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Principal Financial shares owned by Covenant Multifamily Offices

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Covenant Multifamily Offices from 13F filings

Historical chart of Covenant Multifamily Offices investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Covenant Multifamily Offices consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Covenant Multifamily Offices

Quarter filed Position value Share count Share price at filing
2021-09-30 $2.3M 35k 66.64
2021-06-30 $2.2M 35k 63.18
2018-06-30 $1.8M 34k 52.94
2018-03-31 $1.8M 30k 60.91

More positions owned by Covenant Multifamily Offices

Vanguard Specialized Funds Div App Etf (VIG)
At&t (T)
Texas Instruments Incorporated (TXN)
Ishares Tr Expanded Tech (IGV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Select Sector Spdr Tr Financial (XLF)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core S&p500 Etf (IVV)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Covenant Multifamily Offices

Top funds holding Principal Financial

Vanguard Group
Nippon Life insurance
Bank of America Corporation
Wellington Management Company
Dimensional Fund Advisors
Norges Bank Investment Management
Legal & General Group
Goldman Sachs Group
Bank of New York Mellon
Balyasny Asset Management
Hsbc Holdings
Charles Schwab Investment Management
Mairs and Power
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Principal Financial