Principal Financial shares owned by Trust Asset Management
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Trust Asset Management
from 13F filings
Historical chart of Trust Asset Management investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Trust Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $203k | 2.4k | 82.91 |
| 2025-03-31 | $206k | 2.4k | 84.37 |
| 2024-12-31 | $207k | 2.7k | 77.41 |
| 2024-06-30 | $210k | 2.7k | 78.45 |
| 2024-03-31 | $231k | 2.7k | 86.31 |
| 2023-12-31 | $211k | 2.7k | 78.67 |
| 2023-06-30 | $203k | 2.7k | 75.84 |
| 2022-12-31 | $224k | 2.7k | 83.92 |