A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Principal Financial Group Inc stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 7,504 shares of PFG stock, worth $588,088. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,504
Previous 7,513 0.12%
Holding current value
$588,088
Previous $591,000 9.48%
% of portfolio
0.02%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

SELL
$77.2 - $86.31 $694 - $776
-9 Reduced 0.12%
7,504 $647,000
Q4 2023

Feb 06, 2024

SELL
$66.88 - $79.58 $24,611 - $29,285
-368 Reduced 4.67%
7,513 $591,000
Q3 2023

Nov 02, 2023

BUY
$72.0 - $84.1 $2,232 - $2,607
31 Added 0.39%
7,881 $567,000
Q2 2023

Aug 11, 2023

SELL
$65.46 - $77.11 $135,764 - $159,926
-2,074 Reduced 20.9%
7,850 $595,000
Q1 2023

May 09, 2023

BUY
$69.69 - $93.39 $2,021 - $2,708
29 Added 0.29%
9,924 $737,000
Q4 2022

Feb 07, 2023

BUY
$75.39 - $95.0 $17,339 - $21,850
230 Added 2.38%
9,895 $830,000
Q3 2022

Nov 02, 2022

SELL
$61.13 - $79.78 $71,827 - $93,741
-1,175 Reduced 10.84%
9,665 $697,000
Q2 2022

Aug 02, 2022

SELL
$62.84 - $76.21 $193,044 - $234,117
-3,072 Reduced 22.08%
10,840 $724,000
Q1 2022

May 13, 2022

SELL
$64.37 - $78.95 $54,199 - $66,475
-842 Reduced 5.71%
13,912 $1.02 Million
Q4 2021

Feb 14, 2022

SELL
$65.12 - $73.93 $148,994 - $169,151
-2,288 Reduced 13.43%
14,754 $1.07 Million
Q3 2021

Nov 02, 2021

SELL
$59.2 - $68.12 $234,668 - $270,027
-3,964 Reduced 18.87%
17,042 $1.1 Million
Q2 2021

Aug 12, 2021

BUY
$59.74 - $66.87 $142,898 - $159,953
2,392 Added 12.85%
21,006 $1.33 Million
Q1 2021

May 17, 2021

BUY
$48.31 - $61.55 $169,374 - $215,794
3,506 Added 23.21%
18,614 $1.12 Million
Q4 2020

Feb 12, 2021

SELL
$38.25 - $52.6 $37,599 - $51,705
-983 Reduced 6.11%
15,108 $750,000
Q3 2020

Nov 12, 2020

SELL
$37.79 - $46.18 $82,306 - $100,580
-2,178 Reduced 11.92%
16,091 $648,000
Q2 2020

Aug 12, 2020

BUY
$26.41 - $48.72 $172,853 - $318,872
6,545 Added 55.83%
18,269 $759,000
Q1 2020

May 11, 2020

BUY
$24.16 - $57.08 $55,036 - $130,028
2,278 Added 24.12%
11,724 $367,000
Q4 2019

Feb 13, 2020

BUY
$52.35 - $57.4 $99,255 - $108,830
1,896 Added 25.11%
9,446 $520,000
Q3 2019

Nov 13, 2019

BUY
$52.18 - $60.68 $97,576 - $113,471
1,870 Added 32.92%
7,550 $431,000
Q2 2019

Aug 12, 2019

SELL
$51.57 - $57.92 $6,033 - $6,776
-117 Reduced 2.02%
5,680 $329,000
Q1 2019

May 13, 2019

BUY
$43.39 - $53.09 $251,531 - $307,762
5,797 New
5,797 $291,000

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 $19.5B
  • 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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