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Principal Financial shares owned by Peterson Financial Group

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

Historical chart of Peterson Financial Group investment in Principal Financial

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

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Quarterly reported holdings in Principal Financial by Peterson Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $33k 385 85.95
2023-12-31 $473k 6.0k 78.66
2023-09-30 $785k 11k 72.07
2023-06-30 $930k 12k 75.84
2023-03-31 $906k 12k 74.32
2022-12-31 $318k 3.8k 83.92

More positions owned by Peterson Financial Group

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Rus Mdcp Val Etf (IWS)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Ishares Tr Usd Inv Grde Etf (USIG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)

View all positions for Peterson Financial Group

Top funds holding Principal Financial

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Legal & General Group
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View all funds holding Principal Financial