PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

FIRST TRUST ADVISORS LP's Holding History (CIK: 0001125816)

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

Q4 2025

Shares 688,028 Value ($000) $60,691 Avg Close $83.87 Range $77.17 - $92.10

Q3 2025

Shares 580,047 Value ($000) $48,092 Avg Close $78.65 Range $73.57 - $82.86

Q2 2025

Shares 690,528 Value ($000) $54,849 Avg Close $74.81 Range $66.44 - $83.99

Q1 2025

Shares 223,742 Value ($000) $18,877 Avg Close $80.24 Range $73.13 - $86.94

Q4 2024

Shares 191,092 Value ($000) $14,792 Avg Close $80.65 Range $71.74 - $87.80

Q3 2024

Shares 102,436 Value ($000) $8,799 Avg Close $76.60 Range $68.32 - $83.50

Q2 2024

Shares 59,887 Value ($000) $4,698 Avg Close $76.36 Range $71.87 - $81.40

Q1 2024

Shares 162,567 Value ($000) $14,031 Avg Close $74.77 Range $70.34 - $81.38

Q4 2023

Shares 2,783,578 Value ($000) $218,984 Avg Close $66.95 Range $61.01 - $74.62

Q3 2023

Shares 2,639,316 Value ($000) $190,216 Avg Close $71.08 Range $65.96 - $77.34

Q2 2023

Shares 2,661,992 Value ($000) $201,885 Avg Close $65.46 Range $59.54 - $70.14

Q1 2023

Shares 4,902,024 Value ($000) $364,318 Avg Close $76.24 Range $61.43 - $84.21

Q4 2022

Shares 2,838,085 Value ($000) $238,239 Avg Close $76.60 Range $63.98 - $85.66

Q3 2022

Shares 582,719 Value ($000) $42,043 Avg Close $63.59 Range $53.91 - $71.08

Q2 2022

Shares 620,881 Value ($000) $41,469 Avg Close $61.74 Range $54.73 - $67.59

Q1 2022

Shares 562,516 Value ($000) $41,294 Avg Close $62.90 Range $55.77 - $69.64

Q4 2021

Shares 361,372 Value ($000) $26,138 Avg Close $60.13 Range $55.15 - $64.05

Q3 2021

Shares 484,932 Value ($000) $31,230 Avg Close $54.80 Range $49.91 - $58.19

Q2 2021

Shares 576,993 Value ($000) $36,460 Avg Close $54.06 Range $50.22 - $57.29

Q1 2021

Shares 516,680 Value ($000) $30,980 Avg Close $46.72 Range $39.67 - $52.22

Q4 2020

Shares 484,809 Value ($000) $24,051 Avg Close $37.97 Range $30.95 - $44.00

Q3 2020

Shares 385,352 Value ($000) $15,518 Avg Close $34.89 Range $30.57 - $38.63

Q2 2020

Shares 438,173 Value ($000) $18,202 Avg Close $29.50 Range $20.74 - $40.21

Q1 2020

Shares 851,818 Value ($000) $26,696 Avg Close $37.70 Range $18.74 - $45.40

Q4 2019

Shares 1,027,954 Value ($000) $56,537 Avg Close $43.18 Range $41.15 - $45.39

Q3 2019

Shares 802,452 Value ($000) $45,852 Avg Close $43.94 Range $40.43 - $47.31

Q2 2019

Shares 805,570 Value ($000) $46,659 Avg Close $42.59 Range $39.04 - $45.56

Q1 2019

Shares 1,688,807 Value ($000) $84,761 Avg Close $37.93 Range $32.97 - $41.01

Q4 2018

Shares 902,833 Value ($000) $39,878 Avg Close $37.23 Range $30.82 - $46.09

Q3 2018

Shares 1,299,262 Value ($000) $76,124 Avg Close $41.75 Range $39.13 - $45.36

Q2 2018

Shares 698,464 Value ($000) $36,984 Avg Close $43.12 Range $39.07 - $45.93

Q1 2018

Shares 655,580 Value ($000) $39,931 Avg Close $48.41 Range $42.64 - $55.46

Q4 2017

Shares 308,392 Value ($000) $21,760 Avg Close $50.32 Range $46.97 - $52.86

Q3 2017

Shares 261,908 Value ($000) $16,851 Avg Close $46.64 Range $43.45 - $48.99

Q2 2017

Shares 295,830 Value ($000) $18,954 Avg Close $45.66 Range $43.33 - $47.82

Q1 2017

Shares 458,077 Value ($000) $28,909 Avg Close $43.60 Range $40.01 - $46.42

Q4 2016

Shares 433,830 Value ($000) $25,101 Avg Close $39.76 Range $36.06 - $43.73

Q3 2016

Shares 500,269 Value ($000) $25,769 Avg Close $32.91 Range $27.26 - $36.60

Q2 2016

Shares 584,464 Value ($000) $24,027 Avg Close $29.45 Range $26.69 - $31.45

Q1 2016

Shares 329,629 Value ($000) $13,004 Avg Close $26.59 Range $22.79 - $30.52

Q4 2015

Shares 184,699 Value ($000) $8,308 Avg Close $33.45 Range $30.06 - $35.70

Q3 2015

Shares 284,723 Value ($000) $13,479 Avg Close $35.23 Range $28.49 - $39.36

Q2 2015

Shares 177,702 Value ($000) $9,114 Avg Close $35.02 Range $33.55 - $36.24

Q1 2015

Shares 146,548 Value ($000) $7,528 Avg Close $33.68 Range $30.77 - $35.22

Q4 2014

Shares 289,617 Value ($000) $15,043 Avg Close $34.51 Range $30.89 - $36.24

Q3 2014

Shares 201,029 Value ($000) $10,548 Avg Close $34.61 Range $32.24 - $36.55

Q2 2014

Shares 134,208 Value ($000) $6,775 Avg Close $30.95 Range $28.14 - $33.51

Q1 2014

Shares 192,329 Value ($000) $8,845 Avg Close $29.89 Range $26.86 - $32.50

Q4 2013

Shares 96,113 Value ($000) $4,739 Avg Close $30.85 Range $26.88 - $33.06

Q3 2013

Shares 112,812 Value ($000) $4,831 Avg Close $26.93 Range $23.68 - $28.96

Q2 2013

Shares 146,454 Value ($000) $5,485 Avg Close $23.49 Range $20.88 - $25.17

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	688,028	$60,691	$83.87	$77.17 - $92.10
Q3 2025	580,047	$48,092	$78.65	$73.57 - $82.86
Q2 2025	690,528	$54,849	$74.81	$66.44 - $83.99
Q1 2025	223,742	$18,877	$80.24	$73.13 - $86.94
Q4 2024	191,092	$14,792	$80.65	$71.74 - $87.80
Q3 2024	102,436	$8,799	$76.60	$68.32 - $83.50
Q2 2024	59,887	$4,698	$76.36	$71.87 - $81.40
Q1 2024	162,567	$14,031	$74.77	$70.34 - $81.38
Q4 2023	2,783,578	$218,984	$66.95	$61.01 - $74.62
Q3 2023	2,639,316	$190,216	$71.08	$65.96 - $77.34
Q2 2023	2,661,992	$201,885	$65.46	$59.54 - $70.14
Q1 2023	4,902,024	$364,318	$76.24	$61.43 - $84.21
Q4 2022	2,838,085	$238,239	$76.60	$63.98 - $85.66
Q3 2022	582,719	$42,043	$63.59	$53.91 - $71.08
Q2 2022	620,881	$41,469	$61.74	$54.73 - $67.59
Q1 2022	562,516	$41,294	$62.90	$55.77 - $69.64
Q4 2021	361,372	$26,138	$60.13	$55.15 - $64.05
Q3 2021	484,932	$31,230	$54.80	$49.91 - $58.19
Q2 2021	576,993	$36,460	$54.06	$50.22 - $57.29
Q1 2021	516,680	$30,980	$46.72	$39.67 - $52.22
Q4 2020	484,809	$24,051	$37.97	$30.95 - $44.00
Q3 2020	385,352	$15,518	$34.89	$30.57 - $38.63
Q2 2020	438,173	$18,202	$29.50	$20.74 - $40.21
Q1 2020	851,818	$26,696	$37.70	$18.74 - $45.40
Q4 2019	1,027,954	$56,537	$43.18	$41.15 - $45.39
Q3 2019	802,452	$45,852	$43.94	$40.43 - $47.31
Q2 2019	805,570	$46,659	$42.59	$39.04 - $45.56
Q1 2019	1,688,807	$84,761	$37.93	$32.97 - $41.01
Q4 2018	902,833	$39,878	$37.23	$30.82 - $46.09
Q3 2018	1,299,262	$76,124	$41.75	$39.13 - $45.36
Q2 2018	698,464	$36,984	$43.12	$39.07 - $45.93
Q1 2018	655,580	$39,931	$48.41	$42.64 - $55.46
Q4 2017	308,392	$21,760	$50.32	$46.97 - $52.86
Q3 2017	261,908	$16,851	$46.64	$43.45 - $48.99
Q2 2017	295,830	$18,954	$45.66	$43.33 - $47.82
Q1 2017	458,077	$28,909	$43.60	$40.01 - $46.42
Q4 2016	433,830	$25,101	$39.76	$36.06 - $43.73
Q3 2016	500,269	$25,769	$32.91	$27.26 - $36.60
Q2 2016	584,464	$24,027	$29.45	$26.69 - $31.45
Q1 2016	329,629	$13,004	$26.59	$22.79 - $30.52
Q4 2015	184,699	$8,308	$33.45	$30.06 - $35.70
Q3 2015	284,723	$13,479	$35.23	$28.49 - $39.36
Q2 2015	177,702	$9,114	$35.02	$33.55 - $36.24
Q1 2015	146,548	$7,528	$33.68	$30.77 - $35.22
Q4 2014	289,617	$15,043	$34.51	$30.89 - $36.24
Q3 2014	201,029	$10,548	$34.61	$32.24 - $36.55
Q2 2014	134,208	$6,775	$30.95	$28.14 - $33.51
Q1 2014	192,329	$8,845	$29.89	$26.86 - $32.50
Q4 2013	96,113	$4,739	$30.85	$26.88 - $33.06
Q3 2013	112,812	$4,831	$26.93	$23.68 - $28.96
Q2 2013	146,454	$5,485	$23.49	$20.88 - $25.17