Principal Financial shares owned by Bell Investment Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Bell Investment Advisors
from 13F filings
Historical chart of Bell Investment Advisors investment in Principal Financial
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All positions including Principal Financial held by Bell Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Principal Financial by Bell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $39k | 449 | 86.31 |
| 2023-12-31 | $35k | 449 | 78.67 |
| 2023-09-30 | $32k | 442 | 72.07 |
| 2023-06-30 | $32k | 418 | 75.84 |
| 2023-03-31 | $30k | 409 | 74.32 |
| 2022-12-31 | $35k | 422 | 83.92 |
| 2022-09-30 | $30k | 410 | 73.17 |
| 2022-06-30 | $27k | 405 | 66.67 |
| 2021-12-31 | $33k | 454 | 72.69 |
| 2021-09-30 | $29k | 447 | 64.88 |