PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

DIMENSIONAL FUND ADVISORS LP's Holding History (CIK: 0000354204)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,767,182 Value ($000) $332,315 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 3,766,362 Value ($000) $312,257 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 3,764,738 Value ($000) $299,034 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 3,663,656 Value ($000) $309,070 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 3,913,064 Value ($000) $302,909 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 3,934,521 Value ($000) $337,982 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 3,905,124 Value ($000) $306,393 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 3,865,270 Value ($000) $333,611 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 3,875,462 Value ($000) $304,903 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 3,922,987 Value ($000) $282,765 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 3,872,839 Value ($000) $293,723 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 3,645,475 Value ($000) $270,932 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 3,827,318 Value ($000) $321 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 3,708,800 Value ($000) $267,577 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 3,661,125 Value ($000) $244,516 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 3,656,223 Value ($000) $268,436 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 3,660,602 Value ($000) $264,760 Avg Close $60.13 Range $55.15 - $64.05
Q3 2021
Shares 3,787,879 Value ($000) $243,968 Avg Close $54.80 Range $49.91 - $58.19
Q2 2021
Shares 3,820,709 Value ($000) $241,420 Avg Close $54.06 Range $50.22 - $57.29
Q1 2021
Shares 3,791,779 Value ($000) $227,372 Avg Close $46.72 Range $39.67 - $52.22
Q4 2020
Shares 3,798,413 Value ($000) $188,418 Avg Close $37.97 Range $30.95 - $44.00
Q3 2020
Shares 3,775,758 Value ($000) $152,035 Avg Close $34.89 Range $30.57 - $38.63
Q2 2020
Shares 3,700,844 Value ($000) $153,691 Avg Close $29.50 Range $20.74 - $40.21
Q1 2020
Shares 3,804,513 Value ($000) $119,292 Avg Close $37.70 Range $18.74 - $45.40
Q4 2019
Shares 3,773,503 Value ($000) $207,533 Avg Close $43.18 Range $41.15 - $45.39
Q3 2019
Shares 3,845,866 Value ($000) $219,763 Avg Close $43.94 Range $40.43 - $47.31
Q2 2019
Shares 3,927,560 Value ($000) $227,456 Avg Close $42.59 Range $39.04 - $45.56
Q1 2019
Shares 3,940,417 Value ($000) $197,769 Avg Close $37.93 Range $32.97 - $41.01
Q4 2018
Shares 3,963,240 Value ($000) $175,047 Avg Close $37.23 Range $30.82 - $46.09
Q3 2018
Shares 3,698,571 Value ($000) $216,698 Avg Close $41.75 Range $39.13 - $45.36
Q2 2018
Shares 3,631,823 Value ($000) $192,310 Avg Close $43.12 Range $39.07 - $45.93
Q1 2018
Shares 3,628,980 Value ($000) $221,041 Avg Close $48.41 Range $42.64 - $55.46
Q4 2017
Shares 3,535,000 Value ($000) $249,461 Avg Close $50.32 Range $46.97 - $52.86
Q3 2017
Shares 3,662,171 Value ($000) $235,615 Avg Close $46.64 Range $43.45 - $48.99
Q2 2017
Shares 3,705,442 Value ($000) $237,428 Avg Close $45.66 Range $43.33 - $47.82
Q1 2017
Shares 3,734,915 Value ($000) $235,703 Avg Close $43.60 Range $40.01 - $46.42
Q4 2016
Shares 3,650,340 Value ($000) $211,214 Avg Close $39.76 Range $36.06 - $43.73
Q3 2016
Shares 3,632,571 Value ($000) $187,088 Avg Close $32.91 Range $27.26 - $36.60
Q2 2016
Shares 3,545,210 Value ($000) $145,725 Avg Close $29.45 Range $26.69 - $31.45
Q1 2016
Shares 3,310,269 Value ($000) $130,596 Avg Close $26.59 Range $22.79 - $30.52
Q4 2015
Shares 3,299,233 Value ($000) $148,410 Avg Close $33.45 Range $30.06 - $35.70
Q3 2015
Shares 3,225,972 Value ($000) $152,719 Avg Close $35.23 Range $28.49 - $39.36
Q2 2015
Shares 2,792,286 Value ($000) $143,214 Avg Close $35.02 Range $33.55 - $36.24
Q1 2015
Shares 2,384,134 Value ($000) $122,463 Avg Close $33.68 Range $30.77 - $35.22
Q4 2014
Shares 1,967,946 Value ($000) $102,231 Avg Close $34.51 Range $30.89 - $36.24
Q3 2014
Shares 1,679,594 Value ($000) $88,139 Avg Close $34.61 Range $32.24 - $36.55
Q2 2014
Shares 1,627,179 Value ($000) $82,134 Avg Close $30.95 Range $28.14 - $33.51
Q1 2014
Shares 1,584,837 Value ($000) $72,882 Avg Close $29.89 Range $26.86 - $32.50
Q4 2013
Shares 1,457,917 Value ($000) $71,889 Avg Close $30.85 Range $26.88 - $33.06
Q3 2013
Shares 1,956,073 Value ($000) $83,758 Avg Close $26.93 Range $23.68 - $28.96
Q2 2013
Shares 1,917,906 Value ($000) $71,837 Avg Close $23.49 Range $20.88 - $25.17