Modern Wealth Management, LLC Principal Financial Group Inc Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
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 11,100 shares of PFG stock, worth $932,844. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,100
Previous 10,259
8.2%
Holding current value
$932,844
Previous $865,000
1.85%
% of portfolio
0.02%
Previous 0.03%
Shares
14 transactions
Others Institutions Holding PFG
# of Institutions
922Shares Held
166MCall Options Held
121KPut Options Held
94.8K-
Vanguard Group Inc Valley Forge, PA27.3MShares$2.3 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY19.8MShares$1.66 Billion0.04% of portfolio
-
Nippon Life Insurance CO18.1MShares$1.52 Billion21.77% of portfolio
-
Bank Of America Corp Charlotte, NC12.4MShares$1.04 Billion0.07% of portfolio
-
State Street Corp Boston, MA10.7MShares$899 Million0.03% of portfolio
About PRINCIPAL FINANCIAL GROUP INC
- Ticker PFG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 249,236,992
- Market Cap $20.9B
- 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...