A detailed history of Winnow Wealth LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Winnow Wealth LLC holds 2,649 shares of PFG stock, worth $223,761. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,649
Holding current value
$223,761
% of portfolio
0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

BUY
$75.53 - $82.95 $200,078 - $219,734
2,649 New
2,649 $220 Million
Q2 2025

Aug 12, 2025

SELL
$69.56 - $86.19 $179,256 - $222,111
-2,577 Closed
0 $0
Q1 2025

Aug 26, 2025

BUY
$76.34 - $89.04 $198,636 - $231,682
2,602 New
2,602 $219 Million
Q4 2024

Aug 21, 2025

BUY
$74.91 - $91.26 $193,043 - $235,177
2,577 New
2,577 $199 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 $21.1B
  • 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
Track This Portfolio

Track Winnow Wealth LLC Portfolio

Follow Winnow Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Winnow Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winnow Wealth LLC with notifications on news.