PFG Insider Trading

Insider Ownership Percentage: 1.06%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $0.00

Principal Financial Group Insider Trading History Chart

This chart shows the insider buying and selling history at Principal Financial Group by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Principal Financial Group Share Price & Price History

Current Price: $89.58
Price Change: Price Decrease of -0.34 (-0.38%)
As of 10/23/2024 01:00 AM ET

This chart shows the closing price history over time for PFG up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Principal Financial Group Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
3/18/2023Kenneth A McCullumSVPSell3,694$69.50$256,733.0029,244View SEC Filing Icon  
10/18/2022Sandra L HeltonDirectorSell14,033$80.05$1,123,341.6518,245View SEC Filing Icon  
9/13/2022Wee Yee CheongEVPSell2,447$78.45$191,967.1534,700View SEC Filing Icon  
8/22/2022Roberto WalkerEVPSell9,000$76.95$692,550.0034,008View SEC Filing Icon  
8/19/2022Roberto WalkerEVPSell12,975$78.04$1,012,569.0043,008View SEC Filing Icon  
8/17/2022Roberto WalkerEVPSell6,000$78.58$471,480.0043,008View SEC Filing Icon  
8/9/2022Sandra L HeltonDirectorSell15,000$72.90$1,093,500.0032,278View SEC Filing Icon  
5/25/2022Wee Yee CheongEVPSell10,000$71.00$710,000.0037,093View SEC Filing Icon  
See Full Table

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

This chart shows the instiutional buying and selling at PFG by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Principal Financial Group Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/23/2024Allworth Financial LP7,469$0.64M0.0%-8.5%0.003%Search for SEC Filing on Google Icon
10/23/2024E. Ohman J or Asset Management AB8,900$0.77M0.0%-13.6%0.004%Search for SEC Filing on Google Icon
10/23/2024Dakota Wealth Management31,551$2.71M0.1%-2.2%0.014%Search for SEC Filing on Google Icon
10/23/2024Assenagon Asset Management S.A.7,477$0.64M0.0%-90.8%0.003%Search for SEC Filing on Google Icon
10/23/2024IFM Investors Pty Ltd50,574$4.34M0.0%-1.9%0.022%Search for SEC Filing on Google Icon
10/23/2024Impact Partnership Wealth LLC7,720$0.66M0.1%+25.7%0.003%Search for SEC Filing on Google Icon
10/23/2024CENTRAL TRUST Co1,579$0.14M0.0%-50.3%0.001%Search for SEC Filing on Google Icon
10/22/2024International Assets Investment Management LLC132,200$11.36M0.0%+6,593.7%0.057%Search for SEC Filing on Google Icon
10/22/2024Heartland Bank & Trust Co5,132$0.44M0.2%-6.6%0.002%Search for SEC Filing on Google Icon
10/22/2024Lake Street Private Wealth LLC3,401$0.29M0.0%-6.4%0.001%Search for SEC Filing on Google Icon
10/22/2024Hartford Investment Management Co.13,317$1.14M0.0%-3.6%0.006%Search for SEC Filing on Google Icon
10/22/2024Greenleaf Trust6,684$0.57M0.0%-1.9%0.003%Search for SEC Filing on Google Icon
10/22/2024Elevated Capital Advisors LLC9,016$0.77M0.2%-1.8%0.004%Search for SEC Filing on Google Icon
10/22/2024Lecap Asset Management Ltd.9,536$0.82M0.2%-58.5%0.004%Search for SEC Filing on Google Icon
10/22/2024Private Advisor Group LLC25,816$2.22M0.0%-1.6%0.011%Search for SEC Filing on Google Icon
10/22/2024My Legacy Advisors LLC4,541$0.39M0.2%-16.5%0.002%Search for SEC Filing on Google Icon
10/22/2024Signaturefd LLC2,457$0.21M0.0%-11.7%0.001%Search for SEC Filing on Google Icon
10/21/2024Everence Capital Management Inc.4,520$0.39M0.0%-67.2%0.002%Search for SEC Filing on Google Icon
10/19/2024McClarren Financial Advisors Inc.810$69K0.0%+419.2%0.000%Search for SEC Filing on Google Icon
10/19/2024Columbus Macro LLC17,484$1.51M0.5%-3.2%0.008%Search for SEC Filing on Google Icon
10/18/2024Raymond James & Associates116,364$10M0.0%+36.3%0.050%Search for SEC Filing on Google Icon
10/18/2024Blue Trust Inc.2,748$0.22M0.0%+76.8%0.001%Search for SEC Filing on Google Icon
10/17/2024Trust Point Inc.420,332$36.11M2.7%+9.2%0.179%Search for SEC Filing on Google Icon
10/17/2024V Square Quantitative Management LLC7,692$0.66M0.1%+13.8%0.003%Search for SEC Filing on Google Icon
10/17/2024Sumitomo Mitsui DS Asset Management Company Ltd23,705$2.04M0.0%+1.1%0.010%Search for SEC Filing on Google Icon
10/16/2024Bleakley Financial Group LLC5,139$0.44M0.0%-3.7%0.002%Search for SEC Filing on Google Icon
10/16/2024Mokosak Advisory Group LLC7,020$0.60M0.2%-1.8%0.003%Search for SEC Filing on Google Icon
10/16/2024B.O.S.S. Retirement Advisors LLC13,332$1.15M0.2%+5.3%0.006%Search for SEC Filing on Google Icon
10/16/2024Proquility Private Wealth Partners LLC12,277$1.06M0.3%+6.3%0.005%Search for SEC Filing on Google Icon
10/11/2024Creative Planning46,428$3.99M0.0%-6.7%0.020%Search for SEC Filing on Google Icon
10/11/2024Wedge Capital Management L L P NC24,891$2.14M0.0%+4.7%0.011%Search for SEC Filing on Google Icon
10/10/2024Sound Income Strategies LLC210,139$18.05M1.2%+7.6%0.090%Search for SEC Filing on Google Icon
10/10/2024Koshinski Asset Management Inc.2,880$0.25M0.0%-6.5%0.001%Search for SEC Filing on Google Icon
10/10/2024Exchange Traded Concepts LLC2,980$0.26M0.0%+2,192.3%0.001%Search for SEC Filing on Google Icon
10/10/2024City State Bank9,402$0.81M0.3%+9.8%0.004%Search for SEC Filing on Google Icon
10/10/2024Livforsakringsbolaget Skandia Omsesidigt4,182$0.36M0.0%+434.8%0.002%Search for SEC Filing on Google Icon
10/9/2024Iowa State Bank6,592$0.57M0.1%-2.2%0.003%Search for SEC Filing on Google Icon
10/9/2024UMB Bank n.a.6,240$0.54M0.0%-27.3%0.003%Search for SEC Filing on Google Icon
10/9/2024Unison Advisors LLC58,463$5.02M0.6%+0.9%0.025%Search for SEC Filing on Google Icon
10/8/2024CWM LLC12,410$1.07M0.0%+10.0%0.005%Search for SEC Filing on Google Icon
10/8/2024Atomi Financial Group Inc.2,437$0.21M0.0%N/A0.001%Search for SEC Filing on Google Icon
10/7/2024Foster Group Inc.13,945$1.20M0.0%+10.5%0.006%Search for SEC Filing on Google Icon
10/7/2024GAMMA Investing LLC4,240$0.36M0.0%+18.7%0.002%Search for SEC Filing on Google Icon
10/7/2024Czech National Bank43,402$3.73M0.0%+5.6%0.019%Search for SEC Filing on Google Icon
10/5/2024Handelsbanken Fonder AB33,974$2.92M0.0%+68.8%0.015%Search for SEC Filing on Google Icon
10/5/2024Goelzer Investment Management Inc.124,665$10.71M0.6%-0.9%0.054%Search for SEC Filing on Google Icon
10/3/2024Rockland Trust Co.8,498$0.73M0.0%-3.2%0.004%Search for SEC Filing on Google Icon
10/3/2024Park Avenue Securities LLC8,453$0.73M0.0%-8.3%0.004%Search for SEC Filing on Google Icon
10/3/2024SG Americas Securities LLC9,864$0.85M0.0%-94.5%0.004%Search for SEC Filing on Google Icon
10/3/2024Czech National Bank43,402$3.73M0.0%+5.6%0.019%Search for SEC Filing on Google Icon
10/3/2024AMF Tjanstepension AB290,723$25M0.2%+28.7%0.126%Search for SEC Filing on Google Icon
9/20/2024Healthcare of Ontario Pension Plan Trust Fund105,000$8.24M0.0%N/A0.045%Search for SEC Filing on Google Icon
9/5/2024Sanctuary Advisors LLC14,999$1.19M0.0%N/A0.006%Search for SEC Filing on Google Icon
8/26/2024Teachers Retirement System of The State of Kentucky17,719$1.39M0.0%-2.9%0.008%Search for SEC Filing on Google Icon
8/22/2024Cetera Investment Advisers57,293$4.50M0.0%+6.9%0.024%Search for SEC Filing on Google Icon
8/21/2024Heartland Bank & Trust Co5,496$0.43M0.2%+4.4%0.002%Search for SEC Filing on Google Icon
8/21/2024Advisory Alpha LLC2,586$0.20M0.0%-5.7%0.001%Search for SEC Filing on Google Icon
8/21/2024Truist Financial Corp10,817$0.85M0.0%-15.2%0.005%Search for SEC Filing on Google Icon
8/19/2024Point72 Asset Management L.P.52,350$4.11M0.0%-88.9%0.023%Search for SEC Filing on Google Icon
8/16/2024Regal Investment Advisors LLC3,534$0.28M0.0%-5.4%0.002%Search for SEC Filing on Google Icon
8/16/2024Quarry LP1,157$91K0.0%N/A0.000%Search for SEC Filing on Google Icon
8/16/2024Sunbelt Securities Inc.9,877$0.78M0.1%+38.7%0.004%Search for SEC Filing on Google Icon
8/16/2024Northwestern Mutual Wealth Management Co.21,744$1.71M0.0%+44.9%0.009%Search for SEC Filing on Google Icon
8/16/2024Creative Planning49,785$3.91M0.0%+3.2%0.021%Search for SEC Filing on Google Icon
8/16/2024Ascent Group LLC11,689$0.92M0.1%-14.4%0.005%Search for SEC Filing on Google Icon
8/15/2024Scientech Research LLC7,374$0.58M0.1%N/A0.003%Search for SEC Filing on Google Icon
8/15/2024Mackenzie Financial Corp31,278$2.45M0.0%-2.7%0.014%Search for SEC Filing on Google Icon
8/15/2024The Manufacturers Life Insurance Company130,191$10.21M0.0%-2.9%0.056%Search for SEC Filing on Google Icon
8/15/2024MBB Public Markets I LLC15,704$1.23M0.0%N/A0.007%Search for SEC Filing on Google Icon
8/15/2024D. E. Shaw & Co. Inc.318,410$24.98M0.0%-11.8%0.137%Search for SEC Filing on Google Icon
8/15/2024Daymark Wealth Partners LLC3,083$0.24M0.0%N/A0.001%Search for SEC Filing on Google Icon
8/15/2024DoubleLine ETF Adviser LP3,966$0.31M0.1%-3.2%0.002%Search for SEC Filing on Google Icon
8/15/2024APG Asset Management N.V.24,975$1.83M0.0%+163.6%0.011%Search for SEC Filing on Google Icon
8/15/2024AQR Capital Management LLC13,451$1.06M0.0%+80.6%0.006%Search for SEC Filing on Google Icon
8/15/2024AXA S.A.24,350$1.91M0.0%N/A0.011%Search for SEC Filing on Google Icon
8/15/2024Abich Financial Wealth Management LLC1,464$0.12M0.1%N/A0.001%Search for SEC Filing on Google Icon
8/15/2024Point72 Asia Singapore Pte. Ltd.21,791$1.71M0.4%+15.4%0.009%Search for SEC Filing on Google Icon
8/15/2024Point72 Hong Kong Ltd26,751$2.10M0.1%N/A0.012%Search for SEC Filing on Google Icon
8/15/2024Toronto Dominion Bank107,004$8.39M0.0%-45.0%0.046%Search for SEC Filing on Google Icon
8/14/2024Squarepoint Ops LLC127,390$9.99M0.0%+24.6%0.055%Search for SEC Filing on Google Icon
8/14/2024Cubist Systematic Strategies LLC75,778$5.95M0.0%+135.1%0.033%Search for SEC Filing on Google Icon
8/14/2024BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp45,040$3.53M0.0%+58.2%0.019%Search for SEC Filing on Google Icon
8/14/2024Point72 DIFC Ltd28,246$2.22M0.1%-18.1%0.012%Search for SEC Filing on Google Icon
8/14/2024Marshall Wace LLP38,337$3.01M0.0%-92.5%0.016%Search for SEC Filing on Google Icon
8/14/2024Interval Partners LP155,945$12.23M0.3%+113.1%0.067%Search for SEC Filing on Google Icon
8/14/2024Xponance Inc.42,744$3.35M0.0%+6.4%0.018%Search for SEC Filing on Google Icon
8/14/2024Bank of Montreal Can357,262$28.63M0.0%+50.6%0.152%Search for SEC Filing on Google Icon
8/14/2024Magnetar Financial LLC13,556$1.06M0.0%N/A0.006%Search for SEC Filing on Google Icon
8/14/2024Public Sector Pension Investment Board36,641$2.87M0.0%+5.7%0.016%Search for SEC Filing on Google Icon
8/14/2024EverSource Wealth Advisors LLC930$76K0.0%+18.2%0.000%Search for SEC Filing on Google Icon
8/14/2024ProShare Advisors LLC43,794$3.44M0.0%+3.1%0.019%Search for SEC Filing on Google Icon
8/13/2024Legacy Financial Advisors Inc.5,575$0.44M0.1%+2.7%0.002%Search for SEC Filing on Google Icon
8/13/2024Ensign Peak Advisors Inc95,327$7.48M0.0%+7.1%0.041%Search for SEC Filing on Google Icon
8/13/2024Sompo Asset Management Co. Ltd.6,460$0.51M0.1%+7.5%0.003%Search for SEC Filing on Google Icon
8/13/2024Thrivent Financial for Lutherans64,226$5.04M0.0%+428.4%0.027%Search for SEC Filing on Google Icon
8/13/2024Sei Investments Co.25,237$1.98M0.0%+4.0%0.011%Search for SEC Filing on Google Icon
8/13/2024Pacer Advisors Inc.15,868$1.25M0.0%+4.3%0.007%Search for SEC Filing on Google Icon
8/13/2024Skandinaviska Enskilda Banken AB publ45,235$3.55M0.0%-54.5%0.019%Search for SEC Filing on Google Icon
8/13/2024AE Wealth Management LLC117,791$9.24M0.1%-22.0%0.050%Search for SEC Filing on Google Icon
8/13/2024Weaver C. Barksdale & Associates Inc.20,918$1.64M1.6%-1.5%0.009%Search for SEC Filing on Google Icon
Data available starting January 2016

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Principal Financial Group logo
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.
Read More on Principal Financial Group

Today's Range

Now: $89.58
Low: $89.21
High: $90.04

50 Day Range

MA: $83.62
Low: $76.92
High: $91.26

52 Week Range

Now: $89.58
Low: $66.21
High: $91.97

Volume

676,404 shs

Average Volume

1,116,878 shs

Market Capitalization

$20.74 billion

P/E Ratio

17.39

Dividend Yield

3.18%

Beta

1.19

Who are the company insiders with the largest holdings of Principal Financial Group?

Principal Financial Group's top insider shareholders include:
  1. Kenneth A Mccullum (SVP)
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:
  1. Trust Point Inc. — 0.18%
  2. AMF Tjanstepension AB — 0.13%
  3. Sound Income Strategies LLC — 0.09%
  4. International Assets Investment Management LLC — 0.06%
  5. Goelzer Investment Management Inc. — 0.05%
  6. Raymond James & Associates — 0.05%
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:
  1. SG Americas Securities LLC
  2. Assenagon Asset Management S.A.
  3. Lecap Asset Management Ltd.
  4. Everence Capital Management Inc.
  5. Creative Planning
  6. UMB Bank n.a.
  7. CENTRAL TRUST Co
  8. E. Ohman J or Asset Management AB

Which major investors are buying Principal Financial Group stock?

During the previous quarter, PFG stock was purchased by institutional investors including:
  1. International Assets Investment Management LLC
  2. AMF Tjanstepension AB
  3. Trust Point Inc.
  4. Raymond James & Associates
  5. Sound Income Strategies LLC
  6. Handelsbanken Fonder AB
  7. Livforsakringsbolaget Skandia Omsesidigt
  8. Exchange Traded Concepts LLC