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Principal Financial shares owned by Winnow Wealth

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Winnow Wealth from 13F filings

Historical chart of Winnow Wealth investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Winnow Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Winnow Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 2.6k 83.00
2025-03-31 $220k 2.6k 84.34
2024-12-31 $199k 2.6k 77.39

More positions owned by Winnow Wealth

Innovator Equity Managed Floor ETF Etf (SFLR)
FT Vest U.S. Equity Deep Buffer ETF - June Etf (DJUN)
FT Vest U.S. Equity Deep Buffer ETF - July Etf (DJUL)
FT Vest U.S. Equity Deep Buffer ETF - April Etf (DAPR)
FT Vest U.S. Equity Deep Buffer ETF - August Etf (DAUG)
Innovator Defined Wealth Shield ETF Etf (BALT)
Exxon Mobil Corporation (XOM)
Innovator Nasdaq-100 Managed Floor ETF Etf (QFLR)
Innovator U.S. Small Cap Managed Floor ETF Etf (RFLR)
Johnson & Johnson (JNJ)
Credit Suisse Ag Nassau Brh (GLDI)
Applovin Corp Class A (APP)
FT Vest SMID Rising Dividend Achievers Target Income ETF Etf (SDVD)
Fox Corp (FOXA)
Broadcom (AVGO)

View all positions for Winnow Wealth

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
State Street Corporation
Geode Capital Management
Victory Capital Management
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