Principal Securities »

Capital Group Conservative E shares owned by Principal Securities

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Principal Securities from 13F filings

Historical chart of Principal Securities investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Conservative E held by Principal Securities consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Conservative E by Principal Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $617k 21k 30.11
2025-06-30 $2.1k 74 28.59

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Principal Exchange Traded Focused Blue Chi (BCHP)
Principal Exchange Traded Prin U S Small (PSC)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Microsoft Corporation (MSFT)
Principal Exchange Traded Intl Equity Etf (PIEQ)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Series Trust Portfolio S&p500 (SPYM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Principal Exchange Traded Prnc Invt Grad (IG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Principal Securities

Top funds holding Capital Group Conservative E

Capital Research and Management Company - Division 3
LPL Financial
Capital Group Private Client Services
Raymond James Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Stifel Financial
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Tribridge Partners Financial
Envision Financial Planning
Commonwealth Equity Services
D. J. St. Germain
Wells Fargo & Company
Mml Investors Services

View all funds holding Capital Group Conservative E