Principal Financial shares owned by Basepoint Wealth
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Basepoint Wealth
from 13F filings
Historical chart of Basepoint Wealth investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Basepoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $789k | 9.5k | 82.91 |
| 2025-06-30 | $751k | 9.5k | 79.43 |
| 2025-03-31 | $805k | 9.5k | 84.37 |
| 2024-12-31 | $734k | 9.5k | 77.41 |
| 2024-09-30 | $809k | 9.4k | 85.90 |
| 2024-06-30 | $746k | 9.5k | 78.45 |
| 2024-03-31 | $823k | 9.5k | 86.31 |
| 2023-12-31 | $757k | 9.6k | 78.67 |
| 2023-09-30 | $669k | 9.3k | 72.07 |
| 2023-06-30 | $661k | 8.7k | 75.84 |
| 2023-03-31 | $632k | 8.5k | 74.32 |
| 2022-12-31 | $705k | 8.4k | 83.92 |
| 2022-09-30 | $606k | 8.4k | 72.15 |
| 2022-06-30 | $553k | 8.3k | 66.79 |
| 2022-03-31 | $603k | 8.2k | 73.41 |
| 2021-12-31 | $594k | 8.2k | 72.33 |