PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

UMB Bank, n.a.'s Holding History (CIK: 0000933429)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,690 Value ($000) $590 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 2,125 Value ($000) $176 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 2,314 Value ($000) $184 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 3,068 Value ($000) $259 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 4,589 Value ($000) $355 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 6,240 Value ($000) $536 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 8,578 Value ($000) $673 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 10,848 Value ($000) $936 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 12,118 Value ($000) $953 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 12,921 Value ($000) $931 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 14,250 Value ($000) $1,081 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 212,794 Value ($000) $15,815 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 210,003 Value ($000) $18 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 8,821 Value ($000) $636 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 8,864 Value ($000) $592 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 8,964 Value ($000) $658 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 9,244 Value ($000) $668 Avg Close $60.13 Range $55.15 - $64.05
Q3 2021
Shares 7,692 Value ($000) $495 Avg Close $54.80 Range $49.91 - $58.19
Q2 2021
Shares 7,392 Value ($000) $467 Avg Close $54.06 Range $50.22 - $57.29
Q1 2021
Shares 7,632 Value ($000) $458 Avg Close $46.72 Range $39.67 - $52.22
Q4 2020
Shares 7,880 Value ($000) $391 Avg Close $37.97 Range $30.95 - $44.00
Q3 2020
Shares 11,279 Value ($000) $469 Avg Close $34.89 Range $30.57 - $38.63
Q2 2020
Shares 11,279 Value ($000) $469 Avg Close $29.50 Range $20.74 - $40.21
Q1 2020
Shares 11,994 Value ($000) $376 Avg Close $37.70 Range $18.74 - $45.40
Q4 2019
Shares 14,759 Value ($000) $812 Avg Close $43.18 Range $41.15 - $45.39
Q3 2019
Shares 15,138 Value ($000) $865 Avg Close $43.94 Range $40.43 - $47.31
Q2 2019
Shares 16,022 Value ($000) $928 Avg Close $42.59 Range $39.04 - $45.56
Q1 2019
Shares 19,137 Value ($000) $960 Avg Close $37.93 Range $32.97 - $41.01
Q4 2018
Shares 26,126 Value ($000) $1,154 Avg Close $37.23 Range $30.82 - $46.09
Q3 2018
Shares 29,795 Value ($000) $1,745 Avg Close $41.75 Range $39.13 - $45.36
Q2 2018
Shares 33,891 Value ($000) $1,794 Avg Close $43.12 Range $39.07 - $45.93
Q1 2018
Shares 82,774 Value ($000) $5,042 Avg Close $48.41 Range $42.64 - $55.46
Q4 2017
Shares 296,973 Value ($000) $20,955 Avg Close $50.32 Range $46.97 - $52.86
Q3 2017
Shares 297,420 Value ($000) $19,136 Avg Close $46.64 Range $43.45 - $48.99
Q2 2017
Shares 303,585 Value ($000) $19,451 Avg Close $45.66 Range $43.33 - $47.82
Q1 2017
Shares 292,053 Value ($000) $18,431 Avg Close $43.60 Range $40.01 - $46.42
Q4 2016
Shares 286,952 Value ($000) $16,603 Avg Close $39.76 Range $36.06 - $43.73
Q3 2016
Shares 147,107 Value ($000) $7,577 Avg Close $32.91 Range $27.26 - $36.60
Q2 2016
Shares 22,492 Value ($000) $925 Avg Close $29.45 Range $26.69 - $31.45
Q1 2016
Shares 23,117 Value ($000) $912 Avg Close $26.59 Range $22.79 - $30.52
Q4 2015
Shares 23,617 Value ($000) $1,063 Avg Close $33.45 Range $30.06 - $35.70
Q3 2015
Shares 23,617 Value ($000) $1,118 Avg Close $35.23 Range $28.49 - $39.36
Q2 2015
Shares 23,692 Value ($000) $1,216 Avg Close $35.02 Range $33.55 - $36.24
Q1 2015
Shares 31,747 Value ($000) $1,631 Avg Close $33.68 Range $30.77 - $35.22
Q4 2014
Shares 30,115 Value ($000) $1,564 Avg Close $34.51 Range $30.89 - $36.24
Q3 2014
Shares 30,367 Value ($000) $1,594 Avg Close $34.61 Range $32.24 - $36.55
Q2 2014
Shares 31,652 Value ($000) $1,598 Avg Close $30.95 Range $28.14 - $33.51
Q1 2014
Shares 34,667 Value ($000) $1,595 Avg Close $29.89 Range $26.86 - $32.50
Q4 2013
Shares 106,224 Value ($000) $5,237 Avg Close $30.85 Range $26.88 - $33.06
Q3 2013
Shares 105,237 Value ($000) $4,506 Avg Close $26.93 Range $23.68 - $28.96
Q2 2013
Shares 98,960 Value ($000) $3,706 Avg Close $23.49 Range $20.88 - $25.17