Fortitude Family Office »

Principal Financial shares owned by Fortitude Family Office

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Fortitude Family Office from 13F filings

Historical chart of Fortitude Family Office investment in Principal Financial

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All positions including Principal Financial held by Fortitude Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Fortitude Family Office

Quarter filed Position value Share count Share price at filing
2024-03-31 $26k 304 86.31
2023-12-31 $24k 304 78.67

More positions owned by Fortitude Family Office

Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci International Developed Markets Etf Etf (IDEV)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Vanguard Mid-cap Etf Etf (VO)
Ishares Tips Bond Etf Etf (TIP)
Avantis U.s. Large Cap Value Etf Etf (AVLV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Kkr & Co Stock (KKR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Fortitude Family Office

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