Morgan Stanley Principal Financial Group Inc Transaction History

Morgan Stanley

$1.39 Trillion
Q4 2024

A detailed history of Morgan Stanley transactions in Principal Financial Group Inc stock. As of the latest transaction made, Morgan Stanley holds 2,911,596 shares of PFG stock, worth $249 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,911,596

Previous 2,903,286 0.29%

Holding current value

$249 Million

Previous $249 Million 9.64%

% of portfolio

0.02%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$74.91 - $91.26 $622,502 - $758,370	8,310 Added 0.29%	2,911,596 $225 Million
Q3 2024 Nov 14, 2024	BUY	$72.94 - $87.46 $2.6 Million - $3.11 Million	35,601 Added 1.24%	2,903,286 $249 Million
Q2 2024 Oct 17, 2024	BUY	$76.66 - $86.01 $12.5 Million - $14 Million	162,944 Added 6.02%	2,867,685 $225 Million
Q2 2024 Aug 14, 2024	BUY	$76.66 - $86.01 $12.5 Million - $14 Million	162,944 Added 6.02%	2,867,685 $225 Million
Q1 2024 Oct 17, 2024	SELL	$77.2 - $86.31 $12.6 Million - $14.1 Million	-162,944 Reduced 5.68%	2,704,741 $233 Million
Q1 2024 Aug 16, 2024	SELL	$77.2 - $86.31 $54.8 Million - $61.3 Million	-709,985 Reduced 20.79%	2,704,741 $233 Million
Q1 2024 May 15, 2024	SELL	$77.2 - $86.31 $54.8 Million - $61.3 Million	-709,985 Reduced 20.79%	2,704,741 $233 Million
Q4 2023 Aug 16, 2024	BUY	$66.88 - $79.58 $36.6 Million - $43.5 Million	547,041 Added 19.08%	3,414,726 $269 Million
Q4 2023 Feb 13, 2024	BUY	$66.88 - $79.58 $53.6 Million - $63.7 Million	800,846 Added 30.64%	3,414,726 $269 Million
Q3 2023 Nov 15, 2023	SELL	$72.0 - $84.1 $3.5 Million - $4.09 Million	-48,641 Reduced 1.83%	2,613,880 $188 Million
Q2 2023 Aug 14, 2023	SELL	$65.46 - $77.11 $15.1 Million - $17.8 Million	-231,343 Reduced 7.99%	2,662,521 $202 Million
Q1 2023 May 15, 2023	SELL	$69.69 - $93.39 $113 Million - $151 Million	-1,620,260 Reduced 35.89%	2,893,864 $215 Million
Q4 2022 Feb 14, 2023	BUY	$75.39 - $95.0 $137 Million - $173 Million	1,816,343 Added 67.33%	4,514,124 $379 Million
Q3 2022 Nov 14, 2022	SELL	$61.13 - $79.78 $18.6 Million - $24.2 Million	-303,693 Reduced 10.12%	2,697,781 $195 Million
Q2 2022 Oct 27, 2022	SELL	$62.84 - $76.21 $58 Million - $70.3 Million	-922,875 Reduced 23.52%	3,001,474 $200 Million
Q2 2022 Aug 15, 2022	SELL	$62.84 - $76.21 $58 Million - $70.3 Million	-922,875 Reduced 23.52%	3,001,474 $200 Million
Q1 2022 Oct 27, 2022	BUY	$64.37 - $78.95 $59.4 Million - $72.9 Million	922,875 Added 30.75%	3,924,349 $288 Million
Q1 2022 May 13, 2022	BUY	$64.37 - $78.95 $190 Million - $233 Million	2,952,851 Added 303.95%	3,924,349 $288 Million
Q4 2021 Feb 14, 2022	SELL	$65.12 - $73.93 $3.33 Million - $3.78 Million	-51,140 Reduced 5.0%	971,498 $70.3 Million
Q3 2021 Nov 15, 2021	BUY	$59.2 - $68.12 $60.5 Million - $69.7 Million	1,022,638 New	1,022,638 $65.9 Million

Others Institutions Holding PFG

# of Institutions

846

Shares Held

161M

Call Options Held

239K

Put Options Held

119K

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 $21.3B
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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