Principal Financial shares owned by Plato Investment Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Plato Investment Management
from 13F filings
Historical chart of Plato Investment Management investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Plato Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.0M | 9.7k | 107.15 |
| 2026-03-31 | $879k | 9.7k | 90.16 |
| 2025-12-31 | $864k | 9.7k | 88.64 |
| 2025-09-30 | $699k | 8.5k | 82.28 |
| 2025-06-30 | $449k | 5.7k | 79.14 |
| 2025-03-31 | $483k | 5.7k | 85.28 |
| 2024-12-31 | $466k | 6.0k | 77.69 |
| 2024-09-30 | $514k | 6.0k | 85.81 |
| 2024-06-30 | $470k | 6.0k | 78.45 |
| 2024-03-31 | $517k | 6.0k | 86.31 |
More positions owned by Plato Investment Management
View all positions for Plato Investment Management