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Principal Financial shares owned by Financial Advisory Service

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

Historical chart of Financial Advisory Service investment in Principal Financial

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

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Quarterly reported holdings in Principal Financial by Financial Advisory Service

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 25k 78.67
2023-09-30 $1.6M 22k 72.07
2023-06-30 $1.6M 21k 75.84
2023-03-31 $1.3M 18k 74.32
2022-12-31 $1.4M 17k 83.92
2022-09-30 $1.1M 15k 72.14
2022-06-30 $790k 12k 66.78
2022-03-31 $892k 12k 73.39
2021-12-31 $618k 8.5k 72.29
2021-09-30 $276k 4.3k 64.35