A detailed history of Private Wealth Management Group, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 146 shares of PFG stock, worth $12,332. This represents 0.0% of its overall portfolio holdings.

Number of Shares
146
Previous 145 0.69%
Holding current value
$12,332
Previous $11.5 Million 5.1%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025

BUY
$75.53 - $82.95 $75 - $82
1 Added 0.69%
146 $12.1 Million
Q2 2025

Jul 29, 2025

SELL
$69.56 - $86.19 $1,112 - $1,379
-16 Reduced 9.94%
145 $11.5 Million
Q4 2023

Feb 08, 2024

BUY
$66.88 - $79.58 $10,767 - $12,812
161 New
161 $12.7 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 $21.1B
  • 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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