Principal Financial shares owned by Proequities
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Proequities
from 13F filings
Historical chart of Proequities investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by Proequities consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Principal Financial by Proequities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $0 | 0 | 0.00 |
| 2025-03-31 | $0 | 0 | 0.00 |
| 2024-12-31 | $389M | 4.8k | 81659.80 |
| 2024-09-30 | $385M | 4.5k | 85899.89 |
| 2024-06-30 | $434M | 5.5k | 78449.87 |
| 2024-03-31 | $484M | 5.6k | 86309.90 |
| 2023-12-31 | $506M | 6.4k | 78669.88 |
| 2023-09-30 | $612M | 8.5k | 72069.89 |
| 2023-06-30 | $643M | 8.5k | 75839.94 |
| 2023-03-31 | $678M | 9.1k | 74319.99 |
| 2022-12-31 | $630M | 7.5k | 83919.99 |
| 2022-09-30 | $560k | 7.8k | 72.17 |
| 2022-06-30 | $529k | 7.9k | 66.83 |
| 2022-03-31 | $527k | 7.2k | 73.39 |
| 2021-12-31 | $19k | 257 | 73.93 |
| 2021-09-30 | $0 | 0 | 0.00 |
| 2021-06-30 | $12k | 197 | 60.91 |
| 2021-03-31 | $12k | 197 | 60.91 |
| 2020-12-31 | $10k | 197 | 50.76 |
| 2020-09-30 | $8.0k | 197 | 40.61 |
| 2020-06-30 | $8.0k | 197 | 40.61 |
| 2020-03-31 | $6.0k | 197 | 30.46 |
| 2019-12-31 | $11k | 208 | 52.88 |
| 2019-09-30 | $3.0k | 47 | 63.83 |
| 2019-06-30 | $12k | 208 | 57.69 |
| 2019-03-31 | $10k | 208 | 48.08 |
| 2018-12-31 | $14k | 321 | 43.61 |
| 2018-09-30 | $1.0k | 11 | 90.91 |