Global Retirement Partners, LLC Principal Financial Group Inc Transaction History

Global Retirement Partners, LLC

$4.24 Billion
Q3 2025

A detailed history of Global Retirement Partners, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Global Retirement Partners, LLC holds 1,642 shares of PFG stock, worth $138,699. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,642

Previous 1,633 0.55%

Holding current value

$138,699

Previous $129,000 5.43%

% of portfolio

0.0%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$75.53 - $82.95 $679 - $746	9 Added 0.55%	1,642 $136,000
Q2 2025 Aug 12, 2025	BUY	$69.56 - $86.19 $28,032 - $34,734	403 Added 32.76%	1,633 $129,000
Q4 2024 Jan 31, 2025	SELL	$74.91 - $91.26 $23,371 - $28,473	-312 Reduced 20.23%	1,230 $95,000
Q3 2024 Oct 16, 2024	BUY	$72.94 - $87.46 $10,284 - $12,331	141 Added 10.06%	1,542 $132,000
Q2 2024 Jul 23, 2024	BUY	$76.66 - $86.01 $8,202 - $9,203	107 Added 8.27%	1,401 $109,000

Q1 2024 Apr 23, 2024	BUY	$77.2 - $86.31 $15,517 - $17,348	201 Added 18.39%	1,294 $111,000
Q4 2023 Jan 18, 2024	SELL	$66.88 - $79.58 $7,490 - $8,912	-112 Reduced 9.29%	1,093 $85,000
Q3 2023 Oct 13, 2023	BUY	$72.0 - $84.1 $13,752 - $16,063	191 Added 18.84%	1,205 $86,000
Q2 2023 Jul 20, 2023	SELL	$65.46 - $77.11 $720 - $848	-11 Reduced 1.07%	1,014 $76,000
Q1 2023 May 05, 2023	BUY	$69.69 - $93.39 $57,563 - $77,140	826 Added 415.08%	1,025 $76,000
Q4 2022 Feb 13, 2023	BUY	$75.39 - $95.0 $5,352 - $6,745	71 Added 55.47%	199 $16,000
Q3 2022 Nov 03, 2022	SELL	$61.13 - $79.78 $1.76 Million - $2.3 Million	-28,849 Reduced 99.56%	128 $11,000
Q2 2022 Jul 15, 2022	SELL	$62.84 - $76.21 $879 - $1,066	-14 Reduced 0.05%	28,977 $1.94 Million
Q1 2022 Jul 14, 2022	BUY	$64.37 - $78.95 $1.87 Million - $2.29 Million	28,991 New	28,991 $2.04 Million
Q4 2021 Jan 21, 2022	SELL	$65.12 - $73.93 $1.88 Million - $2.13 Million	-28,818 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$59.2 - $68.12 $3,907 - $4,495	66 Added 0.23%	28,818 $1.86 Million
Q2 2021 Jul 15, 2021	SELL	$59.74 - $66.87 $9,558 - $10,699	-160 Reduced 0.55%	28,752 $1.82 Million
Q1 2021 Apr 14, 2021	BUY	$48.31 - $61.55 $48,793 - $62,165	1,010 Added 3.62%	28,912 $1.73 Million
Q2 2020 Jul 13, 2020	SELL	$26.41 - $48.72 $501 - $925	-19 Reduced 0.07%	27,902 $1.16 Million
Q1 2020 Apr 28, 2020	BUY	$24.16 - $57.08 $658,625 - $1.56 Million	27,261 Added 4130.45%	27,921 $875,000
Q2 2019 Nov 19, 2019	SELL	$51.57 - $57.92 $1,289 - $1,448	-25 Reduced 3.65%	660 $38,000
Q4 2018 Feb 22, 2019	SELL	$41.08 - $60.65 $11,297 - $16,678	-275 Reduced 28.65%	685 $30,000
Q3 2018 Oct 17, 2018	SELL	$52.86 - $59.54 $18,236 - $20,541	-345 Reduced 26.44%	960 $56,000
Q2 2018 Aug 13, 2018	SELL	$52.58 - $61.46 $14,196 - $16,594	-270 Reduced 17.14%	1,305 $69,000
Q2 2017 Aug 10, 2018	SELL	N/A	-930 Reduced 37.13%	1,575 $101,000
Q1 2017 Aug 10, 2018	BUY	N/A	100 Added 4.16%	2,505 $158,000
Q4 2016 Aug 10, 2018	BUY	N/A	2,405	2,405 $139,000

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

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...

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Global Retirement Partners, LLC Principal Financial Group Inc Transaction History