Principal Financial shares owned by One Wealth Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors investment in Principal Financial
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Quarterly reported holdings in Principal Financial by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $296k | 3.6k | 82.91 |
| 2025-06-30 | $287k | 3.6k | 79.43 |
| 2018-06-30 | $0 | 0 | 0.00 |
| 2018-03-31 | $36k | 585 | 61.54 |
| 2017-12-31 | $83k | 1.2k | 70.34 |