Principal Financial shares owned by Heritage Trust
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 17k | 82.91 |
| 2018-12-31 | $2.0k | 38 | 52.63 |