Montag A & Associates Inc Principal Financial Group Inc Transaction History

Montag A & Associates Inc

$2.02 Billion
Q2 2025

A detailed history of Montag A & Associates Inc transactions in Principal Financial Group Inc stock. As of the latest transaction made, Montag A & Associates Inc holds 14,065 shares of PFG stock, worth $1.18 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

14,065

Previous 16,192 13.14%

Holding current value

$1.18 Million

Previous $1.37 Million 18.23%

% of portfolio

0.06%

Previous 0.07%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$69.56 - $86.19 $147,954 - $183,326	-2,127 Reduced 13.14%	14,065 $1.12 Million
Q2 2024 Jul 31, 2024	SELL	$76.66 - $86.01 $80,416 - $90,224	-1,049 Reduced 6.08%	16,192 $1.27 Million
Q1 2024 May 07, 2024	SELL	$77.2 - $86.31 $27,406 - $30,640	-355 Reduced 2.02%	17,241 $1.49 Million
Q3 2023 Nov 09, 2023	SELL	$72.0 - $84.1 $25,200 - $29,434	-350 Reduced 1.95%	17,596 $1.27 Million
Q2 2023 Aug 09, 2023	SELL	$65.46 - $77.11 $41,239 - $48,579	-630 Reduced 3.39%	17,946 $1.36 Million
Q2 2022 Aug 10, 2022	SELL	$62.84 - $76.21 $62,840 - $76,210	-1,000 Reduced 5.11%	18,576 $1.24 Million
Q1 2022 May 02, 2022	SELL	$64.37 - $78.95 $193,110 - $236,850	-3,000 Reduced 13.29%	19,576 $1.44 Million
Q4 2021 Feb 09, 2022	SELL	$65.12 - $73.93 $135,840 - $154,217	-2,086 Reduced 8.46%	22,576 $1.63 Million
Q3 2021 Nov 08, 2021	SELL	$59.2 - $68.12 $29,600 - $34,060	-500 Reduced 1.99%	24,662 $1.59 Million
Q2 2021 Aug 03, 2021	SELL	$59.74 - $66.87 $179,220 - $200,610	-3,000 Reduced 10.65%	25,162 $1.59 Million
Q1 2021 May 14, 2021	SELL	$48.31 - $61.55 $42,899 - $54,656	-888 Reduced 3.06%	28,162 $1.69 Million
Q4 2020 Feb 12, 2021	BUY	$38.25 - $52.6 $30,600 - $42,080	800 Added 2.83%	29,050 $1.44 Million
Q3 2020 Nov 12, 2020	SELL	$37.79 - $46.18 $122,817 - $150,085	-3,250 Reduced 10.32%	28,250 $1.14 Million
Q1 2020 May 06, 2020	BUY	$24.16 - $57.08 $4,832 - $11,416	200 Added 0.64%	31,500 $987,000
Q4 2019 Feb 05, 2020	SELL	$52.35 - $57.4 $78,525 - $86,100	-1,500 Reduced 4.57%	31,300 $1.72 Million
Q3 2019 Nov 04, 2019	SELL	$52.18 - $60.68 $21,654 - $25,182	-415 Reduced 1.25%	32,800 $1.87 Million
Q2 2019 Aug 06, 2019	SELL	$51.57 - $57.92 $40,482 - $45,467	-785 Reduced 2.31%	33,215 $1.92 Million
Q4 2018 Feb 06, 2019	SELL	$41.08 - $60.65 $115,024 - $169,820	-2,800 Reduced 7.61%	34,000 $1.5 Million
Q2 2018 Aug 01, 2018	SELL	$52.58 - $61.46 $76,241 - $89,117	-1,450 Reduced 3.79%	36,800 $1.95 Million
Q1 2018 May 07, 2018	BUY	$57.76 - $75.04 $309,593 - $402,214	5,360 Added 16.3%	38,250 $2.33 Million
Q4 2017 Feb 09, 2018	SELL	$64.92 - $71.76 $71,412 - $78,936	-1,100 Reduced 3.24%	32,890 $2.32 Million
Q3 2017 Nov 06, 2017	BUY	$59.92 - $67.04 $2.04 Million - $2.28 Million	33,990	33,990 $2.19 Million

Others Institutions Holding PFG

# of Institutions

922

Shares Held

166M

Call Options Held

121K

Put Options Held

94.8K

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 $20.9B
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...

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Montag A & Associates Inc Principal Financial Group Inc Transaction History