Cambria Investment Management, L.P. Principal Financial Group Inc Transaction History

Cambria Investment Management, L.P.

$1.36 Billion
Q1 2025

A detailed history of Cambria Investment Management, L.P. transactions in Principal Financial Group Inc stock. As of the latest transaction made, Cambria Investment Management, L.P. holds 136,127 shares of PFG stock, worth $10.6 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

136,127

Previous 149,657 9.04%

Holding current value

$10.6 Million

Previous $11.6 Million 0.85%

% of portfolio

0.84%

Previous 0.74%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$76.34 - $89.04 $1.03 Million - $1.2 Million	-13,530 Reduced 9.04%	136,127 $11.5 Million
Q4 2024 Feb 14, 2025	BUY	$74.91 - $91.26 $433,504 - $528,121	5,787 Added 4.02%	149,657 $11.6 Million
Q3 2024 Nov 14, 2024	SELL	$72.94 - $87.46 $78,483 - $94,106	-1,076 Reduced 0.74%	143,870 $12.4 Million
Q2 2024 Aug 14, 2024	BUY	$76.66 - $86.01 $271,989 - $305,163	3,548 Added 2.51%	144,946 $11.4 Million
Q1 2024 May 14, 2024	BUY	$77.2 - $86.31 $340,220 - $380,368	4,407 Added 3.22%	141,398 $12.2 Million
Q4 2023 Feb 13, 2024	BUY	$66.88 - $79.58 $1.23 Million - $1.46 Million	18,362 Added 15.48%	136,991 $10.8 Million
Q3 2023 Nov 13, 2023	BUY	$72.0 - $84.1 $666,792 - $778,850	9,261 Added 8.47%	118,629 $8.55 Million
Q2 2023 Aug 10, 2023	SELL	$65.46 - $77.11 $785,258 - $925,011	-11,996 Reduced 9.88%	109,368 $8.29 Million
Q1 2023 May 11, 2023	BUY	$69.69 - $93.39 $300,294 - $402,417	4,309 Added 3.68%	121,364 $9.02 Million
Q4 2022 Feb 13, 2023	BUY	$75.39 - $95.0 $1.64 Million - $2.06 Million	21,716 Added 22.78%	117,055 $9.82 Million
Q3 2022 Nov 08, 2022	BUY	$61.13 - $79.78 $663,199 - $865,533	10,849 Added 12.84%	95,339 $6.88 Million
Q2 2022 Jul 27, 2022	BUY	$62.84 - $76.21 $5.31 Million - $6.44 Million	84,490 New	84,490 $5.64 Million
Q2 2018 Jul 30, 2018	SELL	$52.58 - $61.46 $237,871 - $278,045	-4,524 Closed	0 $0
Q1 2018 May 11, 2018	BUY	$57.76 - $75.04 $261,306 - $339,480	4,524 New	4,524 $276,000
Q3 2017 Nov 15, 2017	SELL	$59.92 - $67.04 $1.05 Million - $1.18 Million	-17,554 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	17,554	17,554 $1.13 Million

Others Institutions Holding PFG

# of Institutions

927

Shares Held

164M

Call Options Held

145K

Put Options Held

117K

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 $19.4B
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...

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Cambria Investment Management, L.P. Principal Financial Group Inc Transaction History