A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 13,332 shares of PFG stock, worth $1.15 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
13,332
Previous 12,662 5.29%
Holding current value
$1.15 Million
Previous $993 Million 15.29%
% of portfolio
0.23%
Previous 0.25%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$72.94 - $87.46 $48,869 - $58,598
670 Added 5.29%
13,332 $1.15 Billion
Q2 2024

Jul 12, 2024

SELL
$76.66 - $86.01 $335,617 - $376,551
-4,378 Reduced 25.69%
12,662 $993 Million
Q1 2024

Apr 29, 2024

SELL
$77.2 - $86.31 $155,480 - $173,828
-2,014 Reduced 10.57%
17,040 $1.34 Billion
Q4 2023

Jan 25, 2024

BUY
$66.88 - $79.58 $1.27 Million - $1.52 Million
19,054 New
19,054 $1.5 Billion
Q4 2023

Jan 19, 2024

SELL
$66.88 - $79.58 $1.32 Million - $1.57 Million
-19,778 Closed
0 $1.5 Billion
Q4 2023

Jan 08, 2024

SELL
$66.88 - $79.58 $153,890 - $183,113
-2,301 Reduced 10.42%
19,778 $1.43 Billion
Q3 2023

Oct 17, 2023

SELL
$72.0 - $84.1 $174,672 - $204,026
-2,426 Reduced 9.9%
22,079 $1.59 Billion
Q2 2023

Jul 10, 2023

SELL
$65.46 - $77.11 $169,017 - $199,098
-2,582 Reduced 9.53%
24,505 $1.86 Billion
Q1 2023

Apr 17, 2023

BUY
$69.69 - $93.39 $236,179 - $316,498
3,389 Added 14.3%
27,087 $2.01 Billion
Q4 2022

Feb 06, 2023

BUY
$75.39 - $95.0 $1.79 Million - $2.25 Million
23,698 New
23,698 $1.99 Billion

Others Institutions Holding PFG

About PRINCIPAL FINANCIAL GROUP INC


  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $21.5B
  • Description
  • Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and In...
More about PFG
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