Principal Financial shares owned by Assetmark
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Assetmark
from 13F filings
Historical chart of Assetmark investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Assetmark
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $95k | 1.2k | 78.69 |
| 2023-09-30 | $35M | 478k | 72.07 |
| 2023-06-30 | $34M | 445k | 75.84 |
| 2023-03-31 | $37M | 495k | 74.32 |
| 2022-12-31 | $185k | 2.2k | 83.92 |
| 2022-09-30 | $31k | 432 | 71.76 |
| 2022-06-30 | $29k | 432 | 67.13 |
| 2022-03-31 | $33k | 450 | 73.33 |
| 2021-12-31 | $31k | 432 | 71.76 |
| 2021-09-30 | $4.0k | 57 | 70.18 |
| 2021-06-30 | $3.7M | 59k | 63.19 |
| 2021-03-31 | $3.0k | 57 | 52.63 |
| 2020-12-31 | $3.0k | 57 | 52.63 |
| 2020-09-30 | $2.0k | 57 | 35.09 |
| 2020-06-30 | $2.0k | 58 | 34.48 |
| 2020-03-31 | $35k | 1.1k | 31.56 |
| 2019-12-31 | $142k | 2.6k | 54.91 |
| 2019-09-30 | $270k | 4.7k | 57.07 |
| 2019-06-30 | $306k | 5.3k | 57.99 |
| 2019-03-31 | $336k | 6.7k | 50.15 |
| 2018-12-31 | $265k | 6.0k | 44.12 |
| 2018-09-30 | $12M | 201k | 58.59 |
| 2018-06-30 | $10M | 189k | 52.95 |
| 2018-03-31 | $11M | 184k | 60.91 |
| 2017-12-31 | $11M | 161k | 70.56 |
| 2017-09-30 | $10M | 161k | 64.34 |
| 2017-06-30 | $4.0k | 57 | 70.18 |
| 2017-03-31 | $4.0k | 57 | 70.18 |