Caprock Group, Inc. Principal Financial Group Inc Transaction History

Caprock Group, Inc.

$4.08 Billion
Q3 2025

A detailed history of Caprock Group, Inc. transactions in Principal Financial Group Inc stock. As of the latest transaction made, Caprock Group, Inc. holds 9,276 shares of PFG stock, worth $764,713. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,276

Previous 3,203 189.6%

Holding current value

$764,713

Previous $270,000 184.81%

% of portfolio

0.02%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$75.53 - $82.95 $458,693 - $503,755	6,073 Added 189.6%	9,276 $769,000
Q1 2025 May 15, 2025	SELL	$76.34 - $89.04 $163,062 - $190,189	-2,136 Reduced 40.01%	3,203 $270,000
Q4 2024 Jan 23, 2025	BUY	$74.91 - $91.26 $8,315 - $10,129	111 Added 2.12%	5,339 $413,000
Q3 2024 Nov 07, 2024	SELL	$72.94 - $87.46 $72,575 - $87,022	-995 Reduced 15.99%	5,228 $449,000
Q2 2024 Aug 06, 2024	BUY	$76.66 - $86.01 $80,569 - $90,396	1,051 Added 20.32%	6,223 $488,000
Q1 2024 Apr 29, 2024	BUY	$77.2 - $86.31 $13,741 - $15,363	178 Added 3.56%	5,172 $446,000
Q4 2023 Jan 18, 2024	BUY	$66.88 - $79.58 $72,230 - $85,946	1,080 Added 27.59%	4,994 $392,000
Q3 2023 Oct 18, 2023	BUY	$72.0 - $84.1 $8,856 - $10,344	123 Added 3.24%	3,914 $282,000
Q2 2023 Aug 10, 2023	SELL	$65.46 - $77.11 $22,256 - $26,217	-340 Reduced 8.23%	3,791 $287,000
Q1 2023 Apr 26, 2023	BUY	$69.69 - $93.39 $15,749 - $21,106	226 Added 5.79%	4,131 $307,000
Q4 2022 Jan 23, 2023	BUY	$75.39 - $95.0 $19,601 - $24,700	260 Added 7.13%	3,905 $0
Q3 2022 Nov 07, 2022	BUY	$61.13 - $79.78 $8,741 - $11,408	143 Added 4.08%	3,645 $263,000
Q2 2022 Jul 26, 2022	SELL	$62.84 - $76.21 $19,543 - $23,701	-311 Reduced 8.16%	3,502 $234,000
Q1 2022 Apr 12, 2022	BUY	$64.37 - $78.95 $7,016 - $8,605	109 Added 2.94%	3,813 $280,000
Q4 2021 Jan 18, 2022	BUY	$65.12 - $73.93 $241,204 - $273,836	3,704 New	3,704 $268,000

Others Institutions Holding PFG

# of Institutions

933

Shares Held

166M

Call Options Held

121K

Put Options Held

94.8K

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 $20.5B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Caprock Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Caprock Group, Inc. with notifications on news.

Account

Caprock Group, Inc. Principal Financial Group Inc Transaction History