Basepoint Wealth LLC Principal Financial Group Inc Transaction History

Basepoint Wealth LLC

  • $141 Billion
  • Q3 2025

A detailed history of Basepoint Wealth LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Basepoint Wealth LLC holds 9,516 shares of PFG stock, worth $803,816. This represents 0.56% of its overall portfolio holdings.

Number of Shares
9,516
Previous 9,450 0.7%
Holding current value
$803,816
Previous $751 Million 5.11%
% of portfolio
0.56%
Previous 0.58%

Shares

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

Nov 13, 2025
BUY
$75.53 - $82.95 $4,984 - $5,474
66 Added 0.7%
9,516 $789 Million
Q2 2025

Oct 16, 2025
SELL
$69.56 - $86.19 $6,051 - $7,498
-87 Reduced 0.91%
9,450 $751 Million
Q1 2025

Oct 16, 2025
BUY
$76.34 - $89.04 $4,656 - $5,431
61 Added 0.64%
9,537 $805 Million
Q4 2024

Oct 16, 2025
BUY
$74.91 - $91.26 $4,719 - $5,749
63 Added 0.67%
9,476 $734 Million
Q3 2024

Oct 16, 2025
SELL
$72.94 - $87.46 $7,002 - $8,396
-96 Reduced 1.01%
9,413 $809 Million
Q2 2024

Oct 16, 2025
SELL
$76.66 - $86.01 $2,223 - $2,494
-29 Reduced 0.3%
9,509 $746 Million
Q1 2024

Oct 16, 2025
SELL
$77.2 - $86.31 $6,407 - $7,163
-83 Reduced 0.86%
9,538 $823 Million
Q4 2023

Oct 16, 2025
BUY
$66.88 - $79.58 $23,140 - $27,534
346 Added 3.73%
9,621 $757 Million
Q3 2023

Oct 16, 2025
BUY
$72.0 - $84.1 $40,680 - $47,516
565 Added 6.49%
9,275 $668 Million
Q2 2023

Oct 15, 2025
BUY
$65.46 - $77.11 $13,288 - $15,653
203 Added 2.39%
8,710 $661 Million
Q1 2023

Oct 10, 2025
BUY
$69.69 - $93.39 $7,178 - $9,619
103 Added 1.23%
8,507 $632 Million
Q4 2022

Oct 08, 2025
BUY
$75.39 - $95.0 $226 - $285
3 Added 0.04%
8,404 $705 Million
Q3 2022

Oct 08, 2025
BUY
$61.13 - $79.78 $7,213 - $9,414
118 Added 1.42%
8,401 $606 Million
Q2 2022

Oct 08, 2025
BUY
$62.84 - $76.21 $4,210 - $5,106
67 Added 0.82%
8,283 $553 Million
Q1 2022

Oct 08, 2025
BUY
$64.37 - $78.95 $128 - $157
2 Added 0.02%
8,216 $603 Million
Q4 2021

Oct 08, 2025
BUY
$65.12 - $73.93 $534,895 - $607,261
8,214 New
8,214 $594 Million

Others Institutions Holding PFG

# of Institutions
928
Shares Held
159M
Call Options Held
139K
Put Options Held
33.3K
View Full List

About PRINCIPAL FINANCIAL GROUP INC

PFG Quotes by TradingView
  • 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
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