Principal Financial shares owned by Empowered Funds
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Empowered Funds
from 13F filings
Historical chart of Empowered Funds investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by Empowered Funds consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Principal Financial by Empowered Funds
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $7.1M | 66k | 107.78 |
| 2026-03-31 | $4.6M | 51k | 90.11 |
| 2025-12-31 | $962k | 11k | 88.21 |
| 2025-09-30 | $857k | 10k | 82.91 |
| 2025-06-30 | $1.3M | 16k | 79.43 |
| 2025-03-31 | $395k | 4.7k | 84.37 |
| 2024-12-31 | $324k | 4.2k | 77.41 |
| 2024-09-30 | $1.4M | 16k | 85.90 |
| 2024-06-30 | $279k | 3.6k | 78.45 |
| 2024-03-31 | $274k | 3.2k | 86.31 |
| 2023-09-30 | $695k | 9.6k | 72.07 |
| 2023-06-30 | $825k | 11k | 75.84 |
| 2023-03-31 | $728k | 9.8k | 74.32 |
| 2022-12-31 | $742k | 8.8k | 83.92 |