PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

MORGAN STANLEY's Holding History (CIK: 0000895421)

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

Q4 2025

Shares 3,079,857 Value ($000) $271,674 Avg Close $83.87 Range $77.17 - $92.10

Q3 2025

Shares 3,024,188 Value ($000) $250,736 Avg Close $78.65 Range $73.57 - $82.86

Q2 2025

Shares 3,172,836 Value ($000) $252,019 Avg Close $74.81 Range $66.44 - $83.99

Q1 2025

Shares 2,969,821 Value ($000) $250,564 Avg Close $80.24 Range $73.13 - $86.94

Q4 2024

Shares 2,911,596 Value ($000) $225,387 Avg Close $80.65 Range $71.74 - $87.80

Q3 2024

Shares 2,903,286 Value ($000) $249,392 Avg Close $76.60 Range $68.32 - $83.50

Q2 2024

Shares 2,867,685 Value ($000) $224,970 Avg Close $76.36 Range $71.87 - $81.40

Q1 2024

Shares 2,704,741 Value ($000) $233,446 Avg Close $74.77 Range $70.34 - $81.38

Q4 2023

Shares 3,414,726 Value ($000) $268,637 Avg Close $66.95 Range $61.01 - $74.62

Q3 2023

Shares 2,613,880 Value ($000) $188,382 Avg Close $71.08 Range $65.96 - $77.34

Q2 2023

Shares 2,662,521 Value ($000) $201,926 Avg Close $65.46 Range $59.54 - $70.14

Q1 2023

Shares 2,893,864 Value ($000) $215,072 Avg Close $76.24 Range $61.43 - $84.21

Q4 2022

Shares 4,514,124 Value ($000) $378,825 Avg Close $76.60 Range $63.98 - $85.66

Q3 2022

Shares 2,697,781 Value ($000) $194,645 Avg Close $63.59 Range $53.91 - $71.08

Q2 2022

Shares 3,001,474 Value ($000) $200,469 Avg Close $61.74 Range $54.73 - $67.59

Q1 2022

Shares 3,924,349 Value ($000) $288,086 Avg Close $62.90 Range $55.77 - $69.64

Q4 2021

Shares 971,498 Value ($000) $70,269 Avg Close $60.13 Range $55.15 - $64.05

Q3 2021

Shares 1,022,638 Value ($000) $65,859 Avg Close $54.80 Range $49.91 - $58.19

Q2 2021

Shares 942,516 Value ($000) $59,557 Avg Close $54.06 Range $50.22 - $57.29

Q1 2021

Shares 973,166 Value ($000) $58,351 Avg Close $46.72 Range $39.67 - $52.22

Q4 2020

Shares 1,091,725 Value ($000) $54,159 Avg Close $37.97 Range $30.95 - $44.00

Q3 2020

Shares 1,422,533 Value ($000) $57,287 Avg Close $34.89 Range $30.57 - $38.63

Q2 2020

Shares 1,093,969 Value ($000) $45,442 Avg Close $29.50 Range $20.74 - $40.21

Q1 2020

Shares 568,500 Value ($000) $17,818 Avg Close $37.70 Range $18.74 - $45.40

Q4 2019

Shares 880,740 Value ($000) $48,441 Avg Close $43.18 Range $41.15 - $45.39

Q3 2019

Shares 579,996 Value ($000) $33,142 Avg Close $43.94 Range $40.43 - $47.31

Q2 2019

Shares 609,155 Value ($000) $35,283 Avg Close $42.59 Range $39.04 - $45.56

Q1 2019

Shares 672,202 Value ($000) $33,738 Avg Close $37.93 Range $32.97 - $41.01

Q4 2018

Shares 717,752 Value ($000) $31,703 Avg Close $37.23 Range $30.82 - $46.09

Q3 2018

Shares 877,240 Value ($000) $51,397 Avg Close $41.75 Range $39.13 - $45.36

Q2 2018

Shares 1,253,735 Value ($000) $66,386 Avg Close $43.12 Range $39.07 - $45.93

Q1 2018

Shares 887,373 Value ($000) $54,051 Avg Close $48.41 Range $42.64 - $55.46

Q4 2017

Shares 1,254,037 Value ($000) $88,486 Avg Close $50.32 Range $46.97 - $52.86

Q3 2017

Shares 1,554,947 Value ($000) $100,046 Avg Close $46.64 Range $43.45 - $48.99

Q2 2017

Shares 1,077,559 Value ($000) $69,038 Avg Close $45.66 Range $43.33 - $47.82

Q1 2017

Shares 775,859 Value ($000) $48,966 Avg Close $43.60 Range $40.01 - $46.42

Q4 2016

Shares 904,837 Value ($000) $52,353 Avg Close $39.76 Range $36.06 - $43.73

Q3 2016

Shares 289,200 Value ($000) $14,899 Avg Close $32.91 Range $27.26 - $36.60

Q2 2016

Shares 252,061 Value ($000) $10,362 Avg Close $29.45 Range $26.69 - $31.45

Q1 2016

Shares 732,087 Value ($000) $28,880 Avg Close $26.59 Range $22.79 - $30.52

Q4 2015

Shares 456,939 Value ($000) $20,553 Avg Close $33.45 Range $30.06 - $35.70

Q3 2015

Shares 314,314 Value ($000) $14,880 Avg Close $35.23 Range $28.49 - $39.36

Q2 2015

Shares 753,808 Value ($000) $38,663 Avg Close $35.02 Range $33.55 - $36.24

Q1 2015

Shares 285,907 Value ($000) $14,688 Avg Close $33.68 Range $30.77 - $35.22

Q4 2014

Shares 524,512 Value ($000) $27,244 Avg Close $34.51 Range $30.89 - $36.24

Q3 2014

Shares 213,314 Value ($000) $11,192 Avg Close $34.61 Range $32.24 - $36.55

Q2 2014

Shares 254,551 Value ($000) $12,848 Avg Close $30.95 Range $28.14 - $33.51

Q1 2014

Shares 423,765 Value ($000) $19,490 Avg Close $29.89 Range $26.86 - $32.50

Q4 2013

Shares 689,939 Value ($000) $34,020 Avg Close $30.85 Range $26.88 - $33.06

Q3 2013

Shares 1,119,983 Value ($000) $47,960 Avg Close $26.93 Range $23.68 - $28.96

Q2 2013

Shares 1,360,923 Value ($000) $50,967 Avg Close $23.49 Range $20.88 - $25.17

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,079,857	$271,674	$83.87	$77.17 - $92.10
Q3 2025	3,024,188	$250,736	$78.65	$73.57 - $82.86
Q2 2025	3,172,836	$252,019	$74.81	$66.44 - $83.99
Q1 2025	2,969,821	$250,564	$80.24	$73.13 - $86.94
Q4 2024	2,911,596	$225,387	$80.65	$71.74 - $87.80
Q3 2024	2,903,286	$249,392	$76.60	$68.32 - $83.50
Q2 2024	2,867,685	$224,970	$76.36	$71.87 - $81.40
Q1 2024	2,704,741	$233,446	$74.77	$70.34 - $81.38
Q4 2023	3,414,726	$268,637	$66.95	$61.01 - $74.62
Q3 2023	2,613,880	$188,382	$71.08	$65.96 - $77.34
Q2 2023	2,662,521	$201,926	$65.46	$59.54 - $70.14
Q1 2023	2,893,864	$215,072	$76.24	$61.43 - $84.21
Q4 2022	4,514,124	$378,825	$76.60	$63.98 - $85.66
Q3 2022	2,697,781	$194,645	$63.59	$53.91 - $71.08
Q2 2022	3,001,474	$200,469	$61.74	$54.73 - $67.59
Q1 2022	3,924,349	$288,086	$62.90	$55.77 - $69.64
Q4 2021	971,498	$70,269	$60.13	$55.15 - $64.05
Q3 2021	1,022,638	$65,859	$54.80	$49.91 - $58.19
Q2 2021	942,516	$59,557	$54.06	$50.22 - $57.29
Q1 2021	973,166	$58,351	$46.72	$39.67 - $52.22
Q4 2020	1,091,725	$54,159	$37.97	$30.95 - $44.00
Q3 2020	1,422,533	$57,287	$34.89	$30.57 - $38.63
Q2 2020	1,093,969	$45,442	$29.50	$20.74 - $40.21
Q1 2020	568,500	$17,818	$37.70	$18.74 - $45.40
Q4 2019	880,740	$48,441	$43.18	$41.15 - $45.39
Q3 2019	579,996	$33,142	$43.94	$40.43 - $47.31
Q2 2019	609,155	$35,283	$42.59	$39.04 - $45.56
Q1 2019	672,202	$33,738	$37.93	$32.97 - $41.01
Q4 2018	717,752	$31,703	$37.23	$30.82 - $46.09
Q3 2018	877,240	$51,397	$41.75	$39.13 - $45.36
Q2 2018	1,253,735	$66,386	$43.12	$39.07 - $45.93
Q1 2018	887,373	$54,051	$48.41	$42.64 - $55.46
Q4 2017	1,254,037	$88,486	$50.32	$46.97 - $52.86
Q3 2017	1,554,947	$100,046	$46.64	$43.45 - $48.99
Q2 2017	1,077,559	$69,038	$45.66	$43.33 - $47.82
Q1 2017	775,859	$48,966	$43.60	$40.01 - $46.42
Q4 2016	904,837	$52,353	$39.76	$36.06 - $43.73
Q3 2016	289,200	$14,899	$32.91	$27.26 - $36.60
Q2 2016	252,061	$10,362	$29.45	$26.69 - $31.45
Q1 2016	732,087	$28,880	$26.59	$22.79 - $30.52
Q4 2015	456,939	$20,553	$33.45	$30.06 - $35.70
Q3 2015	314,314	$14,880	$35.23	$28.49 - $39.36
Q2 2015	753,808	$38,663	$35.02	$33.55 - $36.24
Q1 2015	285,907	$14,688	$33.68	$30.77 - $35.22
Q4 2014	524,512	$27,244	$34.51	$30.89 - $36.24
Q3 2014	213,314	$11,192	$34.61	$32.24 - $36.55
Q2 2014	254,551	$12,848	$30.95	$28.14 - $33.51
Q1 2014	423,765	$19,490	$29.89	$26.86 - $32.50
Q4 2013	689,939	$34,020	$30.85	$26.88 - $33.06
Q3 2013	1,119,983	$47,960	$26.93	$23.68 - $28.96
Q2 2013	1,360,923	$50,967	$23.49	$20.88 - $25.17