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Principal Financial shares owned by BOS Asset Management

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

Historical chart of BOS Asset Management investment in Principal Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Principal Financial by BOS Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 1.9k 107.78

More positions owned by BOS Asset Management

Ab Active Etfs Ultra Short Incm (YEAR)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ab Active Etfs Disruptors Etf (FWD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Eli Lilly & Co. (LLY)
Invesco Actively Managed Exc Total Return (GTO)
NVIDIA Corporation (NVDA)

View all positions for BOS Asset Management

Top funds holding Principal Financial

BlackRock
Nippon Life insurance
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Bank of America Corporation
Charles Schwab Investment Management
Sixth Street Partners Management Company
Capital World Investors
Geode Capital Management
Dimensional Fund Advisors
Invesco
Northern Trust
Morgan Stanley
Goldman Sachs Group

View all funds holding Principal Financial