Heartwood Wealth Advisors LLC Principal Financial Group Inc Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 762 shares of PFG stock, worth $64,366. This represents 0.01% of its overall portfolio holdings.
Number of Shares
762Holding current value
$64,366% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding PFG
# of Institutions
929Shares Held
159MCall Options Held
139KPut Options Held
33.3K-
Vanguard Group Inc Valley Forge, PA27.1MShares$2.29 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY19.8MShares$1.67 Billion0.04% of portfolio
-
Nippon Life Insurance CO18.1MShares$1.53 Billion25.31% of portfolio
-
State Street Corp Boston, MA10.6MShares$892 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC8.43MShares$712 Million0.05% of portfolio
About PRINCIPAL FINANCIAL GROUP INC
- Ticker PFG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 249,236,992
- Market Cap $21.1B
- 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...