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: $84.71
Price Change: Price Decrease of -0.63 (-0.74%)
As of 07/19/2024 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
7/20/2024Continuum Advisory LLC2,112$0.17M0.0%-7.4%0.001%Search for SEC Filing on Google Icon
7/20/2024Nisa Investment Advisors LLC84,561$6.63M0.0%-2.6%0.036%Search for SEC Filing on Google Icon
7/19/2024Raymond James & Associates85,391$6.70M0.0%-2.8%0.036%Search for SEC Filing on Google Icon
7/19/2024Hoylecohen LLC56,617$4.44M0.3%-7.2%0.024%Search for SEC Filing on Google Icon
7/19/2024Sumitomo Mitsui Trust Holdings Inc.571,488$44.83M0.0%-17.5%0.244%Search for SEC Filing on Google Icon
7/18/2024Gradient Investments LLC1,610$0.13M0.0%+158.8%0.001%Search for SEC Filing on Google Icon
7/18/2024Blue Trust Inc.1,554$0.13M0.0%+214.6%0.001%Search for SEC Filing on Google Icon
7/18/2024Assenagon Asset Management S.A.80,866$6.34M0.0%-54.7%0.035%Search for SEC Filing on Google Icon
7/17/2024Wedge Capital Management L L P NC23,781$1.87M0.0%-1.6%0.010%Search for SEC Filing on Google Icon
7/17/2024180 Wealth Advisors LLC3,831$0.32M0.1%-8.4%0.002%Search for SEC Filing on Google Icon
7/16/2024ORG Partners LLC787$62K0.0%+334.8%0.000%Search for SEC Filing on Google Icon
7/16/2024Steele Capital Management Inc.7,319$0.57M0.0%-2.3%0.003%Search for SEC Filing on Google Icon
7/16/2024V Square Quantitative Management LLC6,758$0.53M0.1%+8.4%0.003%Search for SEC Filing on Google Icon
7/16/2024Wealth Enhancement Advisory Services LLC36,469$2.86M0.0%-6.5%0.016%Search for SEC Filing on Google Icon
7/16/2024Diversified Trust Co23,215$1.82M0.1%+3.2%0.010%Search for SEC Filing on Google Icon
7/16/2024M&G Plc12,041$0.94M0.0%N/A0.005%Search for SEC Filing on Google Icon
7/16/2024Wedmont Private Capital2,776$0.24M0.0%+9.9%0.001%Search for SEC Filing on Google Icon
7/16/2024Martin Capital Partners LLC10,690$0.84M0.3%-2.7%0.005%Search for SEC Filing on Google Icon
7/16/2024Sequoia Financial Advisors LLC2,864$0.23M0.0%+14.7%0.001%Search for SEC Filing on Google Icon
7/16/2024LVW Advisors LLC3,336$0.26M0.0%N/A0.001%Search for SEC Filing on Google Icon
7/15/2024Securian Asset Management Inc.12,399$0.97M0.0%-4.0%0.005%Search for SEC Filing on Google Icon
7/15/2024Livforsakringsbolaget Skandia Omsesidigt782$61K0.0%-27.7%0.000%Search for SEC Filing on Google Icon
7/15/2024Czech National Bank41,091$3.22M0.0%+6.5%0.018%Search for SEC Filing on Google Icon
7/13/2024Unison Advisors LLC57,940$4.55M0.6%+1.0%0.025%Search for SEC Filing on Google Icon
7/12/2024Sound Income Strategies LLC195,216$15.32M1.0%+7.4%0.083%Search for SEC Filing on Google Icon
7/12/2024Columbus Macro LLC18,053$1.42M0.5%-4.6%0.008%Search for SEC Filing on Google Icon
7/12/2024SG Americas Securities LLC178,635$14.01M0.1%+57.3%0.076%Search for SEC Filing on Google Icon
7/12/2024QRG Capital Management Inc.20,991$1.65M0.0%-13.8%0.009%Search for SEC Filing on Google Icon
7/12/2024Capital Investment Advisors LLC6,428$0.50M0.0%+10.8%0.003%Search for SEC Filing on Google Icon
7/10/2024Csenge Advisory Group5,033$0.40M0.0%-11.1%0.002%Search for SEC Filing on Google Icon
7/10/2024Simplicity Wealth LLC5,334$0.42M0.0%+3.4%0.002%Search for SEC Filing on Google Icon
7/10/2024CWM LLC11,285$0.89M0.0%+7.3%0.005%Search for SEC Filing on Google Icon
7/10/2024AMF Tjanstepension AB225,808$17.74M0.1%-26.8%0.096%Search for SEC Filing on Google Icon
7/9/2024Park Avenue Securities LLC9,223$0.72M0.0%-9.0%0.004%Search for SEC Filing on Google Icon
7/9/2024Olistico Wealth LLC1,097$86K0.1%N/A0.000%Search for SEC Filing on Google Icon
7/9/2024Mather Group LLC.2,348$0.20M0.0%+10.9%0.001%Search for SEC Filing on Google Icon
7/8/2024City State Bank8,562$0.67M0.3%+4.2%0.004%Search for SEC Filing on Google Icon
7/5/2024DNB Asset Management AS36,961$2.90M0.0%+9.2%0.016%Search for SEC Filing on Google Icon
7/2/2024GAMMA Investing LLC3,572$0.28M0.0%+83.9%0.002%Search for SEC Filing on Google Icon
6/4/2024DekaBank Deutsche Girozentrale76,615$6.50M0.0%+5.6%0.033%Search for SEC Filing on Google Icon
5/28/2024Teachers Retirement System of The State of Kentucky18,239$1.57M0.0%-5.8%0.008%Search for SEC Filing on Google Icon
5/24/2024Cetera Advisors LLC32,533$2.81M0.0%+242.0%0.014%Search for SEC Filing on Google Icon
5/24/2024Cetera Investment Advisers53,579$4.62M0.0%+108.1%0.023%Search for SEC Filing on Google Icon
5/24/2024PGGM Investments48,179$4.16M0.1%+2.1%0.021%Search for SEC Filing on Google Icon
5/22/2024Burney Co.4,824$0.42M0.0%-13.6%0.002%Search for SEC Filing on Google Icon
5/21/2024Swedbank AB162,158$14M0.0%N/A0.069%Search for SEC Filing on Google Icon
5/20/2024Adams Wealth Management12,231$1.06M0.3%-4.2%0.005%Search for SEC Filing on Google Icon
5/17/2024Heartland Bank & Trust Co5,262$0.45M0.3%N/A0.002%Search for SEC Filing on Google Icon
5/17/2024Plato Investment Management Ltd5,993$0.52M0.1%+17,526.5%0.003%Search for SEC Filing on Google Icon
5/17/2024iA Global Asset Management Inc.1,618$0.14M0.0%-86.7%0.001%Search for SEC Filing on Google Icon
5/17/2024LBP AM SA62,767$5.42M0.2%+223.8%0.027%Search for SEC Filing on Google Icon
5/17/2024Comerica Bank52,656$4.55M0.0%-13.5%0.022%Search for SEC Filing on Google Icon
5/17/2024Tidal Investments LLC26,847$2.32M0.0%+54.2%0.011%Search for SEC Filing on Google Icon
5/16/2024Interval Partners LP73,190$6.32M0.2%N/A0.031%Search for SEC Filing on Google Icon
5/16/2024Janus Henderson Group PLC30,493$2.63M0.0%-3.5%0.013%Search for SEC Filing on Google Icon
5/16/2024Kinloch Capital LLC2,630$0.23M0.1%-16.0%0.001%Search for SEC Filing on Google Icon
5/15/2024Ascent Group LLC13,654$1.18M0.1%+2.6%0.006%Search for SEC Filing on Google Icon
5/15/2024SVB Wealth LLC3,636$0.31M0.0%-8.8%0.002%Search for SEC Filing on Google Icon
5/15/2024Public Employees Retirement System of Ohio129,916$11.21M0.0%+12.2%0.055%Search for SEC Filing on Google Icon
5/15/2024Public Employees Retirement Association of Colorado25,308$2.18M0.0%-7.0%0.011%Search for SEC Filing on Google Icon
5/15/2024Kentucky Retirement Systems Insurance Trust Fund7,238$0.63M0.0%-7.4%0.003%Search for SEC Filing on Google Icon
5/15/2024Kentucky Retirement Systems16,657$1.44M0.0%-5.1%0.007%Search for SEC Filing on Google Icon
5/15/2024Price T Rowe Associates Inc. MD301,321$26.01M0.0%-1.0%0.129%Search for SEC Filing on Google Icon
5/15/2024BOKF NA1,750$0.15M0.0%N/A0.001%Search for SEC Filing on Google Icon
5/14/2024Capital Research Global Investors6,602,298$569.84M0.1%+2.4%2.817%Search for SEC Filing on Google Icon
5/14/2024Toronto Dominion Bank194,393$16.78M0.0%+2.5%0.083%Search for SEC Filing on Google Icon
5/14/2024Advisors Asset Management Inc.41,853$3.61M0.1%-12.2%0.018%Search for SEC Filing on Google Icon
5/14/2024Axxcess Wealth Management LLC2,435$0.21M0.0%N/A0.001%Search for SEC Filing on Google Icon
5/14/2024Freestone Capital Holdings LLC34,315$2.96M0.1%+1.4%0.015%Search for SEC Filing on Google Icon
5/14/2024Natixis42,325$3.65M0.0%-23.3%0.018%Search for SEC Filing on Google Icon
5/14/2024CANADA LIFE ASSURANCE Co253,969$21.93M0.0%-15.2%0.108%Search for SEC Filing on Google Icon
5/14/2024American International Group Inc.57,510$4.96M0.0%-0.3%0.025%Search for SEC Filing on Google Icon
5/14/2024Lake Street Advisors Group LLC3,942$0.34M0.0%+42.9%0.002%Search for SEC Filing on Google Icon
5/14/2024Arjuna Capital76,184$6.58M1.9%+244.1%0.033%Search for SEC Filing on Google Icon
5/13/2024Bessemer Group Inc.19,423$1.68M0.0%+473.8%0.008%Search for SEC Filing on Google Icon
5/13/2024UniSuper Management Pty Ltd14,427$1.25M0.0%+437.5%0.006%Search for SEC Filing on Google Icon
5/13/2024Seven Eight Capital LP19,287$1.67M0.2%N/A0.008%Search for SEC Filing on Google Icon
5/13/2024O Shaughnessy Asset Management LLC212,782$18.37M0.2%-2.8%0.091%Search for SEC Filing on Google Icon
5/13/2024Ameritas Investment Partners Inc.2,638$0.23M0.0%-7.7%0.001%Search for SEC Filing on Google Icon
5/11/2024Hillsdale Investment Management Inc.7,160$0.62M0.0%N/A0.003%Search for SEC Filing on Google Icon
5/11/2024Jacobi Capital Management LLC5,301$0.46M0.0%+3.1%0.002%Search for SEC Filing on Google Icon
5/10/2024Acadian Asset Management LLC70,380$6.07M0.0%+10.0%0.030%Search for SEC Filing on Google Icon
5/10/2024Capital Management Corp VA98,756$8.52M1.6%-4.4%0.042%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.28,037,528$2.42B0.0%-2.0%11.962%Search for SEC Filing on Google Icon
5/10/2024Intech Investment Management LLC234,815$20.27M0.3%+586.1%0.100%Search for SEC Filing on Google Icon
5/10/2024Mitsubishi UFJ Trust & Banking Corp125,151$10.80M0.0%-5.7%0.053%Search for SEC Filing on Google Icon
5/9/2024Dorsey & Whitney Trust CO LLC70,809$6.11M0.4%-1.5%0.030%Search for SEC Filing on Google Icon
5/9/2024Blair William & Co. IL4,905$0.42M0.0%+7.5%0.002%Search for SEC Filing on Google Icon
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.274,538$23.70M0.0%+18.3%0.117%Search for SEC Filing on Google Icon
5/9/2024State Board of Administration of Florida Retirement System296,889$25.62M0.0%+6.6%0.127%Search for SEC Filing on Google Icon
5/9/2024Koshinski Asset Management Inc.3,262$0.28M0.0%-28.5%0.001%Search for SEC Filing on Google Icon
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.48,004$4.14M0.0%-7.0%0.020%Search for SEC Filing on Google Icon
5/8/2024Great Diamond Partners LLC6,700$0.58M0.1%-25.0%0.003%Search for SEC Filing on Google Icon
5/8/2024ProShare Advisors LLC42,475$3.67M0.0%-6.2%0.018%Search for SEC Filing on Google Icon
5/8/2024US Bancorp DE24,157$2.09M0.0%-1.2%0.010%Search for SEC Filing on Google Icon
5/8/2024Hohimer Wealth Management LLC24,724$2.13M0.5%-1.1%0.011%Search for SEC Filing on Google Icon
5/8/2024Russell Investments Group Ltd.133,043$11.48M0.0%-18.6%0.057%Search for SEC Filing on Google Icon
5/8/2024Qsemble Capital Management LP18,219$1.57M0.3%+42.2%0.008%Search for SEC Filing on Google Icon
5/8/2024QRG Capital Management Inc.24,356$2.10M0.0%-76.8%0.010%Search for SEC Filing on Google Icon
5/8/2024Headlands Technologies LLC3,651$0.32M0.1%-3.7%0.002%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
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: $84.71
Low: $84.51
High: $85.62

50 Day Range

MA: $81.17
Low: $76.66
High: $87.46

52 Week Range

Now: $84.71
Low: $66.21
High: $88.26

Volume

1,199,941 shs

Average Volume

1,207,418 shs

Market Capitalization

$19.85 billion

P/E Ratio

16.17

Dividend Yield

3.33%

Beta

1.21

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

Principal Financial Group's top insider shareholders include:
  1. Roberto Walker (EVP)
  2. Wee Yee Cheong (EVP)
  3. Sandra L Helton (Director)
  4. 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. Sumitomo Mitsui Trust Holdings Inc. — 0.24%
  2. AMF Tjanstepension AB — 0.10%
  3. Sound Income Strategies LLC — 0.08%
  4. SG Americas Securities LLC — 0.08%
  5. Raymond James & Associates — 0.04%
  6. Nisa Investment Advisors LLC — 0.04%
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. Sumitomo Mitsui Trust Holdings Inc.
  2. Assenagon Asset Management S.A.
  3. AMF Tjanstepension AB
  4. Hoylecohen LLC
  5. QRG Capital Management Inc.
  6. Wealth Enhancement Advisory Services LLC
  7. Raymond James & Associates
  8. Nisa Investment Advisors LLC

Which major investors are buying Principal Financial Group stock?

During the previous quarter, PFG stock was purchased by institutional investors including:
  1. SG Americas Securities LLC
  2. Sound Income Strategies LLC
  3. M&G Plc
  4. LVW Advisors LLC
  5. DNB Asset Management AS
  6. Czech National Bank
  7. GAMMA Investing LLC
  8. Olistico Wealth LLC