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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

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All positions including Principal Financial held by RIA Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by RIA Advisory Group

Quarter filed Position value Share count Share price at filing
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

More positions owned by RIA Advisory Group

Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard World Fds Utilities Etf (VPU)
IDEXX Laboratories (IDXX)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Walt Disney Company (DIS)
Medifast (MED)
Realreal (REAL)
Proshares Tr K1 Fre Crd Oil (OILK)
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)
Ishares Silver Tr Ishares (SLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Associated Banc- (ASB)

View all positions for RIA Advisory Group

Top funds holding Principal Financial

Vanguard Group
Nippon Life insurance
Bank of America Corporation
Wellington Management Company
Dimensional Fund Advisors
Norges Bank Investment Management
Legal & General Group
Goldman Sachs Group
Bank of New York Mellon
Balyasny Asset Management
Hsbc Holdings
Charles Schwab Investment Management
Mairs and Power
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Principal Financial