Principal Financial shares owned by W. E. Donoghue & Co
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by W. E. Donoghue & Co
from 13F filings
Historical chart of W. E. Donoghue & Co investment in Principal Financial
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Quarterly reported holdings in Principal Financial by W. E. Donoghue & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 19k | 82.91 |
| 2025-06-30 | $1.5M | 19k | 79.43 |
| 2025-03-31 | $1.5M | 18k | 84.37 |
| 2023-06-30 | $444k | 5.9k | 75.84 |
| 2023-03-31 | $1.4M | 19k | 74.32 |
| 2022-12-31 | $2.2M | 26k | 83.92 |
| 2022-09-30 | $1.1M | 15k | 72.16 |
| 2020-09-30 | $1.2M | 29k | 40.26 |
| 2020-03-31 | $657k | 21k | 31.35 |
| 2019-12-31 | $3.3M | 61k | 55.00 |
| 2019-09-30 | $4.4M | 76k | 57.15 |
| 2019-06-30 | $6.6M | 114k | 57.92 |
| 2018-09-30 | $14M | 237k | 58.59 |
| 2018-06-30 | $15M | 288k | 52.95 |