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Principal Financial shares owned by Independent Wealth Network

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

Historical chart of Independent Wealth Network investment in Principal Financial

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

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Quarterly reported holdings in Principal Financial by Independent Wealth Network

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 2.3k 88.22
2022-12-31 $203k 2.4k 83.92

More positions owned by Independent Wealth Network

Caterpillar (CAT)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust State Street Spd (SPYV)
Ishares Silver Tr Ishares (SLV)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Core Lt Usdb Etf (ILTB)
Apple (AAPL)
Collaborative Investmnt Ser Rareview Dynamic (RDFI)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Equity Market (DFUS)
Chevron Corporation (CVX)
Spdr Series Trust State Street Spd (SPAB)
Microsoft Corporation (MSFT)

View all positions for Independent Wealth Network

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Northern Trust
Invesco
Norges Bank Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
Royal Bank of Canada
Legal & General Group
Charles Schwab Investment Management
Amundi

View all funds holding Principal Financial