First Republic Investment Management, Inc. Principal Financial Group Inc Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

A detailed history of First Republic Investment Management, Inc. transactions in Principal Financial Group Inc stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 29,294 shares of PFG stock, worth $2.26 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

29,294

Previous 31,329 6.5%

Holding current value

$2.26 Million

Previous $2.38 Million 11.12%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	SELL	$72.0 - $84.1 $146,520 - $171,143	-2,035 Reduced 6.5%	29,294 $2.11 Million
Q2 2023 Jul 28, 2023	SELL	$65.46 - $77.11 $453,114 - $533,755	-6,922 Reduced 18.1%	31,329 $2.38 Million
Q1 2023 May 11, 2023	BUY	$69.69 - $93.39 $216,387 - $289,975	3,105 Added 8.83%	38,251 $2.84 Million
Q4 2022 Feb 13, 2023	SELL	$75.39 - $95.0 $11,157 - $14,060	-148 Reduced 0.42%	35,146 $2.95 Million
Q3 2022 Nov 03, 2022	BUY	$61.13 - $79.78 $603,597 - $787,747	9,874 Added 38.84%	35,294 $2.55 Million
Q2 2022 Aug 16, 2022	BUY	$62.84 - $76.21 $19,543 - $23,701	311 Added 1.24%	25,420 $1.7 Million
Q1 2022 May 16, 2022	SELL	$64.37 - $78.95 $59,413 - $72,870	-923 Reduced 3.55%	25,109 $1.84 Million
Q4 2021 Feb 09, 2022	BUY	$65.12 - $73.93 $180,838 - $205,303	2,777 Added 11.94%	26,032 $1.88 Million
Q3 2021 Nov 12, 2021	BUY	$59.2 - $68.12 $304,110 - $349,932	5,137 Added 28.35%	23,255 $1.5 Million
Q2 2021 Aug 16, 2021	BUY	$59.74 - $66.87 $119,002 - $133,205	1,992 Added 12.35%	18,118 $1.15 Million
Q1 2021 May 14, 2021	BUY	$48.31 - $61.55 $17,488 - $22,281	362 Added 2.3%	16,126 $967,000
Q4 2020 Feb 16, 2021	BUY	$38.25 - $52.6 $29,414 - $40,449	769 Added 5.13%	15,764 $782,000
Q3 2020 Nov 12, 2020	BUY	$37.79 - $46.18 $54,190 - $66,222	1,434 Added 10.57%	14,995 $604,000
Q2 2020 Aug 13, 2020	SELL	$26.41 - $48.72 $69,299 - $127,841	-2,624 Reduced 16.21%	13,561 $563,000
Q1 2020 May 13, 2020	BUY	$24.16 - $57.08 $391,029 - $923,839	16,185 New	16,185 $507,000

Others Institutions Holding PFG

# of Institutions

836

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 $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...

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First Republic Investment Management, Inc. Principal Financial Group Inc Transaction History