Principal Financial shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Principal Financial
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Quarterly reported holdings in Principal Financial by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 24k | 82.91 |
| 2025-06-30 | $1.8M | 22k | 79.43 |
| 2025-03-31 | $1.8M | 22k | 84.37 |
| 2024-12-31 | $1.4M | 18k | 77.41 |
| 2024-09-30 | $1.5M | 18k | 85.90 |
| 2024-06-30 | $1.3M | 17k | 78.45 |
| 2024-03-31 | $1.5M | 18k | 86.31 |
| 2023-12-31 | $1.3M | 17k | 78.67 |
| 2023-09-30 | $1.1M | 16k | 72.07 |
| 2023-06-30 | $1.1M | 15k | 75.84 |
| 2023-03-31 | $1.3M | 18k | 74.32 |
| 2022-12-31 | $1.3M | 16k | 83.92 |
| 2022-09-30 | $1.1M | 15k | 72.18 |
| 2022-06-30 | $846k | 13k | 66.55 |
| 2022-03-31 | $1.0k | 8 | 125.00 |