Principal Financial shares owned by RIA Advisory Group
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by RIA Advisory Group
from 13F filings
Historical chart of RIA Advisory Group investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by RIA Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Principal Financial by RIA Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $248k | 3.0k | 82.92 |
| 2025-06-30 | $237k | 3.0k | 79.44 |
| 2025-03-31 | $251k | 3.0k | 84.37 |
| 2024-12-31 | $589k | 7.6k | 77.41 |
| 2024-09-30 | $638k | 7.4k | 85.91 |
| 2024-03-31 | $564k | 6.5k | 86.31 |
| 2023-12-31 | $1.2k | 1.1M | 0.00 |
| 2023-09-30 | $219k | 3.0k | 72.08 |
| 2022-12-31 | $205k | 3.0k | 67.27 |