Principal Financial shares owned by Diversified Trust Company
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust Company investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 23k | 85.90 |
| 2024-06-30 | $1.8M | 23k | 78.45 |
| 2024-03-31 | $1.9M | 23k | 86.31 |
| 2023-12-31 | $1.2M | 15k | 78.67 |
| 2020-12-31 | $224k | 4.5k | 49.59 |
| 2019-12-31 | $326k | 5.9k | 54.99 |
| 2017-06-30 | $1.1M | 17k | 64.08 |
| 2017-03-31 | $1.1M | 17k | 63.13 |