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Principal Financial shares owned by Waddell & Associates

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Waddell & Associates from 13F filings

Historical chart of Waddell & Associates investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Waddell & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Waddell & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $327k 3.7k 88.21

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American Centy Etf Tr Avantis Emgmkt (AVEM)
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Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Waddell & Associates

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