Principal Financial shares owned by Stifel Financial
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $19M | 206k | 90.11 |
| 2025-12-31 | $1.3M | 15k | 88.20 |
| 2025-09-30 | $1.2M | 14k | 82.91 |
| 2025-06-30 | $1.3M | 16k | 79.42 |
| 2025-03-31 | $1.2M | 15k | 84.38 |
| 2024-12-31 | $1.1M | 15k | 77.40 |
| 2024-09-30 | $1.2M | 14k | 85.91 |
| 2024-06-30 | $1.3M | 17k | 78.44 |
| 2024-03-31 | $1.9M | 22k | 86.31 |
| 2023-12-31 | $2.5M | 32k | 78.67 |
| 2023-09-30 | $1.4M | 20k | 72.07 |
| 2023-06-30 | $1.3M | 17k | 75.84 |
| 2023-03-31 | $1.8M | 24k | 74.31 |
| 2022-12-31 | $1.9M | 23k | 83.92 |
| 2022-09-30 | $1.6M | 24k | 66.67 |
| 2022-06-30 | $1.5M | 22k | 66.67 |
| 2022-03-31 | $1.1M | 17k | 66.67 |
| 2021-12-31 | $4.5M | 67k | 66.67 |
| 2021-09-30 | $3.7M | 56k | 66.67 |
| 2021-06-30 | $3.8M | 57k | 66.67 |
| 2021-03-31 | $3.6M | 53k | 66.67 |
| 2020-12-31 | $2.0M | 46k | 44.44 |
| 2020-09-30 | $2.0M | 46k | 44.44 |
| 2020-06-30 | $644k | 15k | 44.44 |
| 2020-03-31 | $673k | 21k | 31.45 |
| 2019-12-31 | $1.2M | 21k | 56.00 |
| 2019-09-30 | $1.2M | 22k | 56.00 |
| 2019-06-30 | $1.5M | 25k | 58.23 |
| 2019-03-31 | $665k | 15k | 44.12 |
| 2018-12-31 | $643k | 15k | 44.12 |
| 2018-09-30 | $862k | 15k | 59.29 |
| 2018-06-30 | $1.1M | 18k | 60.00 |
| 2018-03-31 | $1.6M | 26k | 61.35 |
| 2017-12-31 | $1.7M | 24k | 70.54 |
| 2017-09-30 | $1.6M | 25k | 64.40 |
| 2017-06-30 | $1.8M | 28k | 63.87 |
| 2017-03-31 | $2.5M | 40k | 63.13 |
| 2016-12-31 | $1.0M | 18k | 57.95 |
| 2016-09-30 | $484k | 9.5k | 50.99 |
| 2016-06-30 | $398k | 9.7k | 41.14 |
| 2016-03-31 | $401k | 10k | 39.48 |
| 2015-12-31 | $863k | 19k | 45.58 |
| 2015-09-30 | $927k | 20k | 47.35 |
| 2015-06-30 | $1.1M | 22k | 51.27 |
| 2015-03-31 | $1.2M | 24k | 51.37 |
| 2014-12-31 | $626k | 12k | 51.91 |
| 2014-09-30 | $409k | 7.8k | 52.49 |
| 2014-06-30 | $398k | 7.9k | 50.44 |
| 2014-03-31 | $833k | 18k | 46.00 |