PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

OneDigital Investment Advisors LLC's Holding History (CIK: 0001690370)

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

Q4 2025
Shares 13,167 Value ($000) $1,161 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 13,116 Value ($000) $1,087 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 13,406 Value ($000) $1,065 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 14,644 Value ($000) $1,236 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 14,370 Value ($000) $1,112 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 14,384 Value ($000) $1,236 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 14,392 Value ($000) $1,129 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 14,208 Value ($000) $1,226 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 14,219 Value ($000) $1,119 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 13,612 Value ($000) $981 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 16,354 Value ($000) $1,240 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 16,693 Value ($000) $1,241 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 13,193 Value ($000) $1,107 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 17,619 Value ($000) $1,271 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 17,671 Value ($000) $1,180 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 17,668 Value ($000) $1,297 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 17,995 Value ($000) $1,302 Avg Close $60.13 Range $55.15 - $64.05
Q3 2021
Shares 17,992 Value ($000) $1,159 Avg Close $54.80 Range $49.91 - $58.19
Q2 2021
Shares 18,334 Value ($000) $1,159 Avg Close $54.06 Range $50.22 - $57.29
Q1 2021
Shares 5,034 Value ($000) $302 Avg Close $46.72 Range $39.67 - $52.22
Q4 2020
Shares 4,919 Value ($000) $244 Avg Close $37.97 Range $30.95 - $44.00
Q2 2020
Shares 7,392 Value ($000) $307 Avg Close $29.50 Range $20.74 - $40.21
Q1 2020
Shares 7,138 Value ($000) $224 Avg Close $37.70 Range $18.74 - $45.40
Q4 2019
Shares 5,535 Value ($000) $304 Avg Close $43.18 Range $41.15 - $45.39
Q3 2019
Shares 5,582 Value ($000) $319 Avg Close $43.94 Range $40.43 - $47.31
Q2 2019
Shares 1,291 Value ($000) $75 Avg Close $42.59 Range $39.04 - $45.56
Q1 2019
Shares 1,161 Value ($000) $58 Avg Close $37.93 Range $32.97 - $41.01
Q4 2018
Shares 1,161 Value ($000) $51 Avg Close $37.23 Range $30.82 - $46.09
Q2 2018
Shares 3,167 Value ($000) $168 Avg Close $43.12 Range $39.07 - $45.93
Q1 2018
Shares 3,184 Value ($000) $194 Avg Close $48.41 Range $42.64 - $55.46
Q4 2017
Shares 2,997 Value ($000) $155 Avg Close $50.32 Range $46.97 - $52.86
Q3 2017
Shares 813 Value ($000) $52 Avg Close $46.64 Range $43.45 - $48.99
Q2 2017
Shares 2,429 Value ($000) $156 Avg Close $45.66 Range $43.33 - $47.82