PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

IEQ CAPITAL, LLC's Holding History (CIK: 0001779789)

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

Q4 2025
Shares 50,459 Value ($000) $4,451 Avg Close $83.87 Range $77.17 - $92.10
Q2 2025
Shares 9,062 Value ($000) $720 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 19,926 Value ($000) $1,681 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 4,464 Value ($000) $346 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 9,360 Value ($000) $804 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 6,274 Value ($000) $492 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 5,380 Value ($000) $464 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 5,051 Value ($000) $397 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 5,412 Value ($000) $390 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 4,145 Value ($000) $314 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 5,681 Value ($000) $422 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 3,339 Value ($000) $280 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 3,535 Value ($000) $255 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 3,041 Value ($000) $203 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 3,578 Value ($000) $263 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 2,982 Value ($000) $216 Avg Close $60.13 Range $55.15 - $64.05
Q3 2021
Shares 3,213 Value ($000) $207 Avg Close $54.80 Range $49.91 - $58.19