Number of Shares
108,000.00
Current Holdings Value*
$9.11 Mil
% of Portfolio
3.06%
Total Estimate Gain
$-437,738.80
% of Total Estimate Gain
-4.81%

EDENTREE ASSET MANAGEMENT Ltd's Principal Financial Group Inc Holding Summary

As of 2025-03-31, EDENTREE ASSET MANAGEMENT Ltd held 108,000.00 shares of Principal Financial Group Inc(PFG), totaling $9.11 Mil. This investment constitutes 3.06% of their stock portfolio, and EDENTREE ASSET MANAGEMENT Ltd now holds 0.05% of the outstanding Principal Financial Group Inc(PFG) stock.

The initial trade took place in 2024Q4. And since then EDENTREE ASSET MANAGEMENT Ltd has made 2 purchases of PFG, at an average price of $84.25, for a total of 108,000.00 shares. Based on historical transaction data and PFG's current price of $80.20, EDENTREE ASSET MANAGEMENT Ltd's estimated gain on his PFG holdings is $-437,738.80, reflecting a -4.81% gain to date.

EDENTREE ASSET MANAGEMENT Ltd PFG ($80.20) Holding Chart

EDENTREE ASSET MANAGEMENT Ltd PFG ($80.20) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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