Mackenzie Financial Corp Principal Financial Group Inc Transaction History

Mackenzie Financial Corp

$71.6 Billion
Q2 2025

A detailed history of Mackenzie Financial Corp transactions in Principal Financial Group Inc stock. As of the latest transaction made, Mackenzie Financial Corp holds 37,984 shares of PFG stock, worth $2.93 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

37,984

Previous 26,116 45.44%

Holding current value

$2.93 Million

Previous $2.2 Million 36.95%

% of portfolio

0.0%

Previous 0.0%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$69.56 - $86.19 $825,538 - $1.02 Million	11,868 Added 45.44%	37,984 $3.02 Million
Q1 2025 May 07, 2025	BUY	$76.34 - $89.04 $186,116 - $217,079	2,438 Added 10.3%	26,116 $2.2 Million
Q4 2024 Feb 14, 2025	SELL	$74.91 - $91.26 $538,902 - $656,524	-7,194 Reduced 23.3%	23,678 $1.83 Million
Q3 2024 Nov 13, 2024	SELL	$72.94 - $87.46 $29,613 - $35,508	-406 Reduced 1.3%	30,872 $2.65 Million
Q2 2024 Aug 14, 2024	SELL	$76.66 - $86.01 $65,390 - $73,366	-853 Reduced 2.65%	31,278 $2.45 Million
Q1 2024 May 10, 2024	BUY	$77.2 - $86.31 $351,491 - $392,969	4,553 Added 16.51%	32,131 $2.77 Million
Q4 2023 Jan 30, 2024	SELL	$66.88 - $79.58 $283,571 - $337,419	-4,240 Reduced 13.33%	27,578 $2.17 Million
Q3 2023 Oct 25, 2023	BUY	$72.0 - $84.1 $70,416 - $82,249	978 Added 3.17%	31,818 $2.29 Million
Q2 2023 Aug 03, 2023	BUY	$65.46 - $77.11 $138,775 - $163,473	2,120 Added 7.38%	30,840 $2.34 Million
Q1 2023 Apr 24, 2023	SELL	$69.69 - $93.39 $13,310 - $17,837	-191 Reduced 0.66%	28,720 $2.13 Million
Q4 2022 Feb 14, 2023	SELL	$75.39 - $95.0 $108,410 - $136,610	-1,438 Reduced 4.74%	28,911 $2.43 Million
Q3 2022 Oct 07, 2022	SELL	$61.13 - $79.78 $99,580 - $129,961	-1,629 Reduced 5.09%	30,349 $2.19 Million
Q2 2022 Aug 10, 2022	BUY	$62.84 - $76.21 $365,414 - $443,161	5,815 Added 22.23%	31,978 $2.14 Million
Q1 2022 May 13, 2022	BUY	$64.37 - $78.95 $155,582 - $190,822	2,417 Added 10.18%	26,163 $1.92 Million
Q4 2021 Feb 14, 2022	SELL	$65.12 - $73.93 $30,020 - $34,081	-461 Reduced 1.9%	23,746 $1.72 Million
Q3 2021 Nov 08, 2021	BUY	$59.2 - $68.12 $303,577 - $349,319	5,128 Added 26.88%	24,207 $1.56 Million
Q2 2021 Aug 11, 2021	BUY	$59.74 - $66.87 $323,850 - $362,502	5,421 Added 39.69%	19,079 $1.21 Million
Q1 2021 May 14, 2021	BUY	$48.31 - $61.55 $123,045 - $156,767	2,547 Added 22.92%	13,658 $819,000
Q4 2020 Feb 10, 2021	SELL	$38.25 - $52.6 $460,874 - $633,777	-12,049 Reduced 52.03%	11,111 $551,000
Q3 2020 Nov 13, 2020	SELL	$37.79 - $46.18 $8.93 Million - $10.9 Million	-236,257 Reduced 91.07%	23,160 $933,000
Q2 2020 Aug 13, 2020	SELL	$26.41 - $48.72 $4.57 Million - $8.43 Million	-173,043 Reduced 40.01%	259,417 $10.8 Million
Q1 2020 May 14, 2020	BUY	$24.16 - $57.08 $1.92 Million - $4.54 Million	79,620 Added 22.57%	432,460 $13.6 Million
Q4 2019 Feb 13, 2020	SELL	$52.35 - $57.4 $1.59 Million - $1.74 Million	-30,356 Reduced 7.92%	352,840 $19.4 Million
Q3 2019 Nov 14, 2019	BUY	$52.18 - $60.68 $18.1 Million - $21 Million	346,119 Added 933.51%	383,196 $21.9 Million
Q2 2019 Aug 14, 2019	SELL	$51.57 - $57.92 $301,271 - $338,368	-5,842 Reduced 13.61%	37,077 $2.15 Million
Q1 2019 May 15, 2019	SELL	$43.39 - $53.09 $1.58 Million - $1.93 Million	-36,399 Reduced 45.89%	42,919 $2.15 Million
Q4 2018 Feb 06, 2019	BUY	$41.08 - $60.65 $3.04 Million - $4.49 Million	74,065 Added 1409.96%	79,318 $3.5 Million
Q3 2018 Nov 15, 2018	BUY	$52.86 - $59.54 $4,493 - $5,060	85 Added 1.64%	5,253 $308,000
Q2 2018 Aug 13, 2018	BUY	$52.58 - $61.46 $73,874 - $86,351	1,405 Added 37.34%	5,168 $274,000
Q1 2018 May 14, 2018	BUY	$57.76 - $75.04 $217,350 - $282,375	3,763 New	3,763 $229,000

Others Institutions Holding PFG

# of Institutions

916

Shares Held

164M

Call Options Held

112K

Put Options Held

98.7K

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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Mackenzie Financial Corp Principal Financial Group Inc Transaction History