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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Quarterly reported holdings in Principal Financial by Trust Point
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31M | 370k | 82.91 |
| 2025-06-30 | $29M | 370k | 79.43 |
| 2025-03-31 | $31M | 370k | 84.37 |
| 2024-12-31 | $29M | 370k | 77.41 |
| 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 |