A detailed history of Heritage Trust CO transactions in Principal Financial Group Inc stock. As of the latest transaction made, Heritage Trust CO holds 16,507 shares of PFG stock, worth $1.39 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
16,507
Holding current value
$1.39 Million
% of portfolio
0.15%

Shares

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

Nov 12, 2025

BUY
$75.53 - $82.95 $1.25 Million - $1.37 Million
16,507 New
16,507 $1.37 Million
Q1 2019

May 15, 2019

SELL
$43.39 - $53.09 $1,648 - $2,017
-38 Closed
0 $0
Q4 2018

Jan 18, 2019

BUY
$41.08 - $60.65 $1,561 - $2,304
38 New
38 $2,000

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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