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Principal Financial shares owned by Ten Capital Wealth Advisors

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Ten Capital Wealth Advisors from 13F filings

Historical chart of Ten Capital Wealth Advisors investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Ten Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Ten Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $129k 1.7k 75.57
2023-03-31 $117k 1.6k 74.31
2022-12-31 $132k 1.6k 83.91
2022-09-30 $114k 1.6k 72.24
2022-06-30 $105k 1.6k 66.54

More positions owned by Ten Capital Wealth Advisors

Janus Detroit Street Trust Etf (JAAA)
First Trust Tcw Opportunistic Fixed Income Etf (FIXD)
Goldman Sachs U.s. Large Cap Equity Etf (GSLC)
Jpmorgan Equity Premium Income Etf (JEPI)
Ishares Core Dividend Growth Etf (DGRO)
First Trust Rising Dividend Achievers Etf (RDVY)
First Trust Value Line Dividend Index Fund Etf (FVD)
Procore Technologies Stock (PCOR)
Microsoft Corp Stock (MSFT)
Ishares Core S P 500 Etf (IVV)
Apple Stock (AAPL)
Vanguard Small Cap Etf (VB)
Spdr Portfolio Developed World Ex Us Etf (SPDW)
Vanguard Mid Cap Etf (VO)
Vanguard Total Stock Market Etf (VTI)

View all positions for Ten Capital Wealth Advisors

Top funds holding Principal Financial

Vanguard Group
Nippon Life insurance
Bank of America Corporation
Wellington Management Company
Dimensional Fund Advisors
Norges Bank Investment Management
Legal & General Group
Goldman Sachs Group
Bank of New York Mellon
Balyasny Asset Management
Hsbc Holdings
Charles Schwab Investment Management
Mairs and Power
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Principal Financial