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Principal Financial shares owned by Advantage Trust

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Advantage Trust from 13F filings

Historical chart of Advantage Trust investment in Principal Financial

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All positions including Principal Financial held by Advantage Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Advantage Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $25k 293 86.31
2023-12-31 $23k 293 78.67

More positions owned by Advantage Trust

JP Morgan Active Growth ETF Active Growth (JGRO)
Vanguard Mid-Cap ETF Mid Cap Etf (VO)
Vanguard Growth ETF Growth Etf (VUG)
First Trust SMID Cap Rising Dividend Achievers ETF Smid Risng Etf (SDVY)
Vanguard Value ETF Value Etf (VTV)
Vanguard Information Technology ETF Inf Tech Etf (VGT)
Fidelity Enhanced International ETF Enhanced Intl (FENI)
JP Morgan ActiveBuilders Emerging Markets Equity ETF Activebldrs Emer (JEMA)
Vanguard Real Estate ETF Real Estate Etf (VNQ)
IShares MSCI USA Momentum Factor ETF Msci Usa Mmentm (MTUM)
First Trust NASDAQ Cybersecurity ETF Nasdaq Cyb Etf (CIBR)
SPDR S&P Kensho New Economies Composite ETF S&p Kensho New (KOMP)
Vanguard Sector Index Health Care ETF Health Car Etf (VHT)
Defiance 5G Next Generation Connectivity ETF Defiance Next (FIVG)
IShares Biotechnology ETF Ishares Biotech (IBB)

View all positions for Advantage Trust

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
Bank of America Corporation
Geode Capital Management
Wellington Management Company
Dimensional Fund Advisors
Northern Trust
Morgan Stanley
Jpmorgan Chase & Co
Legal & General Group
Bank of New York Mellon
Amundi
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Principal Financial