Wellington Management Group LLP Principal Financial Group Inc Transaction History

Wellington Management Group LLP

$557 Billion
Q3 2024

A detailed history of Wellington Management Group LLP transactions in Principal Financial Group Inc stock. As of the latest transaction made, Wellington Management Group LLP holds 4,371,243 shares of PFG stock, worth $373 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,371,243

Previous 4,434,395 1.42%

Holding current value

$373 Million

Previous $348 Million 7.95%

% of portfolio

0.07%

Previous 0.06%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$72.94 - $87.46 $4.61 Million - $5.52 Million	-63,152 Reduced 1.42%	4,371,243 $376 Million
Q2 2024 Aug 13, 2024	SELL	$76.66 - $86.01 $3.74 Million - $4.2 Million	-48,846 Reduced 1.09%	4,434,395 $348 Million
Q1 2024 May 15, 2024	BUY	$77.2 - $86.31 $346 Million - $387 Million	4,483,241 New	4,483,241 $387 Million
Q4 2023 Feb 12, 2024	BUY	$66.88 - $79.58 $292 Million - $348 Million	4,369,010 New	4,369,010 $344 Million
Q3 2023 Nov 14, 2023	BUY	$72.0 - $84.1 $41.4 Million - $48.4 Million	575,646 Added 14.96%	4,423,975 $319 Million
Q2 2023 Aug 14, 2023	BUY	$65.46 - $77.11 $57 Million - $67.2 Million	870,872 Added 29.25%	3,848,329 $292 Million
Q1 2023 May 12, 2023	SELL	$69.69 - $93.39 $3.97 Million - $5.32 Million	-56,968 Reduced 1.88%	2,977,457 $221 Million
Q4 2022 Feb 13, 2023	SELL	$75.39 - $95.0 $97.2 Million - $123 Million	-1,289,922 Reduced 29.83%	3,034,425 $255 Million
Q3 2022 Nov 14, 2022	BUY	$61.13 - $79.78 $21.8 Million - $28.4 Million	356,299 Added 8.98%	4,324,347 $312 Million
Q2 2022 Aug 15, 2022	BUY	$62.84 - $76.21 $115 Million - $140 Million	1,831,350 Added 85.71%	3,968,048 $265 Million
Q1 2022 May 16, 2022	BUY	$64.37 - $78.95 $13.5 Million - $16.5 Million	209,370 Added 10.86%	2,136,698 $157 Million
Q4 2021 Feb 11, 2022	BUY	$65.12 - $73.93 $46,625 - $52,933	716 Added 0.04%	1,927,328 $139 Million
Q3 2021 Nov 15, 2021	SELL	$59.2 - $68.12 $37,473 - $43,119	-633 Reduced 0.03%	1,926,612 $124 Million
Q2 2021 Aug 16, 2021	SELL	$59.74 - $66.87 $78.6 Million - $87.9 Million	-1,315,181 Reduced 40.56%	1,927,245 $122 Million
Q1 2021 May 17, 2021	BUY	$48.31 - $61.55 $1.78 Million - $2.27 Million	36,815 Added 1.15%	3,242,426 $194 Million
Q4 2020 Feb 12, 2021	SELL	$38.25 - $52.6 $3.4 Million - $4.68 Million	-89,002 Reduced 2.7%	3,205,611 $159 Million
Q3 2020 Nov 16, 2020	SELL	$37.79 - $46.18 $1.44 Million - $1.76 Million	-38,070 Reduced 1.14%	3,294,613 $133 Million
Q2 2020 Aug 14, 2020	BUY	$26.41 - $48.72 $7.45 Million - $13.7 Million	281,970 Added 9.24%	3,332,683 $138 Million
Q1 2020 May 14, 2020	SELL	$24.16 - $57.08 $86.7 Million - $205 Million	-3,587,766 Reduced 54.05%	3,050,713 $95.6 Million
Q4 2019 Feb 11, 2020	BUY	$52.35 - $57.4 $348 Million - $381 Million	6,638,479 New	6,638,479 $365 Million

Others Institutions Holding PFG

# of Institutions

837

Shares Held

159M

Call Options Held

177K

Put Options Held

119K

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 $21.3B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Wellington Management Group LLP, based on Form 13F filings with the SEC.

News

Stay updated on Wellington Management Group LLP with notifications on news.

Account

Wellington Management Group LLP Principal Financial Group Inc Transaction History