Principal Financial shares owned by Clean Yield Group
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Clean Yield Group
from 13F filings
Historical chart of Clean Yield Group investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by Clean Yield Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Principal Financial by Clean Yield Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $46k | 559 | 82.91 |
| 2025-06-30 | $44k | 559 | 79.43 |
| 2025-03-31 | $47k | 559 | 84.37 |
| 2024-12-31 | $43k | 559 | 77.41 |
| 2024-09-30 | $48k | 559 | 85.90 |
| 2024-06-30 | $44k | 559 | 78.45 |
| 2024-03-31 | $48k | 559 | 86.31 |
| 2023-12-31 | $52k | 659 | 78.67 |
| 2023-09-30 | $47k | 659 | 70.65 |
| 2023-06-30 | $50k | 659 | 75.84 |
| 2023-03-31 | $49k | 659 | 74.32 |
| 2022-12-31 | $55k | 659 | 83.92 |
| 2022-09-30 | $48k | 659 | 72.84 |
| 2022-06-30 | $44k | 659 | 66.77 |
| 2022-03-31 | $48k | 659 | 72.84 |
| 2021-12-31 | $48k | 659 | 72.84 |
| 2021-09-30 | $42k | 659 | 63.73 |
| 2021-06-30 | $42k | 659 | 63.73 |
| 2020-12-31 | $33k | 659 | 50.08 |
| 2020-09-30 | $27k | 659 | 40.97 |
| 2020-06-30 | $6.0k | 134 | 44.78 |