Dynamic Wealth Strategies »

Principal Financial shares owned by Dynamic Wealth Strategies

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

Historical chart of Dynamic Wealth Strategies investment in Principal Financial

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Principal Financial by Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $46k 528 87.12

More positions owned by Dynamic Wealth Strategies

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Eafe Value Etf (EFV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for Dynamic Wealth Strategies

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
Bank of America Corporation
State Street Corporation
Capital Research Global Investors
Geode Capital Management
Wellington Management Company
Dimensional Fund Advisors
Northern Trust
Morgan Stanley
Invesco
Jpmorgan Chase & Co
Legal & General Group
Bank of New York Mellon

View all funds holding Principal Financial