A detailed history of Beacon Capital Management, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Beacon Capital Management, LLC holds 317 shares of PFG stock, worth $24,580. This represents 0.0% of its overall portfolio holdings.

Number of Shares
317
Previous 217 46.08%
Holding current value
$24,580
Previous $17,000 58.82%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 07, 2024

BUY
$72.94 - $87.46 $7,294 - $8,746
100 Added 46.08%
317 $27,000
Q2 2024

Jul 24, 2024

BUY
$76.66 - $86.01 $4,446 - $4,988
58 Added 36.48%
217 $17,000
Q4 2022

Jan 27, 2023

BUY
$75.39 - $95.0 $2,789 - $3,515
37 Added 30.33%
159 $0
Q3 2022

Oct 05, 2022

BUY
$61.13 - $79.78 $7,457 - $9,733
122 New
122 $8,000

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 $19.3B
  • 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 Beacon Capital Management, LLC Portfolio

Follow Beacon Capital Management, LLC 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 Beacon Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Capital Management, LLC with notifications on news.