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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

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All positions including Principal Financial held by Mount Lucas Management Corporation consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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