Envestnet Asset Management »

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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All positions including Principal Financial held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
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

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)

View all positions for Envestnet Asset Management

Top funds holding Principal Financial

Vanguard Group
Nippon Life insurance
Bank of America Corporation
Wellington Management Company
Dimensional Fund Advisors
Norges Bank Investment Management
Legal & General Group
Goldman Sachs Group
Bank of New York Mellon
Balyasny Asset Management
Hsbc Holdings
Charles Schwab Investment Management
Mairs and Power
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Principal Financial