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Principal Financial shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Comprehensive Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $34k 381 90.11

More positions owned by Comprehensive Financial Planning

Janus Henderson Aaa Clo Etf Uie (JAAA)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard S&p 500 Etf Uie (VOO)
Invesco S&p 500 Top 50 Etf Uie (XLG)
Ishares Core S&p 500 Etf Uie (IVV)
Facebook Inc cl a (META)
Jpmorgan International Value Etf Uie (JIVE)
Jpmorgan Active Growth Etf Uie (JGRO)
Microsoft Corporation (MSFT)
T. Rowe Price Blue Chip Growth Etf Uie (TCHP)
Amazon (AMZN)
Wisdomtree U.s. Quality Dividend Growth Fund Uie (DGRW)
State Street Spdr S&p 500 Etf Trust Uie (SPY)
Ishares S&p 500 Growth Etf Uie (IVW)

View all positions for Comprehensive Financial Planning

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Bank of America Corporation
Capital World Investors
Geode Capital Management
Dimensional Fund Advisors
Invesco
Northern Trust
Morgan Stanley
Goldman Sachs Group
AQR Capital Management

View all funds holding Principal Financial