Rockefeller Capital Management L.P. Principal Financial Group Inc Transaction History

Rockefeller Capital Management L.P.

$42.4 Billion
Q2 2025

A detailed history of Rockefeller Capital Management L.P. transactions in Principal Financial Group Inc stock. As of the latest transaction made, Rockefeller Capital Management L.P. holds 24,037 shares of PFG stock, worth $1.91 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

24,037

Previous 24,037 -0.0%

Holding current value

$1.91 Million

Previous $1.91 Million -0.0%

% of portfolio

0.0%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$69.56 - $86.19 $654,350 - $810,789	9,407 Added 64.3%	24,037 $1.91 Million
Q1 2025 May 14, 2025	SELL	$76.34 - $89.04 $147,183 - $171,669	-1,928 Reduced 11.64%	14,630 $1.23 Million
Q4 2024 Feb 13, 2025	SELL	$74.91 - $91.26 $38,279 - $46,633	-511 Reduced 2.99%	16,558 $1.28 Million
Q3 2024 Nov 14, 2024	SELL	$72.94 - $87.46 $84,318 - $101,103	-1,156 Reduced 6.34%	17,069 $1.47 Million
Q2 2024 Aug 12, 2024	BUY	$76.66 - $86.01 $1.4 Million - $1.57 Million	18,225 New	18,225 $1.43 Million
Q2 2023 Aug 14, 2023	SELL	$65.46 - $77.11 $11,324 - $13,340	-173 Reduced 3.28%	5,101 $386,000
Q1 2023 May 17, 2023	BUY	$69.69 - $93.39 $4,947 - $6,630	71 Added 1.36%	5,274 $391,000
Q4 2022 Mar 06, 2023	SELL	$75.39 - $95.0 $78,480 - $98,895	-1,041 Reduced 16.67%	5,203 $436,000
Q3 2022 Nov 02, 2022	BUY	$61.13 - $79.78 $38,634 - $50,420	632 Added 11.26%	6,244 $450,000
Q2 2022 Aug 12, 2022	BUY	$62.84 - $76.21 $93,066 - $112,867	1,481 Added 35.85%	5,612 $374,000
Q1 2022 May 13, 2022	BUY	$64.37 - $78.95 $256,836 - $315,010	3,990 Added 2829.79%	4,131 $303,000
Q4 2021 Feb 14, 2022	SELL	$65.12 - $73.93 $2,214 - $2,513	-34 Reduced 19.43%	141 $10,000
Q3 2021 Nov 12, 2021	SELL	$59.2 - $68.12 $5,150 - $5,926	-87 Reduced 33.21%	175 $11,000
Q2 2021 Aug 10, 2021	SELL	$59.74 - $66.87 $3,823 - $4,279	-64 Reduced 19.63%	262 $16,000
Q1 2021 May 11, 2021	SELL	$48.31 - $61.55 $19,662 - $25,050	-407 Reduced 55.53%	326 $19,000
Q4 2020 Feb 12, 2021	SELL	$38.25 - $52.6 $44,178 - $60,753	-1,155 Reduced 61.18%	733 $35,000
Q3 2020 Nov 13, 2020	BUY	$37.79 - $46.18 $59,859 - $73,149	1,584 Added 521.05%	1,888 $76,000
Q2 2020 Aug 12, 2020	SELL	$26.41 - $48.72 $1,584 - $2,923	-60 Reduced 16.48%	304 $13,000
Q1 2020 May 12, 2020	BUY	$24.16 - $57.08 $6,692 - $15,811	277 Added 318.39%	364 $11,000
Q4 2019 Feb 07, 2020	BUY	$52.35 - $57.4 $4,554 - $4,993	87 New	87 $5,000
Q2 2019 Aug 09, 2019	SELL	$51.57 - $57.92 $15,058 - $16,912	-292 Closed	0 $0
Q1 2019 May 10, 2019	BUY	$43.39 - $53.09 $12,669 - $15,502	292 New	292 $15,000

Others Institutions Holding PFG

# of Institutions

915

Shares Held

165M

Call Options Held

121K

Put Options Held

94.8K

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 $19.8B
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...

More about PFG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rockefeller Capital Management L.P., based on Form 13F filings with the SEC.

News

Stay updated on Rockefeller Capital Management L.P. with notifications on news.

Account

Rockefeller Capital Management L.P. Principal Financial Group Inc Transaction History