Principal Financial shares owned by O'shaughnessy Asset Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by O'shaughnessy Asset Management
from 13F filings
Historical chart of O'shaughnessy Asset Management investment in Principal Financial
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Quarterly reported holdings in Principal Financial by O'shaughnessy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $17M | 219k | 78.67 |
| 2023-09-30 | $20M | 277k | 72.07 |
| 2023-06-30 | $24M | 315k | 75.84 |
| 2023-03-31 | $18M | 248k | 74.32 |
| 2022-12-31 | $13M | 159k | 83.92 |
| 2022-09-30 | $2.4M | 33k | 72.16 |
| 2022-06-30 | $745k | 11k | 66.77 |
| 2022-03-31 | $769k | 11k | 73.38 |
| 2021-12-31 | $837k | 12k | 72.33 |
| 2021-09-30 | $45k | 698 | 64.47 |
| 2021-06-30 | $44k | 697 | 63.13 |
| 2021-03-31 | $36k | 594 | 60.61 |
| 2020-12-31 | $26k | 534 | 48.69 |
| 2020-09-30 | $16k | 389 | 41.13 |
| 2020-06-30 | $9.0k | 224 | 40.18 |
| 2019-12-31 | $29k | 530 | 54.72 |
| 2019-06-30 | $0 | 1 | 0.00 |
| 2018-09-30 | $121k | 2.1k | 58.51 |
| 2018-06-30 | $122k | 2.3k | 52.86 |
| 2018-03-31 | $1.1M | 18k | 60.90 |
| 2017-12-31 | $2.3M | 33k | 70.57 |
| 2017-09-30 | $4.6M | 72k | 64.34 |
| 2017-06-30 | $15M | 228k | 64.07 |
| 2017-03-31 | $17M | 265k | 63.11 |
| 2016-12-31 | $15M | 157k | 94.35 |
| 2016-09-30 | $15M | 281k | 51.51 |
| 2016-06-30 | $7.1M | 173k | 41.11 |
| 2016-03-31 | $3.6M | 90k | 39.77 |
| 2014-12-31 | $156k | 3.0k | 52.02 |
| 2014-09-30 | $881k | 17k | 52.44 |
| 2014-06-30 | $1.2M | 24k | 50.49 |
| 2014-03-31 | $1.3M | 28k | 45.98 |
| 2013-12-31 | $1.2M | 33k | 37.45 |
| 2013-09-30 | $1.3M | 31k | 42.82 |
| 2013-06-30 | $1.2M | 33k | 37.45 |
More positions owned by O'shaughnessy Asset Management
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