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Principal Financial shares owned by Navigoe

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Navigoe from 13F filings

Historical chart of Navigoe investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Navigoe consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Navigoe

Quarter filed Position value Share count Share price at filing
2025-09-30 $40k 488 81.97
2025-06-30 $38k 488 77.87
2025-03-31 $41k 488 84.02
2024-12-31 $37k 488 75.82

More positions owned by Navigoe

Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr International Lr (AVIV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Navigoe

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
Morgan Stanley
Goldman Sachs Group
UBS Group
Ubs Global Asset Management Americas
Royal Bank of Canada
Legal & General Group

View all funds holding Principal Financial