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Principal Financial shares owned by CFG Asset Management

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

Historical chart of CFG Asset Management investment in Principal Financial

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

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Quarterly reported holdings in Principal Financial by CFG Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.0M 103k 77.47
2023-09-30 $7.2M 101k 70.95
2023-06-30 $7.5M 98k 75.84
2023-03-31 $6.8M 92k 74.32
2022-12-31 $6.9M 83k 83.92
2022-09-30 $5.6M 77k 72.15
2022-06-30 $4.9M 74k 66.79
2022-03-31 $4.9M 67k 73.41
2021-12-31 $4.2M 59k 72.33
2021-09-30 $3.4M 53k 64.40
2021-06-30 $3.2M 51k 63.20
2021-03-31 $2.9M 49k 59.96
2020-12-31 $2.4M 48k 49.61
2020-09-30 $1.9M 47k 40.27
2020-06-30 $1.8M 45k 41.53
2020-03-31 $1.3M 43k 31.35
2019-12-31 $2.2M 40k 55.00
2019-09-30 $2.1M 37k 57.13
2019-06-30 $2.0M 35k 57.92
2019-03-31 $1.6M 32k 50.18
2018-12-31 $1.1M 25k 44.15
2018-09-30 $1.7M 29k 58.60
2018-06-30 $1.4M 27k 54.03
2018-03-31 $1.3M 22k 60.89
2017-12-31 $1.5M 21k 70.56
2017-09-30 $1.3M 21k 64.34
2017-06-30 $1.4M 21k 64.06
2017-03-31 $1.3M 21k 63.13
2016-12-31 $1.1M 18k 57.88
2016-09-30 $950k 18k 51.50
2016-06-30 $723k 18k 41.12
2016-03-31 $580k 15k 39.46