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      Current Value of Holding

      $36.7M

      Shares

      452k

      % of Portfolio

      0.14%

      Average Buy Price

      $81.9

      Avg closing price
      Price range

      40 Ray Dalio Principal Financial Group- Registered Shares Trades

      Ray Dalio's position in Principal Financial Group- Registered Shares is currently worth $36.7M. That's 0.14% of their equity portfolio (113th largest holding). The first Principal Financial Group- Registered Shares trade was made in Q1 2008. Since then Ray Dalio bought shares 24 more times and sold shares on sixteen occasions. The investor's estimated purchase price is $37M, resulting in a loss of 0.7%.

      Avg closing price
      Price range
      Sold 0.6% shares (-2.89k shares) Q2 2025
      Avg closing price $76.68
      Price range $69.56 - $86.19
      Increased shares by 79.1% (+201k shares) Q1 2025
      Avg closing price $83.11
      Price range $76.34 - $89.04
      Increased shares by 37.8% (+69.7k shares) Q4 2024
      Avg closing price $84.18
      Price range $77.03 - $91.26
      Increased shares by 86.9% (+85.6k shares) Q3 2024
      Avg closing price $80.75
      Price range $72.94 - $87.46
      Increased shares by 1.7% (+1.63k shares) Q2 2024
      Avg closing price $81.21
      Price range $76.66 - $86.01
      Increased shares by 1615.5% (+91.2k shares) Q1 2024
      Avg closing price $80.25
      Price range $77.20 - $86.31
      Sold 73.9% shares (-16k shares) Q4 2023
      Avg closing price $72.43
      Price range $66.88 - $79.58
      Increased shares by 58.9% (+8.02k shares) Q3 2023
      Avg closing price $77.62
      Price range $72.00 - $84.10
      New holding (+13.6k shares) Q2 2023
      Avg closing price $72.08
      Price range $65.46 - $77.11
      Sold -58.5k shares Q1 2023
      Avg closing price $84.85
      Price range $69.69 - $93.39
      Increased shares by 60.1% (+22k shares) Q4 2022
      Avg closing price $85.79
      Price range $75.55 - $95.00
      Increased shares by 82.4% (+16.5k shares) Q3 2022
      Avg closing price $71.83
      Price range $61.13 - $79.78
      Sold 29.1% shares (-8.22k shares) Q2 2022
      Avg closing price $70.34
      Price range $62.84 - $76.21
      Sold 40.1% shares (-18.9k shares) Q1 2022
      Avg closing price $72.39
      Price range $64.37 - $78.95
      Sold 56.0% shares (-60.1k shares) Q4 2021
      Avg closing price $69.79
      Price range $65.12 - $73.93
      Increased shares by 14.7% (+13.8k shares) Q3 2021
      Avg closing price $64.20
      Price range $59.20 - $68.12
      Increased shares by 9.1% (+7.82k shares) Q2 2021
      Avg closing price $63.94
      Price range $59.74 - $66.87
      Increased shares by 90.5% (+40.7k shares) Q1 2021
      Avg closing price $55.74
      Price range $48.31 - $61.55
      New holding (+45k shares) Q4 2020
      Avg closing price $45.81
      Price range $38.25 - $52.60
      Sold -57.5k shares Q1 2020
      Avg closing price $47.31
      Price range $24.16 - $57.08

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