A detailed history of Ballentine Partners, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Ballentine Partners, LLC holds 2,768 shares of PFG stock, worth $237,771. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,768
Previous 2,800 1.14%
Holding current value
$237,771
Previous $240,000 10.83%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

SELL
$74.91 - $91.26 $2,397 - $2,920
-32 Reduced 1.14%
2,768 $214,000
Q3 2024

Oct 23, 2024

SELL
$72.94 - $87.46 $7,731 - $9,270
-106 Reduced 3.65%
2,800 $240,000
Q2 2024

Aug 06, 2024

BUY
$76.66 - $86.01 $10,579 - $11,869
138 Added 4.99%
2,906 $227,000
Q1 2024

Apr 11, 2024

SELL
$77.2 - $86.31 $3,474 - $3,883
-45 Reduced 1.6%
2,768 $238,000
Q4 2023

Jan 23, 2024

BUY
$66.88 - $79.58 $188,133 - $223,858
2,813 New
2,813 $221,000

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 $21.4B
  • 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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