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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

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

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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

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View all positions for NewEdge Wealth

Top funds holding Principal Financial

Vanguard Group
Nippon Life insurance
Bank of America Corporation
Wellington Management Company
Dimensional Fund Advisors
Norges Bank Investment Management
Legal & General Group
Goldman Sachs Group
Bank of New York Mellon
Balyasny Asset Management
Hsbc Holdings
Charles Schwab Investment Management
Mairs and Power
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Principal Financial