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
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by Swiss Life Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |
| 2024-12-31 | $45M | 583k | 77.41 |
| 2024-09-30 | $15M | 176k | 85.81 |
| 2024-06-30 | $14M | 178k | 78.44 |
| 2024-03-31 | $15M | 168k | 86.31 |
| 2023-12-31 | $4.3M | 54k | 78.67 |
| 2023-09-30 | $4.8M | 66k | 72.00 |
| 2023-06-30 | $5.6M | 74k | 75.90 |
| 2023-03-31 | $7.6M | 102k | 74.35 |
| 2022-12-31 | $13M | 150k | 84.02 |
| 2022-09-30 | $12M | 163k | 72.16 |
| 2022-06-30 | $9.9M | 148k | 66.87 |
| 2022-03-31 | $14M | 185k | 73.37 |
| 2021-12-31 | $15M | 209k | 72.33 |
| 2021-09-30 | $14M | 211k | 64.38 |
| 2021-06-30 | $12M | 198k | 60.56 |
| 2021-03-31 | $9.5M | 159k | 59.94 |
| 2020-12-31 | $9.0M | 181k | 49.59 |
| 2020-09-30 | $5.3M | 132k | 40.25 |
| 2020-06-30 | $2.8M | 68k | 41.56 |
| 2020-03-31 | $1.6M | 52k | 31.39 |
| 2019-12-31 | $18M | 328k | 55.02 |
| 2019-09-30 | $31M | 534k | 57.14 |
| 2019-06-30 | $33M | 563k | 57.77 |
| 2019-03-31 | $29M | 584k | 50.19 |
| 2018-09-30 | $2.0M | 33k | 58.59 |
| 2018-06-30 | $1.1M | 21k | 52.95 |
| 2018-03-31 | $2.0M | 33k | 60.91 |
| 2017-12-31 | $2.0M | 29k | 70.58 |
| 2017-09-30 | $1.5M | 24k | 64.32 |
| 2017-06-30 | $956k | 15k | 64.09 |
| 2017-03-31 | $2.3M | 37k | 63.11 |
| 2016-12-31 | $702k | 12k | 57.86 |
| 2016-09-30 | $1.9M | 38k | 51.49 |
| 2016-06-30 | $478k | 12k | 41.05 |
| 2016-03-31 | $1.0M | 26k | 39.45 |
| 2015-06-30 | $360k | 7.0k | 51.29 |
More positions owned by Swiss Life Asset Management
View all positions for Swiss Life Asset Management