PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Rockefeller Capital Management L.P.'s Holding History (CIK: 0001739439)

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

Q4 2025
Shares 19,543 Value ($000) $1,724 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 19,097 Value ($000) $1,583 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 24,037 Value ($000) $1,909 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 14,630 Value ($000) $1,234 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 16,558 Value ($000) $1,284 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 17,069 Value ($000) $1,466 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 18,225 Value ($000) $1,431 Avg Close $76.36 Range $71.87 - $81.40
Q2 2023
Shares 5,101 Value ($000) $387 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 5,274 Value ($000) $0 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 5,203 Value ($000) $0 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 6,244 Value ($000) $450 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 5,612 Value ($000) $374 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 4,131 Value ($000) $303 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 141 Value ($000) $10 Avg Close $60.13 Range $55.15 - $64.05
Q3 2021
Shares 175 Value ($000) $11 Avg Close $54.80 Range $49.91 - $58.19
Q2 2021
Shares 262 Value ($000) $16 Avg Close $54.06 Range $50.22 - $57.29
Q1 2021
Shares 326 Value ($000) $19 Avg Close $46.72 Range $39.67 - $52.22
Q4 2020
Shares 733 Value ($000) $35 Avg Close $37.97 Range $30.95 - $44.00
Q3 2020
Shares 1,888 Value ($000) $76 Avg Close $34.89 Range $30.57 - $38.63
Q2 2020
Shares 304 Value ($000) $13 Avg Close $29.50 Range $20.74 - $40.21
Q1 2020
Shares 364 Value ($000) $11 Avg Close $37.70 Range $18.74 - $45.40
Q4 2019
Shares 87 Value ($000) $5 Avg Close $43.18 Range $41.15 - $45.39
Q1 2019
Shares 292 Value ($000) $15 Avg Close $37.93 Range $32.97 - $41.01