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Principal Financial shares owned by International Private Wealth Advisors

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by International Private Wealth Advisors from 13F filings

Historical chart of International Private Wealth Advisors investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by International Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by International Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $242k 2.8k 85.90
2024-06-30 $230k 2.9k 78.44
2024-03-31 $337k 3.9k 86.31

More positions owned by International Private Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Etf Opportunities Trust Idx Dynamic Fixe (DYFI)
Apple (AAPL)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Amazon (AMZN)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Costco Wholesale Corporation (COST)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ssga Active Tr Spdr Ssga Fxd (FISR)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for International Private Wealth Advisors

Top funds holding Principal Financial

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

View all funds holding Principal Financial