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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
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