Principal Financial shares owned by Mackenzie Financial
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Mackenzie Financial
from 13F filings
Historical chart of Mackenzie Financial investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Mackenzie Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.0M | 57k | 88.73 |
| 2025-09-30 | $3.2M | 39k | 82.91 |
| 2025-06-30 | $3.0M | 38k | 79.43 |
| 2025-03-31 | $2.2M | 26k | 84.37 |
| 2024-12-31 | $493k | 24k | 20.82 |
| 2024-09-30 | $2.7M | 31k | 85.90 |
| 2024-06-30 | $2.5M | 31k | 78.45 |
| 2024-03-31 | $2.8M | 32k | 86.31 |
| 2023-12-31 | $2.2M | 28k | 78.67 |
| 2023-09-30 | $2.2M | 32k | 68.05 |
| 2023-06-30 | $2.4M | 31k | 76.59 |
| 2023-03-31 | $2.1M | 29k | 74.32 |
| 2022-12-31 | $2.4M | 29k | 83.92 |
| 2022-09-30 | $2.2M | 30k | 72.16 |
| 2022-06-30 | $2.1M | 32k | 66.80 |
| 2022-03-31 | $1.9M | 26k | 73.42 |
| 2021-12-31 | $1.7M | 24k | 72.35 |
| 2021-09-30 | $1.6M | 24k | 64.40 |
| 2021-06-30 | $1.2M | 19k | 63.21 |
| 2021-03-31 | $819k | 14k | 59.96 |
| 2020-12-31 | $551k | 11k | 49.59 |
| 2020-09-30 | $933k | 23k | 40.29 |
| 2020-06-30 | $11M | 259k | 41.54 |
| 2020-03-31 | $14M | 433k | 31.34 |
| 2019-12-31 | $19M | 353k | 55.00 |
| 2019-09-30 | $22M | 383k | 57.14 |
| 2019-06-30 | $2.1M | 37k | 57.91 |
| 2019-03-31 | $2.2M | 43k | 50.19 |
| 2018-12-31 | $3.5M | 79k | 44.16 |
| 2018-09-30 | $308k | 5.3k | 58.63 |
| 2018-06-30 | $274k | 5.2k | 53.02 |
| 2018-03-31 | $229k | 3.8k | 60.86 |
| 2016-09-30 | $316k | 6.1k | 51.52 |
| 2016-06-30 | $252k | 6.1k | 41.09 |