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Principal Financial shares owned by National Wealth Management Group

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by National Wealth Management Group from 13F filings

Historical chart of National Wealth Management Group investment in Principal Financial

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All positions including Principal Financial held by National Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $998k 11k 88.21

More positions owned by National Wealth Management Group

T Rowe Price Etf Cap Appreciation (TCAF)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
T Rowe Price Etf Price Blue Chip (TCHP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPLG)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group New Geography SHS (CGNG)
Spdr Gold Tr Gold Shs (GLD)
Palantir Technologies Cl A (PLTR)

View all positions for National Wealth Management Group

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
State Street Corporation
Geode Capital Management
Victory Capital Management
Dimensional Fund Advisors
Northern Trust
Invesco
Goldman Sachs Group
Ubs Global Asset Management Americas
Royal Bank of Canada
Legal & General Group
Amundi
Charles Schwab Investment Management

View all funds holding Principal Financial