Cherry Tree Wealth Management, LLC Principal Financial Group Inc Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 8 shares of PFG stock, worth $675. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8
Previous 8
-0.0%
Holding current value
$675
Previous $675,000
5.78%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding PFG
# of Institutions
926Shares Held
158MCall Options Held
139KPut Options Held
33.3K-
Vanguard Group Inc Valley Forge, PA27.1MShares$2.29 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY19.8MShares$1.67 Billion0.04% of portfolio
-
Nippon Life Insurance CO18.1MShares$1.53 Billion25.31% of portfolio
-
State Street Corp Boston, MA10.6MShares$892 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC8.43MShares$712 Million0.05% of portfolio
About PRINCIPAL FINANCIAL GROUP INC
- Ticker PFG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 249,236,992
- Market Cap $21.1B
- 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...