A detailed history of Bartlett & Co. Wealth Management LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 4,155 shares of PFG stock, worth $323,259. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,155
Previous 4,155 -0.0%
Holding current value
$323,259
Previous $326 Million 9.5%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Feb 14, 2024

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

Feb 14, 2024

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

Feb 14, 2024

BUY
$64.37 - $78.95 $23,430 - $28,737
364 Added 18.92%
2,288 $168 Million
Q3 2021

Feb 13, 2024

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

Feb 13, 2024

BUY
$38.25 - $52.6 $535 - $736
14 Added 0.73%
1,938 $96.1 Million
Q3 2019

Feb 13, 2024

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

Feb 13, 2024

BUY
$43.39 - $53.09 $14,709 - $17,997
339 Added 23.35%
1,791 $89.9 Million
Q4 2018

Feb 13, 2024

BUY
$41.08 - $60.65 $59,648 - $88,063
1,452 New
1,452 $64.1 Million
Q2 2018

Feb 13, 2024

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

Feb 13, 2024

BUY
$57.76 - $75.04 $1,444 - $1,876
25 New
25 $1.52 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 $19.4B
  • 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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