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Principal Financial shares owned by Plan

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

Historical chart of Plan investment in Principal Financial

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

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Quarterly reported holdings in Principal Financial by Plan

Quarter filed Position value Share count Share price at filing
2026-03-31 $206k 2.2k 91.81

More positions owned by Plan

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for Plan

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Northern Trust
Invesco
Norges Bank Investment Management
Goldman Sachs Group
AQR Capital Management
Ubs Global Asset Management Americas
Legal & General Group
Charles Schwab Investment Management
Amundi

View all funds holding Principal Financial