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Principal Financial shares owned by Trust Point

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

Historical chart of Trust Point investment in Principal Financial

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

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Quarterly reported holdings in Principal Financial by Trust Point

Quarter filed Position value Share count Share price at filing
2024-09-30 $36M 420k 85.90
2024-06-30 $30M 385k 78.45
2024-03-31 $33M 385k 86.31
2023-12-31 $30M 385k 78.67