PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 7,544 Value ($000) $665 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 6,200 Value ($000) $514 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 6,321 Value ($000) $502 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 6,737 Value ($000) $568 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 5,670 Value ($000) $439 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 5,960 Value ($000) $512 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 7,329 Value ($000) $575 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 7,613 Value ($000) $657 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 8,585 Value ($000) $675 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 5,018 Value ($000) $362 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 5,411 Value ($000) $410 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 5,488 Value ($000) $408 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 7,923 Value ($000) $665 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 8,065 Value ($000) $582 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 10,179 Value ($000) $680 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 11,652 Value ($000) $855 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 14,591 Value ($000) $1,055 Avg Close $60.13 Range $55.15 - $64.05
Q3 2021
Shares 15,946 Value ($000) $1,027 Avg Close $54.80 Range $49.91 - $58.19
Q2 2021
Shares 21,715 Value ($000) $1,372 Avg Close $54.06 Range $50.22 - $57.29
Q1 2021
Shares 22,760 Value ($000) $1,365 Avg Close $46.72 Range $39.67 - $52.22
Q4 2020
Shares 25,305 Value ($000) $1,255 Avg Close $37.97 Range $30.95 - $44.00
Q3 2020
Shares 26,430 Value ($000) $1,064 Avg Close $34.89 Range $30.57 - $38.63
Q2 2020
Shares 28,613 Value ($000) $1,189 Avg Close $29.50 Range $20.74 - $40.21
Q1 2020
Shares 22,079 Value ($000) $692 Avg Close $37.70 Range $18.74 - $45.40
Q4 2019
Shares 20,500 Value ($000) $1,127 Avg Close $43.18 Range $41.15 - $45.39
Q3 2019
Shares 18,951 Value ($000) $1,083 Avg Close $43.94 Range $40.43 - $47.31
Q2 2019
Shares 20,913 Value ($000) $1,211 Avg Close $42.59 Range $39.04 - $45.56
Q1 2019
Shares 19,466 Value ($000) $977 Avg Close $37.93 Range $32.97 - $41.01
Q4 2017
Shares 6,979 Value ($000) $492 Avg Close $50.32 Range $46.97 - $52.86
Q3 2017
Shares 6,687 Value ($000) $430 Avg Close $46.64 Range $43.45 - $48.99
Q2 2017
Shares 7,123 Value ($000) $456 Avg Close $45.66 Range $43.33 - $47.82
Q1 2017
Shares 5,375 Value ($000) $339 Avg Close $43.60 Range $40.01 - $46.42
Q4 2016
Shares 4,972 Value ($000) $288 Avg Close $39.76 Range $36.06 - $43.73
Q3 2016
Shares 3,951 Value ($000) $204 Avg Close $32.91 Range $27.26 - $36.60
Q3 2015
Shares 7,662 Value ($000) $363 Avg Close $35.23 Range $28.49 - $39.36
Q2 2015
Shares 5,138 Value ($000) $264 Avg Close $35.02 Range $33.55 - $36.24
Q1 2015
Shares 4,584 Value ($000) $234 Avg Close $33.68 Range $30.77 - $35.22
Q4 2014
Shares 4,354 Value ($000) $226 Avg Close $34.51 Range $30.89 - $36.24
Q3 2014
Shares 4,251 Value ($000) $223 Avg Close $34.61 Range $32.24 - $36.55