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Principal Financial shares owned by Gould Capital

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Gould Capital from 13F filings

Historical chart of Gould Capital investment in Principal Financial

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All positions including Principal Financial held by Gould Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Gould Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $37k 408 90.11

More positions owned by Gould Capital

Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Spdr Gold Shares Etf (GLD)
Apple Stock (AAPL)
Verizon Communications Stock (VZ)
Costco Wholesale Corporation Stock (COST)
Microsoft Corp Stock (MSFT)
Kinder Morgan Inc Del Stock (KMI)
Merck & Co Stock (MRK)
Caterpillar Stock (CAT)
Coca Cola Stock (KO)
Union Pac Corp Stock (UNP)

View all positions for Gould Capital

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Bank of America Corporation
Capital World Investors
Geode Capital Management
Dimensional Fund Advisors
Invesco
Northern Trust
Morgan Stanley
Goldman Sachs Group
AQR Capital Management

View all funds holding Principal Financial