Jeremy Grantham Principal Financial Group Inc Transaction History

Grantham, Mayo, Van Otterloo & Co. LLC

$31.4 Billion
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$72.0 - $84.1 $4.85 Million - $5.67 Million	-67,393 Reduced 82.94%	13,861 $998,000
Q2 2023 Aug 14, 2023	SELL	$65.46 - $77.11 $1.66 Million - $1.96 Million	-25,398 Reduced 23.81%	81,254 $6.16 Million
Q1 2023 May 12, 2023	BUY	$69.69 - $93.39 $104,535 - $140,085	1,500 Added 1.43%	106,652 $7.93 Million
Q4 2022 Feb 13, 2023	BUY	$75.39 - $95.0 $6.68 Million - $8.41 Million	88,552 Added 533.45%	105,152 $8.82 Million
Q3 2022 Nov 10, 2022	BUY	$61.13 - $79.78 $195,616 - $255,296	3,200 Added 23.88%	16,600 $1.2 Million
Q2 2022 Aug 12, 2022	SELL	$62.84 - $76.21 $6.51 Million - $7.9 Million	-103,600 Reduced 88.55%	13,400 $895,000
Q1 2022 May 13, 2022	SELL	$64.37 - $78.95 $4.8 Million - $5.88 Million	-74,528 Reduced 38.91%	117,000 $8.59 Million
Q4 2021 Feb 11, 2022	BUY	$65.12 - $73.93 $2.76 Million - $3.13 Million	42,354 Added 28.39%	191,528 $13.9 Million
Q3 2021 Nov 12, 2021	BUY	$59.2 - $68.12 $1.34 Million - $1.55 Million	22,695 Added 17.94%	149,174 $9.61 Million
Q2 2021 Aug 12, 2021	BUY	$59.74 - $66.87 $2.87 Million - $3.21 Million	48,029 Added 61.22%	126,479 $7.99 Million
Q1 2021 May 13, 2021	BUY	$48.31 - $61.55 $1.28 Million - $1.63 Million	26,471 Added 50.93%	78,450 $4.7 Million
Q4 2020 Feb 12, 2021	BUY	$38.25 - $52.6 $1.99 Million - $2.73 Million	51,979 New	51,979 $2.58 Million
Q2 2020 Aug 13, 2020	SELL	$26.41 - $48.72 $529,863 - $977,469	-20,063 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$24.16 - $57.08 $454,087 - $1.07 Million	-18,795 Reduced 48.37%	20,063 $629,000
Q4 2019 Feb 13, 2020	BUY	$52.35 - $57.4 $940,101 - $1.03 Million	17,958 Added 85.92%	38,858 $2.14 Million
Q3 2019 Nov 13, 2019	BUY	$52.18 - $60.68 $1.09 Million - $1.27 Million	20,900 New	20,900 $1.19 Million
Q3 2018 Nov 14, 2018	SELL	$52.86 - $59.54 $566,923 - $638,566	-10,725 Closed	0 $0
Q2 2018 Aug 14, 2018	SELL	$52.58 - $61.46 $9.83 Million - $11.5 Million	-186,900 Reduced 94.57%	10,725 $568,000
Q1 2018 May 15, 2018	SELL	$57.76 - $75.04 $2.3 Million - $2.99 Million	-39,900 Reduced 16.8%	197,625 $12 Million
Q4 2017 Feb 14, 2018	BUY	$64.92 - $71.76 $876,420 - $968,760	13,500 Added 6.03%	237,525 $16.8 Million
Q3 2017 Nov 14, 2017	SELL	$59.92 - $67.04 $2.48 Million - $2.78 Million	-41,400 Reduced 15.6%	224,025 $14.4 Million
Q2 2017 Aug 14, 2017	BUY	N/A	265,425	265,425 $17 Million

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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