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Principal Financial shares owned by Symmetry Partner

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Symmetry Partner from 13F filings

Historical chart of Symmetry Partner investment in Principal Financial

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All positions including Principal Financial held by Symmetry Partner consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Symmetry Partner

Quarter filed Position value Share count Share price at filing
2023-12-31 $269k 3.4k 79.23
2023-09-30 $366k 5.1k 72.02
2023-06-30 $385k 5.1k 75.76
2023-03-31 $456k 6.1k 74.30
2022-12-31 $426k 5.1k 83.83
2022-09-30 $367k 5.1k 72.22
2022-06-30 $339k 5.1k 66.71
2022-03-31 $373k 5.1k 73.40
2021-12-31 $368k 5.1k 72.41
2021-09-30 $419k 6.3k 66.68
2021-06-30 $397k 6.3k 63.18
2021-03-31 $377k 6.3k 59.99
2020-12-31 $314k 6.3k 49.66
2020-09-30 $254k 6.3k 40.25