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Principal Financial shares owned by Centricity Wealth Management

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

Historical chart of Centricity Wealth Management investment in Principal Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Principal Financial by Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $9.1k 115 79.43
2025-03-31 $9.7k 115 84.37
2024-12-31 $8.9k 115 77.41

More positions owned by Centricity Wealth Management

Vanguard Index Fdss&p 500 Etf Etf (VOO)
Ishares Trmsci Eafe Etf Etf (EFA)
J P Morgan Exchange Traded Fultra Shrt Etf Etf (JPST)
Ishares Tribds Dec28 Etf Etf (IBDT)
Ishares Tribonds 27 Etf Etf (IBDS)
Ishares Trcore S&p500 Etf Etf (IVV)
Vanguard Admiral Fds Inc500 Grth Idx F Etf (VOOG)
Vanguard Admiral Fds Inc500 Val Idx Etf (VOOV)
Ishares Trcore Div Grwth Etf (DGRO)
Spdr Gold Tr Etf (GLD)
Ishares Tribonds Dec2026 Etf (IBDR)
Vanguard Index Fdstotal Stk Mkt Etf (VTI)
Spdr S&p 500 Etf Tr Etf (SPY)
Vanguard Specialized Fundsdiv App Etf Etf (VIG)
Ishares Trcore S&p Us Vlu Etf (IUSV)

View all positions for Centricity Wealth Management

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
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Geode Capital Management
Victory Capital Management
Dimensional Fund Advisors
Northern Trust
Invesco
Morgan Stanley
Goldman Sachs Group
UBS Group
Ubs Global Asset Management Americas
Royal Bank of Canada
Legal & General Group

View all funds holding Principal Financial