Principal Financial Group
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Principal Financial Group’s Perella Weinberg Partners PWP Stock Holding History

Principal Financial Group’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-24,768
Closed -$303K – 2478
2023
Q4 		$303K Buy
24,768
+5,734
+30% +$70.1K ﹤0.01% 2062
2023
Q3 		$194K Buy
19,034
+4,607
+32% +$46.9K ﹤0.01% 2173
2023
Q2 		$120K Buy
+14,427
New +$120K ﹤0.01% 2263