Principal Financial shares owned by Legacy Financial Group
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Legacy Financial Group
from 13F filings
Historical chart of Legacy Financial Group investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Legacy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $851k | 11k | 79.43 |
| 2025-03-31 | $884k | 11k | 84.37 |
| 2024-12-31 | $771M | 10k | 77406.42 |
| 2024-06-30 | $686k | 8.7k | 78.45 |
| 2024-03-31 | $718k | 8.3k | 86.31 |
| 2023-09-30 | $559M | 7.8k | 72069.38 |
| 2021-03-31 | $863k | 14k | 59.97 |
| 2020-12-31 | $836k | 17k | 49.60 |