Warren Averett Asset Management, LLC Principal Financial Group Inc Transaction History
Warren Averett Asset Management, LLC
- $7.99 Billion
- Q1 2025
A detailed history of Warren Averett Asset Management, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 8,768 shares of PFG stock, worth $667,420. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,768
Previous 7,993
9.7%
Holding current value
$667,420
Previous $618,000
19.58%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding PFG
# of Institutions
923Shares Held
164MCall Options Held
140KPut Options Held
147K-
Vanguard Group Inc Valley Forge, PA27.2MShares$2.07 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY19.8MShares$1.5 Billion0.04% of portfolio
-
Nippon Life Insurance CO18.1MShares$1.38 Billion21.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$859 Million0.08% of portfolio
-
State Street Corp Boston, MA10.8MShares$820 Million0.04% of portfolio
About PRINCIPAL FINANCIAL GROUP INC
- Ticker PFG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 249,236,992
- Market Cap $19B
- 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...