Impact Partnership Wealth »

Principal Financial shares owned by Impact Partnership Wealth

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Impact Partnership Wealth from 13F filings

Historical chart of Impact Partnership Wealth investment in Principal Financial

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All positions including Principal Financial held by Impact Partnership Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Impact Partnership Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $517k 6.6k 78.67
2023-06-30 $1.9k 25 75.82

More positions owned by Impact Partnership Wealth

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Apple (AAPL)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Mbs Etf (MBB)

View all positions for Impact Partnership Wealth

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
Bank of America Corporation
Wellington Management Company
Dimensional Fund Advisors
Norges Bank Investment Management
Jpmorgan Chase & Co
Legal & General Group
Goldman Sachs Group
Bank of New York Mellon
Balyasny Asset Management
Charles Schwab Investment Management
Hsbc Holdings
Mairs and Power

View all funds holding Principal Financial