A detailed history of Lido Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Lido Advisors, LLC holds 5,165 shares of PFG stock, worth $435,822. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,165
Previous 5,598 7.73%
Holding current value
$435,822
Previous $480,000 16.88%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

SELL
$74.91 - $91.26 $32,436 - $39,515
-433 Reduced 7.73%
5,165 $399,000
Q3 2024

Nov 14, 2024

BUY
$72.94 - $87.46 $4,011 - $4,810
55 Added 0.99%
5,598 $480,000
Q2 2024

Aug 14, 2024

BUY
$76.66 - $86.01 $63,627 - $71,388
830 Added 17.61%
5,543 $434,000
Q1 2024

May 15, 2024

BUY
$77.2 - $86.31 $363,843 - $406,779
4,713 New
4,713 $406,000

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 $21B
  • 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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