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Principal Financial shares owned by Invst

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

Historical chart of Invst investment in Principal Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Principal Financial by Invst

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5M 17k 90.11

More positions owned by Invst

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr S&p 500 Val Etf (IVE)
Ea Series Trust Freedom 100 Em (FRDM)

View all positions for Invst

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Bank of America Corporation
Capital World Investors
Geode Capital Management
Dimensional Fund Advisors
Invesco
Northern Trust
Morgan Stanley
Goldman Sachs Group
AQR Capital Management

View all funds holding Principal Financial