Principal Financial shares owned by JNBA Financial Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by JNBA Financial Advisors
from 13F filings
Historical chart of JNBA Financial Advisors investment in Principal Financial
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Quarterly reported holdings in Principal Financial by JNBA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $119k | 1.4k | 82.91 |
| 2025-06-30 | $114k | 1.4k | 79.43 |
| 2025-03-31 | $121k | 1.4k | 84.37 |
| 2024-12-31 | $119k | 1.5k | 77.41 |
| 2024-09-30 | $132k | 1.5k | 85.90 |
| 2024-06-30 | $120k | 1.5k | 78.45 |
| 2024-03-31 | $132k | 1.5k | 86.31 |
| 2023-12-31 | $121k | 1.5k | 78.67 |
| 2023-09-30 | $110k | 1.5k | 72.07 |
| 2023-06-30 | $116k | 1.5k | 75.84 |
| 2023-03-31 | $114k | 1.5k | 74.32 |
| 2022-12-31 | $129k | 1.5k | 83.92 |
| 2022-09-30 | $113k | 1.6k | 72.07 |
| 2022-06-30 | $105k | 1.6k | 66.96 |
| 2022-03-31 | $88k | 1.2k | 73.76 |
| 2021-12-31 | $86k | 1.2k | 72.09 |
| 2021-09-30 | $77k | 1.2k | 64.54 |
| 2021-06-30 | $75k | 1.2k | 62.87 |
| 2021-03-31 | $72k | 1.2k | 60.35 |
| 2020-12-31 | $46k | 931 | 49.41 |
| 2020-09-30 | $37k | 931 | 39.74 |
| 2020-06-30 | $60k | 1.5k | 41.21 |
| 2020-03-31 | $46k | 1.5k | 31.59 |
| 2019-12-31 | $80k | 1.5k | 54.95 |
| 2019-09-30 | $83k | 1.5k | 57.01 |
| 2019-06-30 | $16k | 270 | 59.26 |
| 2019-03-31 | $14k | 270 | 51.85 |
| 2018-12-31 | $12k | 270 | 44.44 |
| 2018-06-30 | $14k | 270 | 51.85 |
| 2018-03-31 | $16k | 270 | 59.26 |
| 2017-12-31 | $19k | 270 | 70.37 |
| 2017-09-30 | $17k | 270 | 62.96 |
| 2017-06-30 | $17k | 270 | 62.96 |
| 2017-03-31 | $17k | 270 | 62.96 |
| 2016-12-31 | $16k | 270 | 59.26 |
| 2016-09-30 | $325k | 6.3k | 51.55 |
| 2016-06-30 | $20k | 497 | 40.24 |
| 2016-03-31 | $20k | 497 | 40.24 |
| 2015-12-31 | $17k | 389 | 43.70 |
| 2015-09-30 | $13k | 270 | 48.15 |
| 2015-06-30 | $21k | 405 | 51.85 |