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Principal Financial shares owned by Bay Harbor Wealth Management

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Bay Harbor Wealth Management from 13F filings

Historical chart of Bay Harbor Wealth Management investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Bay Harbor Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Bay Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $51k 561 90.11
2025-12-31 $2.3k 26 88.19
2025-09-30 $1.4k 17 82.88
2025-06-30 $953 12 79.42
2025-03-31 $589 7 84.29
2020-03-31 $1.0k 23 43.48
2019-12-31 $2.0k 33 60.61
2019-09-30 $2.0k 33 60.61
2019-06-30 $2.0k 33 60.61
2019-03-31 $2.0k 33 60.61
2018-12-31 $999 33 30.30

More positions owned by Bay Harbor Wealth Management

Dimensional Us Core Equity Market Etf Exchange Traded Fund (DFAU)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares S&p 500 Value Etf Exchange Traded Fund (IVE)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Total International Bond Etf Exchange Traded Fund (BNDX)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Exchange Traded Fund (DYNF)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Dimensional Short-duration Fixed Income Etf Exchange Traded Fund (DFSD)
Ishares Msci Eafe Value Etf Exchange Traded Fund (EFV)
Dimensional International Core Equity Market Etf Exchange Traded Fund (DFAI)

View all positions for Bay Harbor Wealth Management

Top funds holding Principal Financial

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View all funds holding Principal Financial