Holding/activity history for Principal Financial Group (PFG)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q1 | 655,000 | 1.04 | Add 7.70% | 0.07 | $86.31 |
| 2023 Q4 | 608,194 | 0.96 | $78.67 | ||
| 2023 Q3 | 608,194 | 0.98 | $72.07 | ||
| 2023 Q2 | 608,194 | 0.95 | $75.84 | ||
| 2023 Q1 | 608,194 | 0.99 | Reduce 4.07% | 0.04 | $74.32 |
| 2022 Q4 | 634,000 | 1.23 | Reduce 9.43% | 0.13 | $83.92 |
| 2022 Q3 | 700,000 | 1.20 | $72.15 | ||
| 2022 Q2 | 700,000 | 1.05 | Reduce 4.11% | 0.04 | $66.79 |
| 2022 Q1 | 730,000 | 0.99 | $73.41 | ||
| 2021 Q4 | 730,000 | 0.89 | Reduce 12.57% | 0.13 | $72.33 |
| 2021 Q3 | 835,000 | 0.99 | $64.40 | ||
| 2021 Q2 | 835,000 | 0.96 | Reduce 22.69% | 0.28 | $63.19 |
| 2021 Q1 | 1,080,000 | 1.27 | Reduce 42.86% | 0.95 | $59.96 |
| 2020 Q4 | 1,890,000 | 1.94 | Reduce 15.63% | 0.36 | $49.61 |
| 2020 Q3 | 2,240,000 | 2.08 | $40.27 | ||
| 2020 Q2 | 2,240,000 | 2.25 | Add 9.80% | 0.20 | $41.54 |
| 2020 Q1 | 2,040,000 | 1.78 | Add 6.25% | 0.10 | $31.34 |
| 2019 Q4 | 1,920,000 | 2.30 | Add 12.94% | 0.26 | $55.00 |
| 2019 Q3 | 1,700,000 | 2.25 | Reduce 1.16% | 0.03 | $57.14 |
| 2019 Q2 | 1,720,000 | 2.30 | $57.92 | ||
| 2019 Q1 | 1,720,000 | 2.01 | Add 11.69% | 0.21 | $50.19 |
| 2018 Q4 | 1,540,000 | 1.75 | $44.17 | ||
| 2018 Q3 | 1,540,000 | 1.99 | Add 1.32% | 0.03 | $58.59 |
| 2018 Q2 | 1,520,000 | 1.88 | $52.95 | ||
| 2018 Q1 | 1,520,000 | 2.14 | $60.91 | ||
| 2017 Q4 | 1,520,000 | 2.29 | $70.56 | ||
| 2017 Q3 | 1,520,000 | 2.24 | $64.34 | ||
| 2017 Q2 | 1,520,000 | 2.14 | $64.07 | ||
| 2017 Q1 | 1,520,000 | 2.13 | Reduce 6.75% | 0.15 | $63.11 |
| 2016 Q4 | 1,630,000 | 2.17 | Reduce 5.78% | 0.13 | $57.86 |
| 2016 Q3 | 1,730,000 | 2.08 | $51.51 | ||
| 2016 Q2 | 1,730,000 | 1.70 | $41.11 | ||
| 2016 Q1 | 1,730,000 | 1.72 | $39.45 | ||
| 2015 Q4 | 1,730,000 | 2.06 | $44.98 | ||
| 2015 Q3 | 1,730,000 | 2.24 | $47.34 | ||
| 2015 Q2 | 1,730,000 | 2.18 | $51.29 | ||
| 2015 Q1 | 1,730,000 | 2.11 | $51.37 | ||
| 2014 Q4 | 1,730,000 | 2.12 | $51.94 | ||
| 2014 Q3 | 1,730,000 | 2.25 | $52.47 | ||
| 2014 Q2 | 1,730,000 | 2.09 | Add 8.13% | 0.16 | $50.48 |
| 2014 Q1 | 1,600,000 | 1.83 | $45.99 | ||
| 2013 Q4 | 1,600,000 | 2.04 | $49.31 | ||
| 2013 Q3 | 1,600,000 | 1.99 | $42.82 | ||
| 2013 Q2 | 1,600,000 | 1.99 | Add 3.23% | 0.06 | $37.45 |
| 2013 Q1 | 1,550,000 | 1.83 | Add 34.78% | 0.47 | $34.03 |
| 2012 Q4 | 1,150,000 | 1.37 | $28.52 | ||
| 2012 Q3 | 1,150,000 | 1.33 | Add 2.68% | 0.03 | $26.94 |
| 2012 Q2 | 1,120,000 | 1.34 | Add 2.75% | 0.04 | $26.23 |
| 2012 Q1 | 1,090,000 | 1.44 | $29.51 | ||
| 2011 Q4 | 1,090,000 | 1.38 | Reduce 9.17% | 0.14 | $24.60 |
| 2011 Q3 | 1,200,000 | 1.56 | Add 0.84% | 0.01 | $22.67 |
| 2011 Q2 | 1,190,000 | 1.72 | Add 0.85% | 0.01 | $30.42 |
| 2011 Q1 | 1,180,000 | 1.79 | Add 11.32% | 0.18 | $32.11 |
| 2010 Q4 | 1,060,000 | 1.72 | $32.56 | ||
| 2010 Q3 | 1,060,000 | 1.50 | $25.92 | ||
| 2010 Q2 | 1,060,000 | 1.44 | $23.44 | ||
| 2010 Q1 | 1,060,000 | 1.56 | $29.21 | ||
| 2009 Q4 | 1,060,000 | 1.34 | Add 3.92% | 0.05 | $24.04 |
| 2009 Q3 | 1,020,000 | 1.51 | $27.39 | ||
| 2009 Q2 | 1,020,000 | 1.18 | Add 7.37% | 0.08 | $18.84 |
| 2009 Q1 | 950,000 | 0.56 | Add 4.40% | 0.02 | $8.18 |
| 2008 Q4 | 910,000 | 1.25 | Reduce 11.65% | 0.16 | $22.57 |
| 2008 Q3 | 1,030,000 | 2.06 | Add 1.98% | 0.04 | $43.49 |
| 2008 Q2 | 1,010,000 | 1.99 | Add 5.21% | 0.10 | $41.97 |
| 2008 Q1 | 960,000 | 2.31 | Add 5.49% | 0.12 | $55.72 |
| 2007 Q4 | 910,000 | 2.44 | $68.84 | ||
| 2007 Q3 | 910,000 | 2.10 | Add 19.74% | 0.35 | $63.09 |
| 2007 Q2 | 760,000 | 1.62 | $58.29 | ||
| 2007 Q1 | 760,000 | 1.73 | $59.87 | ||
| 2006 Q4 | 760,000 | 1.70 | $58.70 |