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Principal Financial shares owned by Delos Wealth Advisors

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

Historical chart of Delos Wealth Advisors investment in Principal Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Principal Financial by Delos Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $54k 504 107.78

More positions owned by Delos Wealth Advisors

Spdr Series Trust St Str Bl 12 Etf (BILS)
Apple Call Call Option (Principal) (AAPL)
First Tr Exchange-traded Utilities Alph (FXU)
Bondbloxx Etf Trust Ir M Taxaware (TAXX)
Spdr Gold Tr Gold Shs (GLD)
Wal-Mart Stores (WMT)
Agnico (AEM)
Select Sector Spdr Tr St Str Care Etf (XLV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Flexshares Tr Iboxx 3r Targt (TDTT)
Alliant Energy Corporation (LNT)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Semiconductr Etf (SMH)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)

View all positions for Delos Wealth Advisors

Top funds holding Principal Financial

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

View all funds holding Principal Financial