Principal Financial shares owned by Hohimer Wealth Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Hohimer Wealth Management
from 13F filings
Historical chart of Hohimer Wealth Management investment in Principal Financial
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All positions including Principal Financial held by Hohimer Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Principal Financial by Hohimer Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 25k | 82.91 |
| 2025-06-30 | $2.0M | 25k | 79.43 |
| 2025-03-31 | $2.1M | 25k | 84.37 |
| 2024-12-31 | $1.9M | 25k | 77.41 |
| 2024-09-30 | $2.1M | 25k | 85.90 |
| 2024-06-30 | $1.9M | 25k | 78.45 |
| 2024-03-31 | $2.1M | 25k | 86.31 |
| 2023-12-31 | $2.0M | 25k | 78.67 |
| 2023-09-30 | $1.8M | 25k | 72.07 |
| 2023-06-30 | $1.9M | 25k | 75.84 |
| 2023-03-31 | $1.9M | 25k | 74.32 |
| 2022-12-31 | $364k | 4.3k | 83.92 |
| 2022-09-30 | $1.8M | 25k | 72.13 |
| 2022-06-30 | $1.7M | 25k | 66.80 |
| 2022-03-31 | $1.8M | 25k | 73.41 |
| 2021-12-31 | $1.8M | 25k | 72.33 |
| 2021-09-30 | $1.6M | 25k | 64.40 |
| 2021-06-30 | $1.6M | 25k | 63.18 |
| 2021-03-31 | $1.5M | 25k | 59.95 |
| 2020-12-31 | $1.4M | 28k | 49.61 |
| 2020-09-30 | $1.1M | 28k | 40.86 |
| 2020-06-30 | $1.8M | 44k | 41.53 |
| 2020-03-31 | $1.4M | 46k | 31.68 |
| 2019-12-31 | $1.9M | 35k | 55.00 |