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Principal Financial shares owned by waypoint wealth counsel

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by waypoint wealth counsel from 13F filings

Historical chart of waypoint wealth counsel investment in Principal Financial

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All positions including Principal Financial held by waypoint wealth counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2025-12-31 $206k 2.3k 88.23

More positions owned by waypoint wealth counsel

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Coca-Cola Company (KO)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Small Cp Etf (VB)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Amazon (AMZN)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for waypoint wealth counsel

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