Capital A Wealth Management »

Principal Financial shares owned by Capital A Wealth Management

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

Historical chart of Capital A Wealth Management investment in Principal Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Principal Financial by Capital A Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $27k 338 78.67
2025-03-31 $505 6 84.33
2024-12-31 $231 3 77.33