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Principal Financial shares owned by Foster & Motley

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Foster & Motley from 13F filings

Historical chart of Foster & Motley investment in Principal Financial

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All positions including Principal Financial held by Foster & Motley consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Foster & Motley

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 35k 86.30
2023-12-31 $2.8M 36k 78.68
2023-09-30 $2.7M 38k 72.06
2023-06-30 $2.9M 38k 75.84
2023-03-31 $2.0M 28k 74.32
2022-12-31 $1.6M 19k 83.91
2022-09-30 $1.1M 15k 72.15
2022-06-30 $1.0M 15k 66.76
2022-03-31 $1.0M 14k 73.38
2021-12-31 $826k 11k 72.37
2021-09-30 $547k 8.5k 64.42
2021-06-30 $231k 3.7k 63.10
2021-03-31 $291k 4.8k 60.01
2020-12-31 $347k 7.0k 49.59
2018-09-30 $231k 3.9k 58.61
2018-06-30 $203k 3.8k 52.85
2018-03-31 $242k 4.0k 60.90
2017-12-31 $283k 4.0k 70.50
2017-09-30 $258k 4.0k 64.28
2017-06-30 $257k 4.0k 64.03
2017-03-31 $232k 3.7k 63.15
2016-12-31 $210k 3.6k 57.90