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Principal Financial shares owned by Dean Investment Associates

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Dean Investment Associates from 13F filings

Historical chart of Dean Investment Associates investment in Principal Financial

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All positions including Principal Financial held by Dean Investment Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Dean Investment Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.0M 63k 78.67
2023-09-30 $4.7M 65k 72.07
2023-06-30 $5.0M 65k 75.84
2023-03-31 $4.9M 66k 74.32
2022-12-31 $4.8M 58k 83.92
2022-09-30 $3.5M 48k 72.14
2022-06-30 $3.2M 47k 66.79
2022-03-31 $3.5M 47k 73.40
2021-12-31 $3.5M 48k 72.33
2021-09-30 $3.1M 48k 64.40
2021-06-30 $3.0M 47k 63.20
2021-03-31 $2.8M 47k 59.97
2020-12-31 $2.3M 46k 49.61
2020-09-30 $1.9M 48k 40.26
2020-06-30 $2.0M 49k 41.54
2020-03-31 $1.5M 47k 31.35
2019-12-31 $2.6M 47k 55.01
2019-09-30 $2.8M 49k 57.13
2019-06-30 $2.8M 48k 57.92
2019-03-31 $2.3M 47k 50.18
2018-12-31 $1.8M 41k 44.18
2018-09-30 $2.4M 41k 58.60
2018-06-30 $1.8M 33k 52.94
2018-03-31 $1.9M 31k 60.90
2017-12-31 $1.8M 25k 70.55
2017-09-30 $1.6M 25k 64.35
2017-06-30 $1.0M 16k 63.12
2017-03-31 $1.0M 16k 63.12
2016-12-31 $937k 16k 57.85
2016-09-30 $889k 17k 51.53
2016-06-30 $718k 18k 41.13