Principal Financial shares owned by VisionPoint Advisory Group
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by VisionPoint Advisory Group
from 13F filings
Historical chart of VisionPoint Advisory Group investment in Principal Financial
Tip: Access up to 7 years of quarterly data
All positions including Principal Financial held by VisionPoint Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Principal Financial by VisionPoint Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $236k | 2.8k | 82.91 |
| 2025-06-30 | $226k | 2.8k | 79.43 |
| 2025-03-31 | $208k | 2.5k | 84.37 |
| 2024-12-31 | $191k | 2.5k | 77.39 |
| 2024-09-30 | $212k | 2.5k | 85.90 |
| 2024-06-30 | $193k | 2.5k | 78.45 |
| 2024-03-31 | $213k | 2.5k | 86.31 |
| 2023-12-31 | $194k | 2.5k | 78.67 |
| 2023-09-30 | $177k | 2.5k | 72.07 |
| 2023-06-30 | $187k | 2.5k | 75.84 |
| 2022-12-31 | $229k | 2.5k | 93.00 |
| 2019-12-31 | $299k | 5.4k | 54.94 |
| 2019-09-30 | $564k | 10k | 54.76 |
| 2019-06-30 | $608k | 11k | 57.95 |
| 2019-03-31 | $654k | 13k | 50.22 |
| 2018-12-31 | $489k | 11k | 44.13 |
More positions owned by VisionPoint Advisory Group
View all positions for VisionPoint Advisory Group