Global Wealth Strategies & Associates »

Principal Financial shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Global Wealth Strategies & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Principal Financial by Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6k 20 78.65
2023-09-30 $1.4k 20 72.05
2023-06-30 $1.5k 20 75.85
2023-03-31 $1.5k 20 74.30
2022-12-31 $1.7k 20 83.90

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Ishares Gold Trust Etf (IAU)
Vanguard Short-term Bond Etf Etf (BSV)
Energy Select Sector Spdr Fund Etf (XLE)
Sherwin Williams Stock (SHW)
Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Global Wealth Strategies & Associates

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