Principal Financial shares owned by MV Capital Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by MV Capital Management
from 13F filings
Historical chart of MV Capital Management investment in Principal Financial
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Quarterly reported holdings in Principal Financial by MV Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $171k | 1.9k | 90.11 |
| 2025-12-31 | $75k | 852 | 88.21 |
| 2025-09-30 | $56k | 679 | 82.91 |
| 2025-06-30 | $54k | 679 | 79.43 |
| 2025-03-31 | $17k | 206 | 84.37 |
| 2024-12-31 | $16k | 212 | 77.41 |
| 2024-09-30 | $18k | 207 | 85.90 |
| 2024-06-30 | $17k | 215 | 78.45 |
| 2024-03-31 | $84k | 974 | 86.31 |
| 2023-12-31 | $77k | 973 | 78.67 |
| 2023-09-30 | $68k | 946 | 72.07 |
| 2023-06-30 | $71k | 933 | 75.84 |
| 2023-03-31 | $55k | 738 | 74.32 |
| 2022-12-31 | $13k | 150 | 83.92 |
| 2022-09-30 | $11k | 150 | 73.33 |
| 2022-06-30 | $8.0k | 121 | 66.12 |
| 2022-03-31 | $9.0k | 119 | 75.63 |
| 2021-12-31 | $9.0k | 119 | 75.63 |
| 2021-09-30 | $7.0k | 101 | 69.31 |
| 2021-06-30 | $5.0k | 72 | 69.44 |
| 2021-03-31 | $999 | 12 | 83.33 |
| 2017-09-30 | $2.0k | 38 | 52.63 |
| 2017-06-30 | $2.0k | 38 | 52.63 |
| 2017-03-31 | $2.0k | 38 | 52.63 |
| 2016-12-31 | $2.0k | 38 | 52.63 |