Alteri Wealth LLC Principal Financial Group Inc Transaction History
Alteri Wealth LLC
- $258 Billion
- Q2 2025
A detailed history of Alteri Wealth LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Alteri Wealth LLC holds 5,368 shares of PFG stock, worth $420,797. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,368
Previous 4,253
26.22%
Holding current value
$420,797
Previous $359 Million
18.82%
% of portfolio
0.17%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding PFG
# of Institutions
914Shares Held
165MCall Options Held
121KPut Options Held
94.8K-
Vanguard Group Inc Valley Forge, PA27.3MShares$2.14 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY19.8MShares$1.55 Billion0.04% of portfolio
-
Nippon Life Insurance CO18.1MShares$1.42 Billion21.77% of portfolio
-
Bank Of America Corp Charlotte, NC12.4MShares$970 Million0.07% of portfolio
-
State Street Corp Boston, MA10.7MShares$838 Million0.03% of portfolio
About PRINCIPAL FINANCIAL GROUP INC
- Ticker PFG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 249,236,992
- Market Cap $19.5B
- 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...