A detailed history of Whipplewood Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 700 shares of PFG stock, worth $53,536. This represents 0.03% of its overall portfolio holdings.

Number of Shares
700
Previous 4 17400.0%
Holding current value
$53,536
Previous $59.1 Million 5.86%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 31, 2025

BUY
$69.56 - $86.19 $48,413 - $59,988
696 Added 17400.0%
700 $55.6 Million
Q1 2025

Apr 09, 2025

SELL
$76.34 - $89.04 $53,132 - $61,971
-696 Reduced 99.43%
4 $59.1 Million
Q4 2024

Feb 04, 2025

BUY
$74.91 - $91.26 $52,437 - $63,882
700 New
700 $54.2 Million

Others Institutions Holding PFG

About PRINCIPAL FINANCIAL GROUP INC


  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $19.1B
  • 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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