PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

ENVESTNET ASSET MANAGEMENT INC's Holding History (CIK: 0001407543)

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

Q4 2025

Shares 61,414 Value ($000) $5,417 Avg Close $83.87 Range $77.17 - $92.10

Q3 2025

Shares 61,553 Value ($000) $5,103 Avg Close $78.65 Range $73.57 - $82.86

Q2 2025

Shares 62,047 Value ($000) $4,928 Avg Close $74.81 Range $66.44 - $83.99

Q1 2025

Shares 49,183 Value ($000) $4,150 Avg Close $80.24 Range $73.13 - $86.94

Q4 2024

Shares 43,726 Value ($000) $3,385 Avg Close $80.65 Range $71.74 - $87.80

Q3 2024

Shares 40,300 Value ($000) $3,462 Avg Close $76.60 Range $68.32 - $83.50

Q2 2024

Shares 42,183 Value ($000) $3,309 Avg Close $76.36 Range $71.87 - $81.40

Q1 2024

Shares 63,683 Value ($000) $5,496 Avg Close $74.77 Range $70.34 - $81.38

Q4 2023

Shares 63,259 Value ($000) $4,977 Avg Close $66.95 Range $61.01 - $74.62

Q3 2023

Shares 200,119 Value ($000) $14,423 Avg Close $71.08 Range $65.96 - $77.34

Q2 2023

Shares 439,223 Value ($000) $33,311 Avg Close $65.46 Range $59.54 - $70.14

Q1 2023

Shares 4,124,958 Value ($000) $28,765 Avg Close $76.24 Range $61.43 - $84.21

Q4 2022

Shares 399,665 Value ($000) $33,540 Avg Close $76.60 Range $63.98 - $85.66

Q3 2022

Shares 280,981 Value ($000) $20,273 Avg Close $63.59 Range $53.91 - $71.08

Q2 2022

Shares 42,545 Value ($000) $2,842 Avg Close $61.74 Range $54.73 - $67.59

Q1 2022

Shares 42,226 Value ($000) $3,100 Avg Close $62.90 Range $55.77 - $69.64

Q4 2021

Shares 43,925 Value ($000) $3,177 Avg Close $60.13 Range $55.15 - $64.05

Q3 2021

Shares 36,955 Value ($000) $2,380 Avg Close $54.80 Range $49.91 - $58.19

Q2 2021

Shares 40,294 Value ($000) $2,546 Avg Close $54.06 Range $50.22 - $57.29

Q1 2021

Shares 36,101 Value ($000) $2,165 Avg Close $46.72 Range $39.67 - $52.22

Q4 2020

Shares 33,764 Value ($000) $1,675 Avg Close $37.97 Range $30.95 - $44.00

Q3 2020

Shares 112,958 Value ($000) $4,549 Avg Close $34.89 Range $30.57 - $38.63

Q2 2020

Shares 95,249 Value ($000) $3,957 Avg Close $29.50 Range $20.74 - $40.21

Q1 2020

Shares 120,599 Value ($000) $3,780 Avg Close $37.70 Range $18.74 - $45.40

Q4 2019

Shares 134,953 Value ($000) $7,422 Avg Close $43.18 Range $41.15 - $45.39

Q3 2019

Shares 144,707 Value ($000) $8,269 Avg Close $43.94 Range $40.43 - $47.31

Q2 2019

Shares 156,034 Value ($000) $9,037 Avg Close $42.59 Range $39.04 - $45.56

Q1 2019

Shares 114,549 Value ($000) $5,749 Avg Close $37.93 Range $32.97 - $41.01

Q4 2018

Shares 344,873 Value ($000) $15,233 Avg Close $37.23 Range $30.82 - $46.09

Q2 2018

Shares 2,969 Value ($000) $157 Avg Close $43.12 Range $39.07 - $45.93

Q1 2018

Shares 3,208 Value ($000) $191 Avg Close $48.41 Range $42.64 - $55.46

Q4 2017

Shares 5,611 Value ($000) $395 Avg Close $50.32 Range $46.97 - $52.86

Q3 2017

Shares 7,290 Value ($000) $469 Avg Close $46.64 Range $43.45 - $48.99

Q2 2017

Shares 8,539 Value ($000) $545 Avg Close $45.66 Range $43.33 - $47.82

Q1 2017

Shares 8,515 Value ($000) $535 Avg Close $43.60 Range $40.01 - $46.42

Q4 2016

Shares 8,062 Value ($000) $466 Avg Close $39.76 Range $36.06 - $43.73

Q3 2016

Shares 9,024 Value ($000) $465 Avg Close $32.91 Range $27.26 - $36.60

Q2 2016

Shares 7,416 Value ($000) $305 Avg Close $29.45 Range $26.69 - $31.45

Q1 2016

Shares 3,601 Value ($000) $142 Avg Close $26.59 Range $22.79 - $30.52

Q4 2015

Shares 26,027 Value ($000) $1,171 Avg Close $33.45 Range $30.06 - $35.70

Q3 2015

Shares 39,434 Value ($000) $1,867 Avg Close $35.23 Range $28.49 - $39.36

Q2 2015

Shares 13,129 Value ($000) $673 Avg Close $35.02 Range $33.55 - $36.24

Q1 2015

Shares 14,269 Value ($000) $733 Avg Close $33.68 Range $30.77 - $35.22

Q4 2014

Shares 2,757 Value ($000) $143 Avg Close $34.51 Range $30.89 - $36.24

Q3 2014

Shares 3,625 Value ($000) $190 Avg Close $34.61 Range $32.24 - $36.55

Q2 2014

Shares 2,791 Value ($000) $141 Avg Close $30.95 Range $28.14 - $33.51

Q1 2014

Shares 2,151 Value ($000) $99 Avg Close $29.89 Range $26.86 - $32.50

Q4 2013

Shares 966 Value ($000) $48 Avg Close $30.85 Range $26.88 - $33.06

Q3 2013

Shares 449 Value ($000) $19 Avg Close $26.93 Range $23.68 - $28.96

Q2 2013

Shares 417 Value ($000) $16 Avg Close $23.49 Range $20.88 - $25.17

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	61,414	$5,417	$83.87	$77.17 - $92.10
Q3 2025	61,553	$5,103	$78.65	$73.57 - $82.86
Q2 2025	62,047	$4,928	$74.81	$66.44 - $83.99
Q1 2025	49,183	$4,150	$80.24	$73.13 - $86.94
Q4 2024	43,726	$3,385	$80.65	$71.74 - $87.80
Q3 2024	40,300	$3,462	$76.60	$68.32 - $83.50
Q2 2024	42,183	$3,309	$76.36	$71.87 - $81.40
Q1 2024	63,683	$5,496	$74.77	$70.34 - $81.38
Q4 2023	63,259	$4,977	$66.95	$61.01 - $74.62
Q3 2023	200,119	$14,423	$71.08	$65.96 - $77.34
Q2 2023	439,223	$33,311	$65.46	$59.54 - $70.14
Q1 2023	4,124,958	$28,765	$76.24	$61.43 - $84.21
Q4 2022	399,665	$33,540	$76.60	$63.98 - $85.66
Q3 2022	280,981	$20,273	$63.59	$53.91 - $71.08
Q2 2022	42,545	$2,842	$61.74	$54.73 - $67.59
Q1 2022	42,226	$3,100	$62.90	$55.77 - $69.64
Q4 2021	43,925	$3,177	$60.13	$55.15 - $64.05
Q3 2021	36,955	$2,380	$54.80	$49.91 - $58.19
Q2 2021	40,294	$2,546	$54.06	$50.22 - $57.29
Q1 2021	36,101	$2,165	$46.72	$39.67 - $52.22
Q4 2020	33,764	$1,675	$37.97	$30.95 - $44.00
Q3 2020	112,958	$4,549	$34.89	$30.57 - $38.63
Q2 2020	95,249	$3,957	$29.50	$20.74 - $40.21
Q1 2020	120,599	$3,780	$37.70	$18.74 - $45.40
Q4 2019	134,953	$7,422	$43.18	$41.15 - $45.39
Q3 2019	144,707	$8,269	$43.94	$40.43 - $47.31
Q2 2019	156,034	$9,037	$42.59	$39.04 - $45.56
Q1 2019	114,549	$5,749	$37.93	$32.97 - $41.01
Q4 2018	344,873	$15,233	$37.23	$30.82 - $46.09
Q2 2018	2,969	$157	$43.12	$39.07 - $45.93
Q1 2018	3,208	$191	$48.41	$42.64 - $55.46
Q4 2017	5,611	$395	$50.32	$46.97 - $52.86
Q3 2017	7,290	$469	$46.64	$43.45 - $48.99
Q2 2017	8,539	$545	$45.66	$43.33 - $47.82
Q1 2017	8,515	$535	$43.60	$40.01 - $46.42
Q4 2016	8,062	$466	$39.76	$36.06 - $43.73
Q3 2016	9,024	$465	$32.91	$27.26 - $36.60
Q2 2016	7,416	$305	$29.45	$26.69 - $31.45
Q1 2016	3,601	$142	$26.59	$22.79 - $30.52
Q4 2015	26,027	$1,171	$33.45	$30.06 - $35.70
Q3 2015	39,434	$1,867	$35.23	$28.49 - $39.36
Q2 2015	13,129	$673	$35.02	$33.55 - $36.24
Q1 2015	14,269	$733	$33.68	$30.77 - $35.22
Q4 2014	2,757	$143	$34.51	$30.89 - $36.24
Q3 2014	3,625	$190	$34.61	$32.24 - $36.55
Q2 2014	2,791	$141	$30.95	$28.14 - $33.51
Q1 2014	2,151	$99	$29.89	$26.86 - $32.50
Q4 2013	966	$48	$30.85	$26.88 - $33.06
Q3 2013	449	$19	$26.93	$23.68 - $28.96
Q2 2013	417	$16	$23.49	$20.88 - $25.17