Principal Financial shares owned by Unison Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Unison Advisors
from 13F filings
Historical chart of Unison Advisors investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Unison Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 61k | 82.91 |
| 2025-06-30 | $4.8M | 60k | 79.43 |
| 2025-03-31 | $5.0M | 60k | 84.37 |
| 2024-12-31 | $4.6M | 59k | 77.41 |
| 2024-09-30 | $5.0M | 59k | 85.90 |
| 2024-06-30 | $4.5M | 58k | 78.45 |
| 2024-03-31 | $4.9M | 57k | 86.31 |
| 2023-12-31 | $4.5M | 57k | 78.67 |
| 2023-09-30 | $4.0M | 56k | 72.07 |
| 2023-06-30 | $4.2M | 56k | 75.84 |
| 2023-03-31 | $4.1M | 55k | 74.32 |
| 2022-12-31 | $4.6M | 55k | 83.92 |
| 2022-09-30 | $3.9M | 54k | 72.14 |
| 2022-06-30 | $3.6M | 54k | 66.79 |
| 2022-03-31 | $3.9M | 53k | 73.40 |
| 2021-12-31 | $3.8M | 53k | 72.32 |
| 2021-09-30 | $3.4M | 52k | 64.41 |
| 2021-06-30 | $4.1M | 65k | 63.19 |
| 2021-03-31 | $3.9M | 64k | 59.96 |
| 2020-12-31 | $3.2M | 64k | 49.60 |
| 2020-09-30 | $2.5M | 63k | 40.27 |
| 2020-06-30 | $2.6M | 62k | 41.54 |
| 2020-03-31 | $643k | 21k | 31.34 |
| 2019-12-31 | $1.1M | 20k | 54.98 |
| 2019-09-30 | $1.1M | 20k | 57.11 |
| 2019-06-30 | $1.2M | 20k | 57.89 |
| 2019-03-31 | $990k | 20k | 50.18 |
| 2018-12-31 | $861k | 20k | 44.16 |
| 2018-09-30 | $1.1M | 19k | 58.64 |
| 2018-06-30 | $1.0M | 19k | 52.98 |
| 2018-03-31 | $1.2M | 19k | 60.91 |
| 2017-12-31 | $1.3M | 19k | 70.55 |