United Capital Financial Advisers, LLC Principal Financial Group Inc Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 5,960 shares of PFG stock, worth $515,897. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,960
Previous 7,329 18.68%
Holding current value
$515,897
Previous $574,000 10.8%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024
SELL
$72.94 - $87.46 $99,854 - $119,732
-1,369 Reduced 18.68%
5,960 $512,000
Q2 2024

Aug 14, 2024
SELL
$76.66 - $86.01 $21,771 - $24,426
-284 Reduced 3.73%
7,329 $574,000
Q1 2024

May 15, 2024
SELL
$77.2 - $86.31 $75,038 - $83,893
-972 Reduced 11.32%
7,613 $657,000
Q4 2023

Feb 14, 2024
BUY
$66.88 - $79.58 $238,560 - $283,861
3,567 Added 71.08%
8,585 $675,000
Q3 2023

Nov 14, 2023
SELL
$72.0 - $84.1 $28,296 - $33,051
-393 Reduced 7.26%
5,018 $361,000
Q2 2023

Aug 14, 2023
SELL
$65.46 - $77.11 $5,040 - $5,937
-77 Reduced 1.4%
5,411 $410,000
Q1 2023

Aug 14, 2023
BUY
$69.69 - $93.39 $5,366 - $7,191
77 Added 1.42%
5,488 $407,000
Q1 2023

May 15, 2023
SELL
$69.69 - $93.39 $169,695 - $227,404
-2,435 Reduced 30.73%
5,488 $407,000
Q4 2022

Feb 14, 2023
SELL
$75.39 - $95.0 $10,705 - $13,490
-142 Reduced 1.76%
7,923 $664,000
Q3 2022

Nov 14, 2022
SELL
$61.13 - $79.78 $129,228 - $168,654
-2,114 Reduced 20.77%
8,065 $582,000
Q2 2022

Aug 11, 2022
SELL
$62.84 - $76.21 $92,563 - $112,257
-1,473 Reduced 12.64%
10,179 $680,000
Q1 2022

May 16, 2022
SELL
$64.37 - $78.95 $189,183 - $232,034
-2,939 Reduced 20.14%
11,652 $855,000
Q4 2021

Feb 14, 2022
SELL
$65.12 - $73.93 $88,237 - $100,175
-1,355 Reduced 8.5%
14,591 $1.06 Million
Q3 2021

Nov 15, 2021
SELL
$59.2 - $68.12 $341,524 - $392,984
-5,769 Reduced 26.57%
15,946 $1.03 Million
Q2 2021

Aug 13, 2021
SELL
$59.74 - $66.87 $62,428 - $69,879
-1,045 Reduced 4.59%
21,715 $1.37 Million
Q1 2021

May 14, 2021
SELL
$48.31 - $61.55 $122,948 - $156,644
-2,545 Reduced 10.06%
22,760 $1.37 Million
Q4 2020

Feb 17, 2021
SELL
$38.25 - $52.6 $43,031 - $59,175
-1,125 Reduced 4.26%
25,305 $1.26 Million
Q3 2020

Nov 13, 2020
SELL
$37.79 - $46.18 $82,495 - $100,810
-2,183 Reduced 7.63%
26,430 $1.06 Million
Q2 2020

Aug 13, 2020
BUY
$26.41 - $48.72 $172,562 - $318,336
6,534 Added 29.59%
28,613 $1.19 Million
Q1 2020

May 15, 2020
BUY
$24.16 - $57.08 $38,148 - $90,129
1,579 Added 7.7%
22,079 $692,000
Q4 2019

Feb 14, 2020
BUY
$52.35 - $57.4 $81,090 - $88,912
1,549 Added 8.17%
20,500 $1.13 Million
Q3 2019

Nov 14, 2019
SELL
$52.18 - $60.68 $102,377 - $119,054
-1,962 Reduced 9.38%
18,951 $1.08 Million
Q2 2019

Aug 13, 2019
BUY
$51.57 - $57.92 $74,621 - $83,810
1,447 Added 7.43%
20,913 $1.21 Million
Q1 2019

May 14, 2019
BUY
$43.39 - $53.09 $844,629 - $1.03 Million
19,466 New
19,466 $977,000
Q1 2018

May 15, 2018
SELL
$57.76 - $75.04 $403,107 - $523,704
-6,979 Closed
0 $0
Q4 2017

Feb 13, 2018
BUY
$64.92 - $71.76 $18,956 - $20,953
292 Added 4.37%
6,979 $492,000
Q3 2017

Nov 14, 2017
SELL
$59.92 - $67.04 $26,125 - $29,229
-436 Reduced 6.12%
6,687 $430,000
Q2 2017

Aug 14, 2017
BUY
N/A
7,123
7,123 $456,000

Others Institutions Holding PFG

# of Institutions
835
Shares Held
159M
Call Options Held
177K
Put Options Held
119K
View Full List

About PRINCIPAL FINANCIAL GROUP INC

PFG Quotes by TradingView
  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $21.6B
  • 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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