A detailed history of Modern Wealth Management, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Modern Wealth Management, LLC holds 10,259 shares of PFG stock, worth $789,635. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,259
Previous 10,259 -0.0%
Holding current value
$789,635
Previous $866 Million 99.9%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

SELL
$76.34 - $89.04 $44,124 - $51,465
-578 Reduced 5.33%
10,259 $866 Million
Q4 2024

May 30, 2025

BUY
$74.91 - $91.26 $43,297 - $52,748
578 Added 5.63%
10,837 $838,000
Q4 2024

May 29, 2025

BUY
$74.91 - $91.26 $43,297 - $52,748
578 Added 5.63%
10,837 $838,000
Q4 2024

Feb 11, 2025

BUY
$74.91 - $91.26 $449 - $547
6 Added 0.06%
10,837 $914 Million
Q3 2024

May 30, 2025

BUY
$72.94 - $87.46 $41,721 - $50,027
572 Added 5.58%
10,831 $930,000
Q3 2024

May 29, 2025

BUY
$72.94 - $87.46 $41,721 - $50,027
572 Added 5.58%
10,831 $930,000
Q3 2024

Nov 05, 2024

SELL
$72.94 - $87.46 $12,764 - $15,305
-175 Reduced 1.59%
10,831 $930 Million
Q2 2024

May 29, 2025

BUY
$76.66 - $86.01 $57,265 - $64,249
747 Added 7.28%
11,006 $863,000
Q2 2024

Aug 07, 2024

BUY
$76.66 - $86.01 $2,529 - $2,838
33 Added 0.3%
11,006 $863 Million
Q1 2024

May 28, 2025

SELL
$77.2 - $86.31 $39,140 - $43,759
-507 Reduced 4.94%
9,752 $842 Million
Q1 2024

May 13, 2024

BUY
$77.2 - $86.31 $93,103 - $104,089
1,206 Added 12.35%
10,973 $921 Million
Q4 2023

May 28, 2025

SELL
$66.88 - $79.58 $32,904 - $39,153
-492 Reduced 4.8%
9,767 $768 Million
Q4 2023

Feb 14, 2024

BUY
$66.88 - $79.58 $653,216 - $777,257
9,767 New
9,767 $768 Million

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 $19.2B
  • 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
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