A detailed history of Capital Analysts, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Capital Analysts, LLC holds 1,658 shares of PFG stock, worth $142,704. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,658
Previous 1,445 14.74%
Holding current value
$142,704
Previous $113,000 25.66%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$72.94 - $87.46 $15,536 - $18,628
213 Added 14.74%
1,658 $142,000
Q2 2024

Aug 14, 2024

BUY
$76.66 - $86.01 $4,829 - $5,418
63 Added 4.56%
1,445 $113,000
Q4 2023

Jan 30, 2024

SELL
$66.88 - $79.58 $4,414 - $5,252
-66 Reduced 4.56%
1,382 $109,000
Q3 2023

Nov 13, 2023

BUY
$72.0 - $84.1 $4,752 - $5,550
66 Added 4.78%
1,448 $104,000
Q1 2021

May 17, 2021

BUY
$48.31 - $61.55 $66,764 - $85,062
1,382 New
1,382 $83,000

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 $21.5B
  • 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...
More about PFG
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