Principal Financial shares owned by CI Private Wealth
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by CI Private Wealth
from 13F filings
Historical chart of CI Private Wealth investment in Principal Financial
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Quarterly reported holdings in Principal Financial by CI Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 58k | 85.90 |
| 2024-06-30 | $2.8M | 36k | 78.45 |
| 2024-03-31 | $2.7M | 32k | 86.31 |
| 2023-12-31 | $2.5M | 32k | 78.67 |
| 2023-09-30 | $2.2M | 30k | 72.07 |
| 2023-06-30 | $1.4M | 19k | 75.84 |
| 2023-03-31 | $2.2M | 30k | 74.29 |
| 2022-12-31 | $2.7M | 32k | 83.96 |