What smart money is saying about Principal Financial Group
PFG
No fund has written a full thesis on Principal Financial Group in our archive, but 1 fund letter reports a position in it, most recently Mairs and Power Balanced Fund in September 2025.
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1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Principal Financial Group on record in the archive was reported in Q3 2025, across 1 fund letter, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2025 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- September 2025
“• During the first nine months of 2025, the Fund added new positions in WEC Energy Group (WEC) and Amazon (AMZN), while it trimmed existing positions in Alphabet (GOOG) and US Bank (USB). The Fund exited its positions in Honeywell (HON), Principal Financial Group (PFG), Neogen (NEOG), and Target (TGT).”
Principal Financial Group
Read the letters behind these Principal Financial Group positions
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