Ray Dalio Principal Financial Group Inc Transaction History

Bridgewater Associates, LP

$20.7 Billion
Q1 2025

A detailed history of Ray Dalio (Bridgewater Associates, LP) transactions in Principal Financial Group Inc stock. As of the latest transaction made, Bridgewater Associates, LP holds 454,436 shares of PFG stock, worth $37 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

454,436

Previous 253,752 79.09%

Holding current value

$37 Million

Previous $19.6 Million 95.19%

% of portfolio

0.19%

Previous 0.09%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$76.34 - $89.04 $15.3 Million - $17.9 Million	200,684 Added 79.09%	454,436 $38.3 Million
Q4 2024 Feb 13, 2025	BUY	$74.91 - $91.26 $5.22 Million - $6.36 Million	69,669 Added 37.85%	253,752 $19.6 Million
Q3 2024 Nov 13, 2024	BUY	$72.94 - $87.46 $6.24 Million - $7.48 Million	85,575 Added 86.87%	184,083 $15.8 Million
Q2 2024 Aug 14, 2024	BUY	$76.66 - $86.01 $125,109 - $140,368	1,632 Added 1.68%	98,508 $7.73 Million
Q1 2024 May 14, 2024	BUY	$77.2 - $86.31 $7.04 Million - $7.87 Million	91,229 Added 1615.53%	96,876 $8.36 Million
Q4 2023 Feb 14, 2024	SELL	$66.88 - $79.58 $1.07 Million - $1.27 Million	-15,983 Reduced 73.89%	5,647 $444,000
Q3 2023 Nov 13, 2023	BUY	$72.0 - $84.1 $577,080 - $674,061	8,015 Added 58.87%	21,630 $1.56 Million
Q2 2023 Aug 11, 2023	BUY	$65.46 - $77.11 $891,237 - $1.05 Million	13,615 New	13,615 $1.03 Million
Q4 2022 Feb 13, 2023	BUY	$75.39 - $95.0 $1.66 Million - $2.09 Million	21,970 Added 60.11%	58,518 $4.91 Million
Q3 2022 Nov 10, 2022	BUY	$61.13 - $79.78 $1.01 Million - $1.32 Million	16,506 Added 82.36%	36,548 $2.64 Million
Q2 2022 Aug 11, 2022	SELL	$62.84 - $76.21 $516,419 - $626,293	-8,218 Reduced 29.08%	20,042 $1.34 Million
Q1 2022 May 13, 2022	SELL	$64.37 - $78.95 $1.22 Million - $1.49 Million	-18,917 Reduced 40.1%	28,260 $2.08 Million
Q4 2021 Feb 14, 2022	SELL	$65.12 - $73.93 $3.91 Million - $4.44 Million	-60,088 Reduced 56.02%	47,177 $3.41 Million
Q3 2021 Nov 12, 2021	BUY	$59.2 - $68.12 $814,236 - $936,922	13,754 Added 14.71%	107,265 $6.91 Million
Q2 2021 Aug 13, 2021	BUY	$59.74 - $66.87 $466,868 - $522,589	7,815 Added 9.12%	93,511 $5.91 Million
Q1 2021 May 14, 2021	BUY	$48.31 - $61.55 $1.97 Million - $2.51 Million	40,713 Added 90.51%	85,696 $5.14 Million
Q4 2020 Feb 12, 2021	BUY	$38.25 - $52.6 $1.72 Million - $2.37 Million	44,983 New	44,983 $2.23 Million
Q1 2020 May 14, 2020	SELL	$24.16 - $57.08 $1.39 Million - $3.28 Million	-57,469 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$52.35 - $57.4 $2.14 Million - $2.34 Million	40,847 Added 245.74%	57,469 $3.16 Million
Q1 2018 May 15, 2018	BUY	$57.76 - $75.04 $960,086 - $1.25 Million	16,622 New	16,622 $1.01 Million

Others Institutions Holding PFG

# of Institutions

922

Shares Held

164M

Call Options Held

141K

Put Options Held

94.5K

View Full List

About PRINCIPAL FINANCIAL GROUP INC

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $20.3B
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...

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