Richardson Financial Services »

Principal Financial shares owned by Richardson Financial Services

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Richardson Financial Services from 13F filings

Historical chart of Richardson Financial Services investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Richardson Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Principal Financial by Richardson Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $112k 1.4k 78.45
2024-06-30 $112k 1.4k 78.45
2024-03-31 $136k 1.6k 86.32
2023-12-31 $110k 1.4k 78.67

More positions owned by Richardson Financial Services

Vanguard Growth ETF Exchange Traded Fund (VUG)
Vanguard Value ETF Exchange Traded Fund (VTV)
SPDR S&P 500 Etf - Equity (SPLG)
Apple Common Stock (AAPL)
Vanguard S&p 500 Etf - Equity (VOO)
Vanguard Ftse Developed Markets Etf - Equity (VEA)
SPDR Portfolio Developed Wld ex-US ETF Exchange Traded Fund (SPDW)
Spdr Portfolio Emerging Markets Etf - Equity (SPEM)
NVIDIA Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares High Yield Corp Etf - Fixed Income (HYG)
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB)
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)
Spdr S&p 500 Etf Etf - Equity (SPY)
Vanguard Small Cap Growth Etf Etf - Equity (VBK)

View all positions for Richardson Financial Services

Top funds holding Principal Financial

Vanguard Group
BlackRock
BlackRock
Nippon Life insurance
Bank of America Corporation
State Street Corporation
Geode Capital Management
Capital Research Global Investors
Dimensional Fund Advisors
Northern Trust
Invesco
Morgan Stanley
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group

View all funds holding Principal Financial