Principal Financial shares owned by Atlas Capital Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Atlas Capital Advisors
from 13F filings
Historical chart of Atlas Capital Advisors investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Atlas Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $737k | 8.2k | 90.11 |
| 2025-12-31 | $146k | 1.7k | 88.21 |
| 2025-06-30 | $17k | 208 | 79.43 |
| 2025-03-31 | $153k | 1.8k | 84.37 |
| 2024-12-31 | $141k | 1.8k | 77.41 |
| 2024-09-30 | $156k | 1.8k | 85.90 |
| 2024-06-30 | $148k | 1.9k | 78.45 |
| 2024-03-31 | $163k | 1.9k | 86.31 |
| 2023-12-31 | $148k | 1.9k | 78.67 |
| 2023-09-30 | $179k | 2.5k | 72.07 |
| 2023-06-30 | $192k | 2.5k | 75.84 |
| 2023-03-31 | $218k | 2.9k | 74.32 |
| 2022-12-31 | $262k | 3.1k | 83.92 |
| 2022-09-30 | $225k | 3.1k | 72.15 |
| 2022-06-30 | $14k | 208 | 66.79 |
| 2022-03-31 | $15k | 208 | 73.41 |
| 2021-12-31 | $15k | 208 | 72.33 |
| 2021-09-30 | $13k | 208 | 64.40 |
| 2021-06-30 | $13k | 208 | 63.19 |
| 2021-03-31 | $13k | 208 | 59.96 |
| 2020-12-31 | $10k | 208 | 49.61 |