LBA Wealth Management »

Principal Financial shares owned by LBA Wealth Management

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

Historical chart of LBA Wealth Management investment in Principal Financial

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Principal Financial by LBA Wealth Management

Quarter filed Position value Share count Share price at filing
2017-03-31 $14k 218 64.22
2016-12-31 $13k 218 59.63

More positions owned by LBA Wealth Management

Vanguard Total Bond Market ETF (BND)
SPDR S&P MidCap 400 ETF (MDY)
Vanguard Short Term Corporate Bond ETF (VCSH)
iShares S&P MidCap 400 Index (IJH)
Vanguard Emerging Markets ETF (VWO)
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Nuveen Barclays Shrt Term Muni bdfund (SHM)
iShares Lehman Aggregate Bond (AGG)
iShares MSCI EAFE Index Fund (EFA)
Apple (AAPL)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)

View all positions for LBA Wealth Management

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
Bank of America Corporation
State Street Corporation
Geode Capital Management
Capital Research Global Investors
Wellington Management Company
Dimensional Fund Advisors
Northern Trust
Invesco
Jpmorgan Chase & Co
Legal & General Group
Bank of New York Mellon
Goldman Sachs Group

View all funds holding Principal Financial