Joel Greenblatt's PFG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 178,451 shares of Principal Financial Group, Inc. (PFG) worth $16.08 M, representing 0.05% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in PFG, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 169,688 shares. Largest reduction occurred in Q1 2018, reducing 18,483 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Principal Financial Group (PFG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Principal Financial Group (PFG) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +169,688 | Add 1936.41% | 178,451 | $90.11 |
| Q4 2025 | +5,218 | Add 147.19% | 8,763 | $88.21 |
| Q3 2025 | -126 | Reduce 3.43% | 3,545 | $82.91 |
| Q2 2025 | -2,670 | Reduce 42.11% | 3,671 | $79.43 |
| Q1 2025 | +6,341 | New Buy | 6,341 | $84.37 |
| Q1 2024 | -4,440 | Sold Out | 0 | $0.00 |
| Q4 2023 | +4,440 | New Buy | 4,440 | $78.67 |
| Q3 2023 | -11,315 | Sold Out | 0 | $0.00 |
| Q2 2023 | -5,234 | Reduce 31.63% | 11,315 | $75.84 |
| Q1 2023 | +3,039 | Add 22.49% | 16,549 | $74.32 |
| Q4 2022 | -6,623 | Reduce 32.90% | 13,510 | $83.92 |
| Q3 2022 | +20,133 | New Buy | 20,133 | $72.17 |
| Q2 2022 | -16,504 | Sold Out | 0 | $0.00 |
| Q1 2022 | +5,625 | Add 51.71% | 16,504 | $73.44 |
| Q4 2021 | +10,879 | New Buy | 10,879 | $72.34 |
| Q3 2021 | -7,787 | Sold Out | 0 | $0.00 |
| Q2 2021 | -6,752 | Reduce 46.44% | 7,787 | $63.18 |
| Q1 2021 | +14,539 | New Buy | 14,539 | $59.98 |
| Q3 2020 | -7,447 | Sold Out | 0 | $0.00 |
| Q2 2020 | +362 | Add 5.11% | 7,447 | $41.49 |
| Q1 2020 | +197 | Add 2.86% | 7,085 | $31.33 |
| Q4 2019 | -376 | Reduce 5.18% | 6,888 | $55.02 |
| Q3 2019 | -3,788 | Reduce 34.27% | 7,264 | $57.13 |
| Q2 2019 | +1,617 | Add 17.14% | 11,052 | $57.91 |
| Q1 2019 | +4,401 | Add 87.43% | 9,435 | $50.24 |
| Q4 2018 | +5,034 | New Buy | 5,034 | $44.10 |
| Q2 2018 | -6,201 | Sold Out | 0 | $0.00 |
| Q1 2018 | -18,483 | Reduce 74.88% | 6,201 | $60.96 |
| Q4 2017 | +24,684 | New Buy | 24,684 | $70.57 |
| Q2 2017 | -15,843 | Sold Out | 0 | $0.00 |
| Q1 2017 | +15,843 | New Buy | 15,843 | $63.12 |
| Q3 2015 | -4,177 | Sold Out | 0 | $0.00 |
| Q2 2015 | +4,177 | New Buy | 4,177 | $51.23 |
Joel Greenblatt's Principal Financial Group Investment FAQs
Joel Greenblatt first purchased Principal Financial Group, Inc. (PFG) in Q2 2015, acquiring 4,177 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Principal Financial Group, Inc. (PFG) for 33 quarters since Q2 2015.
Joel Greenblatt's largest addition to Principal Financial Group, Inc. (PFG) was in Q1 2026, adding 178,451 shares worth $16.08 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 178,451 shares of Principal Financial Group, Inc. (PFG), valued at approximately $16.08 M.
As of the Q1 2026 filing, Principal Financial Group, Inc. (PFG) represents approximately 0.05% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Principal Financial Group, Inc. (PFG) was 178,451 shares, as reported at the end of Q1 2026.