PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025

Shares 72,487 Value ($000) $6,394 Avg Close $83.87 Range $77.17 - $92.10

Q3 2025

Shares 52,546 Value ($000) $4,357 Avg Close $78.65 Range $73.57 - $82.86

Q2 2025

Shares 52,135 Value ($000) $4,141 Avg Close $74.81 Range $66.44 - $83.99

Q1 2025

Shares 51,775 Value ($000) $4,368 Avg Close $80.24 Range $73.13 - $86.94

Q4 2024

Shares 48,379 Value ($000) $3,745 Avg Close $80.65 Range $71.74 - $87.80

Q3 2024

Shares 46,428 Value ($000) $3,988 Avg Close $76.60 Range $68.32 - $83.50

Q2 2024

Shares 49,785 Value ($000) $3,906 Avg Close $76.36 Range $71.87 - $81.40

Q1 2024

Shares 48,233 Value ($000) $4,163 Avg Close $74.77 Range $70.34 - $81.38

Q4 2023

Shares 48,334 Value ($000) $3,802 Avg Close $66.95 Range $61.01 - $74.62

Q3 2023

Shares 46,057 Value ($000) $3,319 Avg Close $71.08 Range $65.96 - $77.34

Q2 2023

Shares 23,192 Value ($000) $1,759 Avg Close $65.46 Range $59.54 - $70.14

Q1 2023

Shares 22,217 Value ($000) $1,651 Avg Close $76.24 Range $61.43 - $84.21

Q4 2022

Shares 21,782 Value ($000) $1,828 Avg Close $76.60 Range $63.98 - $85.66

Q3 2022

Shares 18,952 Value ($000) $1,367 Avg Close $63.59 Range $53.91 - $71.08

Q2 2022

Shares 20,447 Value ($000) $1,366 Avg Close $61.74 Range $54.73 - $67.59

Q1 2022

Shares 18,262 Value ($000) $1,340 Avg Close $62.90 Range $55.77 - $69.64

Q4 2021

Shares 16,519 Value ($000) $1,195 Avg Close $60.13 Range $55.15 - $64.05

Q3 2021

Shares 16,525 Value ($000) $1,064 Avg Close $54.80 Range $49.91 - $58.19

Q2 2021

Shares 15,407 Value ($000) $974 Avg Close $54.06 Range $50.22 - $57.29

Q1 2021

Shares 16,528 Value ($000) $991 Avg Close $46.72 Range $39.67 - $52.22

Q4 2020

Shares 16,820 Value ($000) $834 Avg Close $37.97 Range $30.95 - $44.00

Q3 2020

Shares 15,923 Value ($000) $641 Avg Close $34.89 Range $30.57 - $38.63

Q2 2020

Shares 16,661 Value ($000) $692 Avg Close $29.50 Range $20.74 - $40.21

Q1 2020

Shares 16,126 Value ($000) $505 Avg Close $37.70 Range $18.74 - $45.40

Q4 2019

Shares 16,072 Value ($000) $884 Avg Close $43.18 Range $41.15 - $45.39

Q3 2019

Shares 15,824 Value ($000) $904 Avg Close $43.94 Range $40.43 - $47.31

Q2 2019

Shares 14,856 Value ($000) $860 Avg Close $42.59 Range $39.04 - $45.56

Q1 2019

Shares 13,729 Value ($000) $689 Avg Close $37.93 Range $32.97 - $41.01

Q4 2018

Shares 13,618 Value ($000) $601 Avg Close $37.23 Range $30.82 - $46.09

Q3 2018

Shares 12,725 Value ($000) $746 Avg Close $41.75 Range $39.13 - $45.36

Q2 2018

Shares 12,605 Value ($000) $667 Avg Close $43.12 Range $39.07 - $45.93

Q1 2018

Shares 11,507 Value ($000) $701 Avg Close $48.41 Range $42.64 - $55.46

Q4 2017

Shares 11,217 Value ($000) $791 Avg Close $50.32 Range $46.97 - $52.86

Q3 2017

Shares 12,205 Value ($000) $785 Avg Close $46.64 Range $43.45 - $48.99

Q2 2017

Shares 13,076 Value ($000) $838 Avg Close $45.66 Range $43.33 - $47.82

Q1 2017

Shares 13,071 Value ($000) $825 Avg Close $43.60 Range $40.01 - $46.42

Q4 2016

Shares 13,495 Value ($000) $781 Avg Close $39.76 Range $36.06 - $43.73

Q3 2016

Shares 12,179 Value ($000) $627 Avg Close $32.91 Range $27.26 - $36.60

Q2 2016

Shares 10,009 Value ($000) $411 Avg Close $29.45 Range $26.69 - $31.45

Q1 2016

Shares 9,646 Value ($000) $381 Avg Close $26.59 Range $22.79 - $30.52

Q4 2015

Shares 9,250 Value ($000) $416 Avg Close $33.45 Range $30.06 - $35.70

Q3 2015

Shares 8,897 Value ($000) $421 Avg Close $35.23 Range $28.49 - $39.36

Q1 2015

Shares 8,703 Value ($000) $447 Avg Close $33.68 Range $30.77 - $35.22

Q4 2014

Shares 8,092 Value ($000) $420 Avg Close $34.51 Range $30.89 - $36.24

Q3 2014

Shares 6,959 Value ($000) $365 Avg Close $34.61 Range $32.24 - $36.55

Q2 2014

Shares 7,344 Value ($000) $371 Avg Close $30.95 Range $28.14 - $33.51

Q1 2014

Shares 8,290 Value ($000) $381 Avg Close $29.89 Range $26.86 - $32.50

Q4 2013

Shares 7,298 Value ($000) $360 Avg Close $30.85 Range $26.88 - $33.06

Q3 2013

Shares 8,450 Value ($000) $362 Avg Close $26.93 Range $23.68 - $28.96

Q2 2013

Shares 5,929 Value ($000) $222 Avg Close $23.49 Range $20.88 - $25.17

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	72,487	$6,394	$83.87	$77.17 - $92.10
Q3 2025	52,546	$4,357	$78.65	$73.57 - $82.86
Q2 2025	52,135	$4,141	$74.81	$66.44 - $83.99
Q1 2025	51,775	$4,368	$80.24	$73.13 - $86.94
Q4 2024	48,379	$3,745	$80.65	$71.74 - $87.80
Q3 2024	46,428	$3,988	$76.60	$68.32 - $83.50
Q2 2024	49,785	$3,906	$76.36	$71.87 - $81.40
Q1 2024	48,233	$4,163	$74.77	$70.34 - $81.38
Q4 2023	48,334	$3,802	$66.95	$61.01 - $74.62
Q3 2023	46,057	$3,319	$71.08	$65.96 - $77.34
Q2 2023	23,192	$1,759	$65.46	$59.54 - $70.14
Q1 2023	22,217	$1,651	$76.24	$61.43 - $84.21
Q4 2022	21,782	$1,828	$76.60	$63.98 - $85.66
Q3 2022	18,952	$1,367	$63.59	$53.91 - $71.08
Q2 2022	20,447	$1,366	$61.74	$54.73 - $67.59
Q1 2022	18,262	$1,340	$62.90	$55.77 - $69.64
Q4 2021	16,519	$1,195	$60.13	$55.15 - $64.05
Q3 2021	16,525	$1,064	$54.80	$49.91 - $58.19
Q2 2021	15,407	$974	$54.06	$50.22 - $57.29
Q1 2021	16,528	$991	$46.72	$39.67 - $52.22
Q4 2020	16,820	$834	$37.97	$30.95 - $44.00
Q3 2020	15,923	$641	$34.89	$30.57 - $38.63
Q2 2020	16,661	$692	$29.50	$20.74 - $40.21
Q1 2020	16,126	$505	$37.70	$18.74 - $45.40
Q4 2019	16,072	$884	$43.18	$41.15 - $45.39
Q3 2019	15,824	$904	$43.94	$40.43 - $47.31
Q2 2019	14,856	$860	$42.59	$39.04 - $45.56
Q1 2019	13,729	$689	$37.93	$32.97 - $41.01
Q4 2018	13,618	$601	$37.23	$30.82 - $46.09
Q3 2018	12,725	$746	$41.75	$39.13 - $45.36
Q2 2018	12,605	$667	$43.12	$39.07 - $45.93
Q1 2018	11,507	$701	$48.41	$42.64 - $55.46
Q4 2017	11,217	$791	$50.32	$46.97 - $52.86
Q3 2017	12,205	$785	$46.64	$43.45 - $48.99
Q2 2017	13,076	$838	$45.66	$43.33 - $47.82
Q1 2017	13,071	$825	$43.60	$40.01 - $46.42
Q4 2016	13,495	$781	$39.76	$36.06 - $43.73
Q3 2016	12,179	$627	$32.91	$27.26 - $36.60
Q2 2016	10,009	$411	$29.45	$26.69 - $31.45
Q1 2016	9,646	$381	$26.59	$22.79 - $30.52
Q4 2015	9,250	$416	$33.45	$30.06 - $35.70
Q3 2015	8,897	$421	$35.23	$28.49 - $39.36
Q1 2015	8,703	$447	$33.68	$30.77 - $35.22
Q4 2014	8,092	$420	$34.51	$30.89 - $36.24
Q3 2014	6,959	$365	$34.61	$32.24 - $36.55
Q2 2014	7,344	$371	$30.95	$28.14 - $33.51
Q1 2014	8,290	$381	$29.89	$26.86 - $32.50
Q4 2013	7,298	$360	$30.85	$26.88 - $33.06
Q3 2013	8,450	$362	$26.93	$23.68 - $28.96
Q2 2013	5,929	$222	$23.49	$20.88 - $25.17