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Principal Financial shares owned by Tobam

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Tobam from 13F filings

Historical chart of Tobam investment in Principal Financial

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All positions including Principal Financial held by Tobam consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Tobam

Quarter filed Position value Share count Share price at filing
2024-03-31 $64k 745 85.91
2023-12-31 $59k 745 79.19
2023-09-30 $156k 2.2k 71.92
2023-06-30 $164k 2.2k 75.61
2023-03-31 $93k 1.2k 74.64
2022-12-31 $66k 783 84.29
2022-09-30 $94k 1.3k 72.09
2022-06-30 $151k 2.3k 66.81
2022-03-31 $89k 1.2k 73.19
2020-12-31 $25k 500 50.00