A detailed history of Planning Capital Management Corp transactions in Principal Financial Group Inc stock. As of the latest transaction made, Planning Capital Management Corp holds 365 shares of PFG stock, worth $31,291. This represents 0.02% of its overall portfolio holdings.

Number of Shares
365
Previous 396 7.83%
Holding current value
$31,291
Previous $31.1 Million 0.93%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 06, 2024

SELL
$72.94 - $87.46 $2,261 - $2,711
-31 Reduced 7.83%
365 $31.4 Million
Q4 2023

Feb 14, 2024

BUY
$66.88 - $79.58 $26,484 - $31,513
396 New
396 $31.2 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 $21.4B
  • 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 Planning Capital Management Corp Portfolio

Follow Planning Capital Management Corp 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 Planning Capital Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Planning Capital Management Corp with notifications on news.