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Mairs and Power’s PFG Holdings & Trades

First Buy
Q2 2013
Duration Held
52 Quarters
Largest Add
Q2 2013
+2.69 M Shares
Current Position
163,884 Shares
$14.77 M Value

Mairs and Power's PFG Position Overview

Mairs and Power (via Mairs & Power INC) currently holds 163,884 shares of Principal Financial Group, Inc. (PFG) worth $14.77 M, representing 0.15% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 52 quarters.

Based on 13F filings since 2013, Mairs and Power has maintained a long-term strategic position in PFG, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2020, adding 292,439 shares. Largest reduction occurred in Q1 2021, reducing 1.04 M shares.

Analysis based on 13F filings available since 2013 Q2

Mairs and Power's Principal Financial Group (PFG) Holding Value Over Time

Track share changes against reported price movement

Quarterly Principal Financial Group (PFG) Trades by Mairs and Power

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 -47,934 Reduce 22.63% 163,884 $90.11
Q4 2025 -42,600 Reduce 16.74% 211,818 $88.21
Q3 2025 -108,380 Reduce 29.87% 254,418 $82.91
Q2 2025 -429,146 Reduce 54.19% 362,798 $79.43
Q1 2025 -31,534 Reduce 3.83% 791,944 $84.37
Q4 2024 -46,500 Reduce 5.34% 823,478 $77.41
Q3 2024 -337,998 Reduce 27.98% 869,978 $85.90
Q2 2024 -20,338 Reduce 1.66% 1.21 M $78.45
Q1 2024 +36,623 Add 3.07% 1.23 M $86.31
Q4 2023 -1,587 Reduce 0.13% 1.19 M $78.67
Q3 2023 -9,381 Reduce 0.78% 1.19 M $72.07
Q2 2023 -16,076 Reduce 1.32% 1.2 M $75.84
Q1 2023 -76,182 Reduce 5.88% 1.22 M $74.32
Q4 2022 -84,981 Reduce 6.16% 1.29 M $83.92
Q3 2022 +605 Add 0.04% 1.38 M $72.15
Q2 2022 -46,482 Reduce 3.26% 1.38 M $66.79
Q1 2022 -51,239 Reduce 3.47% 1.43 M $73.41
Q4 2021 -186,309 Reduce 11.20% 1.48 M $72.33
Q3 2021 -122,803 Reduce 6.88% 1.66 M $64.40
Q2 2021 -443,123 Reduce 19.88% 1.79 M $63.19
Q1 2021 -1.04 M Reduce 31.73% 2.23 M $59.96
Q4 2020 -378,521 Reduce 10.39% 3.27 M $49.61
Q3 2020 -284 Reduce 0.01% 3.64 M $40.27
Q2 2020 +292,439 Add 8.73% 3.64 M $41.54
Q1 2020 +199,301 Add 6.32% 3.35 M $31.34
Q4 2019 +276,352 Add 9.61% 3.15 M $55.00
Q3 2019 -25,217 Reduce 0.87% 2.88 M $57.14
Q2 2019 +30,385 Add 1.06% 2.9 M $57.92
Q1 2019 +228,207 Add 8.64% 2.87 M $50.19
Q4 2018 +32,595 Add 1.25% 2.64 M $44.17
Q3 2018 +51,581 Add 2.02% 2.61 M $58.59
Q2 2018 -16,778 Reduce 0.65% 2.56 M $52.95
Q1 2018 +4,321 Add 0.17% 2.58 M $60.91
Q4 2017 -21,663 Reduce 0.84% 2.57 M $70.56
Q3 2017 +7,762 Add 0.30% 2.59 M $64.34
Q2 2017 -14,523 Reduce 0.56% 2.58 M $64.07
Q1 2017 -150,144 Reduce 5.46% 2.6 M $63.11
Q4 2016 -133,555 Reduce 4.63% 2.75 M $57.86
Q3 2016 -18,850 Reduce 0.65% 2.88 M $51.51
Q2 2016 -1,170 Reduce 0.04% 2.9 M $41.11
Q1 2016 +11,820 Add 0.41% 2.9 M $39.45
Q4 2015 -23,900 Reduce 0.82% 2.89 M $44.98
Q3 2015 -9,310 Reduce 0.32% 2.92 M $47.34
Q2 2015 +1,195 Add 0.04% 2.92 M $51.29
Q1 2015 +58,457 Add 2.04% 2.92 M $51.37
Q4 2014 -20,275 Reduce 0.70% 2.86 M $51.94
Q3 2014 -7,774 Reduce 0.27% 2.88 M $52.47
Q2 2014 +282,307 Add 10.81% 2.89 M $50.48
Q1 2014 -2,918 Reduce 0.11% 2.61 M $45.99
Q4 2013 -25,890 Reduce 0.98% 2.61 M $49.31
Q3 2013 -47,967 Reduce 1.79% 2.64 M $42.82
Q2 2013 +2.69 M Add 0.00% 2.69 M $37.45

Mairs and Power's Principal Financial Group Investment FAQs

Mairs and Power first purchased Principal Financial Group, Inc. (PFG) in Q2 2013, acquiring 2,687,189 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Mairs and Power has held Principal Financial Group, Inc. (PFG) for 52 quarters since Q2 2013.

Mairs and Power's largest addition to Principal Financial Group, Inc. (PFG) was in Q2 2013, adding 2,687,189 shares worth $100.64 M.

According to the latest 13F filing for Q1 2026, Mairs and Power's firm, Mairs & Power INC, owns 163,884 shares of Principal Financial Group, Inc. (PFG), valued at approximately $14.77 M.

As of the Q1 2026 filing, Principal Financial Group, Inc. (PFG) represents approximately 0.15% of Mairs and Power's publicly disclosed stock portfolio, making it one of their key holdings.

Mairs and Power's peak holding in Principal Financial Group, Inc. (PFG) was 3,643,977 shares, as reported at the end of Q2 2020.