A detailed history of Rothschild Investment LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Rothschild Investment LLC holds 3,083 shares of PFG stock, worth $263,442. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,083
Previous 3,192 3.41%
Holding current value
$263,442
Previous $250 Million 5.76%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 18, 2024

SELL
$72.94 - $87.46 $7,950 - $9,533
-109 Reduced 3.41%
3,083 $265 Million
Q2 2024

Jul 30, 2024

BUY
$76.66 - $86.01 $244,698 - $274,543
3,192 New
3,192 $250 Million
Q1 2024

Jul 31, 2024

BUY
$77.2 - $86.31 $4,632 - $5,178
60 Added 1.84%
3,324 $287 Million
Q4 2023

Jul 31, 2024

BUY
$66.88 - $79.58 $4,815 - $5,729
72 Added 2.26%
3,264 $257 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 $21.3B
  • 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 Rothschild Investment LLC Portfolio

Follow Rothschild Investment LLC 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 Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.