Principal Financial shares owned by PSI Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by PSI Advisors
from 13F filings
Historical chart of PSI Advisors investment in Principal Financial
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Quarterly reported holdings in Principal Financial by PSI Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 13k | 82.91 |
| 2025-06-30 | $1.0M | 13k | 79.43 |
| 2025-03-31 | $874k | 10k | 84.37 |
| 2024-12-31 | $781k | 10k | 77.41 |
| 2024-09-30 | $883k | 10k | 85.90 |
| 2024-06-30 | $807k | 10k | 78.45 |
| 2024-03-31 | $888k | 10k | 86.31 |
| 2023-12-31 | $809k | 10k | 78.67 |
| 2023-09-30 | $741k | 10k | 72.07 |
| 2023-06-30 | $985k | 13k | 75.84 |
| 2023-03-31 | $966k | 13k | 74.32 |
| 2022-12-31 | $1.1M | 14k | 83.92 |
| 2022-09-30 | $1.1M | 15k | 72.17 |
| 2022-06-30 | $1.0M | 15k | 66.81 |
| 2022-03-31 | $1.2M | 16k | 73.40 |
| 2021-12-31 | $1.2M | 16k | 72.31 |
| 2021-09-30 | $1000k | 16k | 64.40 |
| 2021-06-30 | $981k | 16k | 63.18 |
| 2021-03-31 | $1.1M | 18k | 59.91 |
| 2020-12-31 | $731k | 15k | 49.58 |
| 2020-09-30 | $593k | 15k | 40.22 |
| 2020-06-30 | $613k | 15k | 41.51 |
| 2020-03-31 | $462k | 15k | 31.29 |
| 2019-12-31 | $742k | 14k | 54.94 |