Principal Financial shares owned by WBI Investments
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by WBI Investments
from 13F filings
Historical chart of WBI Investments investment in Principal Financial
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Quarterly reported holdings in Principal Financial by WBI Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.4M | 18k | 78.45 |
| 2022-09-30 | $873k | 12k | 72.11 |
| 2022-06-30 | $634k | 9.5k | 66.74 |
| 2022-03-31 | $919k | 13k | 73.37 |
| 2021-12-31 | $1.0M | 14k | 72.31 |
| 2021-09-30 | $740k | 12k | 64.34 |
| 2021-06-30 | $4.5M | 71k | 63.19 |
| 2021-03-31 | $3.9M | 65k | 59.96 |
| 2020-12-31 | $535k | 11k | 49.62 |
| 2020-09-30 | $281k | 7.0k | 40.23 |
| 2020-06-30 | $646k | 16k | 41.51 |
| 2020-03-31 | $253k | 8.1k | 31.39 |
| 2019-09-30 | $7.4M | 130k | 57.14 |
| 2019-06-30 | $13M | 227k | 57.92 |
| 2019-03-31 | $1.6M | 31k | 50.20 |
| 2018-12-31 | $824k | 19k | 44.18 |
| 2018-09-30 | $21M | 353k | 58.59 |
| 2017-06-30 | $2.9M | 46k | 64.06 |
| 2017-03-31 | $3.8M | 61k | 63.11 |
| 2014-09-30 | $18M | 350k | 52.47 |
| 2014-06-30 | $17M | 328k | 50.48 |
| 2014-03-31 | $15M | 321k | 45.99 |