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Principal Financial shares owned by Raleigh Capital Management

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Raleigh Capital Management from 13F filings

Historical chart of Raleigh Capital Management investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Raleigh Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Raleigh Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $703k 7.8k 90.11
2024-12-31 $12k 152 77.66
2024-09-30 $11k 130 85.90
2024-06-30 $14k 174 78.45
2024-03-31 $12k 135 86.31
2023-12-31 $5.9k 75 78.67

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Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Bank of America Corporation
Capital World Investors
Geode Capital Management
Dimensional Fund Advisors
Invesco
Northern Trust
Morgan Stanley
Goldman Sachs Group
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View all funds holding Principal Financial