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Principal Financial shares owned by Massey, Quick & Co

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Massey, Quick & Co from 13F filings

Historical chart of Massey, Quick & Co investment in Principal Financial

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All positions including Principal Financial held by Massey, Quick & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Massey, Quick & Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 25k 88.21
2025-09-30 $2.0M 25k 82.91
2025-06-30 $2.0M 26k 79.43

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYV)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core Msci Eafe (IEFA)
Bank of America Corporation (BAC)

View all positions for Massey, Quick & Co

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Northern Trust
Invesco
Norges Bank Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
Royal Bank of Canada
Legal & General Group
Charles Schwab Investment Management
Amundi

View all funds holding Principal Financial