PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Cerity Partners LLC's Holding History (CIK: 0001566475)

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

Q4 2025
Shares 180,494 Value ($000) $15,921 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 55,713 Value ($000) $4,619 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 37,957 Value ($000) $3,015 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 34,782 Value ($000) $2,935 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 29,179 Value ($000) $2,322 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 30,042 Value ($000) $2,581 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 26,761 Value ($000) $2,099 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 27,806 Value ($000) $2,399 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 20,701 Value ($000) $1,628 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 18,099 Value ($000) $1,304 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 20,262 Value ($000) $1,537 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 6,879 Value ($000) $29,856 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 5,474 Value ($000) $460 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 3,949 Value ($000) $284 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 4,355 Value ($000) $268 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 2,956 Value ($000) $218 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 2,836 Value ($000) $205 Avg Close $60.13 Range $55.15 - $64.05