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Principal Financial shares owned by Fortis Group Advisors

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Fortis Group Advisors from 13F filings

Historical chart of Fortis Group Advisors investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $40k 458 86.31
2023-12-31 $72k 916 78.67
2023-09-30 $33k 458 72.07
2020-09-30 $18k 458 39.30

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares 1-3yr MF Closed and MF Open (SHY)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Ishares Russell MF Closed and MF Open (IWO)
Spdr Gold Common Stock (GLD)
Apple Common Stock (AAPL)
Vanguard World Mega Grwth Ind (MGK)
T Rowe Price Etf Cap Appreciation (TCAF)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Amazon Common Stock (AMZN)

View all positions for Fortis Group Advisors

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