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Principal Financial shares owned by Oxford Financial

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Oxford Financial from 13F filings

Historical chart of Oxford Financial investment in Principal Financial

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

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Quarterly reported holdings in Principal Financial by Oxford Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $216k 2.0k 107.77
2023-06-30 $209k 2.8k 75.85

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View all positions for Oxford Financial

Top funds holding Principal Financial

BlackRock
Nippon Life insurance
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Bank of America Corporation
Charles Schwab Investment Management
Sixth Street Partners Management Company
Geode Capital Management
Dimensional Fund Advisors
Invesco
Northern Trust
Goldman Sachs Group
AQR Capital Management
Ubs Global Asset Management Americas

View all funds holding Principal Financial