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Long Run Wealth Advisors »

Principal Financial shares owned by Long Run Wealth Advisors

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Long Run Wealth Advisors from 13F filings

Historical chart of Long Run Wealth Advisors investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Long Run Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Long Run Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$205k	2.5k	82.91
2025-03-31	$204k	2.4k	84.38
2024-09-30	$204k	2.4k	85.88

More positions owned by Long Run Wealth Advisors

Ishares Tr Usd Inv Grde Etf (USIG)

First Tr Exchange-traded Core Investment (FTCB)

Ishares Tr Core Msci Eafe (IEFA)

Select Sector Spdr Tr Technology (XLK)

Vanguard Whitehall Fds High Div Yld (VYM)

Ishares Tr Eafe Value Etf (EFV)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Ishares Core Msci Emkt (IEMG)

Select Sector Spdr Tr Financial (XLF)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

Spdr Series Trust Bloomberg 3-12 M (BILS)

Select Sector Spdr Tr Indl (XLI)

Ishares Tr Core S&p Scp Etf (IJR)

NVIDIA Corporation (NVDA)

Select Sector Spdr Tr Communication (XLC)

View all positions for Long Run Wealth Advisors

Top funds holding Principal Financial

Nippon Life insurance

State Street Corporation

Geode Capital Management

Victory Capital Management

Dimensional Fund Advisors

Goldman Sachs Group

Ubs Global Asset Management Americas

Royal Bank of Canada

Legal & General Group

View all funds holding Principal Financial

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