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Principal Financial shares owned by Price Wealth Management

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

Historical chart of Price Wealth Management investment in Principal Financial

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

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Quarterly reported holdings in Principal Financial by Price Wealth Management

Quarter filed Position value Share count Share price at filing
2020-09-30 $4.0k 91 43.96
2020-06-30 $4.0k 91 43.96
2019-12-31 $1.0k 24 41.67
2019-09-30 $5.0k 92 54.35
2019-06-30 $5.0k 92 54.35

More positions owned by Price Wealth Management

Berkshire Hathaway (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit Uie (SPY)
Vanguard Index Fds Real Estate Etf Uie (VNQ)
Ishares Tr Core S&p500 Etf Uie (IVV)
Ishares Tr Core S&p Scp Etf Uie (IJR)
Schwab Strategic Tr Us Lcap Va Etf Uie (SCHV)
Vanguard Specialized Funds Div App Etf Uie (VIG)
Ishares Tr Msci Emg Mkt Etf Uie (EEM)
Vanguard Index Fds Small Cp Etf Uie (VB)
Ishares Tr Msci Eafe Etf Uie (EFA)
Vanguard Tax-managed Intl Fd Ftse Dev Mkt Etf Uie (VEA)
Ishares Tr Eafe Sml Cp Etf Uie (SCZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Uie (VWO)
Apple (AAPL)
Amazon (AMZN)

View all positions for Price Wealth Management

Top funds holding Principal Financial

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

View all funds holding Principal Financial