A detailed history of Bay Harbor Wealth Management, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Bay Harbor Wealth Management, LLC holds 17 shares of PFG stock, worth $1,435. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17
Previous 12 41.67%
Holding current value
$1,435
Previous $0 Infinity%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 09, 2025

BUY
$75.53 - $82.95 $377 - $414
5 Added 41.67%
17 $1,000
Q2 2025

Jul 22, 2025

BUY
$69.56 - $86.19 $347 - $430
5 Added 71.43%
12 $0
Q1 2025

May 12, 2025

BUY
$76.34 - $89.04 $534 - $623
7 New
7 $0
Q2 2020

Jul 16, 2020

SELL
$26.41 - $48.72 $607 - $1,120
-23 Closed
0 $0
Q1 2020

May 20, 2020

SELL
$24.16 - $57.08 $241 - $570
-10 Reduced 30.3%
23 $1,000
Q4 2018

Feb 14, 2019

BUY
$41.08 - $60.65 $1,355 - $2,001
33 New
33 $1,000

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
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