Principal Financial shares owned by Carret Asset Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Carret Asset Management
from 13F filings
Historical chart of Carret Asset Management investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Carret Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2012-12-31 | $538k | 19k | 28.51 |
| 2012-09-30 | $570k | 21k | 26.92 |
| 2012-06-30 | $558k | 21k | 26.23 |
| 2012-03-31 | $628k | 21k | 29.53 |
| 2011-12-31 | $516k | 21k | 24.61 |
| 2011-09-30 | $475k | 21k | 22.68 |
| 2011-03-31 | $758k | 24k | 32.13 |
| 2010-12-31 | $768k | 24k | 32.55 |