A detailed history of Sound View Wealth Advisors Group, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 24,441 shares of PFG stock, worth $2.1 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
24,441
Previous 18,815 29.9%
Holding current value
$2.1 Million
Previous $1.48 Million 42.21%
% of portfolio
0.17%
Previous 0.15%

Shares

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

Nov 12, 2024

BUY
$72.94 - $87.46 $410,360 - $492,049
5,626 Added 29.9%
24,441 $2.1 Million
Q2 2024

Aug 05, 2024

BUY
$76.66 - $86.01 $112,306 - $126,004
1,465 Added 8.44%
18,815 $1.48 Million
Q1 2024

May 09, 2024

BUY
$77.2 - $86.31 $444,826 - $497,318
5,762 Added 49.72%
17,350 $1.5 Million
Q4 2023

Feb 08, 2024

BUY
$66.88 - $79.58 $29,761 - $35,413
445 Added 3.99%
11,588 $911,000
Q3 2023

Nov 07, 2023

SELL
$72.0 - $84.1 $260,640 - $304,442
-3,620 Reduced 24.52%
11,143 $803,000
Q2 2023

Aug 08, 2023

BUY
$65.46 - $77.11 $164,762 - $194,085
2,517 Added 20.55%
14,763 $1.12 Million
Q1 2023

May 12, 2023

BUY
$69.69 - $93.39 $346,847 - $464,802
4,977 Added 68.47%
12,246 $910,000
Q4 2022

Feb 08, 2023

SELL
$75.39 - $95.0 $275,927 - $347,700
-3,660 Reduced 33.49%
7,269 $610,000
Q3 2022

Nov 08, 2022

BUY
$61.13 - $79.78 $355,409 - $463,840
5,814 Added 113.67%
10,929 $789,000
Q2 2022

Aug 05, 2022

BUY
$62.84 - $76.21 $16,778 - $20,348
267 Added 5.51%
5,115 $342,000
Q1 2022

May 11, 2022

BUY
$64.37 - $78.95 $312,065 - $382,749
4,848 New
4,848 $356,000

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 $21.4B
  • 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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