PFG Insider Trading

Insider Ownership Percentage: 0.81%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $256,733.00

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: $74.17
Price Change: Price Increase of +1.87 (2.59%)
As of 11/29/2023 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  
5/20/2021Elizabeth E TallettDirectorSell22,800$64.94$1,480,632.0044,432View SEC Filing Icon  
2/26/2021Deanna D. Strable-SoethoutCFOSell3,496$57.15$199,796.40View SEC Filing Icon  
2/25/2021Timothy Mark DunbarInsiderSell10,000$60.40$604,000.00View SEC Filing Icon  
2/8/2021Julia M. LawlerInsiderSell8,410$53.93$453,551.30View SEC Filing Icon  
1/6/2021Julia M. LawlerEVPSell1,094$50.09$54,798.46View SEC Filing Icon  
12/9/2020Deanna D. Strable-SoethoutCFOSell19,160$51.00$977,160.00View SEC Filing Icon  
12/1/2020Julia M. LawlerEVPSell1,000$50.00$50,000.00View SEC Filing Icon  
See Full Table

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

70.68% 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
11/27/2023Banque Pictet & Cie SA20,081$1.45M0.0%-33.9%0.008%Search for SEC Filing on Google Icon
11/24/2023Deutsche Bank AG653,258$47.08M0.0%+5.4%0.274%Search for SEC Filing on Google Icon
11/22/2023Public Sector Pension Investment Board54,057$3.90M0.0%+4.6%0.023%Search for SEC Filing on Google Icon
11/22/2023Graham Capital Management L.P.8,762$0.63M0.0%+48.4%0.004%Search for SEC Filing on Google Icon
11/21/2023Comerica Bank64,757$4.67M0.0%N/A0.027%Search for SEC Filing on Google Icon
11/17/2023OLD National Bancorp IN10,935$0.79M0.0%-33.1%0.005%Search for SEC Filing on Google Icon
11/16/2023Creative Planning46,057$3.32M0.0%+98.6%0.019%Search for SEC Filing on Google Icon
11/16/2023Harbour Investments Inc.1,629$0.12M0.0%-12.0%0.001%Search for SEC Filing on Google Icon
11/16/2023Tudor Investment Corp Et Al131,852$9.50M0.1%+4,783.4%0.055%Search for SEC Filing on Google Icon
11/16/2023Public Employees Retirement System of Ohio112,855$8.13M0.0%-9.4%0.047%Search for SEC Filing on Google Icon
11/16/2023Morgan Stanley2,613,880$188.38M0.0%-1.8%1.096%Search for SEC Filing on Google Icon
11/16/2023Penserra Capital Management LLC1,249$89K0.0%-14.9%0.001%Search for SEC Filing on Google Icon
11/15/2023Integrated Wealth Concepts LLC4,733$0.34M0.0%-14.8%0.002%Search for SEC Filing on Google Icon
11/15/2023Townsquare Capital LLC6,693$0.48M0.0%+3.0%0.003%Search for SEC Filing on Google Icon
11/15/2023Mercer Global Advisors Inc. ADV237,931$17.15M0.1%+14.0%0.100%Search for SEC Filing on Google Icon
11/15/2023Toroso Investments LLC19,754$1.42M0.0%-15.4%0.008%Search for SEC Filing on Google Icon
11/15/2023iA Global Asset Management Inc.8,370$0.60M0.0%-28.1%0.004%Search for SEC Filing on Google Icon
11/15/2023The Manufacturers Life Insurance Company 154,935$11.17M0.0%-0.9%0.065%Search for SEC Filing on Google Icon
11/15/2023Royal Bank of Canada1,846,670$133.09M0.0%-7.8%0.775%Search for SEC Filing on Google Icon
11/15/2023Royal London Asset Management Ltd.172,994$12.46M0.0%+11.2%0.073%Search for SEC Filing on Google Icon
11/15/2023Riggs Asset Managment Co. Inc.372$27K0.0%-44.1%0.000%Search for SEC Filing on Google Icon
11/15/2023Schroder Investment Management Group32,919$2.37M0.0%-3.1%0.014%Search for SEC Filing on Google Icon
11/15/2023Sei Investments Co.21,845$1.57M0.0%-20.1%0.009%Search for SEC Filing on Google Icon
11/15/2023JPMorgan Chase & Co.490,529$35.35M0.0%+3.6%0.206%Search for SEC Filing on Google Icon
11/15/2023JT Stratford LLC3,164$0.23M0.1%-36.9%0.001%Search for SEC Filing on Google Icon
11/15/2023Legal & General Group Plc2,006,272$144.59M0.1%-4.2%0.842%Search for SEC Filing on Google Icon
11/15/2023EHP Funds Inc.4,400$0.32M0.1%-79.1%0.002%Search for SEC Filing on Google Icon
11/15/2023Adage Capital Partners GP L.L.C.71,100$5.12M0.0%-68.4%0.030%Search for SEC Filing on Google Icon
11/15/2023Ameriprise Financial Inc.187,569$13.52M0.0%-0.9%0.079%Search for SEC Filing on Google Icon
11/15/2023AXQ Capital LP10,000$0.72M0.3%+51.5%0.004%Search for SEC Filing on Google Icon
11/15/2023Advisors Asset Management Inc.58,168$4.19M0.1%-7.9%0.024%Search for SEC Filing on Google Icon
11/15/2023Glenmede Trust Co. NA11,963$0.86M0.0%-4.7%0.005%Search for SEC Filing on Google Icon
11/15/2023AQR Capital Management LLC84,745$6.11M0.0%-85.5%0.036%Search for SEC Filing on Google Icon
11/14/2023Schonfeld Strategic Advisors LLC45,646$3.29M0.0%N/A0.019%Search for SEC Filing on Google Icon
11/14/2023Teza Capital Management LLC11,599$0.84M0.1%N/A0.005%Search for SEC Filing on Google Icon
11/14/2023California State Teachers Retirement System390,965$28.18M0.0%-2.7%0.164%Search for SEC Filing on Google Icon
11/14/2023Toronto Dominion Bank118,912$8.57M0.0%-26.9%0.050%Search for SEC Filing on Google Icon
11/14/2023Bank of Nova Scotia22,563$1.63M0.0%+12.3%0.009%Search for SEC Filing on Google Icon
11/14/2023Tower Research Capital LLC TRC 10,986$0.79M0.0%+329.6%0.005%Search for SEC Filing on Google Icon
11/14/2023Qube Research & Technologies Ltd536,958$38.70M0.1%+37.2%0.225%Search for SEC Filing on Google Icon
11/14/2023Treasurer of the State of North Carolina109,266$7.88M0.0%+0.4%0.046%Search for SEC Filing on Google Icon
11/14/2023Valley National Advisers Inc.556$40K0.0%+81.7%0.000%Search for SEC Filing on Google Icon
11/14/2023O Shaughnessy Asset Management LLC276,844$19.95M0.3%-12.0%0.116%Search for SEC Filing on Google Icon
11/13/2023Natixis Advisors L.P.67,917$4.90M0.0%+2.9%0.028%Search for SEC Filing on Google Icon
11/13/2023Jacobi Capital Management LLC4,846$0.35M0.0%-18.1%0.002%Search for SEC Filing on Google Icon
11/13/2023Meiji Yasuda Asset Management Co Ltd.7,079$0.51M0.0%+10.8%0.003%Search for SEC Filing on Google Icon
11/13/2023Personal CFO Solutions LLC5,922$0.43M0.1%-17.2%0.002%Search for SEC Filing on Google Icon
11/13/2023Optiver Holding B.V.1,090$79K0.0%N/A0.000%Search for SEC Filing on Google Icon
11/13/2023Northern Trust Corp3,920,915$282.58M0.1%+0.4%1.645%Search for SEC Filing on Google Icon
11/13/2023Federated Hermes Inc.20,456$1.47M0.0%+17.1%0.009%Search for SEC Filing on Google Icon
11/13/2023Stifel Financial Corp20,098$1.45M0.0%+16.6%0.008%Search for SEC Filing on Google Icon
11/13/2023Mariner LLC24,898$1.79M0.0%+4.9%0.010%Search for SEC Filing on Google Icon
11/13/2023Ontario Teachers Pension Plan Board17,626$1.27M0.0%-27.7%0.007%Search for SEC Filing on Google Icon
11/13/2023LPL Financial LLC114,314$8.24M0.0%-8.0%0.048%Search for SEC Filing on Google Icon
11/13/2023Brandywine Global Investment Management LLC358,618$25.85M0.2%+3.5%0.150%Search for SEC Filing on Google Icon
11/13/2023Hsbc Holdings PLC1,210,985$87.31M0.1%+60.5%0.508%Search for SEC Filing on Google Icon
11/13/2023V Square Quantitative Management LLC4,278$0.31M0.1%+185.4%0.002%Search for SEC Filing on Google Icon
11/13/2023CI Investments Inc.68,569$4.94M0.0%-13.4%0.029%Search for SEC Filing on Google Icon
11/13/2023Pearl River Capital LLC13,542$0.98M0.2%N/A0.006%Search for SEC Filing on Google Icon
11/13/2023Qtron Investments LLC4,154$0.30M0.1%-28.9%0.002%Search for SEC Filing on Google Icon
11/13/2023Cambria Investment Management L.P.118,629$8.55M0.7%+8.5%0.050%Search for SEC Filing on Google Icon
11/13/2023Invesco Ltd.2,231,757$160.84M0.0%+12.6%0.936%Search for SEC Filing on Google Icon
11/13/2023FMR LLC588,846$42.44M0.0%-1.6%0.247%Search for SEC Filing on Google Icon
11/13/2023Grantham Mayo Van Otterloo & Co. LLC13,861$1M0.0%-82.9%0.006%Search for SEC Filing on Google Icon
11/13/2023Envestnet Asset Management Inc.200,119$14.42M0.0%-54.4%0.084%Search for SEC Filing on Google Icon
11/13/2023Envestnet Portfolio Solutions Inc.8,002$0.58M0.0%N/A0.003%Search for SEC Filing on Google Icon
11/13/2023QRG Capital Management Inc.315,327$22.73M0.4%N/A0.132%Search for SEC Filing on Google Icon
11/13/2023Korea Investment CORP155,226$11.19M0.0%-54.2%0.065%Search for SEC Filing on Google Icon
11/13/2023Rafferty Asset Management LLC74,621$5.38M0.0%+2.9%0.031%Search for SEC Filing on Google Icon
11/13/2023Prudential PLC14,719$1.06M0.0%-17.6%0.006%Search for SEC Filing on Google Icon
11/13/2023Kestra Advisory Services LLC14,284$1.03M0.0%+1.8%0.006%Search for SEC Filing on Google Icon
11/13/2023Checchi Capital Advisers LLC2,903$0.21M0.0%+9.5%0.001%Search for SEC Filing on Google Icon
11/13/2023Aviva PLC43,019$3.10M0.0%+363.5%0.018%Search for SEC Filing on Google Icon
11/13/2023DekaBank Deutsche Girozentrale75,589$5.44M0.0%-2.6%0.032%Search for SEC Filing on Google Icon
11/13/2023PNC Financial Services Group Inc.214,410$15.45M0.0%-2.9%0.090%Search for SEC Filing on Google Icon
11/9/2023Rhumbline Advisers500,588$36.08M0.0%-6.1%0.210%Search for SEC Filing on Google Icon
11/9/2023Montag A & Associates Inc.17,596$1.27M0.1%-2.0%0.007%Search for SEC Filing on Google Icon
11/9/2023Nicolet Bankshares Inc.5,808$0.42M0.1%-3.2%0.002%Search for SEC Filing on Google Icon
11/9/2023Nemes Rush Group LLC2,277$0.16M0.0%-59.9%0.001%Search for SEC Filing on Google Icon
11/9/2023Ellevest Inc.4,644$0.34M0.0%+3.3%0.002%Search for SEC Filing on Google Icon
11/9/2023Arjuna Capital21,142$1.52M0.5%-41.2%0.009%Search for SEC Filing on Google Icon
11/9/2023Deutsche Bank AG653,258$47.08M0.0%+5.4%0.274%Search for SEC Filing on Google Icon
11/9/2023Greenleaf Trust6,497$0.47M0.0%-6.0%0.003%Search for SEC Filing on Google Icon
11/9/2023Citigroup Inc.138,981$10.02M0.0%-6.5%0.058%Search for SEC Filing on Google Icon
11/9/2023Skandinaviska Enskilda Banken AB publ 45,049$3.25M0.0%-84.8%0.019%Search for SEC Filing on Google Icon
11/9/2023Prime Capital Investment Advisors LLC5,522$0.40M0.0%-7.5%0.002%Search for SEC Filing on Google Icon
11/9/2023Blair William & Co. IL4,294$0.31M0.0%-4.0%0.002%Search for SEC Filing on Google Icon
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS44,713$3.22M0.0%+13.6%0.019%Search for SEC Filing on Google Icon
11/9/2023Texas Permanent School Fund Corp47,001$3.39M0.0%-3.0%0.020%Search for SEC Filing on Google Icon
11/9/2023Mutual of America Capital Management LLC31,135$2.24M0.0%-4.2%0.013%Search for SEC Filing on Google Icon
11/9/2023UBS Group AG264,981$19.10M0.0%-26.5%0.111%Search for SEC Filing on Google Icon
11/9/2023Mitsubishi UFJ Trust & Banking Corp160,912$11.60M0.0%-3.3%0.067%Search for SEC Filing on Google Icon
11/9/2023Canada Pension Plan Investment Board140,901$10.16M0.0%+552.3%0.059%Search for SEC Filing on Google Icon
11/8/2023State of New Jersey Common Pension Fund D130,702$9.42M0.0%-3.7%0.055%Search for SEC Filing on Google Icon
11/8/2023Campbell & CO Investment Adviser LLC35,121$2.53M0.3%N/A0.015%Search for SEC Filing on Google Icon
11/8/2023State Board of Administration of Florida Retirement System287,657$20.73M0.0%-0.4%0.121%Search for SEC Filing on Google Icon
11/8/2023HighTower Advisors LLC20,070$1.46M0.0%-1.1%0.008%Search for SEC Filing on Google Icon
11/8/2023Pathstone Family Office LLC11,830$0.85M0.0%+268.8%0.005%Search for SEC Filing on Google Icon
11/8/2023Vanguard Personalized Indexing Management LLC24,765$1.79M0.1%+3.6%0.010%Search for SEC Filing on Google Icon
11/8/2023Van ECK Associates Corp34,468$2.48M0.0%+3.4%0.014%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 Global Investors, Principal International, and U.S. Insurance Solutions 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, and bank products, as well as trust and custody services. The Principal Global Investors segment provides equity, fixed income, real estate, and other alternative investments, as well as asset allocation, stable value management, and other structured investment strategies. The Principal International segment 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, China, Hong Kong Special Administrative Region, and Southeast Asia. The U.S. Insurance Solutions 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 in the United States. It also offers insurance solutions for small and medium-sized businesses and their owners, as well as executives. 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: $74.17
Low: $72.61
High: $75.06

50 Day Range

MA: $70.58
Low: $66.88
High: $75.31

52 Week Range

Now: $74.17
Low: $65.17
High: $93.87

Volume

1,999,536 shs

Average Volume

1,425,764 shs

Market Capitalization

$17.68 billion

P/E Ratio

12.22

Dividend Yield

3.61%

Beta

1.27

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. Northern Trust Corp — 1.64%
  2. Morgan Stanley — 1.10%
  3. Invesco Ltd. — 0.94%
  4. Legal & General Group Plc — 0.84%
  5. Royal Bank of Canada — 0.77%
  6. Bank of New York Mellon Corp — 0.68%
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. AQR Capital Management LLC
  2. Skandinaviska Enskilda Banken AB publ
  3. Envestnet Asset Management Inc.
  4. Korea Investment CORP
  5. Victory Capital Management Inc.
  6. Royal Bank of Canada
  7. Adage Capital Partners GP L.L.C.
  8. Argent Capital Management LLC

Which major investors are buying Principal Financial Group stock?

During the previous quarter, PFG stock was purchased by institutional investors including:
  1. Hsbc Holdings PLC
  2. QRG Capital Management Inc.
  3. Invesco Ltd.
  4. Qube Research & Technologies Ltd
  5. Tudor Investment Corp Et Al
  6. Canada Pension Plan Investment Board
  7. Barclays PLC
  8. Comerica Bank