PFG Insider Trading

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Insider Trading History
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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

Principal Financial Group Share Price & Price History

^$82.98

▲ +0.52 (0.63%)

As of 05/8/2024 01:00 AM ET

Days: 30 | 90 | 365

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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
3/18/2023	Kenneth A McCullum	SVP	Sell	3,694	$69.50	$256,733.00	29,244
10/18/2022	Sandra L Helton	Director	Sell	14,033	$80.05	$1,123,341.65	18,245
9/13/2022	Wee Yee Cheong	EVP	Sell	2,447	$78.45	$191,967.15	34,700
8/22/2022	Roberto Walker	EVP	Sell	9,000	$76.95	$692,550.00	34,008
8/19/2022	Roberto Walker	EVP	Sell	12,975	$78.04	$1,012,569.00	43,008
8/17/2022	Roberto Walker	EVP	Sell	6,000	$78.58	$471,480.00	43,008
8/9/2022	Sandra L Helton	Director	Sell	15,000	$72.90	$1,093,500.00	32,278
5/25/2022	Wee Yee Cheong	EVP	Sell	10,000	$71.00	$710,000.00	37,093
5/20/2021	Elizabeth E Tallett	Director	Sell	22,800	$64.94	$1,480,632.00	44,432

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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
5/9/2024	Mitsubishi UFJ Asset Management Co. Ltd.	274,538	$23.70M	0.0%	+18.3%	0.117%
5/9/2024	State Board of Administration of Florida Retirement System	296,889	$25.62M	0.0%	+6.6%	0.127%
5/9/2024	Koshinski Asset Management Inc.	3,262	$0.28M	0.0%	-28.5%	0.001%
5/8/2024	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	48,004	$4.14M	0.0%	-7.0%	0.020%
5/8/2024	Great Diamond Partners LLC	6,700	$0.58M	0.1%	-25.0%	0.003%
5/8/2024	ProShare Advisors LLC	42,475	$3.67M	0.0%	-6.2%	0.018%
5/8/2024	US Bancorp DE	24,157	$2.09M	0.0%	-1.2%	0.010%
5/8/2024	Hohimer Wealth Management LLC	24,724	$2.13M	0.5%	-1.1%	0.011%
5/8/2024	Russell Investments Group Ltd.	133,043	$11.48M	0.0%	-18.6%	0.057%
5/8/2024	Qsemble Capital Management LP	18,219	$1.57M	0.3%	+42.2%	0.008%
5/8/2024	QRG Capital Management Inc.	24,356	$2.10M	0.0%	-76.8%	0.010%
5/8/2024	Headlands Technologies LLC	3,651	$0.32M	0.1%	-3.7%	0.002%
5/7/2024	Sei Investments Co.	24,275	$2.10M	0.0%	+59.4%	0.010%
5/7/2024	GW Henssler & Associates Ltd.	201,606	$17.40M	1.0%	+2.0%	0.086%
5/7/2024	Montag A & Associates Inc.	17,241	$1.49M	0.1%	-2.0%	0.007%
5/7/2024	Swiss National Bank	714,000	$61.63M	0.0%	-5.6%	0.305%
5/7/2024	Forsta AP Fonden	59,200	$5.11M	0.0%	-44.9%	0.025%
5/7/2024	Illinois Municipal Retirement Fund	115,465	$9.97M	0.2%	-2.3%	0.049%
5/7/2024	Oppenheimer & Co. Inc.	10,346	$0.89M	0.0%	-1.9%	0.004%
5/7/2024	Hilltop National Bank	6,299	$0.54M	0.2%	N/A	0.003%
5/7/2024	SG Americas Securities LLC	113,565	$9.80M	0.0%	+548.9%	0.048%
5/7/2024	Empowered Funds LLC	3,176	$0.27M	0.0%	-71.6%	0.001%
5/7/2024	Sciencast Management LP	8,090	$0.70M	0.4%	-21.8%	0.003%
5/6/2024	Quantbot Technologies LP	12,706	$1.10M	0.1%	N/A	0.005%
5/6/2024	Empirical Finance LLC	8,486	$0.73M	0.0%	+3.2%	0.004%
5/6/2024	Advisory Alpha LLC	2,742	$0.24M	0.0%	N/A	0.001%
5/6/2024	Texas Permanent School Fund Corp	45,343	$3.91M	0.0%	+2.4%	0.019%
5/4/2024	Richardson Financial Services Inc.	1,580	$0.14M	0.1%	+12.9%	0.001%
5/3/2024	RIA Advisory Group LLC	6,529	$0.56M	0.2%	-99.4%	0.003%
5/3/2024	Chevy Chase Trust Holdings LLC	121,449	$10.48M	0.0%	-0.9%	0.052%
5/3/2024	GSA Capital Partners LLP	10,428	$0.90M	0.1%	+200.5%	0.004%
5/3/2024	BI Asset Management Fondsmaeglerselskab A S	14,642	$1.26M	0.0%	+75.4%	0.006%
5/2/2024	Salomon & Ludwin LLC	499	$43K	0.0%	+319.3%	0.000%
5/2/2024	Mutual of America Capital Management LLC	28,758	$2.48M	0.0%	-2.1%	0.012%
5/2/2024	FORA Capital LLC	32,570	$2.81M	0.2%	+2.9%	0.014%
5/2/2024	FinTrust Capital Advisors LLC	2,200	$0.19M	0.0%	+230.8%	0.001%
5/2/2024	Daiwa Securities Group Inc.	25,414	$2.19M	0.0%	+21.2%	0.011%
5/2/2024	Graypoint LLC	2,514	$0.22M	0.0%	N/A	0.001%
5/2/2024	Nordea Investment Management AB	17,113	$1.48M	0.0%	+4.1%	0.007%
5/2/2024	Gilbert & Cook Inc.	7,217	$0.62M	0.1%	-5.6%	0.003%
5/2/2024	Fidelis Capital Partners LLC	1,450	$0.13M	0.0%	N/A	0.001%
5/2/2024	Choreo LLC	8,526	$0.74M	0.0%	+17.4%	0.004%
5/2/2024	Tokio Marine Asset Management Co. Ltd.	6,112	$0.53M	0.0%	-3.4%	0.003%
5/2/2024	Hunter Associates Investment Management LLC	2,411	$0.21M	0.0%	N/A	0.001%
5/1/2024	1834 Investment Advisors Co.	2,410	$0.21M	0.0%	-18.1%	0.001%
5/1/2024	Janney Montgomery Scott LLC	18,327	$1.58M	0.0%	-2.4%	0.008%
5/1/2024	BNP Paribas Financial Markets	337,877	$29.16M	0.0%	+165.2%	0.144%
5/1/2024	Centric Wealth Management	23,165	$1.83M	0.6%	+13.3%	0.010%
5/1/2024	Sequoia Financial Advisors LLC	2,498	$0.22M	0.0%	-50.2%	0.001%
4/30/2024	Private Advisor Group LLC	27,971	$2.41M	0.0%	-3.4%	0.012%
4/30/2024	Norden Group LLC	9,534	$0.82M	0.1%	N/A	0.004%
4/30/2024	Fortis Group Advisors LLC	458	$40K	0.0%	-50.0%	0.000%
4/30/2024	HB Wealth Management LLC	2,793	$0.24M	0.0%	-7.4%	0.001%
4/30/2024	Concord Wealth Partners	3,137	$0.27M	0.0%	+466.2%	0.001%
4/30/2024	Caprock Group LLC	5,172	$0.45M	0.0%	+3.6%	0.002%
4/29/2024	Commonwealth Equity Services LLC	66,029	$5.70M	0.0%	+16.0%	0.028%
4/29/2024	FAS Wealth Partners Inc.	26,351	$2.27M	0.2%	+4.3%	0.011%
4/29/2024	Principal Financial Group Inc.	232,379	$20.06M	0.0%	-0.5%	0.099%
4/29/2024	Mn Services Vermogensbeheer B.V.	96,380	$8.32M	0.1%	-17.1%	0.041%
4/27/2024	Conning Inc.	29,262	$2.53M	0.1%	-0.7%	0.012%
4/26/2024	Pinnacle Associates Ltd.	9,222	$0.80M	0.0%	-4.5%	0.004%
4/26/2024	Securian Asset Management Inc.	12,913	$1.12M	0.0%	-7.0%	0.005%
4/26/2024	UMB Bank n.a.	10,848	$0.94M	0.0%	-10.5%	0.005%
4/26/2024	Yousif Capital Management LLC	31,290	$2.70M	0.0%	-2.5%	0.013%
4/26/2024	Verdence Capital Advisors LLC	9,582	$0.83M	0.1%	-18.6%	0.004%
4/25/2024	New York State Teachers Retirement System	227,642	$19.65M	0.0%	-7.2%	0.097%
4/25/2024	Bank of New York Mellon Corp	1,849,622	$159.64M	0.0%	-2.3%	0.787%
4/25/2024	Zurcher Kantonalbank Zurich Cantonalbank	94,580	$8.16M	0.0%	-3.4%	0.040%
4/25/2024	Fjarde AP Fonden Fourth Swedish National Pension Fund	123,051	$10.62M	0.1%	+17.9%	0.052%
4/25/2024	Valeo Financial Advisors LLC	3,029	$0.25M	0.0%	N/A	0.001%
4/25/2024	Cambridge Investment Research Advisors Inc.	87,187	$7.53M	0.0%	-5.8%	0.037%
4/24/2024	Leavell Investment Management Inc.	2,456	$0.21M	0.0%	N/A	0.001%
4/24/2024	CENTRAL TRUST Co	3,179	$0.27M	0.0%	+5.0%	0.001%
4/24/2024	V Square Quantitative Management LLC	6,236	$0.54M	0.1%	+16.4%	0.003%
4/24/2024	Simplicity Wealth LLC	5,161	$0.45M	0.0%	N/A	0.002%
4/24/2024	First Pacific Financial	295	$25K	0.0%	-47.7%	0.000%
4/24/2024	Assenagon Asset Management S.A.	178,695	$15.42M	0.0%	-28.7%	0.076%
4/23/2024	Iowa State Bank	7,970	$0.69M	0.2%	-80.3%	0.003%
4/23/2024	Eads & Heald Wealth Management	2,326	$0.20M	0.1%	N/A	0.001%
4/23/2024	Global Retirement Partners LLC	1,294	$0.11M	0.0%	+18.4%	0.001%
4/23/2024	Louisiana State Employees Retirement System	12,800	$1.11M	0.0%	-3.8%	0.005%
4/23/2024	Amalgamated Bank	67,511	$5.83M	0.0%	+17.2%	0.029%
4/23/2024	New Mexico Educational Retirement Board	11,054	$0.95M	0.0%	-6.0%	0.005%
4/23/2024	Cigna Investments Inc. New	2,456	$0.21M	0.0%	N/A	0.001%
4/23/2024	Raymond James Financial Services Advisors Inc.	59,938	$5.17M	0.0%	-10.7%	0.025%
4/22/2024	Nilsine Partners LLC	3,710	$0.32M	0.0%	+12.9%	0.002%
4/22/2024	Centennial Wealth Advisory LLC	4,068	$0.35M	0.2%	-9.7%	0.002%
4/22/2024	Raymond James & Associates	87,841	$7.58M	0.0%	-10.1%	0.037%
4/19/2024	First Trust Direct Indexing L.P.	5,126	$0.44M	0.0%	+4.8%	0.002%
4/19/2024	Norden Group LLC	9,534	$0.82M	0.0%	N/A	0.004%
4/19/2024	Lake Street Private Wealth LLC	3,713	$0.32M	0.0%	+24.8%	0.002%
4/19/2024	State of Alaska Department of Revenue	44,429	$3.83M	0.0%	-13.0%	0.019%
4/19/2024	Denali Advisors LLC	6,648	$0.57M	0.2%	+259.7%	0.003%
4/19/2024	WFA Asset Management Corp	684	$59K	0.0%	+72.3%	0.000%
4/19/2024	Sumitomo Mitsui Trust Holdings Inc.	692,694	$59.79M	0.0%	+6.6%	0.295%
4/18/2024	Plimoth Trust Co. LLC	8,478	$0.73M	0.2%	-4.5%	0.004%
4/18/2024	Allspring Global Investments Holdings LLC	10,733	$0.93M	0.0%	-1.3%	0.005%
4/18/2024	Steele Capital Management Inc.	7,491	$0.65M	0.0%	+29.3%	0.003%
4/18/2024	Diversified Trust Co	22,505	$1.94M	0.1%	+51.3%	0.010%
4/17/2024	Romano Brothers AND Company	6,485	$0.56M	0.1%	+29.0%	0.003%

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: $82.98

$82.08

$83.38

50 Day Range

MA: $81.88

$78.25

$86.31

52 Week Range

Now: $82.98

$65.17

$86.79

Volume

1,174,542 shs

Average Volume

1,118,972 shs

Market Capitalization

$19.45 billion

P/E Ratio

15.84

Dividend Yield

3.40%

Beta

1.24

Who are the company insiders with the largest holdings of Principal Financial Group?: Principal Financial Group's top insider shareholders include:
Roberto Walker (EVP)
Wee Yee Cheong (EVP)
Sandra L Helton (Director)
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:
Bank of New York Mellon Corp — 0.79%
Swiss National Bank — 0.30%
Sumitomo Mitsui Trust Holdings Inc. — 0.29%
BNP Paribas Financial Markets — 0.14%
AMF Tjanstepension AB — 0.13%
State Board of Administration of Florida Retirement System — 0.13%
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:
RIA Advisory Group LLC
QRG Capital Management Inc.
Assenagon Asset Management S.A.
Forsta AP Fonden
Bank of New York Mellon Corp
Swiss National Bank
Iowa State Bank
Russell Investments Group Ltd.
Which major investors are buying Principal Financial Group stock?: During the previous quarter, PFG stock was purchased by institutional investors including:
AMF Tjanstepension AB
BNP Paribas Financial Markets
SG Americas Securities LLC
Sumitomo Mitsui Trust Holdings Inc.
Mitsubishi UFJ Asset Management Co. Ltd.
Fjarde AP Fonden Fourth Swedish National Pension Fund
State Board of Administration of Florida Retirement System
Sound Income Strategies LLC