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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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All positions including Principal Financial held by Chesley, Taft & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Chesley, Taft & Associates

Quarter filed Position value Share count Share price at filing
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