Principal Financial shares owned by Winch Advisory Services
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Winch Advisory Services
from 13F filings
Historical chart of Winch Advisory Services investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Winch Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $48k | 576 | 82.89 |
| 2025-06-30 | $45k | 572 | 79.40 |
| 2025-03-31 | $52k | 618 | 84.34 |
| 2024-12-31 | $48k | 614 | 77.41 |
| 2024-09-30 | $52k | 609 | 85.95 |
| 2024-06-30 | $48k | 606 | 78.39 |
| 2024-03-31 | $52k | 602 | 86.24 |
| 2023-12-31 | $47k | 598 | 78.66 |
| 2023-09-30 | $47k | 654 | 71.29 |
| 2023-06-30 | $60k | 798 | 75.19 |
| 2023-03-31 | $28k | 371 | 75.47 |
| 2022-12-31 | $31k | 368 | 84.24 |
| 2022-09-30 | $26k | 365 | 71.23 |
| 2022-06-30 | $24k | 362 | 66.30 |
| 2022-03-31 | $26k | 358 | 72.63 |
| 2021-12-31 | $26k | 355 | 73.24 |
| 2021-09-30 | $23k | 352 | 65.34 |
| 2021-06-30 | $22k | 349 | 63.04 |
| 2021-03-31 | $21k | 346 | 60.69 |
| 2020-12-31 | $17k | 342 | 49.71 |
| 2020-09-30 | $17k | 433 | 39.26 |
| 2020-06-30 | $18k | 427 | 42.15 |
| 2020-03-31 | $10k | 329 | 30.40 |
| 2019-12-31 | $18k | 323 | 55.73 |
| 2019-09-30 | $18k | 320 | 56.25 |
| 2019-06-30 | $18k | 314 | 57.32 |
| 2019-03-31 | $16k | 311 | 51.45 |
| 2018-12-31 | $14k | 311 | 45.02 |
| 2018-09-30 | $18k | 304 | 59.21 |
| 2018-06-30 | $16k | 301 | 53.16 |
| 2018-03-31 | $18k | 299 | 60.20 |
| 2017-12-31 | $21k | 299 | 70.23 |
| 2017-09-30 | $19k | 295 | 64.41 |
| 2017-06-30 | $19k | 295 | 64.41 |
| 2017-03-31 | $18k | 290 | 62.07 |
| 2016-12-31 | $17k | 290 | 58.62 |
| 2016-09-30 | $15k | 286 | 52.45 |
| 2016-06-30 | $12k | 286 | 41.96 |
| 2016-03-31 | $11k | 283 | 38.87 |
| 2015-12-31 | $13k | 280 | 46.43 |
| 2015-09-30 | $13k | 278 | 46.76 |
| 2015-06-30 | $14k | 276 | 50.72 |
| 2015-03-31 | $14k | 274 | 51.09 |