Principal Financial shares owned by AE Wealth Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Principal Financial
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Quarterly reported holdings in Principal Financial by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 171k | 82.91 |
| 2025-06-30 | $13M | 157k | 79.43 |
| 2025-03-31 | $12M | 137k | 84.91 |
| 2024-12-31 | $9.6M | 124k | 77.41 |
| 2024-09-30 | $9.8M | 114k | 85.90 |
| 2024-06-30 | $9.2M | 118k | 78.45 |
| 2024-03-31 | $13M | 151k | 86.34 |
| 2023-12-31 | $15M | 186k | 80.51 |
| 2023-09-30 | $15M | 210k | 72.07 |
| 2023-06-30 | $17M | 229k | 75.84 |
| 2023-03-31 | $18M | 239k | 74.32 |
| 2022-12-31 | $19M | 223k | 83.92 |
| 2022-09-30 | $11M | 153k | 72.15 |
| 2022-06-30 | $12M | 184k | 66.79 |
| 2022-03-31 | $8.7M | 118k | 73.41 |
| 2021-12-31 | $7.2M | 100k | 72.33 |
| 2021-09-30 | $6.0M | 93k | 64.40 |
| 2021-06-30 | $4.9M | 78k | 63.19 |
| 2021-03-31 | $2.7M | 44k | 59.95 |
| 2020-12-31 | $1.9M | 39k | 49.60 |
| 2020-09-30 | $1.4M | 34k | 40.26 |
| 2020-06-30 | $1.4M | 34k | 41.53 |
| 2020-03-31 | $611k | 20k | 31.35 |
| 2019-12-31 | $661k | 12k | 55.02 |
| 2019-09-30 | $405k | 7.1k | 57.11 |
| 2019-06-30 | $408k | 7.0k | 57.96 |
| 2018-12-31 | $261k | 5.9k | 44.09 |
| 2018-09-30 | $434k | 7.4k | 58.52 |