Principal Financial shares owned by Y-Intercept
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Y-Intercept
from 13F filings
Historical chart of Y-Intercept investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Y-Intercept
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.1M | 40k | 78.45 |
| 2024-03-31 | $3.1M | 36k | 86.31 |
| 2023-09-30 | $829k | 12k | 72.07 |
| 2022-12-31 | $1.3M | 15k | 83.92 |
| 2022-09-30 | $559k | 7.7k | 72.15 |
| 2022-03-31 | $304k | 4.1k | 73.45 |
| 2021-12-31 | $614k | 8.5k | 72.29 |
| 2021-09-30 | $402k | 6.2k | 64.44 |