684,454 SEC
2025   Q3 254,418 0.20 Reduce 29.87% 0.08 $75.00–83.64 · VW $79.90i $21,093,785 SEC
2025   Q2 362,798 0.28 Reduce 54.19% 0.38 $68.39–86.46 · VW $77.24i $28,817,034 SEC
2025   Q1 791,944 0.70 Reduce 3.83% 0.02 $75.97–90.31 · VW $84.08i $66,816,304 SEC
2024   Q4 823,478 0.62 Reduce 5.34% 0.04 $74.52–91.98 · VW $83.14i $63,745,421 SEC
2024   Q3 869,978 0.70 Reduce 27.98% 0.26 $72.21–88.26 · VW $81.46i $74,731,098 SEC
2024   Q2 1,207,976 0.92 Reduce 1.66% 0.02 $75.96–86.79 · VW $80.60i $94,765,706 SEC
2024   Q1 1,228,314 1.03 Add 3.07% 0.03 $75.65–86.77 · VW $81.31i $106,015,769 SEC
2023   Q4 1,191,691 0.99 Reduce 0.13% <0.01 $66.21–80.25 · VW $72.42i $93,750,320 SEC
2023   Q3 1,193,278 1.01 Reduce 0.78% <0.01 $71.59–84.65 · VW $77.16i $85,999,536 SEC
2023   Q2 1,202,659 0.99 Reduce 1.32% 0.01 $65.17–77.49 · VW $71.69i $91,209,648 SEC
2023   Q1 1,218,735 1.05 Reduce 5.88% 0.08 $67.87–93.87 · VW $83.64i $90,576,375 SEC
2022   Q4 1,294,917 1.31 Reduce 6.16% 0.08 $71.83–96.17 · VW $86.22i $108,669,423 SEC
2022   Q3 1,379,898 1.26 Add 0.04% <0.01 $61.05–79.99 · VW $71.66i $99,560,000 SEC
2022   Q2 1,379,293 1.10 Reduce 3.26% 0.03 $61.98–77.22 · VW $69.74i $92,123,000 SEC
2022   Q1 1,425,775 1.05 Reduce 3.47% 0.03 $64.35–80.36 · VW $72.00i $104,666,000 SEC
2021   Q4 1,477,014 0.99 Reduce 11.20% 0.12 $64.22–74.30 · VW $69.58i $106,832,000 SEC
2021   Q3 1,663,323 1.07 Reduce 6.88% 0.08 $58.66–68.40 · VW $63.61i $107,118,000 SEC
2021   Q2 1,786,126 1.12 Reduce 19.88% 0.28 $59.58–67.97 · VW $63.84i $112,865,000 SEC
2021   Q1 2,229,249 1.40 Reduce 31.73% 0.57 $47.52–61.95 · VW $55.80i $133,666,000 SEC
2020   Q4 3,265,172 1.80 Reduce 10.39% 0.19 $37.50–52.70 · VW $46.09i $161,985,000 SEC
2020   Q3 3,643,693 1.83 Reduce 0.01% <0.01 $37.03–47.40 · VW $42.49i $146,732,000 SEC
2020   Q2 3,643,977 1.98 Add 8.73% 0.16 $25.80–49.34 · VW $37.47i $151,371,000 SEC
2020   Q1 3,351,538 1.53 Add 6.32% 0.09 $23.31–57.16 · VW $41.87i $105,037,000 SEC
2019   Q4 3,152,237 1.97 Add 9.61% 0.17 $52.17–57.73 · VW $54.67i $173,373,000 SEC
2019   Q3 2,875,885 1.99 Reduce 0.87% 0.02 $51.96–60.81 · VW $56.34i $164,328,000 SEC
2019   Q2 2,901,102 2.02 Add 1.06% 0.02 $50.68–58.56 · VW $54.86i $168,032,000 SEC
2019   Q1 2,870,717 1.75 Add 8.64% 0.14 $43.25–53.48 · VW $49.81i $144,081,000 SEC
2018   Q4 2,642,510 1.57 Add 1.25% 0.02 $40.42–61.12 · VW $48.47i $116,720,000 SEC
2018   Q3 2,609,915 1.78 Add 2.02% 0.04 $52.39–60.15 · VW $56.58i $152,915,000 SEC
2018   Q2 2,558,334 1.68 Reduce 0.65% 0.01 $52.31–62.07 · VW $57.40i $135,464,000 SEC
2018   Q1 2,575,112 1.94 Add 0.17% <0.01 $57.62–75.58 · VW $64.31i $156,850,000 SEC
2017   Q4 2,570,791 2.10 Reduce 0.84% 0.02 $64.46–72.23 · VW $68.87i $181,395,000 SEC
2017   Q3 2,592,454 2.00 Add 0.30% <0.01 $59.62–67.73 · VW $64.28i $166,799,000 SEC
2017   Q2 2,584,692 2.00 Reduce 0.56% 0.01 $60.35–66.12 · VW $63.62i $165,601,000 SEC
2017   Q1 2,599,215 2.01 Reduce 5.46% 0.11 $56.12–64.65 · VW $60.23i $164,036,000 SEC
2016   Q4 2,749,359 2.04 Reduce 4.63% 0.09 $50.96–61.34 · VW $56.38i $159,078,000 SEC
2016   Q3 2,882,914 1.96 Reduce 0.65% 0.01 $38.84–51.72 · VW $47.64i $148,499,000 SEC
2016   Q2 2,901,764 1.61 Reduce 0.04% <0.01 $38.03–44.90 · VW $42.16i $119,292,000 SEC
2016   Q1 2,902,934 1.63 Add 0.41% <0.01 $33.09–44.30 · VW $38.26i $114,521,000 SEC
2015   Q4 2,891,114 1.95 Reduce 0.82% 0.02 $43.64–52.21 · VW $48.52i $130,042,000 SEC
2015   Q3 2,915,014 2.16 Reduce 0.32% <0.01 $41.67–58.02 · VW $50.67i $137,997,000 SEC
2015   Q2 2,924,324 2.12 Add 0.04% <0.01 $49.81–53.42 · VW $51.59i $149,989,000 SEC
2015   Q1 2,923,129 2.07 Add 2.04% 0.04 $46.01–52.56 · VW $49.89i $150,161,000 SEC
2014   Q4 2,864,672 2.07 Reduce 0.70% 0.02 $46.49–54.31 · VW $51.49i $148,791,000 SEC
2014   Q3 2,884,947 2.21 Reduce 0.27% <0.01 $48.82–55.07 · VW $52.11i $151,373,000 SEC
2014   Q2 2,892,721 2.10 Add 10.81% 0.20 $42.90–50.74 · VW $46.99i $146,025,000 SEC
2014   Q1 2,610,414 1.86 Reduce 0.11% <0.01 $41.20–49.84 · VW $45.31i $120,053,000 SEC
2013   Q4 2,613,332 2.08 Reduce 0.98% 0.02 $41.45–50.97 · VW $48.05i $128,863,000 SEC
2013   Q3 2,639,222 2.05 Reduce 1.79% 0.04 $36.75–44.94 · VW $41.94i $113,011,000 SEC
2013   Q2 2,687,189 2.02 Add 2.25% 0.04 $32.59–39.05 · VW $36.52i $100,635,000 SEC
2013   Q1 2,628,112 0.91 Add 21.80% 0.16 $28.75–34.58 · VW $31.51i $89,435,000 SEC
2012   Q4 2,157,786 1.54 Add 0.12% <0.01 $25.83–28.71 · VW $27.67i $61,540,000 SEC
2012   Q3 2,155,250 1.43 Add 2.61% 0.04 $24.26–29.20 · VW $26.55i $58,062,000 SEC
2012   Q2 2,100,456 1.44 Add 2.64% 0.04 $23.09–29.96 · VW $25.97i $55,095,000 SEC
2012   Q1 2,046,495 1.55 Reduce 0.29% <0.01 $24.21–29.84 · VW $27.43i $60,392,000 SEC
2011   Q4 2,052,432 1.45 Reduce 4.95% 0.08 $20.48–28.76 · VW $24.29i $50,490,000 SEC
2011   Q3 2,159,226 1.57 Add 5.27% 0.08 $21.55–31.00 · VW $25.34i $48,950,000 SEC
2011   Q2 2,051,138 0.85 Add 2.39% 0.02 $27.81–35.00 · VW $31.37i $62,396,000 SEC
2011   Q1 2,003,288 1.76 Add 8.47% 0.14 $30.28–34.70 · VW $32.84i $64,326,000 SEC
2010   Q4 1,846,908 1.73 Add 1.12% 0.02 $25.42–33.34 · VW $28.70i $60,135,000 SEC
2010   Q3 1,826,478 0.75 Add 2.97% 0.02 $21.19–26.64 · VW $24.38i $47,342,310,000 SEC
2010   Q2 1,773,799 1.43 Add 0.68% <0.01 $23.33–31.41 · VW $27.34i $41,577,849,000 SEC
2010   Q1 1,761,849 0.78 Add 3.58% 0.03 $20.89–29.61 · VW $25.10i $51,463,609,000 SEC
2009   Q4 1,700,959 0.65 Add 4.93% 0.03 $22.20–30.07 · VW $25.43i $40,891,054,000 SEC
2009   Q3 1,620,991 0.73 Add 1.80% 0.01 $16.77–30.87 · VW $25.43i $44,398,943,000 SEC
2009   Q2 1,592,365 0.57 Add 10.42% 0.05 $7.74–24.90 · VW $18.06i $30,000,157,000 SEC
2009   Q1 1,442,095 0.27 Add 4.36% 0.01 $5.41–24.80 · VW $11.23i $11,796,337,000 SEC
2008   Q4 1,381,795 0.59 Reduce 6.13% 0.06 $8.78–45.49 · VW $20.63i $31,187,113,000 SEC
2008   Q3 1,471,965 0.93 Add 3.38% 0.03 $34.80–54.28 · VW $43.23i $64,015,758,000 SEC
2008   Q2 1,423,790 0.89 Add 7.19% 0.06 $41.90–59.53 · VW $51.52i $59,756,466,000 SEC
2008   Q1 1,328,335 1.02 Add 8.32% 0.08 $47.23–68.94 · VW $56.56i $74,014,826,000 SEC
2007   Q4 1,226,250 1.72 Reduce 0.19% <0.01 $60.55–70.85 · VW $66.37i $84,415,050 SEC
2007   Q3 1,228,550 0.93 Add 25.22% 0.19 $51.52–63.24 · VW $57.08i $77,509,220,000 SEC
2007   Q2 981,075 0.69 Add 7.16% 0.05 $56.56–64.92 · VW $60.67i $57,186,862 SEC
2007   Q1 915,525 0.70 Add 1.23% <0.01 $57.87–64.17 · VW $60.72i $54,812,482 SEC
2006   Q4 904,395 0.68 Reduce 0.26% <0.01 $53.75–59.40 · VW $57.07i $53,087,987 SEC
2006   Q3 906,795 1.35 Reduce 6.77% 0.09 $52.62–56.47 · VW $53.92i $49,220,833 SEC
2006   Q2 972,675 1.39 Add 4.02% 0.05 $48.51–55.93 · VW $53.30i $54,129,364 SEC
2006   Q1 935,100 0.62 Reduce 0.63% <0.01 $45.91–50.72 · VW $47.97i $45,632,880 SEC
2005   Q4 941,000 0.65 Reduce 14.03% 0.23 $45.78–52.00 · VW $49.36i $44,631,630 SEC
2005   Q3 1,094,600 1.62 Add 0.10% <0.01 $41.80–48.37 · VW $45.50i $51,851,202 SEC
2005   Q2 1,093,550 0.72 Add 37.63% 0.20 $36.80–42.30 · VW $39.66i $45,819,745 SEC
2005   Q1 794,550 0.51 Add 191.42% 0.33 $37.61–41.96 · VW $39.42i $30,582,229 SEC
2004   Q4 272,650 0.20 Buy 0.20 $34.20–41.26 · VW $38.09i $11,162,291 SEC
Price snapshot:
Current price$113.61
Avg. buy price$7,367.85
+/- since buy-98.46%
52-week low$72.34
52-week high$114.00