Principal Financial shares owned by WestEnd Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by WestEnd Advisors
from 13F filings
Historical chart of WestEnd Advisors investment in Principal Financial
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Quarterly reported holdings in Principal Financial by WestEnd Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $332 | 4 | 83.00 |
| 2025-06-30 | $318 | 4 | 79.50 |
| 2025-03-31 | $505 | 6 | 84.33 |
| 2024-12-31 | $155 | 2 | 77.50 |
| 2024-09-30 | $172 | 2 | 86.00 |
| 2024-06-30 | $78 | 1 | 78.00 |
| 2024-03-31 | $86 | 1 | 86.00 |
| 2022-03-31 | $219 | 3 | 73.33 |
| 2021-12-31 | $216 | 3 | 72.00 |
| 2021-09-30 | $192 | 3 | 64.33 |
| 2021-06-30 | $189 | 3 | 63.00 |