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Principal Financial shares owned by BBR Partners

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

Historical chart of BBR Partners investment in Principal Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Principal Financial by BBR Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $949k 11k 86.31

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Apple (AAPL)
Microsoft Corporation (MSFT)
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Kkr & Co Cl A (KKR)
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Philip Morris International (PM)
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View all positions for BBR Partners

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
Bank of America Corporation
Geode Capital Management
Wellington Management Company
Dimensional Fund Advisors
Northern Trust
Morgan Stanley
Jpmorgan Chase & Co
Legal & General Group
Bank of New York Mellon
Amundi
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Principal Financial