Weiss Asset Management LP[1 »

Principal Financial shares owned by Weiss Asset Management LP[1

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Weiss Asset Management LP[1 from 13F filings

Historical chart of Weiss Asset Management LP[1 investment in Principal Financial

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All positions including Principal Financial held by Weiss Asset Management LP[1 consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Weiss Asset Management LP[1

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.2M 87k 82.91
2024-09-30 $1.5M 17k 85.90
2022-09-30 $2.7M 38k 72.14

More positions owned by Weiss Asset Management LP[1

Strategy Cl A New (MSTR)
NVIDIA Corporation Put Option (NVDA)
Ishares Bitcoin Trust Etf Shs Ben Int Put Option (IBIT)
Ishares Ethereum Tr SHS Put Option (ETHA)
Interdigital Note 3.500% 6/0 (Principal)
Tesla Motors (TSLA)
Coinbase Global Com Cl A (COIN)
Strategy Note 0.625% 9/1 (Principal)
Super Micro Computer Note 3.500% 3/0 (Principal)
Ionis Pharmaceuticals Note 4/0 (Principal)
Theravance Biopharma (TBPH)
Sunrun Note 4.000% 3/0 (Principal)
Bridgebio Pharma Note 2.500% 3/1 (Principal)
Circle Internet Group Com Cl A (CRCL)
Broadcom Put Option (AVGO)

View all positions for Weiss Asset Management LP[1

Top funds holding Principal Financial

Vanguard Group
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Dimensional Fund Advisors
Northern Trust
Invesco
Morgan Stanley
Goldman Sachs Group
UBS Group
Ubs Global Asset Management Americas
Royal Bank of Canada
Legal & General Group

View all funds holding Principal Financial