Principal Financial shares owned by Raymond James Financial
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Raymond James Financial
from 13F filings
Historical chart of Raymond James Financial investment in Principal Financial
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All positions including Principal Financial held by Raymond James Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Principal Financial by Raymond James Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $74M | 684k | 107.78 |
| 2026-03-31 | $54M | 602k | 90.11 |
| 2025-12-31 | $28M | 322k | 88.21 |
| 2025-09-30 | $16M | 193k | 82.91 |
| 2025-06-30 | $18M | 228k | 79.43 |
| 2025-03-31 | $17M | 200k | 84.37 |
| 2024-12-31 | $16M | 204k | 77.41 |