Wetherby Asset Management Inc Principal Financial Group Inc Transaction History

Wetherby Asset Management Inc

  • $2.19 Billion
  • Q2 2025

A detailed history of Wetherby Asset Management Inc transactions in Principal Financial Group Inc stock. As of the latest transaction made, Wetherby Asset Management Inc holds 7,072 shares of PFG stock, worth $562,719. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,072
Previous 6,362 11.16%
Holding current value
$562,719
Previous $492,000 14.02%
% of portfolio
0.03%
Previous 0.02%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$69.56 - $86.19 $49,387 - $61,194
710 Added 11.16%
7,072 $561,000
Q4 2024

Feb 14, 2025
SELL
$74.91 - $91.26 $71,763 - $87,427
-958 Reduced 13.09%
6,362 $492,000
Q3 2024

Nov 14, 2024
SELL
$72.94 - $87.46 $4,814 - $5,772
-66 Reduced 0.89%
7,320 $628,000
Q2 2024

Aug 14, 2024
SELL
$76.66 - $86.01 $14,872 - $16,685
-194 Reduced 2.56%
7,386 $579,000
Q1 2024

May 15, 2024
SELL
$77.2 - $86.31 $3,705 - $4,142
-48 Reduced 0.63%
7,580 $654,000
Q4 2023

Feb 14, 2024
BUY
$66.88 - $79.58 $18,592 - $22,123
278 Added 3.78%
7,628 $600,000
Q3 2023

Nov 14, 2023
SELL
$72.0 - $84.1 $9,792 - $11,437
-136 Reduced 1.82%
7,350 $529,000
Q2 2023

Aug 14, 2023
SELL
$65.46 - $77.11 $7,855 - $9,253
-120 Reduced 1.58%
7,486 $567,000
Q1 2023

May 12, 2023
SELL
$69.69 - $93.39 $3,832 - $5,136
-55 Reduced 0.72%
7,606 $565,000
Q4 2022

Feb 14, 2023
BUY
$75.39 - $95.0 $75 - $95
1 Added 0.01%
7,661 $642,000
Q3 2022

Nov 14, 2022
SELL
$61.13 - $79.78 $4,890 - $6,382
-80 Reduced 1.03%
7,660 $553,000
Q2 2022

Aug 15, 2022
SELL
$62.84 - $76.21 $37,201 - $45,116
-592 Reduced 7.11%
7,740 $517,000
Q1 2022

May 16, 2022
SELL
$64.37 - $78.95 $2,188 - $2,684
-34 Reduced 0.41%
8,332 $612,000
Q4 2021

Feb 14, 2022
BUY
$65.12 - $73.93 $24,420 - $27,723
375 Added 4.69%
8,366 $605,000
Q3 2021

Nov 15, 2021
BUY
$59.2 - $68.12 $11,840 - $13,624
200 Added 2.57%
7,991 $515,000
Q2 2021

Aug 16, 2021
BUY
$59.74 - $66.87 $6,212 - $6,954
104 Added 1.35%
7,791 $492,000
Q1 2021

May 14, 2021
BUY
$48.31 - $61.55 $2,560 - $3,262
53 Added 0.69%
7,687 $461,000
Q4 2020

Feb 11, 2021
BUY
$38.25 - $52.6 $286,492 - $393,974
7,490 Added 5201.39%
7,634 $379,000
Q3 2020

Dec 16, 2020
SELL
$37.79 - $46.18 $276,018 - $337,298
-7,304 Reduced 98.07%
144 $6,000
Q3 2020

Dec 16, 2020
SELL
$37.79 - $46.18 $8,049 - $9,836
-213 Reduced 2.78%
7,448 $300,000
Q3 2020

Nov 13, 2020
SELL
$37.79 - $46.18 $1,209 - $1,477
-32 Reduced 0.42%
7,661 $309,000
Q2 2020

Aug 14, 2020
SELL
$26.41 - $48.72 $7,500 - $13,836
-284 Reduced 3.56%
7,693 $320,000
Q1 2020

May 06, 2020
BUY
$24.16 - $57.08 $15,583 - $36,816
645 Added 8.8%
7,977 $250,000
Q4 2019

Jan 28, 2020
SELL
$52.35 - $57.4 $13,872 - $15,211
-265 Reduced 3.49%
7,332 $404,000
Q3 2019

Oct 31, 2019
BUY
$52.18 - $60.68 $4,539 - $5,279
87 Added 1.16%
7,597 $434,000
Q2 2019

Jul 25, 2019
BUY
$51.57 - $57.92 $8,096 - $9,093
157 Added 2.14%
7,510 $435,000
Q1 2019

May 09, 2019
BUY
$43.39 - $53.09 $4,295 - $5,255
99 Added 1.36%
7,353 $369,000
Q4 2018

Jan 30, 2019
BUY
$41.08 - $60.65 $24,278 - $35,844
591 Added 8.87%
7,254 $321,000
Q3 2018

Nov 07, 2018
BUY
$52.86 - $59.54 $3,541 - $3,989
67 Added 1.02%
6,663 $391,000
Q2 2018

Jul 24, 2018
SELL
$52.58 - $61.46 $3,312 - $3,871
-63 Reduced 0.95%
6,596 $349,000
Q1 2018

May 04, 2018
SELL
$57.76 - $75.04 $7,739 - $10,055
-134 Reduced 1.97%
6,659 $406,000
Q4 2017

Feb 09, 2018
BUY
$64.92 - $71.76 $9,478 - $10,476
146 Added 2.2%
6,793 $480,000
Q3 2017

Nov 13, 2017
BUY
$59.92 - $67.04 $398,288 - $445,614
6,647
6,647 $427,000

Others Institutions Holding PFG

# of Institutions
918
Shares Held
166M
Call Options Held
121K
Put Options Held
94.8K
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 $19.8B
  • 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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