Principal Financial shares owned by Westmount Partners
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Westmount Partners
from 13F filings
Historical chart of Westmount Partners investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Westmount Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $220k | 2.6k | 83.04 |
| 2025-06-30 | $212k | 2.7k | 79.43 |
| 2025-03-31 | $227k | 2.7k | 84.37 |
| 2024-12-31 | $208k | 2.7k | 77.41 |
| 2024-09-30 | $231k | 2.7k | 85.90 |
| 2024-06-30 | $210k | 2.7k | 78.01 |
| 2024-03-31 | $232k | 2.7k | 86.31 |
| 2023-12-31 | $211k | 2.7k | 78.67 |