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Principal Financial shares owned by Lombard Odier Asset Management

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Lombard Odier Asset Management from 13F filings

Historical chart of Lombard Odier Asset Management investment in Principal Financial

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All positions including Principal Financial held by Lombard Odier Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Lombard Odier Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $279k 3.2k 86.31
2021-12-31 $269k 3.7k 72.31
2021-06-30 $459k 7.3k 63.13
2021-03-31 $326k 5.4k 59.99
2020-09-30 $488k 12k 40.28
2020-03-31 $483k 15k 31.35
2019-12-31 $775k 14k 54.98
2019-09-30 $1.5M 26k 57.15
2019-06-30 $1.7M 30k 57.92
2019-03-31 $663k 13k 50.20
2018-03-31 $1.2M 19k 60.91
2017-12-31 $1.3M 19k 70.56
2017-09-30 $801k 12k 64.34
2017-06-30 $1.9M 29k 64.06
2017-03-31 $1.9M 30k 63.12
2015-06-30 $502k 9.8k 51.33
2015-03-31 $507k 9.8k 51.84
2014-09-30 $1.3M 24k 52.74