Dimensional Fund Advisors LP Principal Financial Group Inc Transaction History

Dimensional Fund Advisors LP

$403 Billion
Q3 2024

A detailed history of Dimensional Fund Advisors LP transactions in Principal Financial Group Inc stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 3,934,521 shares of PFG stock, worth $337 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,934,521

Previous 3,905,124 0.75%

Holding current value

$337 Million

Previous $306 Million 10.33%

% of portfolio

0.08%

Previous 0.08%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$72.94 - $87.46 $2.14 Million - $2.57 Million	29,397 Added 0.75%	3,934,521 $338 Million
Q2 2024 Aug 09, 2024	BUY	$76.66 - $86.01 $3.06 Million - $3.43 Million	39,854 Added 1.03%	3,905,124 $306 Million
Q1 2024 May 10, 2024	SELL	$77.2 - $86.31 $786,822 - $879,671	-10,192 Reduced 0.26%	3,865,270 $334 Million
Q4 2023 Feb 07, 2024	SELL	$66.88 - $79.58 $3.18 Million - $3.78 Million	-47,525 Reduced 1.21%	3,875,462 $305 Million
Q3 2023 Nov 09, 2023	BUY	$72.0 - $84.1 $3.61 Million - $4.22 Million	50,148 Added 1.29%	3,922,987 $283 Million
Q2 2023 Aug 09, 2023	BUY	$65.46 - $77.11 $14.9 Million - $17.5 Million	227,364 Added 6.24%	3,872,839 $294 Million
Q1 2023 May 12, 2023	SELL	$69.69 - $93.39 $12.7 Million - $17 Million	-181,843 Reduced 4.75%	3,645,475 $271 Million
Q4 2022 Feb 09, 2023	BUY	$75.39 - $95.0 $8.94 Million - $11.3 Million	118,518 Added 3.2%	3,827,318 $321 Million
Q3 2022 Nov 10, 2022	BUY	$61.13 - $79.78 $2.91 Million - $3.8 Million	47,675 Added 1.3%	3,708,800 $268 Million
Q2 2022 Aug 12, 2022	BUY	$62.84 - $76.21 $308,041 - $373,581	4,902 Added 0.13%	3,661,125 $245 Million
Q1 2022 May 13, 2022	SELL	$64.37 - $78.95 $281,876 - $345,722	-4,379 Reduced 0.12%	3,656,223 $268 Million
Q4 2021 Feb 09, 2022	SELL	$65.12 - $73.93 $8.29 Million - $9.41 Million	-127,277 Reduced 3.36%	3,660,602 $265 Million
Q3 2021 Nov 12, 2021	SELL	$59.2 - $68.12 $1.94 Million - $2.24 Million	-32,830 Reduced 0.86%	3,787,879 $244 Million
Q2 2021 Aug 12, 2021	BUY	$59.74 - $66.87 $1.73 Million - $1.93 Million	28,930 Added 0.76%	3,820,709 $241 Million
Q1 2021 May 14, 2021	SELL	$48.31 - $61.55 $320,488 - $408,322	-6,634 Reduced 0.17%	3,791,779 $227 Million
Q4 2020 Feb 25, 2021	BUY	$38.25 - $52.6 $145 Million - $200 Million	3,798,413 New	3,798,413 $188 Million

Others Institutions Holding PFG

# of Institutions

835

Shares Held

159M

Call Options Held

177K

Put Options Held

119K

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 $21.4B
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...

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Dimensional Fund Advisors LP Principal Financial Group Inc Transaction History