Ellevest »

Principal Financial shares owned by Ellevest

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

Historical chart of Ellevest investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Ellevest 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 Ellevest

Quarter filed Position value Share count Share price at filing
2023-12-31 $358k 4.6k 78.67
2023-09-30 $335k 4.6k 72.07
2023-06-30 $341k 4.5k 75.84
2023-03-31 $334k 4.5k 74.32
2022-12-31 $440k 5.2k 83.92
2022-09-30 $367k 5.1k 72.07
2022-06-30 $366k 5.5k 66.74
2022-03-31 $411k 5.6k 73.50
2021-12-31 $355k 4.9k 72.24
2021-09-30 $263k 4.1k 64.46
2021-06-30 $218k 3.5k 63.17
2021-03-31 $195k 3.2k 60.09
2020-12-31 $133k 2.7k 49.52
2020-09-30 $68k 1.7k 40.21
2020-06-30 $31k 743 41.72
2020-03-31 $3.0k 103 29.13
2019-12-31 $2.0k 29 68.97