A detailed history of Principia Wealth Advisory, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 6 shares of PFG stock, worth $506. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6
Previous 4 50.0%
Holding current value
$506
Previous $310,000 49.68%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025

BUY
$76.34 - $89.04 $152 - $178
2 Added 50.0%
6 $464,000
Q4 2024

Apr 11, 2025

BUY
$74.91 - $91.26 $299 - $365
4 New
4 $310,000

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 $21B
  • 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
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