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Principal Financial shares owned by First Pacific Financial

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

Historical chart of First Pacific Financial investment in Principal Financial

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

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Quarterly reported holdings in Principal Financial by First Pacific Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $26k 295 86.31
2023-12-31 $44k 564 78.67
2023-09-30 $21k 295 72.07
2023-06-30 $22k 295 75.84

More positions owned by First Pacific Financial

Ishares Tr S&p 100 Etf (OEF)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Matthews Intl Fds Pacific Tiger Ac (ASIA)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Dimensional Etf Trust World Equity Etf (DFAW)
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Matthews Intl Fds Emerging Markets (EMSF)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Microsoft Corporation (MSFT)

View all positions for First Pacific Financial

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