Principal Financial shares owned by Principal Securities
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Principal Securities
from 13F filings
Historical chart of Principal Securities investment in Principal Financial
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All positions including Principal Financial held by Principal Securities consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Principal Financial by Principal Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $9.5M | 105k | 90.11 |
| 2025-12-31 | $1.5M | 17k | 88.21 |
| 2025-09-30 | $1.4M | 17k | 82.91 |
| 2025-06-30 | $954k | 12k | 79.43 |
| 2025-03-31 | $804k | 10k | 77.41 |
| 2024-12-31 | $227k | 2.9k | 77.41 |
| 2024-09-30 | $118k | 1.4k | 85.90 |
| 2024-06-30 | $165k | 2.1k | 78.47 |
| 2024-03-31 | $125k | 1.4k | 86.31 |
| 2023-12-31 | $143k | 1.8k | 78.65 |