Principal Financial shares owned by FORA Capital
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by FORA Capital
from 13F filings
Historical chart of FORA Capital investment in Principal Financial
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All positions including Principal Financial held by FORA Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Principal Financial by FORA Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 13k | 85.90 |
| 2024-03-31 | $2.8M | 33k | 86.31 |
| 2023-12-31 | $2.5M | 32k | 78.67 |
| 2022-12-31 | $743k | 8.9k | 83.92 |
| 2021-12-31 | $257k | 3.6k | 72.39 |
| 2021-03-31 | $140k | 2.3k | 59.75 |
| 2020-12-31 | $62k | 1.2k | 49.96 |
| 2020-09-30 | $76k | 1.9k | 40.21 |