Principal Financial shares owned by Transamerica Financial Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Transamerica Financial Advisors
from 13F filings
Historical chart of Transamerica Financial Advisors investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Transamerica Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $950k | 12k | 82.91 |
| 2025-06-30 | $929k | 12k | 79.43 |
| 2025-03-31 | $987k | 12k | 84.40 |
| 2024-12-31 | $258k | 3.3k | 77.48 |
| 2024-09-30 | $300k | 3.5k | 85.96 |
| 2024-06-30 | $257k | 3.3k | 78.47 |
| 2024-03-31 | $283k | 3.3k | 86.41 |
| 2023-12-31 | $53k | 670 | 79.10 |
| 2023-09-30 | $13k | 172 | 75.58 |
| 2023-06-30 | $1.0k | 1 | 1000.00 |
| 2023-03-31 | $1.0k | 1 | 1000.00 |
| 2022-12-31 | $1.0k | 1 | 1000.00 |
| 2022-09-30 | $1.0k | 1 | 1000.00 |
| 2022-06-30 | $1.0k | 1 | 1000.00 |
| 2020-06-30 | $190k | 4.6k | 41.75 |
| 2019-06-30 | $143k | 2.5k | 58.22 |
| 2018-12-31 | $36k | 797 | 45.17 |
| 2018-09-30 | $7.0k | 107 | 65.42 |
| 2018-06-30 | $999 | 9 | 111.11 |
| 2018-03-31 | $530k | 8.7k | 60.98 |
| 2017-12-31 | $643k | 9.1k | 70.56 |
| 2017-09-30 | $593k | 9.2k | 64.41 |
| 2017-06-30 | $603k | 9.4k | 64.13 |
| 2017-03-31 | $880k | 14k | 63.14 |
| 2016-12-31 | $806k | 14k | 57.86 |
| 2016-09-30 | $715k | 14k | 51.56 |
| 2016-06-30 | $519k | 13k | 41.15 |
| 2016-03-31 | $754k | 19k | 39.47 |
| 2015-12-31 | $739k | 16k | 45.01 |
| 2015-09-30 | $733k | 16k | 47.40 |
| 2015-06-30 | $776k | 15k | 51.31 |
| 2015-03-31 | $772k | 15k | 51.39 |
| 2014-12-31 | $637k | 12k | 51.99 |
More positions owned by Transamerica Financial Advisors
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