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Principal Financial shares owned by Berkshire Money Management

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Berkshire Money Management from 13F filings

Historical chart of Berkshire Money Management investment in Principal Financial

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All positions including Principal Financial held by Berkshire Money Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Berkshire Money Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $284k 3.2k 88.21

More positions owned by Berkshire Money Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Us Small Cap Pwr (KAUG)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Series Trust State Street Spd (SJNK)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr State Street Uti (XLU)
Spdr Series Trust State Street Spd (BIL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Berkshire Money Management

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Royal Bank of Canada
Legal & General Group
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View all funds holding Principal Financial