Envestnet Asset Management Inc Principal Financial Group Inc Transaction History

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Principal Financial Group Inc stock. As of the latest transaction made, Envestnet Asset Management Inc holds 49,183 shares of PFG stock, worth $3.8 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
49,183
Previous 43,726 12.48%
Holding current value
$3.8 Million
Previous $3.38 Million 22.61%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 29, 2025
BUY
$76.34 - $89.04 $416,587 - $485,891
5,457 Added 12.48%
49,183 $4.15 Million
Q4 2024

Feb 12, 2025
BUY
$74.91 - $91.26 $256,641 - $312,656
3,426 Added 8.5%
43,726 $3.38 Million
Q3 2024

Nov 06, 2024
SELL
$72.94 - $87.46 $137,346 - $164,687
-1,883 Reduced 4.46%
40,300 $3.46 Million
Q2 2024

Aug 08, 2024
SELL
$76.66 - $86.01 $1.65 Million - $1.85 Million
-21,500 Reduced 33.76%
42,183 $3.31 Million
Q1 2024

May 13, 2024
BUY
$77.2 - $86.31 $32,732 - $36,595
424 Added 0.67%
63,683 $5.5 Million
Q4 2023

Feb 13, 2024
SELL
$66.88 - $79.58 $9.15 Million - $10.9 Million
-136,860 Reduced 68.39%
63,259 $4.98 Million
Q3 2023

Nov 13, 2023
SELL
$72.0 - $84.1 $17.2 Million - $20.1 Million
-239,104 Reduced 54.44%
200,119 $14.4 Million
Q2 2023

Aug 04, 2023
SELL
$65.46 - $77.11 $241 Million - $284 Million
-3,685,735 Reduced 89.35%
439,223 $33.3 Million
Q1 2023

May 11, 2023
BUY
$69.69 - $93.39 $260 Million - $348 Million
3,725,293 Added 932.1%
4,124,958 $307 Million
Q4 2022

Feb 07, 2023
BUY
$75.39 - $95.0 $8.95 Million - $11.3 Million
118,684 Added 42.24%
399,665 $33.5 Million
Q3 2022

Nov 10, 2022
BUY
$61.13 - $79.78 $14.6 Million - $19 Million
238,436 Added 560.43%
280,981 $20.3 Million
Q2 2022

Aug 03, 2022
BUY
$62.84 - $76.21 $20,045 - $24,310
319 Added 0.76%
42,545 $2.84 Million
Q1 2022

May 04, 2022
SELL
$64.37 - $78.95 $109,364 - $134,136
-1,699 Reduced 3.87%
42,226 $3.1 Million
Q4 2021

Feb 04, 2022
BUY
$65.12 - $73.93 $453,886 - $515,292
6,970 Added 18.86%
43,925 $3.18 Million
Q3 2021

Oct 07, 2021
SELL
$59.2 - $68.12 $197,668 - $227,452
-3,339 Reduced 8.29%
36,955 $2.38 Million
Q2 2021

Aug 04, 2021
BUY
$59.74 - $66.87 $250,489 - $280,385
4,193 Added 11.61%
40,294 $2.55 Million
Q1 2021

May 04, 2021
BUY
$48.31 - $61.55 $112,900 - $143,842
2,337 Added 6.92%
36,101 $2.17 Million
Q4 2020

Feb 02, 2021
SELL
$38.25 - $52.6 $3.03 Million - $4.17 Million
-79,194 Reduced 70.11%
33,764 $1.68 Million
Q3 2020

Oct 09, 2020
BUY
$37.79 - $46.18 $669,223 - $817,801
17,709 Added 18.59%
112,958 $4.55 Million
Q2 2020

Jul 08, 2020
SELL
$26.41 - $48.72 $669,493 - $1.24 Million
-25,350 Reduced 21.02%
95,249 $3.96 Million
Q1 2020

Apr 23, 2020
SELL
$24.16 - $57.08 $346,792 - $819,326
-14,354 Reduced 10.64%
120,599 $3.78 Million
Q4 2019

Feb 11, 2020
SELL
$52.35 - $57.4 $510,621 - $559,879
-9,754 Reduced 6.74%
134,953 $7.42 Million
Q3 2019

Oct 17, 2019
SELL
$52.18 - $60.68 $591,042 - $687,322
-11,327 Reduced 7.26%
144,707 $8.27 Million
Q2 2019

Aug 02, 2019
BUY
$51.57 - $57.92 $2.14 Million - $2.4 Million
41,485 Added 36.22%
156,034 $9.04 Million
Q1 2019

May 10, 2019
SELL
$43.39 - $53.09 $9.99 Million - $12.2 Million
-230,324 Reduced 66.79%
114,549 $5.75 Million
Q4 2018

Feb 13, 2019
BUY
$41.08 - $60.65 $14.2 Million - $20.9 Million
344,873 New
344,873 $15.2 Million
Q3 2018

Nov 14, 2018
SELL
$52.86 - $59.54 $156,941 - $176,774
-2,969 Closed
0 $0
Q2 2018

Aug 10, 2018
SELL
$52.58 - $61.46 $12,566 - $14,688
-239 Reduced 7.45%
2,969 $157,000
Q1 2018

May 09, 2018
SELL
$57.76 - $75.04 $138,797 - $180,321
-2,403 Reduced 42.83%
3,208 $191,000
Q4 2017

Feb 20, 2018
SELL
$64.92 - $71.76 $109,000 - $120,485
-1,679 Reduced 23.03%
5,611 $395,000
Q3 2017

Nov 13, 2017
SELL
$59.92 - $67.04 $74,840 - $83,732
-1,249 Reduced 14.63%
7,290 $469,000
Q2 2017

Aug 14, 2017
BUY
N/A
8,539
8,539 $545,000

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 $19.3B
  • 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 Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc 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 Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email