A detailed history of Hb Wealth Management, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Hb Wealth Management, LLC holds 3,827 shares of PFG stock, worth $297,740. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,827
Previous 3,044 25.72%
Holding current value
$297,740
Previous $238,000 37.82%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$72.94 - $87.46 $57,112 - $68,481
783 Added 25.72%
3,827 $328,000
Q2 2024

Jul 26, 2024

BUY
$76.66 - $86.01 $19,241 - $21,588
251 Added 8.99%
3,044 $238,000
Q1 2024

Apr 30, 2024

SELL
$77.2 - $86.31 $17,138 - $19,160
-222 Reduced 7.36%
2,793 $241,000
Q4 2023

Jan 16, 2024

SELL
$66.88 - $79.58 $123,460 - $146,904
-1,846 Reduced 37.98%
3,015 $237,000
Q3 2023

Oct 13, 2023

BUY
$72.0 - $84.1 $349,992 - $408,810
4,861 New
4,861 $350,000
Q1 2023

Apr 13, 2023

BUY
$69.69 - $93.39 $7,805 - $10,459
112 Added 3.56%
3,259 $242,000
Q4 2022

Jan 20, 2023

BUY
$75.39 - $95.0 $237,252 - $298,965
3,147 New
3,147 $0

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 $19.4B
  • 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...
More about PFG
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