Cetera Investment Advisers Principal Financial Group Inc Transaction History

Cetera Investment Advisers

$55.9 Billion
Q2 2025

A detailed history of Cetera Investment Advisers transactions in Principal Financial Group Inc stock. As of the latest transaction made, Cetera Investment Advisers holds 62,059 shares of PFG stock, worth $5.09 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

62,059

Previous 61,564 0.8%

Holding current value

$5.09 Million

Previous $5.19 Million 5.1%

% of portfolio

0.01%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$69.56 - $86.19 $34,432 - $42,664	495 Added 0.8%	62,059 $4.93 Million
Q1 2025 May 06, 2025	BUY	$76.34 - $89.04 $416,892 - $486,247	5,461 Added 9.73%	61,564 $5.19 Million
Q4 2024 Feb 13, 2025	SELL	$74.91 - $91.26 $18,952 - $23,088	-253 Reduced 0.45%	56,103 $4.34 Million
Q3 2024 Nov 13, 2024	SELL	$72.94 - $87.46 $68,344 - $81,950	-937 Reduced 1.64%	56,356 $4.84 Million
Q2 2024 Aug 22, 2024	BUY	$76.66 - $86.01 $284,715 - $319,441	3,714 Added 6.93%	57,293 $4.49 Million
Q1 2024 May 24, 2024	BUY	$77.2 - $86.31 $3.72 Million - $4.16 Million	48,238 Added 903.16%	53,579 $4.62 Million
Q1 2024 May 14, 2024	SELL	$77.2 - $86.31 $1.58 Million - $1.76 Million	-20,411 Reduced 79.26%	5,341 $460,000
Q4 2023 Feb 13, 2024	SELL	$66.88 - $79.58 $490,631 - $583,798	-7,336 Reduced 22.17%	25,752 $2.03 Million
Q3 2023 Nov 14, 2023	SELL	$72.0 - $84.1 $156,024 - $182,244	-2,167 Reduced 6.15%	33,088 $2.38 Million
Q2 2023 Aug 09, 2023	SELL	$65.46 - $77.11 $83,854 - $98,777	-1,281 Reduced 3.51%	35,255 $2.67 Million
Q1 2023 May 15, 2023	SELL	$69.69 - $93.39 $40,002 - $53,605	-574 Reduced 1.55%	36,536 $2.72 Million
Q4 2022 Feb 14, 2023	BUY	$75.39 - $95.0 $396,249 - $499,320	5,256 Added 16.5%	37,110 $3.11 Million
Q3 2022 Nov 10, 2022	SELL	$61.13 - $79.78 $95,546 - $124,696	-1,563 Reduced 4.68%	31,854 $2.3 Million
Q2 2022 Aug 11, 2022	BUY	$62.84 - $76.21 $42,039 - $50,984	669 Added 2.04%	33,417 $2.23 Million
Q1 2022 May 13, 2022	SELL	$64.37 - $78.95 $34,631 - $42,475	-538 Reduced 1.62%	32,748 $2.4 Million
Q4 2021 Feb 14, 2022	SELL	$65.12 - $73.93 $150,817 - $171,221	-2,316 Reduced 6.51%	33,286 $2.41 Million
Q3 2021 Nov 16, 2021	SELL	$59.2 - $68.12 $91,404 - $105,177	-1,544 Reduced 4.16%	35,602 $2.29 Million
Q2 2021 Aug 13, 2021	BUY	$59.74 - $66.87 $163,448 - $182,956	2,736 Added 7.95%	37,146 $2.35 Million
Q1 2021 May 17, 2021	SELL	$48.31 - $61.55 $403,823 - $514,496	-8,359 Reduced 19.54%	34,410 $2.06 Million
Q4 2020 Feb 17, 2021	BUY	$38.25 - $52.6 $1.64 Million - $2.25 Million	42,769 New	42,769 $2.12 Million
Q4 2018 Feb 15, 2019	SELL	$41.08 - $60.65 $149,366 - $220,523	-3,636 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$52.86 - $59.54 $192,198 - $216,487	3,636 New	3,636 $212,000
Q2 2018 Aug 14, 2018	SELL	$52.58 - $61.46 $325,996 - $381,052	-6,200 Closed	0 $0
Q1 2018 May 09, 2018	BUY	$57.76 - $75.04 $47,189 - $61,307	817 Added 15.18%	6,200 $379,000
Q2 2017 Aug 17, 2017	BUY	N/A	5,383	5,383 $345,000

Others Institutions Holding PFG

# of Institutions

928

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...

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Cetera Investment Advisers Principal Financial Group Inc Transaction History