A detailed history of Caldwell Trust CO transactions in Principal Financial Group Inc stock. As of the latest transaction made, Caldwell Trust CO holds 235 shares of PFG stock, worth $19,472. This represents 0.0% of its overall portfolio holdings.

Number of Shares
235
Previous 235 -0.0%
Holding current value
$19,472
Previous $18.7 Million 4.38%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 22, 2025

BUY
$69.56 - $86.19 $16,346 - $20,254
235 New
235 $18.7 Million
Q2 2023

Oct 01, 2025

SELL
$65.46 - $77.11 $6,545 - $7,711
-100 Reduced 29.85%
235 $17.8 Million
Q1 2023

Oct 01, 2025

BUY
$69.69 - $93.39 $6,969 - $9,339
100 Added 42.55%
335 $24.9 Million
Q4 2022

Oct 01, 2025

BUY
$75.39 - $95.0 $980 - $1,235
13 Added 4.04%
335 $28.1 Million
Q3 2022

Oct 01, 2025

BUY
$61.13 - $79.78 $5,318 - $6,940
87 Added 37.02%
322 $23.2 Million
Q2 2022

Oct 01, 2025

BUY
$62.84 - $76.21 $1,571 - $1,905
25 Added 8.42%
322 $21.5 Million
Q1 2022

Oct 01, 2025

BUY
$64.37 - $78.95 $3,990 - $4,894
62 Added 26.38%
297 $21.8 Million
Q1 2021

Oct 02, 2025

BUY
$48.31 - $61.55 $2,995 - $3,816
62 Added 26.38%
297 $17.8 Million
Q4 2020

Oct 02, 2025

BUY
$38.25 - $52.6 $2,371 - $3,261
62 Added 26.38%
297 $14.7 Million
Q1 2020

Oct 02, 2025

BUY
$24.16 - $57.08 $1,497 - $3,538
62 Added 26.38%
297 $9.31 Million
Q4 2019

Oct 06, 2025

BUY
$52.35 - $57.4 $3,245 - $3,558
62 Added 26.38%
297 $16.3 Million

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 $20.7B
  • 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
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