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Principal Financial shares owned by Jessup Wealth Management

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

Historical chart of Jessup Wealth Management investment in Principal Financial

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

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Quarterly reported holdings in Principal Financial by Jessup Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $22k 246 88.24

More positions owned by Jessup Wealth Management

Amazon.com Common Stock (AMZN)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Alphabet Common Stock (GOOGL)
SPDR Bloomberg Barclays High yield Bond ETF Etf (JNK)
Tesla Common Stock (TSLA)
iShares 7-10 Year Treasury Bond ETF Etf (IEF)
Alibaba Group Holding Common Stock (BABA)
Kkr & Co Common Stock (KKR)
Advanced Micro Devices Common Stock (AMD)
UnitedHealth Group Common Stock (UNH)
Vanguard Extended Market Index Fund ETF Shares Etf (VXF)
Invesco China Technology ETF Etf (CQQQ)
Equitable Holdings Common Stock (EQH)
Merck & Co Common Stock (MRK)

View all positions for Jessup Wealth Management

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Northern Trust
Invesco
Norges Bank Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
Royal Bank of Canada
Legal & General Group
Charles Schwab Investment Management
Amundi

View all funds holding Principal Financial