Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Principal Financial shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Principal Financial

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All positions including Principal Financial held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $241k 2.2k 107.78

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Victory Portfolios Ii Core Plus Bd Etf (UBND)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Alps Etf Tr Smith Core Plus (SMTH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Dimensional Etf Trust Intl Core Equity (DFIC)
Alphabet Cap Stk Cl A (GOOGL)
Analog Devices (ADI)
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Principal Financial

BlackRock
Nippon Life insurance
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Bank of America Corporation
Charles Schwab Investment Management
Sixth Street Partners Management Company
Capital World Investors
Geode Capital Management
Dimensional Fund Advisors
Invesco
Northern Trust
Morgan Stanley
Goldman Sachs Group

View all funds holding Principal Financial