Principal Financial shares owned by 180 Wealth Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by 180 Wealth Advisors
from 13F filings
Historical chart of 180 Wealth Advisors investment in Principal Financial
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Quarterly reported holdings in Principal Financial by 180 Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $261k | 3.1k | 82.90 |
| 2025-06-30 | $261k | 3.3k | 79.43 |
| 2025-03-31 | $287k | 3.4k | 84.37 |
| 2024-12-31 | $264k | 3.4k | 77.41 |
| 2024-09-30 | $309k | 3.6k | 85.91 |
| 2024-06-30 | $321k | 3.8k | 83.89 |
| 2024-03-31 | $361k | 4.2k | 86.32 |
| 2023-12-31 | $360k | 4.5k | 79.12 |
| 2023-09-30 | $359k | 5.0k | 72.07 |
| 2023-06-30 | $379k | 4.9k | 76.59 |
| 2023-03-31 | $459k | 6.2k | 74.32 |
| 2022-12-31 | $448k | 4.9k | 92.27 |
| 2022-09-30 | $359k | 5.0k | 72.07 |
| 2022-06-30 | $314k | 4.6k | 67.70 |