Principal Financial shares owned by Interval Partners
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Interval Partners
from 13F filings
Historical chart of Interval Partners investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Interval Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.7M | 113k | 85.90 |
| 2024-06-30 | $12M | 156k | 78.45 |
| 2024-03-31 | $6.3M | 73k | 86.31 |
| 2021-12-31 | $3.8M | 52k | 72.32 |
| 2021-09-30 | $15M | 231k | 64.40 |
| 2021-06-30 | $8.8M | 140k | 63.19 |
| 2021-03-31 | $13M | 211k | 59.96 |
| 2020-12-31 | $14M | 128k | 109.93 |
| 2020-09-30 | $2.1M | 51k | 40.28 |
| 2020-06-30 | $4.3M | 102k | 41.54 |
| 2020-03-31 | $2.9M | 91k | 31.34 |
| 2018-09-30 | $1.8M | 30k | 58.60 |
| 2018-06-30 | $2.0M | 38k | 52.96 |
| 2018-03-31 | $1.2M | 20k | 60.90 |
| 2017-12-31 | $6.8M | 96k | 70.56 |
| 2017-06-30 | $12M | 179k | 64.07 |
| 2017-03-31 | $17M | 272k | 63.11 |
| 2016-12-31 | $16M | 273k | 57.86 |
| 2014-06-30 | $1.4M | 28k | 50.48 |