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Principal Financial shares owned by JMN Financial

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

Historical chart of JMN Financial investment in Principal Financial

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

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Quarterly reported holdings in Principal Financial by JMN Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $363k 4.0k 90.11
2025-12-31 $349k 4.0k 88.21

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View all positions for JMN Financial

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