A detailed history of Institutional & Family Asset Management, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 195 shares of PFG stock, worth $16,879. This represents 0.0% of its overall portfolio holdings.

Number of Shares
195
Previous 195 -0.0%
Holding current value
$16,879
Previous $16,000 6.25%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 08, 2024

SELL
$77.2 - $86.31 $4,940 - $5,523
-64 Reduced 24.71%
195 $16,000
Q3 2023

Nov 13, 2023

SELL
$72.0 - $84.1 $216 - $252
-3 Reduced 1.15%
259 $18,000
Q2 2023

Aug 09, 2023

BUY
$65.46 - $77.11 $196 - $231
3 Added 1.16%
262 $19,000
Q4 2021

Feb 14, 2022

SELL
$65.12 - $73.93 $71,632 - $81,323
-1,100 Reduced 80.94%
259 $19,000
Q2 2021

Aug 10, 2021

SELL
$59.74 - $66.87 $139,552 - $156,208
-2,336 Reduced 63.22%
1,359 $86,000
Q3 2019

Nov 14, 2019

BUY
$52.18 - $60.68 $5,583 - $6,492
107 Added 2.98%
3,695 $211,000
Q1 2019

May 13, 2019

BUY
$43.39 - $53.09 $26,034 - $31,854
600 Added 20.08%
3,588 $180,000
Q2 2018

Aug 13, 2018

BUY
$52.58 - $61.46 $19,139 - $22,371
364 Added 13.87%
2,988 $158,000
Q1 2018

May 14, 2018

BUY
$57.76 - $75.04 $151,562 - $196,904
2,624 New
2,624 $160,000

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 $21.6B
  • 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 Institutional & Family Asset Management, LLC Portfolio

Follow Institutional & Family Asset Management, LLC 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 Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.