A detailed history of Caprock Group, Inc. transactions in Principal Financial Group Inc stock. As of the latest transaction made, Caprock Group, Inc. holds 5,172 shares of PFG stock, worth $405,329. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,172
Previous 4,994 3.56%
Holding current value
$405,329
Previous $392,000 13.78%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About PRINCIPAL FINANCIAL GROUP INC


  • 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...
More about PFG
Track This Portfolio

Track Caprock Group, Inc. Portfolio

Follow Caprock Group, Inc. and customize your updates to receive the information that matters most to you.

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.