Principal Financial shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 50k | 82.91 |
| 2025-06-30 | $4.2M | 52k | 79.43 |
| 2025-03-31 | $3.3M | 39k | 84.40 |
| 2024-12-31 | $4.2M | 50k | 84.33 |
| 2024-09-30 | $4.2M | 49k | 85.94 |
| 2024-03-31 | $5.2M | 61k | 86.34 |
| 2023-12-31 | $7.6M | 97k | 78.69 |
| 2023-09-30 | $18M | 251k | 72.08 |
| 2023-06-30 | $2.6M | 792k | 3.22 |
| 2023-03-31 | $9.7M | 131k | 74.34 |
| 2022-12-31 | $12M | 138k | 83.91 |
| 2022-09-30 | $7.2M | 99k | 72.16 |
| 2022-06-30 | $4.8M | 72k | 66.81 |
| 2022-03-31 | $4.1M | 56k | 73.54 |
| 2021-12-31 | $3.3M | 46k | 72.24 |
| 2021-09-30 | $3.0M | 46k | 64.51 |
| 2021-06-30 | $3.0M | 47k | 63.18 |
| 2021-03-31 | $3.0M | 50k | 59.97 |
| 2020-12-31 | $2.5M | 50k | 49.62 |
| 2020-09-30 | $3.3M | 83k | 40.30 |
| 2020-06-30 | $3.7M | 89k | 41.63 |
| 2020-03-31 | $3.1M | 99k | 31.31 |