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Principal Financial shares owned by VCI Wealth Management

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by VCI Wealth Management from 13F filings

Historical chart of VCI Wealth Management investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by VCI Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by VCI Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 19k 88.21

More positions owned by VCI Wealth Management

Ishares Gold Tr Ishares New (IAU)
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Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Amazon (AMZN)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Broadcom (AVGO)
Meta Platforms Cl A (META)

View all positions for VCI Wealth Management

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Northern Trust
Invesco
Norges Bank Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
Royal Bank of Canada
Legal & General Group
Charles Schwab Investment Management
Amundi

View all funds holding Principal Financial