PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Rakuten Investment Management, Inc.'s Holding History (CIK: 0002062680)

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

Q4 2025
Shares 27,268 Value ($000) $2,428 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 223,450 Value ($000) $31,321 Avg Close $78.65 Range $73.57 - $82.86
Q1 2025
Shares 19,738 Value ($000) $1,639 Avg Close $80.24 Range $73.13 - $86.94
Q3 2024
Shares 12,463 Value ($000) $1,073 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 9,449 Value ($000) $751 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 6,063 Value ($000) $523 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 558 Value ($000) $44 Avg Close $66.95 Range $61.01 - $74.62