Principal Financial shares owned by Goelzer Investment Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Goelzer Investment Management
from 13F filings
Historical chart of Goelzer Investment Management investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Goelzer Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $10M | 127k | 78.67 |
| 2023-09-30 | $9.3M | 129k | 72.07 |
| 2023-06-30 | $10M | 132k | 75.84 |
| 2023-03-31 | $8.9M | 120k | 74.32 |
| 2022-12-31 | $10M | 120k | 83.92 |
| 2022-09-30 | $8.5M | 118k | 72.15 |
| 2022-06-30 | $7.7M | 116k | 66.79 |
| 2022-03-31 | $8.7M | 118k | 73.41 |
| 2021-12-31 | $12M | 160k | 72.33 |
| 2021-09-30 | $11M | 162k | 64.40 |
| 2021-06-30 | $11M | 167k | 63.19 |
| 2021-03-31 | $9.8M | 164k | 59.96 |
| 2020-12-31 | $8.5M | 170k | 49.61 |
| 2020-09-30 | $7.0M | 174k | 40.27 |
| 2020-06-30 | $7.3M | 177k | 41.54 |
| 2020-03-31 | $5.5M | 176k | 31.34 |
| 2019-12-31 | $9.7M | 176k | 55.00 |
| 2019-09-30 | $9.8M | 171k | 57.14 |
| 2019-06-30 | $10M | 175k | 57.92 |
| 2019-03-31 | $13M | 249k | 50.19 |
| 2018-12-31 | $11M | 246k | 44.17 |
| 2018-09-30 | $11M | 179k | 58.59 |
| 2018-06-30 | $9.5M | 179k | 52.95 |
| 2018-03-31 | $11M | 181k | 60.91 |
| 2017-12-31 | $13M | 185k | 70.56 |
| 2017-09-30 | $12M | 184k | 64.34 |
| 2017-06-30 | $12M | 185k | 64.07 |
| 2017-03-31 | $12M | 186k | 63.11 |
| 2016-12-31 | $11M | 184k | 57.86 |
| 2016-09-30 | $11M | 213k | 51.51 |
| 2016-06-30 | $8.7M | 212k | 41.11 |
| 2016-03-31 | $8.2M | 209k | 39.45 |
| 2015-12-31 | $6.3M | 140k | 44.98 |
| 2015-09-30 | $6.5M | 137k | 47.34 |
| 2015-06-30 | $7.0M | 137k | 51.29 |
| 2015-03-31 | $7.0M | 136k | 51.37 |
| 2014-12-31 | $7.0M | 135k | 51.94 |
| 2014-09-30 | $6.8M | 130k | 52.47 |
| 2014-06-30 | $6.5M | 130k | 50.48 |
| 2014-03-31 | $5.8M | 126k | 45.99 |
| 2013-12-31 | $5.8M | 117k | 49.31 |
| 2013-09-30 | $5.1M | 119k | 42.82 |
| 2013-06-30 | $8.8M | 236k | 37.45 |
| 2013-03-31 | $4.0M | 118k | 34.03 |
More positions owned by Goelzer Investment Management
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