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Principal Financial shares owned by JSF Financial

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

Historical chart of JSF Financial investment in Principal Financial

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

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Quarterly reported holdings in Principal Financial by JSF Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 13k 107.78

More positions owned by JSF Financial

Ishares Tr Core S&p500 Etf (IVV)
Capital Group Growth Etf Shs Creat Unit (CGGR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
NVIDIA Corporation (NVDA)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)

View all positions for JSF Financial

Top funds holding Principal Financial

BlackRock
Nippon Life insurance
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Bank of America Corporation
Charles Schwab Investment Management
Sixth Street Partners Management Company
Capital World Investors
Geode Capital Management
Dimensional Fund Advisors
Invesco
Northern Trust
Morgan Stanley
Goldman Sachs Group

View all funds holding Principal Financial