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Principal Financial shares owned by Southern Michigan Bank & Trust

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Southern Michigan Bank & Trust from 13F filings

Historical chart of Southern Michigan Bank & Trust investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Southern Michigan Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Southern Michigan Bank & Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.6k 95 90.11

More positions owned by Southern Michigan Bank & Trust

Schwab U.S. Large Cap Growth ETF Us Lcap Gr Etf (SCHG)
Vanguard Intermediate Term Bond ETF Intermed Term (BIV)
Schwab U.S. Large Cap Value ETF Us Lcap Va Etf (SCHV)
iShares Intermediate Govt Credit Bond ETF Intrm Gov Cr Etf (GVI)
Vanguard Mid Cap ETF Mid Cap Etf (VO)
State Street SPDR Portfolio Short Term Corporate Bond ETF State Street Spd (SPSB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Armstrong Global Holding Inc. Series A
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
Alphabet Inc Class A Cap Stk Cl A (GOOGL)
Amazon (AMZN)
State Street SPDR S&P Dividend ETF State Street Spd (SDY)
Abbvie (ABBV)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)

View all positions for Southern Michigan Bank & Trust

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Bank of America Corporation
Capital World Investors
Geode Capital Management
Dimensional Fund Advisors
Invesco
Northern Trust
Morgan Stanley
Goldman Sachs Group
AQR Capital Management

View all funds holding Principal Financial