PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

BURNEY CO/'s Holding History (CIK: 0000940445)

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

Q4 2025
Shares 2,962 Value ($000) $261 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 2,951 Value ($000) $245 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 3,585 Value ($000) $285 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 3,669 Value ($000) $310 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 3,749 Value ($000) $290 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 3,964 Value ($000) $341 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 4,043 Value ($000) $317 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 4,824 Value ($000) $416 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 5,585 Value ($000) $439 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 5,949 Value ($000) $429 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 6,176 Value ($000) $468 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 7,480 Value ($000) $556 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 7,431 Value ($000) $624 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 8,484 Value ($000) $612 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 9,842 Value ($000) $657 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 19,009 Value ($000) $1,395 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 20,393 Value ($000) $1,475 Avg Close $60.13 Range $55.15 - $64.05
Q3 2021
Shares 20,557 Value ($000) $1,324 Avg Close $54.80 Range $49.91 - $58.19
Q2 2021
Shares 21,354 Value ($000) $1,349 Avg Close $54.06 Range $50.22 - $57.29
Q1 2021
Shares 19,532 Value ($000) $1,171 Avg Close $46.72 Range $39.67 - $52.22
Q4 2020
Shares 19,503 Value ($000) $968 Avg Close $37.97 Range $30.95 - $44.00
Q3 2020
Shares 19,263 Value ($000) $776 Avg Close $34.89 Range $30.57 - $38.63
Q2 2020
Shares 17,491 Value ($000) $727 Avg Close $29.50 Range $20.74 - $40.21
Q1 2020
Shares 9,111 Value ($000) $286 Avg Close $37.70 Range $18.74 - $45.40
Q2 2018
Shares 6,356 Value ($000) $337 Avg Close $43.12 Range $39.07 - $45.93
Q4 2017
Shares 3,485 Value ($000) $246 Avg Close $50.32 Range $46.97 - $52.86
Q4 2016
Shares 7,435 Value ($000) $430 Avg Close $39.76 Range $36.06 - $43.73
Q3 2016
Shares 5,500 Value ($000) $283 Avg Close $32.91 Range $27.26 - $36.60