Principal Financial shares owned by Mercer Global Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Mercer Global Advisors
from 13F filings
Historical chart of Mercer Global Advisors investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Mercer Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.0M | 52k | 78.66 |
| 2023-09-30 | $17M | 238k | 72.07 |
| 2023-06-30 | $16M | 209k | 75.84 |
| 2023-03-31 | $15M | 204k | 74.32 |
| 2022-12-31 | $11M | 128k | 83.92 |
| 2022-09-30 | $7.8M | 108k | 72.15 |
| 2022-06-30 | $413k | 6.2k | 66.85 |
| 2022-03-31 | $389k | 5.3k | 73.33 |
| 2021-12-31 | $386k | 5.3k | 72.28 |
| 2021-09-30 | $317k | 4.9k | 64.52 |
| 2021-06-30 | $289k | 4.6k | 63.11 |
| 2021-03-31 | $6.0k | 105 | 57.14 |
| 2020-03-31 | $425k | 14k | 31.34 |
| 2019-12-31 | $565k | 10k | 54.96 |
| 2019-09-30 | $678k | 12k | 57.14 |
| 2019-06-30 | $769k | 13k | 57.89 |
| 2019-03-31 | $510k | 10k | 50.24 |