Principal Financial shares owned by Alteri Wealth
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Alteri Wealth
from 13F filings
Historical chart of Alteri Wealth investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Alteri Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $328M | 3.7k | 88218.04 |
| 2025-09-30 | $329M | 4.0k | 82914.40 |
| 2025-06-30 | $426M | 5.4k | 79428.09 |
| 2025-03-31 | $359M | 4.3k | 84369.62 |