Impact Partnership Wealth »

Principal Financial shares owned by Impact Partnership Wealth

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Impact Partnership Wealth from 13F filings

Historical chart of Impact Partnership Wealth investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Impact Partnership Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Principal Financial by Impact Partnership Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $663k 7.7k 85.90
2024-06-30 $482k 6.1k 78.45
2023-12-31 $517k 6.6k 78.67
2023-06-30 $1.9k 25 75.82

More positions owned by Impact Partnership Wealth

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
Ishares Tr Mbs Etf (MBB)

View all positions for Impact Partnership Wealth

Top funds holding Principal Financial

Vanguard Group
BlackRock
BlackRock
Nippon Life insurance
Bank of America Corporation
State Street Corporation
Geode Capital Management
Capital Research Global Investors
Dimensional Fund Advisors
Northern Trust
Invesco
Morgan Stanley
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group

View all funds holding Principal Financial