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Principal Financial shares owned by Curio Wealth

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

Historical chart of Curio Wealth investment in Principal Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Principal Financial by Curio Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $31k 379 82.91
2025-06-30 $30k 379 79.43
2025-03-31 $29k 1 29338.00
2024-12-31 $29k 379 77.41

More positions owned by Curio Wealth

Dfa Us Core Equity Market Etf Etf (DFAU)
Dfa S/t Fixed Income Etf Etf (DFSD)
Dfa Global Core Fixed Income Etf Etf (DFGP)
Avantis Intl Core Equity Etf Etf (AVDE)
Dfa Int Core Equity Etf Etf (DFAI)
Dfa Us Small Cap Etf Etf (DFAS)
Avantis Us Equity Etf Etf (AVUS)
Avantis Emerging Mkt Eq Etf Etf (AVEM)
Dimensional Us Lrge Cp Vctr Etf Etf (DFVX)
Dfa Us Real Estate Etf Etf (DFAR)
Dfa Emerging Markets Etf Etf (DFAE)
Avantis Intl Small Value Etf Etf (AVDV)
Dfa Us Core Equity 2 Etf Etf (DFAC)
Dfa Core Fixed Income Etf Etf (DFCF)
Dfa Us Targeted Value Etf Etf (DFAT)

View all positions for Curio Wealth

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
State Street Corporation
Geode Capital Management
Victory Capital Management
Dimensional Fund Advisors
Northern Trust
Invesco
Goldman Sachs Group
UBS Group
Ubs Global Asset Management Americas
Royal Bank of Canada
Legal & General Group
Amundi

View all funds holding Principal Financial