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Principal Financial shares owned by Wealth Alliance

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Wealth Alliance from 13F filings

Historical chart of Wealth Alliance investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Wealth Alliance consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Wealth Alliance

Quarter filed Position value Share count Share price at filing
2026-06-30 $764k 7.1k 107.78
2026-03-31 $499k 5.5k 90.11

More positions owned by Wealth Alliance

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Isha I In Te Etf (BAI)
NVIDIA Corporation (NVDA)
Alps Etf Tr Alerian Mlp (AMLP)
Ishares Tr S&p 100 Etf (OEF)
Amazon (AMZN)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)

View all positions for Wealth Alliance

Top funds holding Principal Financial

BlackRock
Nippon Life insurance
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Bank of America Corporation
Charles Schwab Investment Management
Sixth Street Partners Management Company
Capital World Investors
Geode Capital Management
Dimensional Fund Advisors
Invesco
Northern Trust
Morgan Stanley
Goldman Sachs Group

View all funds holding Principal Financial