Principal Financial shares owned by Prossimo Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Prossimo Advisors
from 13F filings
Historical chart of Prossimo Advisors investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Prossimo Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $225k | 2.7k | 84.27 |
| 2024-12-31 | $208k | 2.7k | 77.27 |
| 2024-09-30 | $243k | 2.8k | 86.05 |
| 2024-06-30 | $220k | 2.8k | 78.49 |
| 2024-03-31 | $240k | 2.8k | 86.24 |
| 2023-12-31 | $204k | 2.6k | 78.83 |
| 2023-09-30 | $233k | 3.2k | 71.94 |
| 2023-06-30 | $247k | 3.3k | 75.79 |
| 2023-03-31 | $263k | 3.5k | 74.31 |
| 2022-12-31 | $327k | 3.9k | 83.85 |