A detailed history of Financial Perspectives, Inc transactions in Principal Financial Group Inc stock. As of the latest transaction made, Financial Perspectives, Inc holds 314 shares of PFG stock, worth $27,330. This represents 0.01% of its overall portfolio holdings.

Number of Shares
314
Previous 314 -0.0%
Holding current value
$27,330
Previous $24.6 Million 9.5%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Jan 09, 2024

BUY
$72.0 - $84.1 $5,472 - $6,391
76 Added 31.93%
314 $22.6 Million
Q4 2022

Jan 09, 2024

SELL
$75.39 - $95.0 $7,765 - $9,785
-103 Reduced 30.21%
238 $20 Million
Q4 2021

Jan 09, 2024

BUY
$65.12 - $73.93 $6,707 - $7,614
103 Added 43.28%
341 $24.7 Million
Q2 2021

Jan 09, 2024

SELL
$59.74 - $66.87 $838,271 - $938,319
-14,032 Reduced 98.33%
238 $15 Million
Q1 2021

Jan 09, 2024

BUY
$48.31 - $61.55 $677,885 - $863,669
14,032 Added 5895.8%
14,270 $238,000
Q4 2019

Jan 09, 2024

BUY
$52.35 - $57.4 $12,459 - $13,661
238 New
238 $13.1 Million

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 $21.7B
  • 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
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.