Mercer Global Advisors Inc Principal Financial Group Inc Transaction History

Mercer Global Advisors Inc

$40.5 Billion
Q4 2024

A detailed history of Mercer Global Advisors Inc transactions in Principal Financial Group Inc stock. As of the latest transaction made, Mercer Global Advisors Inc holds 19,794 shares of PFG stock, worth $1.65 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

19,794

Previous 23,431 15.52%

Holding current value

$1.65 Million

Previous $2.01 Million 23.86%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$74.91 - $91.26 $272,447 - $331,912	-3,637 Reduced 15.52%	19,794 $1.53 Million
Q3 2024 Nov 13, 2024	BUY	$72.94 - $87.46 $234,575 - $281,271	3,216 Added 15.91%	23,431 $2.01 Million
Q2 2024 Aug 12, 2024	SELL	$76.66 - $86.01 $155,236 - $174,170	-2,025 Reduced 9.11%	20,215 $1.59 Million
Q1 2024 May 15, 2024	SELL	$77.2 - $86.31 $2.26 Million - $2.52 Million	-29,232 Reduced 56.79%	22,240 $1.92 Million
Q4 2023 Feb 14, 2024	SELL	$66.88 - $79.58 $12.5 Million - $14.8 Million	-186,459 Reduced 78.37%	51,472 $4.05 Million
Q3 2023 Nov 13, 2023	BUY	$72.0 - $84.1 $2.1 Million - $2.45 Million	29,181 Added 13.98%	237,931 $17.1 Million
Q2 2023 Aug 14, 2023	BUY	$65.46 - $77.11 $326,579 - $384,701	4,989 Added 2.45%	208,750 $15.8 Million
Q1 2023 May 15, 2023	BUY	$69.69 - $93.39 $5.28 Million - $7.08 Million	75,780 Added 59.21%	203,761 $15.1 Million
Q4 2022 Feb 08, 2023	BUY	$75.39 - $95.0 $1.48 Million - $1.87 Million	19,660 Added 18.15%	127,981 $10.7 Million
Q3 2022 Nov 15, 2022	BUY	$61.13 - $79.78 $6.24 Million - $8.15 Million	102,143 Added 1653.33%	108,321 $7.82 Million
Q2 2022 Aug 10, 2022	BUY	$62.84 - $76.21 $54,859 - $66,531	873 Added 16.46%	6,178 $413,000
Q1 2022 May 10, 2022	SELL	$64.37 - $78.95 $2,252 - $2,763	-35 Reduced 0.66%	5,305 $389,000
Q4 2021 Feb 04, 2022	BUY	$65.12 - $73.93 $27,806 - $31,568	427 Added 8.69%	5,340 $386,000
Q3 2021 Nov 10, 2021	BUY	$59.2 - $68.12 $19,772 - $22,752	334 Added 7.29%	4,913 $317,000
Q2 2021 Aug 10, 2021	BUY	$59.74 - $66.87 $267,276 - $299,176	4,474 Added 4260.95%	4,579 $289,000
Q1 2021 Aug 10, 2021	BUY	$48.31 - $61.55 $5,072 - $6,462	105 New	105 $6,000
Q2 2020 Aug 10, 2020	SELL	$26.41 - $48.72 $358,146 - $660,691	-13,561 Closed	0 $0
Q1 2020 May 18, 2020	BUY	$24.16 - $57.08 $79,268 - $187,279	3,281 Added 31.92%	13,561 $425,000
Q4 2019 Feb 13, 2020	SELL	$52.35 - $57.4 $83,027 - $91,036	-1,586 Reduced 13.37%	10,280 $565,000
Q3 2019 Nov 12, 2019	SELL	$52.18 - $60.68 $73,991 - $86,044	-1,418 Reduced 10.67%	11,866 $678,000
Q2 2019 Aug 14, 2019	BUY	$51.57 - $57.92 $161,517 - $181,405	3,132 Added 30.85%	13,284 $769,000
Q1 2019 Apr 23, 2019	BUY	$43.39 - $53.09 $149,999 - $183,532	3,457 Added 51.64%	10,152 $510,000
Q1 2019 Apr 12, 2019	BUY	$43.39 - $53.09 $290,496 - $355,437	6,695 New	6,695 $296,000

Others Institutions Holding PFG

# of Institutions

861

Shares Held

162M

Call Options Held

219K

Put Options Held

87.5K

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 $20.8B
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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Mercer Global Advisors Inc Principal Financial Group Inc Transaction History