PFG Insider Trading

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Insider Trading History
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Insider Ownership Percentage: 1.08%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $160,470.48

Principal Financial Group Insider Trading History Chart

Principal Financial Group Share Price & Price History

^$89.37

▼ -0.17 (-0.19%)

As of 12/17/2025 05:00 PM ET

Days: 30 | 90 | 365

Principal Financial Group Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction	Details
11/12/2025	Wee Yee Cheong	EVP	Sell	1,887	$85.04	$160,470.48	81,421
3/18/2023	Kenneth A McCullum	SVP	Sell	3,694	$69.50	$256,733.00	29,244

SEC Filings (Institutional Ownership Changes) for Principal Financial Group (NYSE:PFG)

75.08% of Principal Financial Group stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Principal Financial Group Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/15/2025	New Mexico Educational Retirement Board	9,354	$0.78M	0.0%	-5.1%	0.004%
12/9/2025	Tudor Investment Corp ET AL	5,583	$0.46M	0.0%	-97.1%	0.003%
12/2/2025	Allworth Financial LP	8,530	$0.71M	0.0%	+2.8%	0.004%
12/2/2025	IFP Advisors Inc	7,812	$0.71M	0.0%	-2.0%	0.004%
12/2/2025	Swiss Life Asset Management Ltd	594,297	$49.27M	0.3%	+1.3%	0.267%
12/1/2025	Groupama Asset Managment	21,535	$1.79M	0.0%	N/A	0.010%
12/1/2025	Cambria Investment Management L.P.	111,584	$9.25M	0.5%	-6.4%	0.050%
11/26/2025	JPMorgan Chase & Co.	977,625	$81.06M	0.0%	-4.5%	0.439%
11/24/2025	CIBC Private Wealth Group LLC	4,711	$0.39M	0.0%	+9.6%	0.002%
11/22/2025	Prana Capital Management LP	241,339	$20.01M	0.7%	-6.9%	0.108%
11/21/2025	CIBC Bancorp USA Inc.	28,738	$2.38M	0.0%	N/A	0.013%
11/20/2025	Wilmington Savings Fund Society FSB	856	$71K	0.0%	-37.3%	0.000%
11/19/2025	Sunbelt Securities Inc.	7,710	$0.64M	0.0%	-21.9%	0.003%
11/19/2025	Captrust Financial Advisors	40,802	$3.38M	0.0%	+21.2%	0.018%
11/19/2025	Coldstream Capital Management Inc.	6,128	$0.51M	0.0%	+6.3%	0.003%
11/19/2025	Danske Bank A S	107,407	$8.91M	0.0%	N/A	0.048%
11/18/2025	Advisory Services Network LLC	2,720	$0.23M	0.0%	N/A	0.001%
11/18/2025	Livforsakringsbolaget Skandia Omsesidigt	3,882	$0.32M	0.0%	-7.2%	0.002%
11/17/2025	Palisade Asset Management LLC	5,616	$0.47M	0.0%	-8.2%	0.003%
11/17/2025	Kestra Private Wealth Services LLC	13,800	$1.14M	0.0%	+1.0%	0.006%
11/17/2025	NewEdge Advisors LLC	10,425	$0.86M	0.0%	+29.7%	0.005%
11/17/2025	CANADA LIFE ASSURANCE Co	235,219	$19.39M	0.0%	+1.1%	0.106%
11/17/2025	Caxton Associates LLP	14,635	$1.21M	0.0%	-6.1%	0.007%
11/17/2025	Dark Forest Capital Management LP	44,867	$3.72M	0.1%	+80.2%	0.020%
11/17/2025	FWL Investment Management LLC	380	$32K	0.0%	N/A	0.000%
11/17/2025	XTX Topco Ltd	22,815	$1.89M	0.1%	N/A	0.010%
11/17/2025	Alyeska Investment Group L.P.	148,973	$12.35M	0.0%	N/A	0.067%
11/17/2025	CacheTech Inc.	3,698	$0.31M	0.1%	-5.9%	0.002%
11/17/2025	Utah Retirement Systems	36,649	$3.04M	0.0%	-1.4%	0.016%
11/17/2025	Voleon Capital Management LP	45,424	$3.77M	0.1%	-46.2%	0.020%
11/17/2025	Voloridge Investment Management LLC	327,368	$27.14M	0.1%	-26.2%	0.147%
11/17/2025	Verition Fund Management LLC	10,042	$0.83M	0.0%	-96.9%	0.005%
11/17/2025	State Street Corp	10,560,056	$875.53M	0.0%	-1.2%	4.740%
11/17/2025	Qube Research & Technologies Ltd	688,538	$57.09M	0.1%	-23.6%	0.309%
11/17/2025	Public Employees Retirement System of Ohio	74,567	$6.18M	0.0%	+3.1%	0.033%
11/17/2025	Nomura Holdings Inc.	5,261	$0.44M	0.0%	N/A	0.002%
11/17/2025	Northwestern Mutual Wealth Management Co.	19,429	$1.61M	0.0%	+1.9%	0.009%
11/17/2025	Northern Trust Corp	3,468,764	$287.60M	0.0%	-0.5%	1.557%
11/17/2025	Norinchukin Bank The	11,636	$0.97M	0.0%	-2.5%	0.005%
11/17/2025	Mariner LLC	33,040	$2.74M	0.0%	+12.7%	0.015%
11/17/2025	Mairs & Power Inc.	254,418	$21.09M	0.2%	-29.9%	0.114%
11/17/2025	Mercer Global Advisors Inc. ADV	16,689	$1.38M	0.0%	+1.8%	0.007%
11/17/2025	National Bank of Canada FI	146,807	$12.17M	0.0%	-11.1%	0.066%
11/17/2025	Millennium Management LLC	267,137	$22.15M	0.0%	-8.0%	0.120%
11/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	63,065	$5.23M	0.0%	+1.2%	0.028%
11/17/2025	Larson Financial Group LLC	969	$80K	0.0%	-36.0%	0.000%
11/17/2025	Lido Advisors LLC	5,629	$0.47M	0.0%	+6.7%	0.003%
11/17/2025	Hilltop Holdings Inc.	7,018	$0.58M	0.0%	+3.4%	0.003%
11/17/2025	Holocene Advisors LP	96,560	$8.01M	0.0%	-25.8%	0.043%
11/17/2025	Focus Partners Wealth	186,477	$15.46M	0.0%	+144.8%	0.084%
11/17/2025	Brevan Howard Capital Management LP	36,482	$3.03M	0.0%	-42.3%	0.016%
11/17/2025	Chevy Chase Trust Holdings LLC	103,456	$8.58M	0.0%	-5.1%	0.046%
11/17/2025	Ausdal Financial Partners Inc.	8,727	$0.72M	0.0%	-9.3%	0.004%
11/17/2025	Azimuth Capital Investment Management LLC	134,405	$11.14M	0.4%	+71.0%	0.060%
11/17/2025	Banco Bilbao Vizcaya Argentaria S.A.	6,285	$0.52M	0.0%	+36.6%	0.003%
11/17/2025	California Public Employees Retirement System	425,383	$35.27M	0.0%	+5.1%	0.191%
11/17/2025	Bank of America Corp DE	8,426,764	$698.66M	0.0%	-31.9%	3.783%
11/17/2025	Bank of Nova Scotia	26,094	$2.16M	0.0%	-79.6%	0.012%
11/17/2025	Aquatic Capital Management LLC	24,292	$2.01M	0.0%	+27.2%	0.011%
11/17/2025	Alliancebernstein L.P.	234,504	$19.44M	0.0%	+0.6%	0.105%
11/17/2025	Ameriprise Financial Inc.	232,743	$19.30M	0.0%	-4.8%	0.104%
11/14/2025	Schonfeld Strategic Advisors LLC	143,254	$11.88M	0.1%	-8.0%	0.064%
11/14/2025	Creative Planning	52,546	$4.36M	0.0%	+0.8%	0.024%
11/14/2025	SummitTX Capital L.P.	12,838	$1.06M	0.0%	-42.8%	0.006%
11/14/2025	AQR Capital Management LLC	1,103,565	$90.86M	0.1%	+84.9%	0.495%
11/14/2025	Credit Agricole S A	75,799	$6.28M	0.0%	N/A	0.034%
11/14/2025	Raymond James Financial Inc.	192,862	$15.99M	0.0%	-15.4%	0.087%
11/14/2025	Amundi	1,542,925	$129.88M	0.0%	-13.9%	0.693%
11/14/2025	Man Group plc	637,358	$52.84M	0.1%	+199.1%	0.286%
11/14/2025	California State Teachers Retirement System	394,625	$32.72M	0.0%	-0.1%	0.177%
11/14/2025	Horizon Investments LLC	7,067	$0.59M	0.0%	+113.6%	0.003%
11/14/2025	Zurcher Kantonalbank Zurich Cantonalbank	254,898	$21.13M	0.0%	-18.8%	0.114%
11/14/2025	Binnacle Investments Inc	1,051	$87K	0.1%	+36.7%	0.000%
11/14/2025	Brooklyn Investment Group	7,949	$0.66M	0.0%	+105.0%	0.004%
11/14/2025	UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC	1,799,149	$149.17M	0.0%	-14.3%	0.808%
11/14/2025	Two Sigma Investments LP	419,129	$34.75M	0.1%	+20.8%	0.188%
11/14/2025	Vident Advisory LLC	27,710	$2.30M	0.0%	+1.9%	0.012%
11/14/2025	Interval Partners LP	140,422	$11.64M	0.2%	-20.8%	0.063%
11/14/2025	Ossiam	5,180	$0.43M	0.0%	+228.9%	0.002%
11/14/2025	Squarepoint Ops LLC	318,555	$26.41M	0.0%	+154.5%	0.143%
11/14/2025	Siemens Fonds Invest GmbH	30,730	$2.55M	0.1%	+22.5%	0.014%
11/14/2025	iSAM Funds UK Ltd	27,115	$2.25M	0.5%	N/A	0.012%
11/14/2025	NorthRock Partners LLC	5,415	$0.45M	0.0%	+6.9%	0.002%
11/14/2025	Comerica Bank	41,448	$3.44M	0.0%	-11.6%	0.019%
11/14/2025	Brown Brothers Harriman & Co.	1,340	$0.11M	0.0%	+107.4%	0.001%
11/14/2025	Glenmede Investment Management LP	12,312	$1.02M	0.0%	+2.3%	0.006%
11/13/2025	Pathstone Holdings LLC	38,503	$3.19M	0.0%	+6.0%	0.017%
11/13/2025	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	32,224	$2.67M	0.0%	-9.0%	0.014%
11/13/2025	Kentucky Retirement Systems Insurance Trust Fund	5,844	$0.49M	0.0%	-5.3%	0.003%
11/13/2025	Marshall Wace LLP	427,014	$35.40M	0.0%	+3.8%	0.192%
11/13/2025	Vise Technologies Inc.	3,193	$0.27M	0.0%	+14.4%	0.001%
11/13/2025	Entropy Technologies LP	48,433	$4.02M	0.3%	+69.0%	0.022%
11/13/2025	Landscape Capital Management L.L.C.	42,108	$3.49M	0.2%	N/A	0.019%
11/13/2025	Arrowstreet Capital Limited Partnership	372,433	$30.88M	0.0%	+276.3%	0.167%
11/13/2025	Invesco Ltd.	3,376,797	$279.97M	0.0%	+23.2%	1.516%
11/13/2025	Sei Investments Co.	26,719	$2.22M	0.0%	-4.7%	0.012%
11/13/2025	UBS Group AG	2,023,880	$167.80M	0.0%	+62.3%	0.909%
11/13/2025	Capital Fund Management S.A.	20,354	$1.69M	0.0%	+8.8%	0.009%
11/13/2025	BNP Paribas Financial Markets	804,141	$66.67M	0.0%	+53.6%	0.361%
11/13/2025	Kepler Cheuvreux Suisse SA	32,741	$2.72M	0.2%	N/A	0.015%

Data available starting January 2016

Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection segments. The Retirement and Income Solutions segment provides retirement, and related financial products and services. It offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit plans, nonqualified executive benefit plans, employee stock ownership plans, equity compensation, and pension risk transfer services; individual retirement accounts; investment only products; and mutual funds, individual variable annuities, registered index-linked annuities, and bank products, as well as trust and custody services. The Principal Asset Management segment provides equity, fixed income, real estate, and other alternative investments, as well as asset allocation, stable value management, and other structured investment strategies. It also offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans in Brazil, Chile, Mexico, Asia, China, Hong Kong Special Administrative Region, and Southeast Asia. The Benefits and Protection segment provides specialty benefits, such as group dental and vision insurance, group life insurance, and group and individual disability insurance, as well as administers group dental, disability, and vision benefits; and individual life insurance products comprising universal, variable universal, indexed universal, and term life insurance products. It also offers insurance solutions for small and medium-sized businesses and their owners, as well as employees. Principal Financial Group, Inc. was founded in 1879 and is based in Des Moines, Iowa.

Today's Range

Now: $89.37

$89.03

$90.30

50 Day Range

MA: $83.66

$78.39

$91.54

52 Week Range

Now: $89.37

$68.39

$92.10

Volume

1,161,781 shs

Average Volume

1,348,896 shs

Market Capitalization

$19.91 billion

P/E Ratio

13.38

Dividend Yield

3.45%

Beta

0.89

Who are the company insiders with the largest holdings of Principal Financial Group?: Principal Financial Group's top insider shareholders include:
Wee Yee Cheong (EVP)
Learn More about top insider investors at Principal Financial Group.
Who are the major institutional investors of Principal Financial Group?: Principal Financial Group's top institutional investors include:
Vanguard Group Inc. — 12.18%
State Street Corp — 4.74%
Bank of America Corp DE — 3.78%
Victory Capital Management Inc. — 1.75%
Dimensional Fund Advisors LP — 1.69%
Northern Trust Corp — 1.56%
Learn More about top institutional investors of Principal Financial Group stock.
Which major investors are selling Principal Financial Group stock?: During the last quarter, PFG stock was sold by these institutional investors:
Bank of America Corp DE
Victory Capital Management Inc.
Verition Fund Management LLC
UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC
Amundi
Vanguard Group Inc.
Qube Research & Technologies Ltd
Tudor Investment Corp ET AL
Which major investors are buying Principal Financial Group stock?: During the previous quarter, PFG stock was purchased by institutional investors including:
UBS Group AG
Assenagon Asset Management S.A.
Invesco Ltd.
AQR Capital Management LLC
Man Group plc
BNP Paribas Financial Markets
Arrowstreet Capital Limited Partnership
Rakuten Investment Management Inc.