Bergan Kdv Wealth Management, LLC Principal Financial Group Inc Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 27,620 shares of PFG stock, worth $2.37 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
27,620
Previous 29,921
7.69%
Holding current value
$2.37 Million
Previous $2.22 Million
5.8%
% of portfolio
0.21%
Previous 0.23%
Shares
24 transactions
Others Institutions Holding PFG
# of Institutions
847Shares Held
164MCall Options Held
172KPut Options Held
166K-
Vanguard Group Inc Valley Forge, PA27.7MShares$2.38 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY19.8MShares$1.7 Billion0.04% of portfolio
-
Nippon Life Insurance CO18.1MShares$1.56 Billion62.53% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$921 Million0.08% of portfolio
-
State Street Corp Boston, MA9.56MShares$821 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 $21.4B
- 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...