Umb Bank, N.A. Principal Financial Group Inc Transaction History

Umb Bank, N.A.

$6.22 Billion
Q4 2024

A detailed history of Umb Bank, N.A. transactions in Principal Financial Group Inc stock. As of the latest transaction made, Umb Bank, N.A. holds 4,589 shares of PFG stock, worth $393,047. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,589

Previous 6,240 26.46%

Holding current value

$393,047

Previous $536,000 33.77%

% of portfolio

0.01%

Previous 0.01%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$74.91 - $91.26 $123,676 - $150,670	-1,651 Reduced 26.46%	4,589 $355,000
Q3 2024 Oct 08, 2024	SELL	$72.94 - $87.46 $170,533 - $204,481	-2,338 Reduced 27.26%	6,240 $536,000
Q2 2024 Jul 29, 2024	SELL	$76.66 - $86.01 $174,018 - $195,242	-2,270 Reduced 20.93%	8,578 $672,000
Q1 2024 Apr 26, 2024	SELL	$77.2 - $86.31 $98,044 - $109,613	-1,270 Reduced 10.48%	10,848 $936,000
Q4 2023 Jan 23, 2024	SELL	$66.88 - $79.58 $53,704 - $63,902	-803 Reduced 6.21%	12,118 $953,000
Q3 2023 Oct 18, 2023	SELL	$72.0 - $84.1 $95,688 - $111,768	-1,329 Reduced 9.33%	12,921 $931,000
Q2 2023 Jul 25, 2023	SELL	$65.46 - $77.11 $13 Million - $15.3 Million	-198,544 Reduced 93.3%	14,250 $1.08 Million
Q1 2023 Apr 11, 2023	BUY	$69.69 - $93.39 $194,504 - $260,651	2,791 Added 1.33%	212,794 $15.8 Million
Q4 2022 Jan 10, 2023	BUY	$75.39 - $95.0 $15.2 Million - $19.1 Million	201,182 Added 2280.72%	210,003 $17.6 Million
Q3 2022 Oct 13, 2022	SELL	$61.13 - $79.78 $2,628 - $3,430	-43 Reduced 0.49%	8,821 $636,000
Q2 2022 Jul 20, 2022	SELL	$62.84 - $76.21 $6,284 - $7,620	-100 Reduced 1.12%	8,864 $592,000
Q1 2022 Apr 22, 2022	SELL	$64.37 - $78.95 $18,023 - $22,106	-280 Reduced 3.03%	8,964 $658,000
Q4 2021 Feb 09, 2022	BUY	$65.12 - $73.93 $101,066 - $114,739	1,552 Added 20.18%	9,244 $668,000
Q3 2021 Oct 18, 2021	BUY	$59.2 - $68.12 $17,760 - $20,436	300 Added 4.06%	7,692 $495,000
Q2 2021 Jul 26, 2021	SELL	$59.74 - $66.87 $14,337 - $16,048	-240 Reduced 3.14%	7,392 $467,000
Q1 2021 Apr 15, 2021	SELL	$48.31 - $61.55 $11,980 - $15,264	-248 Reduced 3.15%	7,632 $458,000
Q4 2020 Feb 04, 2021	SELL	$38.25 - $52.6 $130,011 - $178,787	-3,399 Reduced 30.14%	7,880 $391,000
Q2 2020 Jul 16, 2020	SELL	$26.41 - $48.72 $18,883 - $34,834	-715 Reduced 5.96%	11,279 $469,000
Q1 2020 May 26, 2020	SELL	$24.16 - $57.08 $66,802 - $157,826	-2,765 Reduced 18.73%	11,994 $376,000
Q4 2019 Jan 31, 2020	SELL	$52.35 - $57.4 $19,840 - $21,754	-379 Reduced 2.5%	14,759 $812,000
Q3 2019 Oct 30, 2019	SELL	$52.18 - $60.68 $46,127 - $53,641	-884 Reduced 5.52%	15,138 $865,000
Q2 2019 Jul 30, 2019	SELL	$51.57 - $57.92 $160,640 - $180,420	-3,115 Reduced 16.28%	16,022 $928,000
Q1 2019 Apr 30, 2019	SELL	$43.39 - $53.09 $303,252 - $371,046	-6,989 Reduced 26.75%	19,137 $960,000
Q4 2018 Jan 24, 2019	SELL	$41.08 - $60.65 $150,722 - $222,524	-3,669 Reduced 12.31%	26,126 $1.15 Million
Q3 2018 Oct 22, 2018	SELL	$52.86 - $59.54 $216,514 - $243,875	-4,096 Reduced 12.09%	29,795 $1.75 Million
Q2 2018 Jul 31, 2018	SELL	$52.58 - $61.46 $2.57 Million - $3 Million	-48,883 Reduced 59.06%	33,891 $1.79 Million
Q1 2018 Apr 25, 2018	SELL	$57.76 - $75.04 $12.4 Million - $16.1 Million	-214,199 Reduced 72.13%	82,774 $5.04 Million
Q4 2017 Jan 22, 2018	SELL	$64.92 - $71.76 $29,019 - $32,076	-447 Reduced 0.15%	296,973 $21 Million
Q3 2017 Oct 11, 2017	BUY	$59.92 - $67.04 $17.8 Million - $19.9 Million	297,420	297,420 $19.1 Million

Others Institutions Holding PFG

# of Institutions

853

Shares Held

161M

Call Options Held

206K

Put Options Held

91.2K

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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