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Principal Financial shares owned by Team Financial Group

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

Historical chart of Team Financial Group investment in Principal Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Principal Financial by Team Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $13k 163 78.44
2023-09-30 $12k 160 71.93

More positions owned by Team Financial Group

Wt Flt Rt Trsry Etf (USFR)
Wt Us Lrg Fund Etf (EPS)
Wt Us Qlty Div Grwth Fund Etf (DGRW)
Wt U.s. Multifac Fund Etf (USMF)
Wt Us Smlcp Qlty Div Grth Fund Etf (DGRS)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Pgim Total Return Bond Etf Etf (PTRB)
Wt Us Value Fund Etf (WTV)
Vanguard St Bond Etf Etf (BSV)
Wt U.s. Midcap Div Fund Etf (DON)
Wt Enh Commdty Stgy Etf (GCC)
Pacer Us Lrg Cp Grwth Etf Etf (COWG)
Spdr Gold Minishares Trust Etf (GLDM)
Pgim Ultra Short Bond Etf Etf (PULS)
Schwab U.s. Lrg-cap Growth Etf Etf (SCHG)

View all positions for Team Financial Group

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