Principal Financial shares owned by ISAM Funds
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by ISAM Funds
from 13F filings
Historical chart of ISAM Funds investment in Principal Financial
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All positions including Principal Financial held by ISAM Funds consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Principal Financial by ISAM Funds
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 27k | 82.91 |
| 2025-03-31 | $1.9M | 22k | 84.37 |
| 2024-06-30 | $1.4M | 17k | 78.45 |
| 2023-09-30 | $1.5M | 21k | 72.07 |
| 2023-03-31 | $470k | 6.3k | 74.32 |