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Principal Financial shares owned by Reuter James Wealth Management

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Reuter James Wealth Management from 13F filings

Historical chart of Reuter James Wealth Management investment in Principal Financial

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All positions including Principal Financial held by Reuter James Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Reuter James Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $367k 4.1k 90.11
2024-09-30 $45k 523 85.93

More positions owned by Reuter James Wealth Management

Wal-Mart Stores (WMT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Gold Tr Ishares New (IAU)
Exxon Mobil Corporation (XOM)
Proshares Tr Short Qqq (PSQ)
Proshares Tr Short S&p 500 Ne (SH)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr Gold Tr Gold Shs (GLD)
Etf Opportunities Trust Hedgeye Fourth T (HEFT)
Apple (AAPL)
Eli Lilly & Co. (LLY)
Caterpillar (CAT)
Federated Hermes Etf Trust Us Strategic Div (FDV)
Select Sector Spdr Tr State Street Ene (XLE)
Union Pacific Corporation (UNP)

View all positions for Reuter James Wealth Management

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
AQR Capital Management

View all funds holding Principal Financial