A detailed history of Bartlett & Co. LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Bartlett & Co. LLC holds 4,155 shares of PFG stock, worth $351,928. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,155
Previous 4,155 -0.0%
Holding current value
$351,928
Previous $299,000 10.03%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 14, 2023

BUY
$65.46 - $77.11 $130,919 - $154,220
2,000 Added 92.81%
4,155 $315,000
Q1 2023

Apr 06, 2023

SELL
$69.69 - $93.39 $9,268 - $12,420
-133 Reduced 5.81%
2,155 $160,000
Q1 2022

May 13, 2022

BUY
$64.37 - $78.95 $147,278 - $180,637
2,288 New
2,288 $168,000
Q4 2021

Mar 08, 2022

SELL
$65.12 - $73.93 $125,290 - $142,241
-1,924 Closed
0 $0
Q3 2021

Oct 15, 2021

SELL
$59.2 - $68.12 $828 - $953
-14 Reduced 0.72%
1,924 $124,000
Q4 2020

Jan 20, 2021

BUY
$38.25 - $52.6 $535 - $736
14 Added 0.73%
1,938 $96,000
Q3 2019

Nov 04, 2019

BUY
$52.18 - $60.68 $6,939 - $8,070
133 Added 7.43%
1,924 $110,000
Q1 2019

Apr 23, 2019

BUY
$43.39 - $53.09 $14,709 - $17,997
339 Added 23.35%
1,791 $0
Q4 2018

Jan 23, 2019

BUY
$41.08 - $60.65 $59,648 - $88,063
1,452 New
1,452 $64,000
Q2 2018

Jul 31, 2018

SELL
$52.58 - $61.46 $1,314 - $1,536
-25 Closed
0 $0
Q1 2018

Apr 25, 2018

BUY
$57.76 - $75.04 $1,444 - $1,876
25 New
25 $2,000

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 $21.1B
  • 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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