Principal Financial shares owned by Rocky Mountain Advisers
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Rocky Mountain Advisers
from 13F filings
Historical chart of Rocky Mountain Advisers investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Rocky Mountain Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18k | 211 | 82.91 |
| 2025-06-30 | $17k | 211 | 79.43 |
| 2025-03-31 | $18k | 211 | 84.37 |
| 2024-12-31 | $16k | 211 | 77.41 |
| 2024-09-30 | $18k | 211 | 85.90 |
| 2024-06-30 | $17k | 211 | 78.45 |
| 2024-03-31 | $18k | 211 | 86.31 |
| 2023-12-31 | $17k | 211 | 78.67 |
| 2023-09-30 | $15k | 211 | 72.07 |
| 2023-06-30 | $16k | 211 | 74.32 |
| 2023-03-31 | $16k | 211 | 75.83 |
| 2022-12-31 | $18k | 211 | 85.31 |
| 2022-09-30 | $15k | 211 | 71.09 |
| 2022-06-30 | $14k | 211 | 66.35 |
| 2022-03-31 | $15k | 211 | 71.09 |
| 2021-12-31 | $15k | 211 | 71.09 |
| 2021-09-30 | $14k | 211 | 66.35 |
| 2021-06-30 | $13k | 211 | 61.61 |
| 2021-03-31 | $13k | 211 | 61.61 |
| 2020-12-31 | $10k | 211 | 47.39 |
| 2020-09-30 | $9.0k | 211 | 42.65 |
| 2020-06-30 | $9.0k | 211 | 42.65 |
| 2020-03-31 | $7.0k | 211 | 33.18 |
| 2019-12-31 | $12k | 211 | 56.87 |
| 2019-09-30 | $12k | 211 | 56.87 |
| 2019-06-30 | $12k | 211 | 56.87 |
| 2019-03-31 | $11k | 211 | 52.13 |
| 2018-12-31 | $9.0k | 211 | 42.65 |
| 2018-09-30 | $12k | 211 | 56.87 |
| 2018-06-30 | $11k | 211 | 52.13 |
| 2018-03-31 | $13k | 211 | 61.61 |
| 2017-12-31 | $15k | 211 | 71.09 |
| 2017-09-30 | $14k | 211 | 66.35 |
| 2017-06-30 | $14k | 211 | 66.35 |
| 2017-03-31 | $13k | 211 | 61.61 |
| 2016-12-31 | $12k | 211 | 56.87 |
| 2016-09-30 | $11k | 211 | 52.13 |
| 2016-06-30 | $9.0k | 211 | 42.65 |
| 2016-03-31 | $8.0k | 211 | 37.91 |
| 2015-12-31 | $9.0k | 211 | 42.65 |
| 2015-09-30 | $10k | 211 | 47.39 |
| 2015-06-30 | $11k | 211 | 52.13 |
| 2015-03-31 | $11k | 211 | 52.13 |
| 2014-12-31 | $11k | 211 | 52.13 |
| 2014-09-30 | $11k | 211 | 52.13 |
| 2014-06-30 | $11k | 211 | 52.13 |
| 2014-03-31 | $10k | 211 | 47.39 |
| 2013-12-31 | $10k | 211 | 47.39 |