Burns Matteson Capital Management, LLC Principal Financial Group Inc Transaction History

Burns Matteson Capital Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$66.88 - $79.58 $524,472 - $624,066	-7,842 Closed	0 $0
Q3 2023 Jan 12, 2024	BUY	$72.0 - $84.1 $564,624 - $659,512	7,842 New	7,842 $565 Million
Q1 2023 Dec 11, 2023	SELL	$69.69 - $93.39 $532,780 - $713,966	-7,645 Closed	0 $0
Q4 2022 Dec 11, 2023	BUY	$75.39 - $95.0 $576,356 - $726,275	7,645 New	7,645 $642 Million
Q3 2021 Dec 11, 2023	SELL	$59.2 - $68.12 $368,460 - $423,978	-6,224 Closed	0 $0

Q2 2021 Dec 11, 2023	BUY	$59.74 - $66.87 $371,821 - $416,198	6,224 New	6,224 $393 Million

812

162M

216K

237K

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $19.5B
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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