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Principal Financial shares owned by Prosperity Consulting Group

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Prosperity Consulting Group from 13F filings

Historical chart of Prosperity Consulting Group investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Prosperity Consulting Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Prosperity Consulting Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $648k 7.5k 85.90

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Spdr Ser Tr S&p Divid Etf (SDY)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Prosperity Consulting Group

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
Morgan Stanley
Norges Bank Investment Management
Invesco
Jpmorgan Chase & Co
Ubs Global Asset Management Americas

View all funds holding Principal Financial