A detailed history of Apella Capital, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Apella Capital, LLC holds 5,833 shares of PFG stock, worth $492,713. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,833
Previous 2,851 104.59%
Holding current value
$492,713
Previous $226,000 113.72%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2025

BUY
$75.53 - $82.95 $225,230 - $247,356
2,982 Added 104.59%
5,833 $483,000
Q2 2025

Jul 08, 2025

BUY
$69.56 - $86.19 $198,315 - $245,727
2,851 New
2,851 $226,000

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 Apella Capital, LLC Portfolio

Follow Apella Capital, 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 Apella Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apella Capital, LLC with notifications on news.