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Principal Financial shares owned by Alpine Bank Wealth Management

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Alpine Bank Wealth Management from 13F filings

Historical chart of Alpine Bank Wealth Management investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Alpine Bank Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Alpine Bank Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $16k 189 82.91
2025-06-30 $15k 189 79.43
2025-03-31 $16k 189 84.37
2024-09-30 $16k 189 85.90

More positions owned by Alpine Bank Wealth Management

Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)
Jp Morgan Exchange Traded Fd fund (JCPB)
Wisdomtree Floating Rate Treasury Fund (USFR)
Wisdomtree Tr (GDE)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Vanguard Growth ETF (VUG)
iShares S&P 500 Index (IVV)
Vanguard Bd Index Fds (VUSB)
iShares S&P MidCap 400 Index (IJH)
iShares Russell 2000 Index (IWM)
iShares S&P 500 Growth Index (IVW)
RBB (TBIL)
Microsoft Corporation (MSFT)
Colgate-Palmolive Company (CL)
J P Morgan Exchange-traded F (JEPI)

View all positions for Alpine Bank Wealth Management

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
State Street Corporation
Geode Capital Management
Victory Capital Management
Dimensional Fund Advisors
Northern Trust
Invesco
Morgan Stanley
Goldman Sachs Group
UBS Group
Ubs Global Asset Management Americas
Royal Bank of Canada
Legal & General Group

View all funds holding Principal Financial