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Principal Financial shares owned by Premier Path Wealth Partners

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Premier Path Wealth Partners from 13F filings

Historical chart of Premier Path Wealth Partners investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Premier Path Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Premier Path Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $480k 5.6k 85.90
2024-06-30 $493k 6.3k 78.45
2024-03-31 $549k 6.4k 86.31
2023-12-31 $503k 6.4k 78.67

More positions owned by Premier Path Wealth Partners

Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
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Amazon (AMZN)
Ishares Tr Usd Inv Grde Etf (USIG)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Select Sector Spdr Tr Communication (XLC)
Meta Platforms Cl A (META)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Premier Path Wealth Partners

Top funds holding Principal Financial

Vanguard Group
BlackRock
BlackRock
Nippon Life insurance
Bank of America Corporation
State Street Corporation
Geode Capital Management
Capital Research Global Investors
Dimensional Fund Advisors
Northern Trust
Invesco
Morgan Stanley
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group

View all funds holding Principal Financial