Principal Financial shares owned by Mount Lucas Management Corporation
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Mount Lucas Management Corporation
from 13F filings
Historical chart of Mount Lucas Management Corporation investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by Mount Lucas Management Corporation consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Principal Financial by Mount Lucas Management Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $886k | 9.8k | 90.11 |
| 2023-09-30 | $1.9M | 26k | 72.07 |
| 2023-06-30 | $2.0M | 27k | 75.84 |
| 2023-03-31 | $2.4M | 32k | 74.32 |
| 2022-12-31 | $2.5M | 30k | 83.92 |
| 2022-09-30 | $3.4M | 47k | 72.16 |
| 2022-06-30 | $3.2M | 48k | 66.79 |
| 2022-03-31 | $3.7M | 51k | 73.41 |
| 2021-12-31 | $4.1M | 57k | 72.33 |
| 2021-03-31 | $11M | 185k | 59.96 |
| 2020-12-31 | $8.2M | 166k | 49.61 |
| 2020-09-30 | $6.6M | 164k | 40.27 |
| 2020-06-30 | $7.2M | 174k | 41.54 |
| 2017-12-31 | $10M | 142k | 70.67 |
| 2017-09-30 | $9.6M | 149k | 64.46 |
| 2017-06-30 | $22M | 339k | 64.08 |
| 2017-03-31 | $21M | 335k | 63.15 |
| 2016-12-31 | $12M | 202k | 57.90 |
| 2016-09-30 | $12M | 239k | 51.45 |
More positions owned by Mount Lucas Management Corporation
View all positions for Mount Lucas Management Corporation