Principal Financial shares owned by Morgan Stanley
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Morgan Stanley
from 13F filings
Historical chart of Morgan Stanley investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Principal Financial by Morgan Stanley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $252M | 3.2M | 79.43 |
| 2024-12-31 | $225M | 2.9M | 77.41 |
| 2024-09-30 | $249M | 2.9M | 85.90 |
| 2024-06-30 | $225M | 2.9M | 78.45 |
| 2024-03-31 | $233M | 2.7M | 86.31 |
| 2023-12-31 | $269M | 3.4M | 78.67 |
| 2023-09-30 | $188M | 2.6M | 72.07 |
| 2023-06-30 | $202M | 2.7M | 75.84 |
| 2022-12-31 | $379M | 4.5M | 83.92 |
| 2022-06-30 | $200M | 3.0M | 66.71 |
| 2022-03-31 | $288M | 3.9M | 73.34 |
| 2021-06-30 | $60M | 943k | 63.20 |
| 2020-12-31 | $54M | 1.1M | 49.58 |
| 2020-09-30 | $57M | 1.4M | 40.28 |
| 2020-06-30 | $45M | 1.1M | 41.53 |
| 2020-03-31 | $18M | 569k | 31.34 |
| 2019-12-31 | $48M | 881k | 55.00 |
| 2019-09-30 | $34M | 580k | 58.30 |
| 2019-03-31 | $0 | 672k | 0.00 |
| 2018-12-31 | $32M | 718k | 44.17 |
| 2018-09-30 | $51M | 877k | 58.59 |
| 2018-06-30 | $66M | 1.3M | 52.95 |
| 2018-03-31 | $54M | 887k | 60.91 |
| 2017-12-31 | $89M | 1.3M | 70.56 |
| 2017-03-31 | $49M | 776k | 63.12 |
| 2016-12-31 | $52M | 905k | 57.89 |
| 2016-09-30 | $15M | 289k | 51.59 |
| 2016-06-30 | $10M | 252k | 41.12 |
| 2016-03-31 | $29M | 732k | 39.30 |
| 2015-12-31 | $21M | 457k | 44.97 |
| 2015-09-30 | $15M | 314k | 47.35 |
| 2015-06-30 | $39M | 754k | 51.26 |
| 2014-12-31 | $27M | 525k | 51.59 |
| 2014-09-30 | $11M | 213k | 52.56 |
| 2014-06-30 | $13M | 255k | 51.12 |
| 2014-03-31 | $20M | 424k | 45.92 |
| 2013-12-31 | $34M | 690k | 49.39 |
| 2013-09-30 | $48M | 1.1M | 42.84 |