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Principal Financial shares owned by V-Square Quantitative Management

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by V-Square Quantitative Management from 13F filings

Historical chart of V-Square Quantitative Management investment in Principal Financial

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All positions including Principal Financial held by V-Square Quantitative Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by V-Square Quantitative Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 20k 88.21
2025-09-30 $1.7M 20k 82.91
2025-06-30 $1.5M 19k 79.43
2025-03-31 $690k 8.2k 84.37
2024-12-31 $634k 8.2k 77.41
2024-09-30 $661k 7.7k 85.90
2024-06-30 $530k 6.8k 78.45
2024-03-31 $538k 6.2k 86.31
2023-12-31 $421k 5.4k 78.67
2023-09-30 $308k 4.3k 72.07
2023-06-30 $114k 1.5k 75.84