Principal Financial shares owned by Iowa State Bank
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Iowa State Bank
from 13F filings
Historical chart of Iowa State Bank investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Iowa State Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $505k | 5.7k | 88.21 |
| 2025-09-30 | $475k | 5.7k | 82.91 |
| 2025-06-30 | $458k | 5.8k | 79.43 |
| 2025-03-31 | $509k | 6.0k | 84.37 |
| 2024-12-31 | $510k | 6.6k | 77.41 |
| 2024-09-30 | $566k | 6.6k | 85.90 |
| 2024-06-30 | $529k | 6.7k | 78.45 |
| 2024-03-31 | $688k | 8.0k | 86.31 |
| 2023-12-31 | $3.2M | 41k | 78.67 |
| 2023-09-30 | $2.9M | 41k | 72.07 |
| 2023-06-30 | $3.1M | 41k | 75.84 |
| 2023-03-31 | $3.1M | 41k | 74.32 |
| 2022-12-31 | $3.6M | 43k | 83.93 |
| 2022-09-30 | $3.1M | 44k | 72.15 |
| 2022-06-30 | $4.1M | 61k | 66.79 |
| 2022-03-31 | $4.6M | 63k | 73.41 |
| 2021-12-31 | $4.7M | 66k | 72.33 |
| 2021-09-30 | $4.3M | 66k | 64.39 |
| 2021-06-30 | $4.4M | 69k | 63.20 |
| 2021-03-31 | $4.2M | 71k | 59.96 |
| 2020-12-31 | $4.6M | 92k | 49.61 |
| 2020-09-30 | $3.7M | 92k | 40.27 |
| 2020-06-30 | $3.8M | 92k | 41.54 |
| 2020-03-31 | $2.9M | 92k | 31.34 |
| 2019-12-31 | $5.1M | 93k | 55.00 |
| 2019-09-30 | $5.4M | 95k | 57.14 |
| 2019-06-30 | $5.4M | 94k | 57.92 |
| 2019-03-31 | $4.7M | 94k | 50.20 |
| 2018-12-31 | $4.2M | 95k | 44.16 |
| 2018-09-30 | $5.4M | 93k | 58.59 |
| 2018-06-30 | $4.8M | 91k | 52.94 |
| 2018-03-31 | $5.5M | 91k | 60.91 |
| 2017-12-31 | $6.6M | 94k | 70.56 |
| 2017-09-30 | $6.1M | 95k | 64.34 |
| 2017-06-30 | $6.2M | 96k | 64.07 |
| 2017-03-31 | $6.3M | 100k | 63.11 |
| 2016-12-31 | $5.7M | 98k | 57.86 |
| 2016-09-30 | $5.0M | 97k | 51.51 |
| 2016-06-30 | $4.0M | 98k | 41.11 |
| 2016-03-31 | $3.8M | 96k | 39.45 |
| 2015-12-31 | $4.2M | 93k | 44.98 |
| 2015-09-30 | $4.0M | 84k | 47.33 |
| 2015-06-30 | $4.3M | 84k | 51.29 |
| 2015-03-31 | $4.2M | 82k | 51.37 |
| 2014-12-31 | $4.3M | 83k | 51.94 |
| 2014-09-30 | $3.9M | 74k | 52.47 |
| 2014-06-30 | $3.7M | 74k | 50.48 |
| 2014-03-31 | $3.3M | 72k | 45.98 |
| 2013-12-31 | $3.4M | 69k | 49.31 |
| 2013-09-30 | $2.9M | 67k | 42.82 |
| 2013-06-30 | $2.5M | 66k | 37.45 |