Ken Fisher's PFG Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 2,241 shares of Principal Financial Group, Inc. (PFG) worth $241,557, representing 0.00% of the portfolio. First purchased in 2015-Q3, this short-term holding has been held for 4 quarters.
Based on 13F filings, Ken Fisher has maintained this position in PFG for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2026, adding 2,241 shares. Largest reduction occurred in Q1 2016, reducing 20,752 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Principal Financial Group (PFG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Principal Financial Group (PFG) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +2,241 | New Buy | 2,241 | $107.79 |
| Q1 2016 | -20,752 | Sold Out | 0 | $0.00 |
| Q4 2015 | +727 | Add 3.63% | 20,752 | $44.96 |
| Q3 2015 | +20,025 | New Buy | 20,025 | $47.34 |
Ken Fisher's Principal Financial Group Investment FAQs
Ken Fisher first purchased Principal Financial Group, Inc. (PFG) in Q3 2015, acquiring 20,025 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Principal Financial Group, Inc. (PFG) for 4 quarters since Q3 2015.
Ken Fisher's largest addition to Principal Financial Group, Inc. (PFG) was in Q3 2015, adding 20,025 shares worth $948,000.
According to the latest 13F filing for Q2 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 2,241 shares of Principal Financial Group, Inc. (PFG), valued at approximately $241,557.
As of the Q2 2026 filing, Principal Financial Group, Inc. (PFG) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Principal Financial Group, Inc. (PFG) was 20,752 shares, as reported at the end of Q4 2015.