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Principal Financial shares owned by Wealthcare Capital Partners

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Wealthcare Capital Partners from 13F filings

Historical chart of Wealthcare Capital Partners investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Wealthcare Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Wealthcare Capital Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $207k 1.9k 107.80

More positions owned by Wealthcare Capital Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Spdr Series Trust ST STR SP600 SML (SPSM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust St Str P400mid (SPMD)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Mega Cap Val Etf (MGV)

View all positions for Wealthcare Capital Partners

Top funds holding Principal Financial

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

View all funds holding Principal Financial