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Principal Financial shares owned by Swiss Life Asset Management

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Swiss Life Asset Management from 13F filings

Historical chart of Swiss Life Asset Management investment in Principal Financial

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All positions including Principal Financial held by Swiss Life Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Swiss Life Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $49M 594k 82.91
2025-06-30 $47M 587k 79.43
2025-03-31 $50M 587k 84.37