A detailed history of Sage View Advisory Group, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 2,687 shares of PFG stock, worth $219,877. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,687
Previous 3,102 13.38%
Holding current value
$219,877
Previous $243 Million 5.14%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$72.94 - $87.46 $30,270 - $36,295
-415 Reduced 13.38%
2,687 $231 Million
Q2 2024

Aug 14, 2024

BUY
$76.66 - $86.01 $237,799 - $266,803
3,102 New
3,102 $243 Million
Q4 2023

Feb 09, 2024

SELL
$66.88 - $79.58 $214,016 - $254,656
-3,200 Reduced 38.31%
5,154 $416 Million
Q3 2023

Nov 02, 2023

SELL
$72.0 - $84.1 $211,968 - $247,590
-2,944 Reduced 26.06%
8,354 $602 Million
Q2 2023

Aug 11, 2023

SELL
$65.46 - $77.11 $25,725 - $30,304
-393 Reduced 3.36%
11,298 $857 Million
Q1 2023

May 01, 2023

BUY
$69.69 - $93.39 $814,745 - $1.09 Million
11,691 New
11,691 $869 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 $20.4B
  • 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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