A detailed history of Orion Portfolio Solutions, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 2,794 shares of PFG stock, worth $215,976. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,794
Holding current value
$215,976
% of portfolio
0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 15, 2024

BUY
$72.94 - $87.46 $203,794 - $244,363
2,794 New
2,794 $240,000
Q1 2023

Aug 30, 2023

BUY
$69.69 - $93.39 $220,359 - $295,299
3,162 New
3,162 $234,000
Q1 2023

May 15, 2023

BUY
$69.69 - $93.39 $19,931 - $26,709
286 Added 9.94%
3,162 $234,000
Q4 2022

Feb 08, 2023

BUY
$75.39 - $95.0 $216,821 - $273,220
2,876 New
2,876 $241,000
Q3 2020

Nov 13, 2020

SELL
$37.79 - $46.18 $71,801 - $87,742
-1,900 Closed
0 $0
Q2 2020

Aug 19, 2020

BUY
$26.41 - $48.72 $2,825 - $5,213
107 Added 5.97%
1,900 $79,000
Q1 2020

May 15, 2020

SELL
$24.16 - $57.08 $163,756 - $386,888
-6,778 Reduced 79.08%
1,793 $56,000
Q4 2019

Feb 14, 2020

BUY
$52.35 - $57.4 $448,691 - $491,975
8,571 New
8,571 $471,000

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 $19.3B
  • 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...
More about PFG
Track This Portfolio

Track Orion Portfolio Solutions, LLC Portfolio

Follow Orion Portfolio Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Orion Portfolio Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orion Portfolio Solutions, LLC with notifications on news.