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Principal Financial shares owned by Marquette Asset Management

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

Historical chart of Marquette Asset Management investment in Principal Financial

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

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Quarterly reported holdings in Principal Financial by Marquette Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $477k 6.1k 78.67
2023-09-30 $451k 6.3k 72.07
2023-06-30 $55k 728 75.84
2023-03-31 $54k 728 74.32
2022-12-31 $31k 368 83.92
2022-09-30 $27k 368 73.37
2022-06-30 $25k 368 67.93
2022-03-31 $27k 368 73.37
2021-12-31 $27k 368 73.37
2021-09-30 $24k 368 65.22
2021-06-30 $23k 368 62.50
2021-03-31 $22k 368 59.78
2020-12-31 $8.0k 168 47.62
2020-09-30 $7.0k 168 41.67
2020-06-30 $7.0k 168 41.67
2020-03-31 $5.0k 168 29.76
2019-12-31 $9.0k 168 53.57
2019-09-30 $10k 168 59.52
2019-06-30 $10k 168 59.52
2019-03-31 $8.0k 168 47.62