Principal Financial shares owned by Obermeyer Asset Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Obermeyer Asset Management
from 13F filings
Historical chart of Obermeyer Asset Management investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Obermeyer Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $817k | 9.5k | 85.90 |
| 2024-06-30 | $746k | 9.5k | 78.45 |
| 2024-03-31 | $821k | 9.5k | 86.31 |
| 2023-12-31 | $748k | 9.5k | 78.67 |
| 2023-09-30 | $686k | 9.5k | 72.07 |
| 2023-06-30 | $721k | 9.5k | 75.84 |
| 2023-03-31 | $707k | 9.5k | 74.32 |
| 2022-12-31 | $798k | 9.5k | 83.92 |
| 2022-09-30 | $661k | 9.2k | 72.10 |
| 2022-06-30 | $612k | 9.2k | 66.75 |
| 2022-03-31 | $664k | 9.0k | 73.40 |
| 2021-12-31 | $654k | 9.0k | 72.30 |
| 2021-09-30 | $583k | 9.0k | 64.45 |
| 2021-06-30 | $572k | 9.0k | 63.23 |
| 2021-03-31 | $593k | 9.9k | 59.91 |
More positions owned by Obermeyer Asset Management
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