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Principal Financial shares owned by Ruedi Wealth Management

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Ruedi Wealth Management from 13F filings

Historical chart of Ruedi Wealth Management investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Ruedi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Ruedi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $344 4 86.00
2024-06-30 $628 8 78.50

More positions owned by Ruedi Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Apple (AAPL)

View all positions for Ruedi Wealth Management

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