PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

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

Q4 2025
Shares 2,452 Value ($000) $216 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 2,477 Value ($000) $205 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 2,538 Value ($000) $204 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 2,775 Value ($000) $234 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 2,916 Value ($000) $226 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 2,687 Value ($000) $231 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 3,102 Value ($000) $243 Avg Close $76.36 Range $71.87 - $81.40
Q4 2023
Shares 5,154 Value ($000) $416 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 8,354 Value ($000) $602 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 11,298 Value ($000) $857 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 11,691 Value ($000) $869 Avg Close $76.24 Range $61.43 - $84.21