PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Cresset Asset Management, LLC's Holding History (CIK: 0001761013)

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

Q4 2025
Shares 16,708 Value ($000) $1,474 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 10,547 Value ($000) $874 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 10,152 Value ($000) $806 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 10,209 Value ($000) $861 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 9,917 Value ($000) $768 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 33,096 Value ($000) $2,843 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 31,577 Value ($000) $2,477 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 19,190 Value ($000) $1,656 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 18,715 Value ($000) $1,472 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 16,549 Value ($000) $1,193 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 14,258 Value ($000) $1,081 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 3,538 Value ($000) $263 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 2,418 Value ($000) $203 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 3,116 Value ($000) $225 Avg Close $63.59 Range $53.91 - $71.08
Q1 2022
Shares 8,616 Value ($000) $633 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 8,902 Value ($000) $644 Avg Close $60.13 Range $55.15 - $64.05
Q3 2021
Shares 3,794 Value ($000) $244 Avg Close $54.80 Range $49.91 - $58.19
Q2 2021
Shares 3,438 Value ($000) $217 Avg Close $54.06 Range $50.22 - $57.29
Q1 2019
Shares 832 Value ($000) $42 Avg Close $37.93 Range $32.97 - $41.01
Q4 2018
Shares 282 Value ($000) $12 Avg Close $37.23 Range $30.82 - $46.09