Principal Financial shares owned by Martin Capital Partners
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Martin Capital Partners
from 13F filings
Historical chart of Martin Capital Partners investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Martin Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $897k | 11k | 82.87 |
| 2025-06-30 | $816k | 10k | 79.39 |
| 2025-03-31 | $283k | 3.4k | 84.25 |
| 2024-12-31 | $213k | 2.7k | 77.54 |
| 2024-09-30 | $663k | 7.7k | 85.94 |
| 2024-06-30 | $839k | 11k | 78.48 |
| 2024-03-31 | $948k | 11k | 86.32 |
| 2023-09-30 | $798k | 11k | 72.11 |
| 2023-06-30 | $837k | 11k | 75.85 |
| 2023-03-31 | $810k | 11k | 74.28 |
| 2022-12-31 | $886k | 11k | 83.93 |
| 2022-09-30 | $834k | 12k | 72.15 |
| 2022-06-30 | $686k | 10k | 66.80 |
| 2022-03-31 | $747k | 10k | 73.41 |
| 2021-12-31 | $692k | 9.6k | 72.35 |
| 2021-09-30 | $609k | 9.5k | 64.42 |
| 2021-06-30 | $591k | 9.3k | 63.22 |
| 2021-03-31 | $547k | 9.1k | 60.01 |
| 2020-12-31 | $377k | 7.6k | 49.64 |
| 2020-09-30 | $271k | 6.7k | 40.31 |
| 2020-06-30 | $264k | 6.4k | 41.46 |
| 2020-03-31 | $202k | 6.4k | 31.39 |
| 2019-12-31 | $2.5M | 45k | 55.00 |
| 2019-09-30 | $2.4M | 41k | 57.15 |
| 2019-06-30 | $2.3M | 41k | 57.92 |
| 2019-03-31 | $1.9M | 39k | 50.20 |
| 2018-12-31 | $1.5M | 33k | 44.18 |
| 2018-09-30 | $355k | 6.1k | 58.58 |