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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

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Quarterly reported holdings in Principal Financial by Hohimer Wealth Management

Quarter filed Position value Share count Share price at filing
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