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Principal Financial shares owned by Massachusetts Financial Services

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Massachusetts Financial Services from 13F filings

Historical chart of Massachusetts Financial Services investment in Principal Financial

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All positions including Principal Financial held by Massachusetts Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Massachusetts Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $40M 466k 85.90
2024-06-30 $20M 251k 78.45
2020-12-31 $1.8M 36k 49.61
2020-09-30 $1.5M 36k 40.26
2020-06-30 $432k 10k 41.54
2019-12-31 $921k 17k 54.99
2019-09-30 $950k 17k 57.12
2019-06-30 $960k 17k 57.94
2019-03-31 $886k 18k 50.19
2018-12-31 $772k 18k 44.19
2018-09-30 $968k 17k 58.58
2018-06-30 $862k 16k 52.97
2018-03-31 $1.0M 16k 60.90
2017-12-31 $1.1M 16k 70.58
2017-09-30 $831k 13k 64.33
2017-06-30 $796k 12k 64.07
2017-03-31 $781k 12k 63.14
2016-12-31 $1.5M 26k 57.87
2016-09-30 $1.4M 27k 51.51