PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

NewEdge Advisors, LLC's Holding History (CIK: 0001633516)

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

Q4 2025
Shares 12,055 Value ($000) $1,063 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 10,425 Value ($000) $864 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 8,039 Value ($000) $639 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 7,503 Value ($000) $633 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 6,048 Value ($000) $468 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 4,803 Value ($000) $413 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 4,886 Value ($000) $383 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 5,808 Value ($000) $501 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 3,063 Value ($000) $241 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 5,876 Value ($000) $424 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 7,523 Value ($000) $571 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 7,347 Value ($000) $546 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 15,406 Value ($000) $634 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 7,358 Value ($000) $531 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 6,382 Value ($000) $426 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 18,039 Value ($000) $1,324 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 19,368 Value ($000) $1,401 Avg Close $60.13 Range $55.15 - $64.05
Q3 2021
Shares 13,848 Value ($000) $892 Avg Close $54.80 Range $49.91 - $58.19
Q2 2021
Shares 12,347 Value ($000) $780 Avg Close $54.06 Range $50.22 - $57.29
Q1 2021
Shares 7,948 Value ($000) $477 Avg Close $46.72 Range $39.67 - $52.22
Q2 2017
Shares 230 Value ($000) $15,022 Avg Close $45.66 Range $43.33 - $47.82