Principal Financial shares owned by Sound Income Strategies
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Sound Income Strategies
from 13F filings
Historical chart of Sound Income Strategies investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by Sound Income Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Principal Financial by Sound Income Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 246k | 82.69 |
| 2025-06-30 | $20M | 249k | 79.43 |
| 2025-03-31 | $20M | 237k | 84.37 |
| 2024-12-31 | $18M | 229k | 77.41 |
| 2024-09-30 | $18M | 210k | 85.90 |
| 2024-06-30 | $15M | 195k | 78.45 |
| 2024-03-31 | $16M | 182k | 86.31 |
| 2023-12-31 | $13M | 167k | 78.67 |
| 2023-09-30 | $11M | 155k | 72.07 |
| 2023-06-30 | $11M | 144k | 75.84 |
| 2023-03-31 | $9.9M | 133k | 74.32 |
| 2022-12-31 | $10M | 120k | 83.92 |
| 2022-09-30 | $12M | 173k | 72.15 |
| 2022-06-30 | $12M | 182k | 66.79 |
| 2022-03-31 | $12M | 166k | 73.41 |
| 2021-12-31 | $11M | 145k | 72.33 |
| 2021-09-30 | $9.3M | 144k | 64.40 |
| 2021-06-30 | $7.9M | 125k | 63.19 |
| 2021-03-31 | $6.8M | 113k | 59.96 |
| 2020-12-31 | $3.8M | 77k | 49.61 |
| 2020-09-30 | $2.3M | 58k | 40.27 |
| 2020-06-30 | $2.0M | 48k | 41.54 |
| 2020-03-31 | $1.3M | 42k | 31.34 |
| 2019-12-31 | $1.9M | 34k | 55.01 |
| 2019-09-30 | $1.8M | 31k | 57.12 |
| 2019-06-30 | $1.5M | 26k | 57.93 |
| 2019-03-31 | $976k | 19k | 50.19 |
| 2018-12-31 | $1.2M | 20k | 58.60 |
| 2018-09-30 | $805k | 15k | 52.92 |
| 2018-06-30 | $805k | 15k | 52.92 |
| 2018-03-31 | $652k | 11k | 60.87 |
| 2017-12-31 | $604k | 9.8k | 61.76 |