Jeremy Grantham's PFG Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 18,258 shares of Principal Financial Group, Inc. (PFG) worth $1.65 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in PFG, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2017, adding 241,975 shares. Largest reduction occurred in Q2 2016, reducing 194,350 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Principal Financial Group (PFG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Principal Financial Group (PFG) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -9,367 | Reduce 33.91% | 18,258 | $90.11 |
| Q4 2025 | +17,120 | Add 162.97% | 27,625 | $88.21 |
| Q3 2025 | -334 | Reduce 3.08% | 10,505 | $82.91 |
| Q2 2025 | +10,839 | New Buy | 10,839 | $79.43 |
| Q4 2023 | -13,861 | Sold Out | 0 | $0.00 |
| Q3 2023 | -67,393 | Reduce 82.94% | 13,861 | $72.07 |
| Q2 2023 | -25,398 | Reduce 23.81% | 81,254 | $75.84 |
| Q1 2023 | +1,500 | Add 1.43% | 106,652 | $74.32 |
| Q4 2022 | +88,552 | Add 533.45% | 105,152 | $83.92 |
| Q3 2022 | +3,200 | Add 23.88% | 16,600 | $72.17 |
| Q2 2022 | -103,600 | Reduce 88.55% | 13,400 | $66.79 |
| Q1 2022 | -74,528 | Reduce 38.91% | 117,000 | $73.41 |
| Q4 2021 | +42,354 | Add 28.39% | 191,528 | $72.33 |
| Q3 2021 | +22,695 | Add 17.94% | 149,174 | $64.40 |
| Q2 2021 | +48,029 | Add 61.22% | 126,479 | $63.19 |
| Q1 2021 | +26,471 | Add 50.93% | 78,450 | $59.96 |
| Q4 2020 | +51,979 | New Buy | 51,979 | $49.62 |
| Q2 2020 | -20,063 | Sold Out | 0 | $0.00 |
| Q1 2020 | -18,795 | Reduce 48.37% | 20,063 | $31.35 |
| Q4 2019 | +17,958 | Add 85.92% | 38,858 | $55.00 |
| Q3 2019 | +20,900 | New Buy | 20,900 | $57.13 |
| Q3 2018 | -10,725 | Sold Out | 0 | $0.00 |
| Q2 2018 | -186,900 | Reduce 94.57% | 10,725 | $52.96 |
| Q1 2018 | -39,900 | Reduce 16.80% | 197,625 | $60.91 |
| Q4 2017 | +13,500 | Add 6.03% | 237,525 | $70.56 |
| Q3 2017 | -41,400 | Reduce 15.60% | 224,025 | $64.34 |
| Q2 2017 | +18,600 | Add 7.54% | 265,425 | $64.07 |
| Q1 2017 | +241,975 | Add 4989.18% | 246,825 | $63.11 |
| Q4 2016 | +4,850 | New Buy | 4,850 | $57.94 |
| Q2 2016 | -194,350 | Sold Out | 0 | $0.00 |
| Q1 2016 | -2,250 | Reduce 1.14% | 194,350 | $39.45 |
| Q4 2015 | +74,400 | Add 60.88% | 196,600 | $44.98 |
| Q3 2015 | +60,300 | Add 97.42% | 122,200 | $47.34 |
| Q2 2015 | -13,300 | Reduce 17.69% | 61,900 | $51.29 |
| Q1 2015 | +4,600 | Add 6.52% | 75,200 | $51.37 |
| Q4 2014 | -9,700 | Reduce 12.08% | 70,600 | $51.94 |
| Q3 2014 | +26,300 | Add 48.70% | 80,300 | $52.47 |
| Q2 2014 | -59,200 | Reduce 52.30% | 54,000 | $50.48 |
| Q1 2014 | -49,728 | Reduce 30.52% | 113,200 | $45.99 |
| Q4 2013 | +7,157 | Add 4.59% | 162,928 | $49.31 |
| Q3 2013 | +53,471 | Add 52.27% | 155,771 | $42.82 |
| Q2 2013 | +102,300 | Add 0.00% | 102,300 | $37.45 |
Jeremy Grantham's Principal Financial Group Investment FAQs
Jeremy Grantham first purchased Principal Financial Group, Inc. (PFG) in Q2 2013, acquiring 102,300 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Principal Financial Group, Inc. (PFG) for 42 quarters since Q2 2013.
Jeremy Grantham's largest addition to Principal Financial Group, Inc. (PFG) was in Q1 2017, adding 246,825 shares worth $15.58 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 18,258 shares of Principal Financial Group, Inc. (PFG), valued at approximately $1.65 M.
As of the Q1 2026 filing, Principal Financial Group, Inc. (PFG) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Principal Financial Group, Inc. (PFG) was 265,425 shares, as reported at the end of Q2 2017.