Principal Financial shares owned by North Star Asset Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by North Star Asset Management
from 13F filings
Historical chart of North Star Asset Management investment in Principal Financial
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All positions including Principal Financial held by North Star Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Principal Financial by North Star Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33M | 395k | 82.91 |
| 2025-06-30 | $32M | 402k | 79.43 |
| 2025-03-31 | $34M | 400k | 84.37 |
| 2024-12-31 | $31M | 398k | 77.41 |
| 2024-09-30 | $34M | 397k | 85.90 |
| 2024-06-30 | $31M | 398k | 78.45 |
| 2024-03-31 | $34M | 399k | 86.31 |
| 2023-12-31 | $31M | 397k | 78.67 |
| 2023-09-30 | $29M | 396k | 72.07 |
| 2023-06-30 | $30M | 395k | 75.84 |
| 2023-03-31 | $29M | 391k | 74.32 |
| 2022-12-31 | $34M | 402k | 83.92 |
| 2022-09-30 | $32M | 445k | 72.15 |
| 2022-06-30 | $30M | 445k | 66.79 |
| 2022-03-31 | $33M | 445k | 73.41 |
| 2021-12-31 | $33M | 453k | 72.33 |
| 2021-09-30 | $29M | 453k | 64.40 |
| 2021-06-30 | $28M | 436k | 63.19 |
| 2021-03-31 | $26M | 427k | 59.96 |
| 2020-12-31 | $21M | 419k | 49.61 |
| 2020-09-30 | $16M | 408k | 40.27 |
| 2020-06-30 | $16M | 393k | 41.54 |
| 2020-03-31 | $12M | 383k | 31.34 |
| 2019-12-31 | $20M | 360k | 55.00 |
| 2019-09-30 | $20M | 353k | 57.14 |
| 2019-06-30 | $20M | 351k | 57.92 |
| 2019-03-31 | $17M | 344k | 50.19 |
| 2018-12-31 | $15M | 340k | 44.17 |
| 2018-09-30 | $19M | 332k | 58.59 |
| 2018-06-30 | $17M | 317k | 52.95 |
| 2018-03-31 | $19M | 307k | 60.91 |
| 2017-12-31 | $22M | 305k | 70.56 |
| 2017-09-30 | $20M | 313k | 64.34 |
| 2017-06-30 | $21M | 323k | 64.07 |
| 2017-03-31 | $21M | 330k | 63.11 |
| 2016-12-31 | $20M | 336k | 57.86 |
| 2016-09-30 | $18M | 347k | 51.51 |
| 2016-06-30 | $13M | 341k | 39.45 |
| 2016-03-31 | $13M | 341k | 39.45 |
| 2015-12-31 | $14M | 318k | 44.98 |
| 2015-09-30 | $15M | 317k | 47.34 |
| 2015-06-30 | $16M | 307k | 51.29 |
| 2015-03-31 | $16M | 305k | 51.37 |
| 2014-12-31 | $16M | 308k | 51.94 |
| 2014-09-30 | $16M | 306k | 52.47 |
| 2014-06-30 | $16M | 310k | 50.48 |
| 2014-03-31 | $14M | 309k | 45.99 |
| 2013-12-31 | $13M | 266k | 49.31 |
| 2013-09-30 | $12M | 270k | 42.82 |
| 2013-06-30 | $10M | 268k | 37.45 |
| 2013-03-31 | $9.2M | 269k | 34.03 |
| 2012-12-31 | $7.4M | 261k | 28.52 |
| 2012-09-30 | $6.9M | 257k | 26.94 |
| 2012-06-30 | $6.8M | 258k | 26.23 |
| 2012-03-31 | $7.4M | 250k | 29.51 |
| 2011-12-31 | $6.0M | 245k | 24.60 |
| 2011-09-30 | $5.1M | 225k | 22.67 |
| 2011-06-30 | $6.5M | 213k | 30.42 |
| 2011-03-31 | $6.9M | 215k | 32.11 |
More positions owned by North Star Asset Management
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