Jeff Auxier's PFG Position Overview
Jeff Auxier (via Auxier Asset Management LLC) currently holds 2,322 shares of Principal Financial Group, Inc. (PFG) worth $209,235, representing 0.03% of the portfolio. First purchased in 2015-Q2, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Jeff Auxier has maintained a strategic position in PFG, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 2,322 shares. Largest reduction occurred in Q3 2016, reducing 5,322 shares.
Analysis based on 13F filings available since 2013 Q2
Jeff Auxier's Principal Financial Group (PFG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Principal Financial Group (PFG) Trades by Jeff Auxier
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2,322 | New Buy | 2,322 | $88.21 |
| Q2 2024 | -2,322 | Sold Out | 0 | $0.00 |
| Q1 2024 | +2,322 | New Buy | 2,322 | $86.31 |
| Q3 2016 | -5,322 | Sold Out | 0 | $0.00 |
| Q2 2015 | +5,322 | New Buy | 5,322 | $51.30 |
Jeff Auxier's Principal Financial Group Investment FAQs
Jeff Auxier first purchased Principal Financial Group, Inc. (PFG) in Q2 2015, acquiring 5,322 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeff Auxier has held Principal Financial Group, Inc. (PFG) for 10 quarters since Q2 2015.
Jeff Auxier's largest addition to Principal Financial Group, Inc. (PFG) was in Q2 2015, adding 5,322 shares worth $273,000.
According to the latest 13F filing for Q1 2026, Jeff Auxier's firm, Auxier Asset Management LLC, owns 2,322 shares of Principal Financial Group, Inc. (PFG), valued at approximately $209,235.
As of the Q1 2026 filing, Principal Financial Group, Inc. (PFG) represents approximately 0.03% of Jeff Auxier's publicly disclosed stock portfolio, making it one of their key holdings.
Jeff Auxier's peak holding in Principal Financial Group, Inc. (PFG) was 5,322 shares, as reported at the end of Q2 2015.