Creative Planning Principal Financial Group Inc Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in Principal Financial Group Inc stock. As of the latest transaction made, Creative Planning holds 52,546 shares of PFG stock, worth $4.44 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
52,546
Previous 52,135 0.79%
Holding current value
$4.44 Million
Previous $4.14 Million 5.19%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
$75.53 - $82.95 $31,042 - $34,092
411 Added 0.79%
52,546 $4.36 Million
Q2 2025

Aug 08, 2025
BUY
$69.56 - $86.19 $25,041 - $31,028
360 Added 0.7%
52,135 $4.14 Million
Q1 2025

May 15, 2025
BUY
$76.34 - $89.04 $259,250 - $302,379
3,396 Added 7.02%
51,775 $4.37 Million
Q4 2024

Feb 14, 2025
BUY
$74.91 - $91.26 $146,149 - $178,048
1,951 Added 4.2%
48,379 $3.75 Million
Q3 2024

Oct 11, 2024
SELL
$72.94 - $87.46 $244,859 - $293,603
-3,357 Reduced 6.74%
46,428 $3.99 Million
Q2 2024

Aug 15, 2024
BUY
$76.66 - $86.01 $118,976 - $133,487
1,552 Added 3.22%
49,785 $3.91 Million
Q1 2024

May 10, 2024
SELL
$77.2 - $86.31 $7,797 - $8,717
-101 Reduced 0.21%
48,233 $4.16 Million
Q4 2023

Feb 14, 2024
BUY
$66.88 - $79.58 $152,285 - $181,203
2,277 Added 4.94%
48,334 $3.8 Million
Q3 2023

Nov 16, 2023
BUY
$72.0 - $84.1 $1.65 Million - $1.92 Million
22,865 Added 98.59%
46,057 $3.32 Million
Q2 2023

Jul 21, 2023
BUY
$65.46 - $77.11 $63,823 - $75,182
975 Added 4.39%
23,192 $1.76 Million
Q1 2023

May 15, 2023
BUY
$69.69 - $93.39 $30,315 - $40,624
435 Added 2.0%
22,217 $1.65 Million
Q4 2022

Feb 10, 2023
BUY
$75.39 - $95.0 $213,353 - $268,850
2,830 Added 14.93%
21,782 $1.83 Million
Q3 2022

Nov 03, 2022
SELL
$61.13 - $79.78 $91,389 - $119,271
-1,495 Reduced 7.31%
18,952 $1.37 Million
Q2 2022

Aug 15, 2022
BUY
$62.84 - $76.21 $137,305 - $166,518
2,185 Added 11.96%
20,447 $1.37 Million
Q1 2022

May 16, 2022
BUY
$64.37 - $78.95 $112,196 - $137,609
1,743 Added 10.55%
18,262 $1.34 Million
Q4 2021

Feb 11, 2022
SELL
$65.12 - $73.93 $390 - $443
-6 Reduced 0.04%
16,519 $1.2 Million
Q3 2021

Nov 10, 2021
BUY
$59.2 - $68.12 $66,185 - $76,158
1,118 Added 7.26%
16,525 $1.06 Million
Q2 2021

Aug 04, 2021
SELL
$59.74 - $66.87 $66,968 - $74,961
-1,121 Reduced 6.78%
15,407 $974,000
Q1 2021

Apr 30, 2021
SELL
$48.31 - $61.55 $14,106 - $17,972
-292 Reduced 1.74%
16,528 $991,000
Q4 2020

Jan 29, 2021
BUY
$38.25 - $52.6 $34,310 - $47,182
897 Added 5.63%
16,820 $834,000
Q3 2020

Nov 05, 2020
SELL
$37.79 - $46.18 $27,889 - $34,080
-738 Reduced 4.43%
15,923 $641,000
Q2 2020

Jul 23, 2020
BUY
$26.41 - $48.72 $14,129 - $26,065
535 Added 3.32%
16,661 $692,000
Q1 2020

May 05, 2020
BUY
$24.16 - $57.08 $1,304 - $3,082
54 Added 0.34%
16,126 $505,000
Q4 2019

Jan 30, 2020
BUY
$52.35 - $57.4 $12,982 - $14,235
248 Added 1.57%
16,072 $884,000
Q3 2019

Nov 01, 2019
BUY
$52.18 - $60.68 $50,510 - $58,738
968 Added 6.52%
15,824 $904,000
Q2 2019

Jul 26, 2019
BUY
$51.57 - $57.92 $58,119 - $65,275
1,127 Added 8.21%
14,856 $860,000
Q1 2019

Apr 24, 2019
BUY
$43.39 - $53.09 $4,816 - $5,892
111 Added 0.82%
13,729 $689,000
Q4 2018

Feb 01, 2019
BUY
$41.08 - $60.65 $36,684 - $54,160
893 Added 7.02%
13,618 $601,000
Q3 2018

Oct 25, 2018
BUY
$52.86 - $59.54 $6,343 - $7,144
120 Added 0.95%
12,725 $746,000
Q2 2018

Jul 20, 2018
BUY
$52.58 - $61.46 $57,732 - $67,483
1,098 Added 9.54%
12,605 $667,000
Q1 2018

Apr 18, 2018
BUY
$57.76 - $75.04 $16,750 - $21,761
290 Added 2.59%
11,507 $701,000
Q4 2017

Jan 17, 2018
SELL
$64.92 - $71.76 $64,140 - $70,898
-988 Reduced 8.1%
11,217 $791,000
Q3 2017

Oct 17, 2017
BUY
$59.92 - $67.04 $731,323 - $818,223
12,205
12,205 $785,000

Others Institutions Holding PFG

# of Institutions
927
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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