Principal Financial shares owned by Chesley, Taft & Associates
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Chesley, Taft & Associates
from 13F filings
Historical chart of Chesley, Taft & Associates investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Chesley, Taft & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $271k | 3.3k | 82.91 |
| 2025-06-30 | $259k | 3.3k | 79.44 |
| 2025-03-31 | $275k | 3.3k | 84.36 |
| 2024-12-31 | $252k | 3.3k | 77.42 |
| 2024-09-30 | $280k | 3.3k | 85.89 |
| 2024-06-30 | $248k | 3.2k | 78.44 |
| 2024-03-31 | $272k | 3.2k | 86.32 |
| 2023-12-31 | $248k | 3.2k | 78.67 |
| 2023-09-30 | $236k | 3.3k | 72.06 |
| 2023-06-30 | $248k | 3.3k | 75.83 |
| 2023-03-31 | $243k | 3.3k | 74.33 |
| 2022-12-31 | $274k | 3.3k | 83.93 |
| 2022-09-30 | $235k | 3.3k | 72.11 |
| 2022-06-30 | $218k | 3.3k | 66.89 |
| 2018-03-31 | $879k | 14k | 60.93 |
| 2017-12-31 | $1.1M | 15k | 70.57 |
| 2017-09-30 | $962k | 15k | 64.34 |
More positions owned by Chesley, Taft & Associates
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