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Principal Financial shares owned by Commonwealth Retirement Investments

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Commonwealth Retirement Investments from 13F filings

Historical chart of Commonwealth Retirement Investments investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Commonwealth Retirement Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Commonwealth Retirement Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 15k 82.91
2025-06-30 $1.1M 14k 79.43