A detailed history of Cwa Asset Management Group, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Cwa Asset Management Group, LLC holds 5,283 shares of PFG stock, worth $408,375. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,283
Previous 5,297 0.26%
Holding current value
$408,375
Previous $457,000 0.88%
% of portfolio
0.02%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$72.94 - $87.46 $1,021 - $1,224
-14 Reduced 0.26%
5,283 $453,000
Q1 2024

May 13, 2024

SELL
$77.2 - $86.31 $4,323 - $4,833
-56 Reduced 1.05%
5,297 $457,000
Q4 2023

Feb 13, 2024

SELL
$66.88 - $79.58 $334 - $397
-5 Reduced 0.09%
5,353 $421,000
Q3 2023

Nov 14, 2023

SELL
$72.0 - $84.1 $288 - $336
-4 Reduced 0.07%
5,358 $386,000
Q2 2023

Jul 27, 2023

BUY
$65.46 - $77.11 $10,408 - $12,260
159 Added 3.06%
5,362 $406,000
Q1 2023

Apr 17, 2023

BUY
$69.69 - $93.39 $4,808 - $6,443
69 Added 1.34%
5,203 $386,000
Q4 2022

Jan 09, 2023

BUY
$75.39 - $95.0 $1,130 - $1,425
15 Added 0.29%
5,134 $0
Q3 2022

Nov 09, 2022

SELL
$61.13 - $79.78 $11,003 - $14,360
-180 Reduced 3.4%
5,119 $369,000
Q2 2022

Jul 21, 2022

SELL
$62.84 - $76.21 $2,262 - $2,743
-36 Reduced 0.67%
5,299 $354,000
Q4 2021

Feb 15, 2022

BUY
$65.12 - $73.93 $130 - $147
2 Added 0.04%
5,335 $386,000
Q3 2021

Nov 12, 2021

SELL
$59.2 - $68.12 $3,137 - $3,610
-53 Reduced 0.98%
5,333 $343,000
Q2 2021

Aug 03, 2021

BUY
$59.74 - $66.87 $9,379 - $10,498
157 Added 3.0%
5,386 $342,000
Q1 2021

May 17, 2021

SELL
$48.31 - $61.55 $4,831 - $6,155
-100 Reduced 1.88%
5,229 $314,000
Q4 2020

Feb 23, 2021

BUY
$38.25 - $52.6 $6,311 - $8,679
165 Added 3.2%
5,329 $264,000
Q4 2020

Feb 09, 2021

BUY
$38.25 - $52.6 $197,523 - $271,626
5,164 New
5,164 $256,000

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 $19.3B
  • 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 Cwa Asset Management Group, LLC Portfolio

Follow Cwa Asset Management Group, LLC 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 Cwa Asset Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cwa Asset Management Group, LLC with notifications on news.