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Principal Financial shares owned by GPS Wealth Strategies Group

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by GPS Wealth Strategies Group from 13F filings

Historical chart of GPS Wealth Strategies Group investment in Principal Financial

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

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Quarterly reported holdings in Principal Financial by GPS Wealth Strategies Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $36k 404 88.21
2025-09-30 $37k 450 82.91
2025-06-30 $36k 450 79.43
2025-03-31 $38k 444 84.37
2024-12-31 $34k 444 77.41
2024-09-30 $38k 444 85.90
2024-06-30 $35k 444 78.45
2024-03-31 $35k 404 86.31
2023-12-31 $32k 404 78.67
2023-09-30 $29k 404 72.07
2023-06-30 $31k 404 75.84
2023-03-31 $28k 382 74.32