Psi Advisors, LLC Principal Financial Group Inc Transaction History

Psi Advisors, LLC

$334 Million
Q4 2024

A detailed history of Psi Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Psi Advisors, LLC holds 10,084 shares of PFG stock, worth $818,215. This represents 0.23% of its overall portfolio holdings.

Number of Shares

10,084

Previous 10,284 1.94%

Holding current value

$818,215

Previous $883,000 11.66%

% of portfolio

0.23%

Previous 0.26%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$74.91 - $91.26 $14,982 - $18,252	-200 Reduced 1.94%	10,084 $780,000
Q3 2023 Oct 13, 2023	SELL	$72.0 - $84.1 $195,048 - $227,826	-2,709 Reduced 20.85%	10,284 $741,000
Q1 2023 Apr 25, 2023	SELL	$69.69 - $93.39 $36,308 - $48,656	-521 Reduced 3.86%	12,993 $965,000
Q4 2022 Jan 19, 2023	SELL	$75.39 - $95.0 $134,420 - $169,385	-1,783 Reduced 11.66%	13,514 $0
Q2 2022 Jul 18, 2022	SELL	$62.84 - $76.21 $52,408 - $63,559	-834 Reduced 5.17%	15,297 $1.02 Million
Q1 2022 Apr 20, 2022	BUY	$64.37 - $78.95 $6,630 - $8,131	103 Added 0.64%	16,131 $1.18 Million
Q4 2021 Feb 11, 2022	BUY	$65.12 - $73.93 $32,625 - $37,038	501 Added 3.23%	16,028 $1.16 Million
Q2 2021 Aug 10, 2021	SELL	$59.74 - $66.87 $119,480 - $133,740	-2,000 Reduced 11.41%	15,527 $981,000
Q1 2021 May 11, 2021	BUY	$48.31 - $61.55 $134,398 - $171,232	2,782 Added 18.87%	17,527 $1.05 Million
Q3 2020 Nov 12, 2020	SELL	$37.79 - $46.18 $793 - $969	-21 Reduced 0.14%	14,745 $593,000
Q1 2020 May 15, 2020	BUY	$24.16 - $57.08 $30,441 - $71,920	1,260 Added 9.33%	14,766 $462,000
Q4 2019 Feb 13, 2020	BUY	$52.35 - $57.4 $707,039 - $775,244	13,506 New	13,506 $742,000

Others Institutions Holding PFG

# of Institutions

833

Shares Held

159M

Call Options Held

177K

Put Options Held

119K

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 $20.2B
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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