Principal Financial shares owned by HPM Partners
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in Principal Financial
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Quarterly reported holdings in Principal Financial by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 56k | 82.91 |
| 2025-06-30 | $3.0M | 38k | 79.43 |
| 2025-03-31 | $2.9M | 35k | 84.37 |
| 2024-12-31 | $2.3M | 29k | 79.58 |
| 2024-09-30 | $2.6M | 30k | 85.90 |
| 2024-06-30 | $2.1M | 27k | 78.45 |
| 2024-03-31 | $2.4M | 28k | 86.29 |
| 2023-12-31 | $1.6M | 21k | 78.65 |
| 2023-09-30 | $1.3M | 18k | 72.07 |
| 2023-06-30 | $1.5M | 20k | 75.86 |
| 2023-03-31 | $30M | 6.9k | 4340.21 |
| 2022-12-31 | $460k | 5.5k | 83.95 |
| 2022-09-30 | $284k | 3.9k | 71.92 |
| 2022-06-30 | $268k | 4.4k | 61.54 |
| 2022-03-31 | $218k | 3.0k | 73.75 |
| 2021-12-31 | $205k | 2.8k | 72.28 |