Palisade Asset Management, LLC Principal Financial Group Inc Transaction History

Palisade Asset Management, LLC

$969 Million
Q4 2024

A detailed history of Palisade Asset Management, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Palisade Asset Management, LLC holds 7,162 shares of PFG stock, worth $596,308. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,162

Previous 6,946 3.11%

Holding current value

$596,308

Previous $596,000 7.05%

% of portfolio

0.06%

Previous 0.06%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$74.91 - $91.26 $16,180 - $19,712	216 Added 3.11%	7,162 $554,000
Q3 2024 Nov 12, 2024	BUY	$72.94 - $87.46 $10,649 - $12,769	146 Added 2.15%	6,946 $596,000
Q3 2023 Nov 07, 2023	SELL	$72.0 - $84.1 $7,200 - $8,410	-100 Reduced 1.45%	6,800 $490,000
Q1 2023 May 09, 2023	SELL	$69.69 - $93.39 $12,544 - $16,810	-180 Reduced 2.54%	6,900 $512,000
Q4 2022 Feb 06, 2023	BUY	$75.39 - $95.0 $2,261 - $2,850	30 Added 0.43%	7,080 $594,000
Q3 2022 Nov 09, 2022	SELL	$61.13 - $79.78 $12,226 - $15,956	-200 Reduced 2.76%	7,050 $509,000
Q1 2022 Apr 21, 2022	BUY	$64.37 - $78.95 $193,110 - $236,850	3,000 Added 70.59%	7,250 $532,000
Q4 2021 Feb 01, 2022	SELL	$65.12 - $73.93 $195,360 - $221,790	-3,000 Reduced 41.38%	4,250 $307,000
Q3 2020 Oct 26, 2020	SELL	$37.79 - $46.18 $39,679 - $48,489	-1,050 Reduced 12.65%	7,250 $292,000
Q2 2020 Jul 27, 2020	SELL	$26.41 - $48.72 $3.15 Million - $5.8 Million	-119,131 Reduced 93.49%	8,300 $345,000
Q1 2020 Apr 24, 2020	BUY	$24.16 - $57.08 $335,582 - $792,841	13,890 Added 12.23%	127,431 $3.99 Million
Q4 2019 Jan 16, 2020	SELL	$52.35 - $57.4 $252,065 - $276,381	-4,815 Reduced 4.07%	113,541 $6.25 Million
Q3 2019 Oct 16, 2019	BUY	$52.18 - $60.68 $272,379 - $316,749	5,220 Added 4.61%	118,356 $6.76 Million
Q2 2019 Jul 25, 2019	BUY	$51.57 - $57.92 $966,937 - $1.09 Million	18,750 Added 19.87%	113,136 $6.55 Million
Q1 2019 Apr 15, 2019	SELL	$43.39 - $53.09 $3.14 Million - $3.84 Million	-72,321 Reduced 43.38%	94,386 $4.74 Million
Q4 2018 Jan 16, 2019	SELL	$41.08 - $60.65 $100,317 - $148,107	-2,442 Reduced 1.44%	166,707 $7.36 Million
Q3 2018 Oct 19, 2018	BUY	$52.86 - $59.54 $497,254 - $560,092	9,407 Added 5.89%	169,149 $9.91 Million
Q2 2018 Jul 27, 2018	BUY	$52.58 - $61.46 $710,776 - $830,816	13,518 Added 9.24%	159,742 $8.46 Million
Q1 2018 Apr 25, 2018	BUY	$57.76 - $75.04 $8.45 Million - $11 Million	146,224 New	146,224 $8.91 Million

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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Palisade Asset Management, LLC Principal Financial Group Inc Transaction History