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Principal Financial shares owned by Northern Oak Capital Management

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

Historical chart of Northern Oak Capital Management investment in Principal Financial

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

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Quarterly reported holdings in Principal Financial by Northern Oak Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $208k 2.4k 86.31
2023-12-31 $231k 2.9k 78.67
2023-09-30 $238k 3.3k 72.07
2023-06-30 $251k 3.3k 75.84
2023-03-31 $254k 3.4k 74.32
2022-06-30 $9.0k 129 69.77

More positions owned by Northern Oak Capital Management

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Verizon Communications (VZ)
Exxon Mobil Corporation (XOM)
At&t (T)

View all positions for Northern Oak Capital Management

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