Independent Advisor Alliance Principal Financial Group Inc Transaction History

Independent Advisor Alliance

$3.71 Billion
Q3 2025

A detailed history of Independent Advisor Alliance transactions in Principal Financial Group Inc stock. As of the latest transaction made, Independent Advisor Alliance holds 3,913 shares of PFG stock, worth $330,531. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,913

Previous 5,018 22.02%

Holding current value

$330,531

Previous $398,000 18.59%

% of portfolio

0.01%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$75.53 - $82.95 $83,460 - $91,659	-1,105 Reduced 22.02%	3,913 $324,000
Q2 2025 Aug 11, 2025	BUY	$69.56 - $86.19 $834 - $1,034	12 Added 0.24%	5,018 $398,000
Q1 2025 May 12, 2025	BUY	$76.34 - $89.04 $33,055 - $38,554	433 Added 9.47%	5,006 $422,000
Q4 2024 Feb 07, 2025	BUY	$74.91 - $91.26 $55,583 - $67,714	742 Added 19.37%	4,573 $353,000
Q3 2024 Nov 12, 2024	SELL	$72.94 - $87.46 $378,850 - $454,267	-5,194 Reduced 57.55%	3,831 $329,000

Q2 2024 Aug 12, 2024	BUY	$76.66 - $86.01 $203,608 - $228,442	2,656 Added 41.7%	9,025 $708,000
Q1 2024 May 08, 2024	BUY	$77.2 - $86.31 $95,650 - $106,938	1,239 Added 24.15%	6,369 $549,000
Q4 2023 Feb 08, 2024	BUY	$66.88 - $79.58 $35,045 - $41,699	524 Added 11.38%	5,130 $403,000
Q3 2023 Oct 24, 2023	SELL	$72.0 - $84.1 $2,232 - $2,607	-31 Reduced 0.67%	4,606 $331,000
Q2 2023 Jul 28, 2023	BUY	$65.46 - $77.11 $5,433 - $6,400	83 Added 1.82%	4,637 $351,000
Q1 2023 May 12, 2023	BUY	$69.69 - $93.39 $317,368 - $425,298	4,554 New	4,554 $338,000
Q3 2022 Nov 04, 2022	SELL	$61.13 - $79.78 $21,150 - $27,603	-346 Reduced 7.82%	4,076 $294,000
Q2 2022 Aug 04, 2022	SELL	$62.84 - $76.21 $69,061 - $83,754	-1,099 Reduced 19.91%	4,422 $295,000
Q1 2022 May 06, 2022	SELL	$64.37 - $78.95 $313,353 - $384,328	-4,868 Reduced 46.86%	5,521 $405,000
Q4 2021 Feb 11, 2022	BUY	$65.12 - $73.93 $109,857 - $124,719	1,687 Added 19.39%	10,389 $751,000
Q3 2021 Nov 01, 2021	BUY	$59.2 - $68.12 $27,172 - $31,267	459 Added 5.57%	8,702 $560,000
Q2 2021 Aug 12, 2021	SELL	$59.74 - $66.87 $6,750 - $7,556	-113 Reduced 1.35%	8,243 $521,000
Q1 2021 May 14, 2021	BUY	$48.31 - $61.55 $11,207 - $14,279	232 Added 2.86%	8,356 $501,000
Q4 2020 Feb 11, 2021	BUY	$38.25 - $52.6 $310,743 - $427,322	8,124 New	8,124 $403,000
Q4 2018 Feb 12, 2019	SELL	$41.08 - $60.65 $293,968 - $434,011	-7,156 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	$52.86 - $59.54 $37,742 - $42,511	-714 Reduced 9.07%	7,156 $300,000
Q2 2018 Aug 08, 2018	BUY	$52.58 - $61.46 $87,861 - $102,699	1,671 Added 26.96%	7,870 $289,000
Q1 2018 May 15, 2018	BUY	$57.76 - $75.04 $5,140 - $6,678	89 Added 1.46%	6,199 $368,000
Q4 2017 Feb 14, 2018	BUY	$64.92 - $71.76 $3,375 - $3,731	52 Added 0.86%	6,110 $441,000
Q3 2017 Nov 15, 2017	SELL	$59.92 - $67.04 $26,724 - $29,899	-446 Reduced 6.86%	6,058 $403,000
Q2 2017 Aug 14, 2017	BUY	N/A	6,504	6,504 $425,000

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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Independent Advisor Alliance Principal Financial Group Inc Transaction History