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Principal Financial shares owned by Estate Counselors

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

Historical chart of Estate Counselors investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Estate Counselors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Estate Counselors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 23k 90.11
2023-09-30 $952k 13k 72.07
2023-06-30 $991k 13k 75.84
2023-03-31 $971k 13k 74.32

More positions owned by Estate Counselors

Etf Ser Solutions The Brinsmere Fu (TBFG)
Etf Ser Solutions The Brinsmere Fu (TBFC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Mbs Etf (MBB)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Series Trust State Street Spd (CWB)
Ishares Tr Jpmorgan Usd Emg (EMB)
Select Sector Spdr Tr State Street Con (XLP)
Select Sector Spdr Tr State Street Hea (XLV)
Vanguard World Energy Etf (VDE)
Select Sector Spdr Tr State Street Mat (XLB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Select Sector Spdr Tr State Street Uti (XLU)

View all positions for Estate Counselors

Top funds holding Principal Financial

BlackRock
Nippon Life insurance
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Bank of America Corporation
Capital World Investors
Charles Schwab Investment Management
Geode Capital Management
Dimensional Fund Advisors
Invesco
Northern Trust
Morgan Stanley
Goldman Sachs Group
AQR Capital Management

View all funds holding Principal Financial