PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

MAI Capital Management's Holding History (CIK: 0001040197)

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

Q4 2025
Shares 22,543 Value ($000) $1,989 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 22,212 Value ($000) $1,842 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 20,603 Value ($000) $1,637 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 20,570 Value ($000) $1,735 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 20,668 Value ($000) $1,600 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 17,611 Value ($000) $1,513 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 22,545 Value ($000) $1,769 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 22,464 Value ($000) $1,939 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 6,676 Value ($000) $525 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 5,165 Value ($000) $372 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 5,310 Value ($000) $403 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 6,384 Value ($000) $474 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 12,783 Value ($000) $1,073 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 5,128 Value ($000) $370 Avg Close $63.59 Range $53.91 - $71.08