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Principal Financial shares owned by Everence Capital Management

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Everence Capital Management from 13F filings

Historical chart of Everence Capital Management investment in Principal Financial

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All positions including Principal Financial held by Everence Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Everence Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 14k 86.30
2023-12-31 $1.1M 14k 78.70
2023-09-30 $654k 9.1k 72.03
2023-06-30 $297k 4.5k 65.56
2023-03-31 $337k 4.5k 74.39
2022-12-31 $380k 4.5k 83.89
2022-09-30 $806k 11k 72.16
2022-06-30 $746k 11k 66.79
2022-03-31 $820k 11k 73.41
2021-12-31 $808k 11k 72.34
2021-09-30 $719k 11k 64.37
2021-06-30 $706k 11k 63.21
2021-03-31 $670k 11k 59.98
2020-12-31 $554k 11k 49.60
2020-09-30 $450k 11k 40.29
2020-06-30 $431k 11k 38.59
2020-03-31 $614k 11k 54.97
2019-12-31 $614k 11k 54.97
2019-09-30 $1.2M 20k 57.14
2019-06-30 $1.2M 20k 57.92
2019-03-31 $1.0M 20k 50.18
2018-12-31 $335k 7.6k 44.13
2018-09-30 $445k 7.6k 58.62
2018-06-30 $402k 7.6k 52.96
2018-03-31 $462k 7.6k 60.86
2017-12-31 $536k 7.6k 70.61
2017-09-30 $418k 6.5k 64.31
2017-06-30 $416k 6.5k 64.00
2017-03-31 $410k 6.5k 63.08
2016-12-31 $376k 6.5k 57.85
2016-09-30 $335k 6.5k 51.54
2016-06-30 $267k 6.5k 41.08
2013-09-30 $229k 5.3k 42.87
2013-06-30 $200k 5.3k 37.44