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Principal Financial shares owned by Private Wealth Advisors

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

Historical chart of Private Wealth Advisors investment in Principal Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Principal Financial by Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $227k 2.1k 107.76

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Top funds holding Principal Financial

BlackRock
Nippon Life insurance
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Bank of America Corporation
Charles Schwab Investment Management
Sixth Street Partners Management Company
Capital World Investors
Geode Capital Management
Dimensional Fund Advisors
Invesco
Northern Trust
Morgan Stanley
Goldman Sachs Group

View all funds holding Principal Financial