Unison Advisors LLC Principal Financial Group Inc Transaction History

Unison Advisors LLC

$1.01 Billion
Q1 2024

A detailed history of Unison Advisors LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Unison Advisors LLC holds 57,341 shares of PFG stock, worth $4.49 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

57,341

Previous 56,636 1.24%

Holding current value

$4.49 Million

Previous $4.46 Million 11.09%

% of portfolio

0.49%

Previous 0.47%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

812

Shares Held

162M

Call Options Held

216K

Put Options Held

237K

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 $19.5B
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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Unison Advisors LLC Principal Financial Group Inc Transaction History