Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

New England Capital Financial Advisors »

Principal Financial shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Principal Financial by New England Capital Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$17k	200	82.91
2025-06-30	$16k	200	79.43

More positions owned by New England Capital Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

Ssga Active Etf Tr Mult Ass Rlrtn (RLY)

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

Spdr Series Trust Prtflo S&p500 Gw (SPYG)

Spdr Series Trust Prtflo S&p500 Vl (SPYV)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Capital Grp Fixed Incm Etf T Short Duration (CGSD)

Spdr Series Trust S&P 600 SMCP GRW (SLYG)

Capital Group Dividend Value Shs Creation Uni (CGDV)

Capital Grp Fixed Incm Etf T Municipal Income (CGMU)

Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

Cohen & Steers Etf Trust Real Estate Acti (CSRE)

Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN)

View all positions for New England Capital Financial Advisors

Top funds holding Principal Financial

Nippon Life insurance

State Street Corporation

Geode Capital Management

Victory Capital Management

Dimensional Fund Advisors

Goldman Sachs Group

Ubs Global Asset Management Americas

Royal Bank of Canada

Legal & General Group

View all funds holding Principal Financial

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z