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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

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

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Quarterly reported holdings in Principal Financial by Richardson Financial Services

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

More positions owned by Richardson Financial Services

SPDR S&P 500 Etf - Equity (SPLG)
Vanguard Value ETF Exchange Traded Fund (VTV)
Vanguard Growth ETF Exchange Traded Fund (VUG)
Apple Common Stock (AAPL)
Amazon.com Common Stock (AMZN)
Spdr S&p Developed World Ex-us Etf - Equity (SPDW)
Spdr Portfolio Emerging Markets Etf - Equity (SPEM)
Ishares High Yield Corp Etf - Fixed Income (HYG)
Vanguard S&p 500 Etf - Equity (VOO)
Microsoft Corp Common Stock (MSFT)
Vanguard Ftse Developed Markets Etf - Equity (VEA)
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)
NVIDIA Corp Common Stock (NVDA)
Vanguard Small Cap Growth Etf Etf - Equity (VBK)
iShares Core MSCI Europe ETF Exchange Traded Fund (IEUR)

View all positions for Richardson Financial Services

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
Bank of America Corporation
Geode Capital Management
Wellington Management Company
Dimensional Fund Advisors
Northern Trust
Morgan Stanley
Jpmorgan Chase & Co
Legal & General Group
Bank of New York Mellon
Amundi
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Principal Financial