Principal Financial (PFG)

Principal Financial Group, Inc. • Administradora de Fondos de Pensiones Cuprum S.A. • Brasilprev Seguros e Previdencia S.A. • Business Owner Ecosystem, Inc. • CCB Pension Management Co., Ltd. • CCB Principal Asset Management Co., Ltd. • Ciclic Corretora de Seguros S.A. • Claritas Administração de Recursos Ltda. • Claritas Investments Ltd. • Delaware Charter Guarantee & Trust Company ...

IRS number

421520346

PFG stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$82.60

Low target

$75.00

High target

$91.00

Latest filings (excl ownership)

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8-K

Principal® names Deanna Strable next president and CEO

14 Nov 24

8-K

Principal Financial Group Announces Third Quarter 2024 Results

24 Oct 24

8-K

Regulation FD Disclosure

15 Oct 24

8-K

Principal® names Deanna Strable President and Chief Operating Officer Dan Houston to continue as CEO and Chairman of the Board

21 Aug 24

8-K

Principal Financial Group Announces Second Quarter 2024 Results

25 Jul 24

8-K

Regulation FD Disclosure

17 Jul 24

8-K

Submission of Matters to a Vote of Security Holders

23 May 24

8-K

Principal Financial Group Announces First Quarter 2024 Results

25 Apr 24

8-K

Regulation FD Disclosure

17 Apr 24

DEFA14A

Additional proxy soliciting materials

8 Apr 24

Transcripts

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PFG

Earnings call transcript

2024 Q3

25 Oct 24

PFG

Earnings call transcript

2024 Q2

26 Jul 24

PFG

Earnings call transcript

2024 Q1

26 Apr 24

PFG

Earnings call transcript

2023 Q4

13 Feb 24

PFG

Earnings call transcript

2023 Q3

27 Oct 23

PFG

Earnings call transcript

2023 Q2

28 Jul 23

PFG

Earnings call transcript

2023 Q1

28 Apr 23

PFG

Earnings call transcript

2022 Q4

31 Jan 23

PFG

Earnings call transcript

2022 Q3

28 Oct 22

PFG

Earnings call transcript

2022 Q2

9 Aug 22

Latest ownership filings

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Amy Christine Friedrich

20 Dec 24

Vivek Agrawal

20 Dec 24

Daniel Joseph Houston

20 Dec 24

DEANNA D STRABLE-SOETHOUT

20 Dec 24

Joel Pitz

20 Dec 24

CHRISTOPHER J LITTLEFIELD

20 Dec 24

Financial summary

Financial statements Chart PFG financial data

Quarter (USD)	Sep 23	Jun 23	Mar 23	Dec 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 22	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q2 2024

PFG institutional ownership history Ownership history

74.5% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	779	745	+4.6%
Opened positions	95	78	+21.8%
Closed positions	61	73	-16.4%
Increased positions	279	250	+11.6%
Reduced positions	245	263	-6.8%

13F shares	Current	Prev Q	Change
Total value	11.19 tn	12.14 tn	-7.8%
Total shares	177.71 mm	176.06 mm	+0.9%
Total puts	166.30 k	236.80 k	-29.8%
Total calls	171.90 k	216.30 k	-20.5%
Total put/call ratio	1.0	1.1	-11.6%

Largest owners	Shares	Value	Change
Vanguard	27.75 mm	$2.18 tn	-1.0%
BLK BlackRock	19.76 mm	$1.55 tn	+1.7%
Nippon Life Insurance	18.14 mm	$1.42 bn	0.0%
Managed Account Advisors	12.76 mm	$0.00	0.0%
BAC Bank of America	10.72 mm	$840.74 bn	-2.3%
STT State Street	9.56 mm	$749.84 bn	-1.0%
Capital Research Global Investors	6.60 mm	$518.08 bn	+0.0%
Geode Capital Management	5.43 mm	$424.82 bn	+0.5%
Wellington Management	4.43 mm	$347.88 bn	-1.1%
Dimensional Fund Advisors	3.91 mm	$306.39 bn	+1.0%

Largest transactions	Shares	Bought/sold	Change
Norges Bank	3.25 mm	+3.25 mm	NEW
Citadel Advisors	22.71 k	-644.14 k	-96.6%
Amundi	853.69 k	-553.21 k	-39.3%
Ubs Global Asset Management Americas	1.68 mm	+483.53 k	+40.4%
Marshall Wace	38.34 k	-471.47 k	-92.5%
Credit Suisse	0.00	-429.07 k	EXIT
Point72 Asset Management	52.35 k	-420.23 k	-88.9%
HRT Financial	22.99 k	-334.12 k	-93.6%
BLK BlackRock	19.76 mm	+331.15 k	+1.7%
Deutsche Bank AG - Registered Shares	1.00 mm	+298.27 k	+42.2%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

PFG insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
18 Dec 24	Jonathan Auerbach	Common Stock	Grant	Acquire A	No	No	0	181	0.00	17,149
18 Dec 24	Beams Maliz E	Common Stock	Grant	Acquire A	No	No	0	112	0.00	11,556
18 Dec 24	Carter Miller Joycelyn	Common Stock	Grant	Acquire A	No	No	0	790	0.00	82,061
18 Dec 24	Hochschild Roger C	Common Stock	Grant	Acquire A	No	No	0	336	0.00	34,796
18 Dec 24	Hochschild Roger C	Phantom Stock Units Common Stock	Grant	Acquire A	No	No	74.91	241	18.05 k	25,783
18 Dec 24	Mills Scott	Common Stock	Grant	Acquire A	No	No	0	287	0.00	29,737
18 Dec 24	Mills Scott	Phantom Stock Units Common Stock	Grant	Acquire A	No	No	74.91	164	12.29 k	17,760