A detailed history of Unison Advisors LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Unison Advisors LLC holds 58,463 shares of PFG stock, worth $4.92 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
58,463
Previous 57,940 0.9%
Holding current value
$4.92 Million
Previous $4.55 Million 10.5%
% of portfolio
0.61%
Previous 0.57%

Shares

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

Oct 08, 2024

BUY
$72.94 - $87.46 $38,147 - $45,741
523 Added 0.9%
58,463 $5.02 Million
Q2 2024

Jul 12, 2024

BUY
$76.66 - $86.01 $45,919 - $51,519
599 Added 1.04%
57,940 $4.55 Million
Q1 2024

Apr 12, 2024

BUY
$77.2 - $86.31 $54,426 - $60,848
705 Added 1.24%
57,341 $4.95 Million
Q4 2023

Jan 19, 2024

BUY
$66.88 - $79.58 $34,844 - $41,461
521 Added 0.93%
56,636 $4.46 Million
Q3 2023

Oct 05, 2023

BUY
$72.0 - $84.1 $33,768 - $39,442
469 Added 0.84%
56,115 $4.04 Million
Q2 2023

Jul 28, 2023

BUY
$65.46 - $77.11 $30,504 - $35,933
466 Added 0.84%
55,646 $4.22 Million
Q1 2023

Apr 14, 2023

BUY
$69.69 - $93.39 $34,775 - $46,601
499 Added 0.91%
55,180 $4.1 Million
Q4 2022

Jan 23, 2023

BUY
$75.39 - $95.0 $36,187 - $45,600
480 Added 0.89%
54,681 $0
Q3 2022

Oct 13, 2022

BUY
$61.13 - $79.78 $31,298 - $40,847
512 Added 0.95%
54,201 $3.91 Million
Q2 2022

Jul 13, 2022

BUY
$62.84 - $76.21 $28,906 - $35,056
460 Added 0.86%
53,689 $3.59 Million
Q1 2022

Apr 13, 2022

BUY
$64.37 - $78.95 $29,996 - $36,790
466 Added 0.88%
53,229 $3.91 Million
Q4 2021

Jan 27, 2022

BUY
$65.12 - $73.93 $40,895 - $46,428
628 Added 1.2%
52,763 $3.82 Million
Q3 2021

Oct 20, 2021

SELL
$59.2 - $68.12 $758,352 - $872,617
-12,810 Reduced 19.72%
52,135 $3.36 Million
Q2 2021

Jul 28, 2021

BUY
$59.74 - $66.87 $33,812 - $37,848
566 Added 0.88%
64,945 $4.1 Million
Q1 2021

Apr 20, 2021

BUY
$48.31 - $61.55 $33,140 - $42,223
686 Added 1.08%
64,379 $3.86 Million
Q4 2020

Jan 19, 2021

BUY
$38.25 - $52.6 $32,244 - $44,341
843 Added 1.34%
63,693 $3.16 Million
Q3 2020

Oct 27, 2020

BUY
$37.79 - $46.18 $29,778 - $36,389
788 Added 1.27%
62,850 $2.53 Million
Q2 2020

Jul 09, 2020

BUY
$26.41 - $48.72 $1.1 Million - $2.02 Million
41,545 Added 202.49%
62,062 $2.58 Million
Q1 2020

Apr 29, 2020

BUY
$24.16 - $57.08 $4,880 - $11,530
202 Added 0.99%
20,517 $643,000
Q4 2019

Jan 08, 2020

BUY
$52.35 - $57.4 $10,312 - $11,307
197 Added 0.98%
20,315 $1.12 Million
Q3 2019

Nov 12, 2019

BUY
$52.18 - $60.68 $9,601 - $11,165
184 Added 0.92%
20,118 $1.15 Million
Q2 2019

Jul 11, 2019

BUY
$51.57 - $57.92 $10,623 - $11,931
206 Added 1.04%
19,934 $1.15 Million
Q1 2019

Apr 18, 2019

BUY
$43.39 - $53.09 $10,066 - $12,316
232 Added 1.19%
19,728 $990,000
Q4 2018

Feb 05, 2019

BUY
$41.08 - $60.65 $7,147 - $10,553
174 Added 0.9%
19,496 $861,000
Q3 2018

Nov 02, 2018

BUY
$52.86 - $59.54 $9,620 - $10,836
182 Added 0.95%
19,322 $1.13 Million
Q2 2018

Jul 19, 2018

BUY
$52.58 - $61.46 $8,517 - $9,956
162 Added 0.85%
19,140 $1.01 Million
Q1 2018

May 15, 2018

BUY
$57.76 - $75.04 $7,220 - $9,380
125 Added 0.66%
18,978 $1.16 Million
Q4 2017

Jan 24, 2018

BUY
$64.92 - $71.76 $1.22 Million - $1.35 Million
18,853
18,853 $1.33 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 $21B
  • 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 Unison Advisors LLC Portfolio

Follow Unison Advisors 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 Unison Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Unison Advisors LLC with notifications on news.