PFG Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 1.13%

Insider Buying (Last 12 Months): $485.45

Insider Selling (Last 12 Months): $5,397,832.09

Principal Financial Group Insider Trading History Chart

Principal Financial Group Share Price & Price History

^$114.64

▼ -0.13 (-0.11%)

As of 09/28/2026 04:00 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
5/21/2026	Wee Yee Cheong	Insider	Sell	7,534	$103.16	$777,207.44	66,443
5/20/2026	Wee Yee Cheong	Insider	Sell	3,211	$103.06	$330,925.66	73,977
5/1/2026	Wee Yee Cheong	Insider	Sell	9,183	$101.26	$929,870.58	77,188
4/30/2026	George Djurasovic	General Counsel	Sell	1	$99.63	$99.63	21,905
4/30/2026	Wee Yee Cheong	Insider	Sell	4,737	$101.01	$478,484.37	86,371
4/29/2026	Wee Yee Cheong	Insider	Sell	1,080	$101.00	$109,080.00	91,108
4/28/2026	George Djurasovic	General Counsel	Sell	2,571	$100.83	$259,233.93	21,906
2/9/2026	Claudio Muruzabal	Director	Buy	5	$97.09	$485.45	11,203
1/30/2026	Deanna D Strable-Soethout	CEO	Sell	7,340	$95.00	$697,300.00	136,828
1/29/2026	Deanna D Strable-Soethout	CEO	Sell	9,300	$95.12	$884,616.00	144,168
1/22/2026	Deanna D Strable-Soethout	CEO	Sell	8,025	$92.56	$742,794.00	54,227
1/8/2026	Deanna D Strable-Soethout	CEO	Sell	300	$92.50	$27,750.00	62,252
11/12/2025	Wee Yee Cheong	EVP	Sell	1,887	$85.04	$160,470.48	81,421
4/21/2025	Claudio Muruzabal	Director	Sell	5	$70.05	$350.25	11,198
1/2/2025	Claudio Muruzabal	Director	Buy	5	$77.49	$387.45	11,203

SEC Filings (Institutional Ownership Changes) for Principal Financial Group (NASDAQ: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
9/23/2026	QRG Capital Management Inc.	5,756	$0.62M	0.0%	+12.5%	0.003%
9/23/2026	Envestnet Portfolio Solutions Inc.	6,377	$0.69M	0.0%	+8.4%	0.003%
9/23/2026	Envestnet Asset Management Inc.	378,972	$40.85M	0.0%	+15.5%	0.177%
9/22/2026	State Street Corp	10,264,856	$1.11B	0.0%	+0.8%	4.794%
9/18/2026	Security National Bank of Sioux City Iowa IA	3,899	$0.42M	0.2%	N/A	0.002%
9/9/2026	Sequoia Financial Advisors LLC	16,558	$1.79M	0.0%	+5.7%	0.008%
9/9/2026	Tidal Investments LLC	19,857	$2.14M	0.0%	-19.9%	0.009%
9/9/2026	National Pension Service	537,896	$57.97M	0.0%	+309.1%	0.251%
9/9/2026	Engineers Gate Manager LP	1,876	$0.20M	0.0%	N/A	0.001%
9/9/2026	Plimoth Trust Co. LLC	6,727	$0.73M	0.1%	-9.0%	0.003%
9/9/2026	Pinnacle Wealth Management Advisory Group LLC	1,968	$0.21M	0.0%	N/A	0.001%
9/9/2026	Integrated Wealth Concepts LLC	8,442	$0.91M	0.0%	+20.6%	0.004%
9/9/2026	RFG Advisory LLC	2,114	$0.23M	0.0%	N/A	0.001%
9/9/2026	NewEdge Advisors LLC	16,336	$1.76M	0.0%	+31.3%	0.008%
9/9/2026	IFP Advisors Inc	7,576	$0.82M	0.0%	-6.9%	0.004%
9/9/2026	Squarepoint Ops LLC	50,636	$5.46M	0.0%	+8.5%	0.024%
9/9/2026	Baird Financial Group Inc.	38,960	$4.20M	0.0%	+6.6%	0.018%
9/8/2026	Allworth Financial LP	8,092	$0.87M	0.0%	-9.5%	0.004%
9/8/2026	Arizona State Retirement System	62,169	$6.70M	0.0%	+4.1%	0.029%
9/8/2026	Murphy Pohlad Asset Management LLC	2,027	$0.22M	0.1%	N/A	0.001%
9/8/2026	Paragon Capital Management Ltd	2,572	$0.28M	0.1%	+9.4%	0.001%
9/8/2026	Empirical Finance LLC	8,037	$0.87M	0.0%	+2.7%	0.004%
9/8/2026	Nykredit A S	59,716	$6.44M	0.0%	N/A	0.028%
8/27/2026	Corient Private Wealth LP	35,826	$3.86M	0.0%	-8.1%	0.017%
8/26/2026	Amundi	895,365	$96.50M	0.0%	-22.3%	0.418%
8/25/2026	Groupe la Francaise	44,747	$4.82M	0.1%	-8.7%	0.021%
8/25/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	438,113	$47.22M	0.3%	N/A	0.205%
8/23/2026	Wedmont Private Capital	2,771	$0.31M	0.0%	+11.2%	0.001%
8/23/2026	HB Wealth Management LLC	8,558	$0.92M	0.0%	+7.7%	0.004%
8/23/2026	Nilsine Partners LLC	2,416	$0.26M	0.0%	+6.4%	0.001%
8/23/2026	Saudi Central Bank	15,178	$1.64M	0.0%	+87.2%	0.007%
8/23/2026	Azimuth Capital Investment Management LLC	96,346	$10.38M	0.4%	-1.4%	0.045%
8/22/2026	Compass Financial Management LLC	2,096	$0.23M	0.0%	N/A	0.001%
8/22/2026	Munich Reinsurance Co Stock Corp in Munich	29,047	$3.13M	0.1%	-53.8%	0.014%
8/22/2026	Syon Capital LLC	9,140	$0.99M	0.0%	+4.6%	0.004%
8/22/2026	Concurrent Investment Advisors LLC	6,326	$0.68M	0.0%	+10.0%	0.003%
8/22/2026	NEOS Investment Management LLC	32,333	$3.49M	0.0%	+5.0%	0.015%
8/21/2026	Continuum Advisory LLC	1,889	$0.20M	0.0%	N/A	0.001%
8/21/2026	Nykredit A S	63,336	$6.83M	0.0%	N/A	0.030%
8/21/2026	B. Metzler seel. Sohn & Co. AG	31,771	$3.42M	0.0%	-6.4%	0.015%
8/21/2026	Symphony Financial Ltd. Co.	3,194	$0.35M	0.0%	+10.4%	0.001%
8/20/2026	Sigma Planning Corp	2,062	$0.22M	0.0%	N/A	0.001%
8/20/2026	Two Sigma Securities LLC	8,178	$0.88M	0.1%	N/A	0.004%
8/20/2026	Benjamin Edwards Inc.	13,816	$1.49M	0.0%	+15.9%	0.006%
8/20/2026	Northwestern Mutual Wealth Management Co.	22,484	$2.42M	0.0%	+4.5%	0.011%
8/20/2026	Greenwood Capital Associates LLC	10,424	$1.12M	0.1%	-2.8%	0.005%
8/20/2026	Greenleaf Trust	6,411	$0.69M	0.0%	-3.6%	0.003%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	2,216,125	$238.85M	0.0%	+12.4%	1.035%
8/19/2026	New Mexico Educational Retirement Board	9,854	$1.06M	0.0%	+6.5%	0.005%
8/19/2026	Royal London Asset Management Ltd.	88,757	$9.57M	0.0%	+3.1%	0.041%
8/19/2026	Mufg Securities Americas Inc.	5,921	$0.64M	0.0%	+8.2%	0.003%
8/19/2026	Van ECK Associates Corp	2,835	$0.31M	0.0%	+17.0%	0.001%
8/19/2026	Nissay Asset Management Corp Japan	29,380	$3.17M	0.0%	+1.8%	0.014%
8/19/2026	Wellington Management Group LLP	13,666	$1.47M	0.0%	-5.3%	0.006%
8/19/2026	Kingsview Wealth Management LLC	6,101	$0.66M	0.0%	N/A	0.003%
8/18/2026	Beacon Pointe Advisors LLC	3,651	$0.39M	0.0%	N/A	0.002%
8/18/2026	Livforsakringsbolaget Skandia Omsesidigt	3,882	$0.42M	0.0%	N/A	0.002%
8/18/2026	Rakuten Investment Management Inc.	33,317	$3.62M	0.0%	N/A	0.016%
8/18/2026	North Star Asset Management Inc.	370,523	$39.94M	1.6%	N/A	0.173%
8/18/2026	Empowered Funds LLC	65,915	$7.10M	0.0%	N/A	0.031%
8/18/2026	United Capital Financial Advisors LLC	9,000	$0.97M	0.0%	N/A	0.004%
8/18/2026	WNY Asset Management LLC	1,879	$0.20M	0.0%	N/A	0.001%
8/18/2026	Equitable Holdings Inc.	7,859	$0.85M	0.0%	N/A	0.004%
8/18/2026	Jefferies Financial Group Inc.	14,959	$1.61M	0.0%	N/A	0.007%
8/18/2026	Public Employees Retirement System of Ohio	71,931	$7.75M	0.0%	N/A	0.034%
8/17/2026	Pure Financial Advisors LLC	2,178	$0.24M	0.0%	N/A	0.001%
8/17/2026	Transamerica Financial Advisors LLC	10,463	$1.13M	0.1%	N/A	0.005%
8/17/2026	Corient Private Wealth LP	41,534	$4.48M	0.0%	N/A	0.019%
8/17/2026	Pingora Partners LLC	1,000	$0.11M	0.1%	N/A	0.000%
8/17/2026	Ausdal Financial Partners Inc.	9,328	$1.01M	0.0%	N/A	0.004%
8/17/2026	Bank of America Corp DE	6,884,023	$741.96M	0.0%	N/A	3.215%
8/15/2026	Caisse de depot et placement du Quebec	401,650	$43.29M	0.1%	N/A	0.188%
8/15/2026	Man Group plc	39,972	$4.31M	0.0%	N/A	0.019%
8/15/2026	Invst LLC	17,156	$1.85M	0.2%	N/A	0.008%
8/15/2026	Jupiter Topco LLC	23,952	$2.58M	0.0%	N/A	0.011%
8/14/2026	Hsbc Holdings PLC	1,153,117	$124.30M	0.1%	+47.7%	0.539%
8/14/2026	Ancora Advisors LLC	247	$27K	0.0%	N/A	0.000%
8/14/2026	Delos Wealth Advisors LLC	504	$54K	0.0%	N/A	0.000%
8/14/2026	Kinloch Capital LLC	2,650	$0.29M	0.1%	N/A	0.001%
8/14/2026	Legal & General Group Plc	1,529,483	$164.85M	0.0%	N/A	0.714%
8/14/2026	The Manufacturers Life Insurance Company	99,106	$10.68M	0.0%	N/A	0.046%
8/13/2026	Cibc World Market Inc.	43,384	$4.68M	0.0%	N/A	0.020%
8/13/2026	OMERS ADMINISTRATION Corp	12,079	$1.30M	0.0%	N/A	0.006%
8/13/2026	Osmosis Investment Management UK Ltd	10,236	$1.10M	0.1%	N/A	0.005%
8/13/2026	Sanctuary Advisors LLC	35,251	$3.80M	0.0%	N/A	0.016%
8/13/2026	PEAK6 LLC	31,529	$3.40M	0.0%	N/A	0.015%
8/13/2026	Meiji Yasuda Asset Management Co Ltd.	4,688	$0.51M	0.0%	N/A	0.002%
8/13/2026	First Nebraska Trust Co	2,479	$0.27M	0.0%	N/A	0.001%
8/13/2026	Bank of Nova Scotia	26,449	$2.85M	0.0%	N/A	0.012%
8/12/2026	Compass Financial Management LLC	2,096	$0.23M	0.0%	N/A	0.001%
8/12/2026	Elevation Point Wealth Partners LLC	9,515	$1.03M	0.0%	N/A	0.004%
8/12/2026	Commerce Bank	18,807	$2.03M	0.0%	N/A	0.009%
8/12/2026	Northwestern Mutual Wealth Management Co.	22,484	$2.42M	0.0%	N/A	0.011%
8/12/2026	Westpac Banking Corp	511	$55K	0.0%	N/A	0.000%
8/12/2026	Korea Investment CORP	103,980	$11.21M	0.0%	N/A	0.049%
8/12/2026	EP Wealth Advisors LLC	12,403	$1.34M	0.0%	N/A	0.006%
8/12/2026	Ieq Capital LLC	12,451	$1.34M	0.0%	N/A	0.006%
8/12/2026	Burnham & Co LLC	750	$81K	0.1%	N/A	0.000%
8/12/2026	Callan Family Office LLC	6,624	$0.71M	0.0%	N/A	0.003%
8/11/2026	Keating Financial Advisory Services Inc.	622	$67K	0.0%	N/A	0.000%

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 Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and Income Solutions segment provides a portfolio of asset accumulation products and services for retirement savings and income. It offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit pension 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. 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, India, 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.

Today's Range

Now: $114.64

$114.30

$116.55

50 Day Range

MA: $113.57

$107.32

$118.51

52 Week Range

Now: $114.64

$77.90

$121.18

Volume

1,372,201 shs

Average Volume

1,506,893 shs

Market Capitalization

$24.54 billion

P/E Ratio

16.28

Dividend Yield

2.93%

Beta

0.86

Who are the company insiders with the largest holdings of Principal Financial Group?: Principal Financial Group's top insider investors include:
Larry D Zimpleman (Chairman)
James P Mccaughan (Insider)
James P Mccaughan (Insider)
Larry Zimpleman (CEO)
James Mccaughan (Insider)
Daniel Gelatt (Director)
Deanna D Strable-Soethout (CEO)
Daniel Joseph Houston (Insider)
Wee Yee Cheong (Insider)
Luis E Valdes (Insider)
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 shareholders include:
BlackRock Inc. — 9.35%
State Street Corp — 4.79%
Bank of America Corp DE — 3.22%
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC — 1.04%
Legal & General Group Plc — 0.71%
Deutsche Bank AG — 0.58%
Learn More about top institutional investors of Principal Financial Group stock.
Which institutional investors are selling Principal Financial Group stock?: During the last quarter, PFG stock was sold by these institutional investors:
Amundi
Trust Point Inc.
Assenagon Asset Management S.A.
Wedge Capital Management L L P NC
California State Teachers Retirement System
Munich Reinsurance Co Stock Corp in Munich
Tidal Investments LLC
Groupe la Francaise
In the previous year, company insiders that have sold Principal Financial Group company stock include:
Deanna D Strable-Soethout (CEO)
Wee Yee Cheong (Insider)
Wee Yee Cheong (EVP)
George Djurasovic (General Counsel)
Learn More investors selling Principal Financial Group stock.
Which institutional investors are buying Principal Financial Group stock?: Within the last quarter, PFG stock was purchased by institutional investors including:
BlackRock Inc.
Bank of America Corp DE
Legal & General Group Plc
Deutsche Bank AG
Bank of New York Mellon Corp
Mitsubishi UFJ Asset Management Co. Ltd.
VIRGINIA RETIREMENT SYSTEMS ET Al
National Pension Service