A detailed history of Rothschild Investment LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Rothschild Investment LLC holds 3,382 shares of PFG stock, worth $285,677. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,382
Previous 3,084 9.66%
Holding current value
$285,677
Previous $245 Million 14.47%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 07, 2025

BUY
$75.53 - $82.95 $22,507 - $24,719
298 Added 9.66%
3,382 $280 Million
Q2 2025

Aug 11, 2025

BUY
$69.56 - $86.19 $973 - $1,206
14 Added 0.46%
3,084 $245 Million
Q1 2025

Apr 08, 2025

SELL
$76.34 - $89.04 $1,450 - $1,691
-19 Reduced 0.62%
3,070 $259 Million
Q4 2024

Feb 04, 2025

BUY
$74.91 - $91.26 $449 - $547
6 Added 0.19%
3,089 $239 Million
Q3 2024

Oct 18, 2024

SELL
$72.94 - $87.46 $7,950 - $9,533
-109 Reduced 3.41%
3,083 $265 Million
Q2 2024

Jul 30, 2024

BUY
$76.66 - $86.01 $244,698 - $274,543
3,192 New
3,192 $250 Million
Q1 2024

Jul 31, 2024

BUY
$77.2 - $86.31 $4,632 - $5,178
60 Added 1.84%
3,324 $287 Million
Q4 2023

Jul 31, 2024

BUY
$66.88 - $79.58 $4,815 - $5,729
72 Added 2.26%
3,264 $257 Million

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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