Principal Financial shares owned by Gotham Asset Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Gotham Asset Management
from 13F filings
Historical chart of Gotham Asset Management investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Gotham Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $16M | 179k | 90.11 |
| 2025-12-31 | $773k | 8.8k | 88.21 |
| 2025-09-30 | $294k | 3.5k | 82.91 |
| 2025-06-30 | $292k | 3.7k | 79.43 |
| 2025-03-31 | $535k | 6.3k | 84.37 |
| 2023-12-31 | $349k | 4.4k | 78.67 |
| 2023-06-30 | $858k | 11k | 75.84 |
| 2023-03-31 | $1.2M | 17k | 74.32 |
| 2022-12-31 | $1.1M | 14k | 83.92 |
| 2022-09-30 | $1.5M | 20k | 72.17 |
| 2022-03-31 | $1.2M | 17k | 73.44 |
| 2021-12-31 | $787k | 11k | 72.34 |
| 2021-06-30 | $492k | 7.8k | 63.18 |
| 2021-03-31 | $872k | 15k | 59.98 |
| 2020-06-30 | $309k | 7.4k | 41.49 |
| 2020-03-31 | $222k | 7.1k | 31.33 |
| 2019-12-31 | $379k | 6.9k | 55.02 |
| 2019-09-30 | $415k | 7.3k | 57.13 |
| 2019-06-30 | $640k | 11k | 57.91 |
| 2019-03-31 | $474k | 9.4k | 50.24 |
| 2018-12-31 | $222k | 5.0k | 44.10 |
| 2018-03-31 | $378k | 6.2k | 60.96 |
| 2017-12-31 | $1.7M | 25k | 70.57 |
| 2017-03-31 | $1.0M | 16k | 63.12 |
| 2015-06-30 | $214k | 4.2k | 51.23 |