Cresset Asset Management, LLC Principal Financial Group Inc Transaction History

Cresset Asset Management, LLC

  • $17.6 Billion
  • Q1 2025

A detailed history of Cresset Asset Management, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Cresset Asset Management, LLC holds 10,209 shares of PFG stock, worth $795,179. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,209
Previous 9,917 2.94%
Holding current value
$795,179
Previous $767,000 12.26%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$76.34 - $89.04 $22,291 - $25,999
292 Added 2.94%
10,209 $861,000
Q4 2024

Feb 14, 2025
SELL
$74.91 - $91.26 $1.74 Million - $2.12 Million
-23,179 Reduced 70.04%
9,917 $767,000
Q3 2024

Nov 14, 2024
BUY
$72.94 - $87.46 $110,795 - $132,851
1,519 Added 4.81%
33,096 $2.84 Million
Q2 2024

Aug 14, 2024
BUY
$76.66 - $86.01 $949,587 - $1.07 Million
12,387 Added 64.55%
31,577 $2.48 Million
Q1 2024

May 15, 2024
BUY
$77.2 - $86.31 $36,670 - $40,997
475 Added 2.54%
19,190 $1.66 Million
Q4 2023

Feb 14, 2024
BUY
$66.88 - $79.58 $144,862 - $172,370
2,166 Added 13.09%
18,715 $1.47 Million
Q3 2023

Nov 14, 2023
BUY
$72.0 - $84.1 $164,952 - $192,673
2,291 Added 16.07%
16,549 $1.19 Million
Q2 2023

Aug 14, 2023
BUY
$65.46 - $77.11 $701,731 - $826,619
10,720 Added 303.0%
14,258 $1.08 Million
Q1 2023

May 12, 2023
BUY
$69.69 - $93.39 $78,052 - $104,596
1,120 Added 46.32%
3,538 $262,000
Q4 2022

Feb 14, 2023
SELL
$75.39 - $95.0 $52,622 - $66,310
-698 Reduced 22.4%
2,418 $202,000
Q3 2022

Nov 14, 2022
BUY
$61.13 - $79.78 $190,481 - $248,594
3,116 New
3,116 $225,000
Q2 2022

Aug 15, 2022
SELL
$62.84 - $76.21 $541,429 - $656,625
-8,616 Closed
0 $0
Q1 2022

May 16, 2022
SELL
$64.37 - $78.95 $18,409 - $22,579
-286 Reduced 3.21%
8,616 $633,000
Q4 2021

Feb 10, 2022
BUY
$65.12 - $73.93 $332,632 - $377,634
5,108 Added 134.63%
8,902 $644,000
Q3 2021

Nov 15, 2021
BUY
$59.2 - $68.12 $21,075 - $24,250
356 Added 10.35%
3,794 $244,000
Q2 2021

Aug 10, 2021
BUY
$59.74 - $66.87 $205,386 - $229,899
3,438 New
3,438 $217,000
Q2 2019

Aug 12, 2019
SELL
$51.57 - $57.92 $42,906 - $48,189
-832 Closed
0 $0
Q1 2019

May 15, 2019
BUY
$43.39 - $53.09 $23,864 - $29,199
550 Added 195.04%
832 $42,000
Q4 2018

May 21, 2019
BUY
$41.08 - $60.65 $11,584 - $17,103
282 New
282 $12,000

Others Institutions Holding PFG

# of Institutions
927
Shares Held
164M
Call Options Held
145K
Put Options Held
117K
View Full List

About PRINCIPAL FINANCIAL GROUP INC

PFG Quotes by TradingView
  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $19.4B
  • 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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