Cwm, LLC Principal Financial Group Inc Transaction History

Cwm, LLC

$28.4 Billion
Q2 2025

A detailed history of Cwm, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Cwm, LLC holds 15,181 shares of PFG stock, worth $1.23 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,181

Previous 19,010 20.14%

Holding current value

$1.23 Million

Previous $1.6 Million 24.81%

% of portfolio

0.0%

Previous 0.01%

36 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$69.56 - $86.19 $266,345 - $330,021	-3,829 Reduced 20.14%	15,181 $1.21 Million
Q1 2025 May 01, 2025	BUY	$76.34 - $89.04 $459,337 - $535,753	6,017 Added 46.31%	19,010 $1.6 Million
Q4 2024 Feb 04, 2025	BUY	$74.91 - $91.26 $43,672 - $53,204	583 Added 4.7%	12,993 $1.01 Million
Q3 2024 Oct 08, 2024	BUY	$72.94 - $87.46 $82,057 - $98,392	1,125 Added 9.97%	12,410 $1.07 Million
Q2 2024 Jul 09, 2024	BUY	$76.66 - $86.01 $58,491 - $65,625	763 Added 7.25%	11,285 $885,000
Q1 2024 Apr 05, 2024	SELL	$77.2 - $86.31 $109,546 - $122,473	-1,419 Reduced 11.88%	10,522 $908,000
Q4 2023 Feb 01, 2024	BUY	$66.88 - $79.58 $107,409 - $127,805	1,606 Added 15.54%	11,941 $939,000
Q3 2023 Oct 11, 2023	BUY	$72.0 - $84.1 $39,672 - $46,339	551 Added 5.63%	10,335 $745,000
Q2 2023 Aug 03, 2023	SELL	$65.46 - $77.11 $26,249 - $30,921	-401 Reduced 3.94%	9,784 $742,000
Q1 2023 Apr 28, 2023	BUY	$69.69 - $93.39 $53,173 - $71,256	763 Added 8.1%	10,185 $757,000
Q4 2022 Feb 01, 2023	SELL	$75.39 - $95.0 $56,165 - $70,775	-745 Reduced 7.33%	9,422 $791,000
Q3 2022 Oct 27, 2022	BUY	$61.13 - $79.78 $5,623 - $7,339	92 Added 0.91%	10,167 $734,000
Q2 2022 Jul 28, 2022	BUY	$62.84 - $76.21 $39,589 - $48,012	630 Added 6.67%	10,075 $673,000
Q1 2022 Apr 21, 2022	BUY	$64.37 - $78.95 $107,433 - $131,767	1,669 Added 21.46%	9,445 $693,000
Q4 2021 Jan 31, 2022	BUY	$65.12 - $73.93 $115,132 - $130,708	1,768 Added 29.43%	7,776 $562,000
Q1 2021 Sep 15, 2021	BUY	$48.31 - $61.55 $386 - $492	8 Added 0.13%	6,008 $380,000
Q1 2021 Apr 27, 2021	SELL	$48.31 - $61.55 $386 - $492	-8 Reduced 0.13%	6,000 $360,000
Q4 2020 Sep 15, 2021	SELL	$38.25 - $52.6 $12,201 - $16,779	-319 Reduced 5.04%	6,008 $380,000
Q4 2020 Jan 27, 2021	BUY	$38.25 - $52.6 $12,201 - $16,779	319 Added 5.31%	6,327 $314,000
Q3 2020 Sep 15, 2021	BUY	$37.79 - $46.18 $11,072 - $13,530	293 Added 5.13%	6,008 $380,000
Q3 2020 Oct 19, 2020	SELL	$37.79 - $46.18 $11,072 - $13,530	-293 Reduced 4.88%	5,715 $230,000
Q2 2020 Sep 15, 2021	BUY	$26.41 - $48.72 $14,499 - $26,747	549 Added 10.06%	6,008 $380,000
Q2 2020 Jul 22, 2020	SELL	$26.41 - $48.72 $14,499 - $26,747	-549 Reduced 9.14%	5,459 $227,000
Q1 2020 Sep 15, 2021	BUY	$24.16 - $57.08 $20,922 - $49,431	866 Added 16.84%	6,008 $380,000
Q1 2020 Apr 28, 2020	SELL	$24.16 - $57.08 $20,922 - $49,431	-866 Reduced 14.41%	5,142 $161,000
Q4 2019 Sep 14, 2021	BUY	$52.35 - $57.4 $118,782 - $130,240	2,269 Added 60.68%	6,008 $380,000
Q4 2019 Jan 27, 2020	SELL	$52.35 - $57.4 $118,782 - $130,240	-2,269 Reduced 37.77%	3,739 $206,000
Q3 2019 Sep 14, 2021	BUY	$52.18 - $60.68 $226,095 - $262,926	4,333 Added 258.69%	6,008 $380,000
Q3 2019 Oct 22, 2019	SELL	$52.18 - $60.68 $226,095 - $262,926	-4,333 Reduced 72.12%	1,675 $96,000
Q2 2019 Sep 14, 2021	BUY	$51.57 - $57.92 $246,814 - $277,205	4,786 Added 391.65%	6,008 $380,000
Q2 2019 Jul 31, 2019	SELL	$51.57 - $57.92 $246,814 - $277,205	-4,786 Reduced 79.66%	1,222 $71,000
Q1 2019 Sep 02, 2021	BUY	$43.39 - $53.09 $230,140 - $281,589	5,304 Added 753.41%	6,008 $0
Q1 2019 Apr 22, 2019	BUY	$43.39 - $53.09 $2,126 - $2,601	49 Added 7.48%	704 $35,000
Q4 2018 Jan 25, 2019	SELL	$41.08 - $60.65 $3,368 - $4,973	-82 Reduced 11.13%	655 $29,000
Q3 2018 Oct 29, 2018	SELL	$52.86 - $59.54 $9,567 - $10,776	-181 Reduced 19.72%	737 $43,000
Q2 2018 Jul 31, 2018	BUY	$52.58 - $61.46 $48,268 - $56,420	918 New	918 $49,000

Others Institutions Holding PFG

# of Institutions

925

Shares Held

164M

Call Options Held

145K

Put Options Held

117K

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 $20.2B
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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