Bogart Wealth, LLC Principal Financial Group Inc Transaction History
Bogart Wealth, LLC
- $2.11 Billion
- Q1 2025
A detailed history of Bogart Wealth, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Bogart Wealth, LLC holds 306 shares of PFG stock, worth $24,541. This represents 0.0% of its overall portfolio holdings.
Number of Shares
306
Previous 300
2.0%
Holding current value
$24,541
Previous $23,000
8.7%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding PFG
# of Institutions
925Shares Held
164MCall Options Held
145KPut Options Held
117K-
Vanguard Group Inc Valley Forge, PA27.2MShares$2.19 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY19.8MShares$1.58 Billion0.04% of portfolio
-
Nippon Life Insurance CO18.1MShares$1.45 Billion21.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$905 Million0.08% of portfolio
-
State Street Corp Boston, MA10.8MShares$863 Million0.04% of portfolio
About PRINCIPAL FINANCIAL GROUP INC
- Ticker PFG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 249,236,992
- Market Cap $20B
- 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...