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Principal Financial shares owned by Capital & Planning

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Capital & Planning from 13F filings

Historical chart of Capital & Planning investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Capital & Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Capital & Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $38k 424 90.11
2024-12-31 $33k 424 77.41

More positions owned by Capital & Planning

Alphabet Common Stock (GOOGL)
Amazon Common Stock (AMZN)
Microsoft Corp Common Stock (MSFT)
Southern Company Common Stock (SO)
Visa Common Stock (V)
Eli Lilly Common Stock (LLY)
Duke Energy Common Stock (DUK)
Apple Common Stock (AAPL)
Mcdonalds Corp Common Stock (MCD)
Caterpillar Common Stock (CAT)
Church & Dwight Common Stock (CHD)
Nvidia Corp Common Stock (NVDA)
Procter & Gamble Common Stock (PG)
Texas Instruments Common Stock (TXN)
Meta Platforms Common Stock (META)

View all positions for Capital & Planning

Top funds holding Principal Financial

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

View all funds holding Principal Financial