Burns Matteson Capital Management »

Principal Financial shares owned by Burns Matteson Capital Management

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Burns Matteson Capital Management from 13F filings

Historical chart of Burns Matteson Capital Management investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Burns Matteson Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Burns Matteson Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $529k 5.9k 90.11
2023-09-30 $565k 7.8k 72.07
2022-12-31 $642k 7.6k 83.92
2021-06-30 $393k 6.2k 63.19

More positions owned by Burns Matteson Capital Management

Corning Stock (GLW)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)
Ishares Russell Top 200 Growth Etf Etf (IWY)
Schwab Us Dividend Equity Etf Etf (SCHD)
Wisdomtree Dynamic International Equity Fund Etf (DDWM)
Spdr Gold Shares Etf (GLD)
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Invesco S&p 500 Low Volatility Etf Etf (SPLV)

View all positions for Burns Matteson Capital Management

Top funds holding Principal Financial

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

View all funds holding Principal Financial