Principal Financial shares owned by USA Financial Portformulas
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by USA Financial Portformulas
from 13F filings
Historical chart of USA Financial Portformulas investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by USA Financial Portformulas consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Principal Financial by USA Financial Portformulas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $10k | 116 | 88.21 |
| 2025-03-31 | $20k | 231 | 84.37 |
| 2020-09-30 | $1.0k | 23 | 43.48 |
| 2020-06-30 | $1.0k | 23 | 43.48 |
| 2020-03-31 | $2.0k | 64 | 31.25 |
| 2018-12-31 | $229k | 3.9k | 58.52 |
| 2018-09-30 | $239k | 4.5k | 52.90 |
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View all positions for USA Financial Portformulas