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Principal Financial shares owned by Caerus Investment Advisors

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Caerus Investment Advisors from 13F filings

Historical chart of Caerus Investment Advisors investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Caerus Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Caerus Investment Advisors

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

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Figma Class A Com Stk (FIG)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Global X Fds S&p 500 Covered (XYLD)
Global X Fds Nasdaq 100 Cover (QYLD)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Eafe Etf (EFA)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Equity Market (DFUS)
Amazon (AMZN)

View all positions for Caerus Investment Advisors

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Northern Trust
Invesco
Norges Bank Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
Royal Bank of Canada
Legal & General Group
Charles Schwab Investment Management
Amundi

View all funds holding Principal Financial