Principal Financial shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Envestnet Asset Management
from 13F filings
Historical chart of Envestnet Asset Management investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 62k | 82.91 |
| 2025-06-30 | $4.9M | 62k | 79.43 |
| 2025-03-31 | $4.1M | 49k | 84.37 |
| 2024-12-31 | $3.4M | 44k | 77.41 |
| 2024-09-30 | $3.5M | 40k | 85.90 |
| 2024-06-30 | $3.3M | 42k | 78.45 |
| 2024-03-31 | $5.5M | 64k | 86.31 |
| 2023-09-30 | $14M | 200k | 72.07 |
| 2023-06-30 | $33M | 439k | 75.84 |
| 2023-03-31 | $29M | 4.1M | 6.97 |
| 2022-12-31 | $34M | 400k | 83.92 |
| 2022-09-30 | $20M | 281k | 72.15 |
| 2022-06-30 | $2.8M | 43k | 66.80 |
| 2022-03-31 | $3.1M | 42k | 73.41 |
| 2021-12-31 | $3.2M | 44k | 72.33 |
| 2021-09-30 | $2.4M | 37k | 64.40 |
| 2021-06-30 | $2.5M | 40k | 63.19 |
| 2021-03-31 | $2.2M | 36k | 59.97 |
| 2020-12-31 | $1.7M | 34k | 49.61 |
| 2020-09-30 | $4.5M | 113k | 40.27 |
| 2020-06-30 | $4.0M | 95k | 41.54 |
| 2020-03-31 | $3.8M | 121k | 31.34 |
| 2019-12-31 | $7.4M | 135k | 55.00 |
| 2019-09-30 | $8.3M | 145k | 57.14 |
| 2019-06-30 | $9.0M | 156k | 57.92 |
| 2019-03-31 | $5.7M | 115k | 50.19 |
| 2018-12-31 | $15M | 345k | 44.17 |
| 2018-06-30 | $157k | 3.0k | 52.88 |
| 2018-03-31 | $191k | 3.2k | 59.54 |
| 2017-12-31 | $395k | 5.6k | 70.40 |
| 2017-09-30 | $469k | 7.3k | 64.33 |
| 2017-06-30 | $545k | 8.5k | 63.82 |
| 2017-03-31 | $535k | 8.5k | 62.83 |
| 2016-12-31 | $466k | 8.1k | 57.80 |
| 2016-09-30 | $465k | 9.0k | 51.53 |
| 2016-06-30 | $305k | 7.4k | 41.13 |
| 2016-03-31 | $142k | 3.6k | 39.43 |
| 2015-12-31 | $1.2M | 26k | 44.99 |
| 2015-09-30 | $1.9M | 39k | 47.34 |
| 2015-06-30 | $673k | 13k | 51.26 |
| 2015-03-31 | $733k | 14k | 51.37 |
| 2014-12-31 | $143k | 2.8k | 51.87 |
| 2014-09-30 | $190k | 3.6k | 52.41 |
| 2014-06-30 | $141k | 2.8k | 50.52 |
| 2014-03-31 | $99k | 2.2k | 46.03 |
| 2013-12-31 | $48k | 966 | 49.69 |
| 2013-09-30 | $19k | 449 | 42.32 |
| 2013-06-30 | $16k | 417 | 38.37 |
More positions owned by Envestnet Asset Management
View all positions for Envestnet Asset Management