Principal Financial shares owned by NewEdge Wealth
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by NewEdge Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Principal Financial by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $12M | 159k | 75.84 |
| 2023-03-31 | $11M | 151k | 74.32 |