PFG Insider Trading

Insider Ownership Percentage: 1.17%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $5,295,407.80

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: $92.18
Price Change: Price Increase of +1.26 (1.39%)
As of 12/2/2022 10:00 PM 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
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Principal Financial Group Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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  
6/26/2020Daniel GelattDirectorBuy28,148$35.52$999,816.96187,741View SEC Filing Icon  
See Full Table

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

75.12% 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
12/1/2022Robeco Institutional Asset Management B.V.102,372$7.39M0.0%+9.2%0.042%Search for SEC Filing on Google Icon
11/29/2022Bridgefront Capital LLC9,430$0.68M0.7%N/A0.004%Search for SEC Filing on Google Icon
11/23/2022Toroso Investments LLC17,847$1.29M0.1%+6.8%0.007%Search for SEC Filing on Google Icon
11/22/2022Teachers Retirement System of The State of Kentucky22,109$1.60M0.0%N/A0.009%Search for SEC Filing on Google Icon
11/21/2022Sunbelt Securities Inc.8,343$0.60M0.1%-4.6%0.003%Search for SEC Filing on Google Icon
11/21/2022California State Teachers Retirement System427,261$30.83M0.1%-4.1%0.175%Search for SEC Filing on Google Icon
11/18/2022National Pension Service426,467$30.46M0.1%-6.3%0.174%Search for SEC Filing on Google Icon
11/17/2022M&T Bank Corp19,731$1.43M0.0%+44.5%0.008%Search for SEC Filing on Google Icon
11/16/2022Glenmede Trust Co. NA166,044$11.98M0.1%-0.3%0.068%Search for SEC Filing on Google Icon
11/16/2022Captrust Financial Advisors35,464$2.56M0.0%+17.8%0.014%Search for SEC Filing on Google Icon
11/16/2022Kentucky Retirement Systems Insurance Trust Fund8,307$0.60M0.1%+3.5%0.003%Search for SEC Filing on Google Icon
11/16/2022Kentucky Retirement Systems18,144$1.31M0.1%+4.0%0.007%Search for SEC Filing on Google Icon
11/16/2022Alpha Paradigm Partners LLC9,835$0.71M0.3%+40.9%0.004%Search for SEC Filing on Google Icon
11/16/2022Ascent Group LLC21,354$1.88M0.2%+16.1%0.009%Search for SEC Filing on Google Icon
11/16/2022Baird Financial Group Inc.111,418$8.04M0.0%-4.4%0.046%Search for SEC Filing on Google Icon
11/16/2022Kingsview Wealth Management LLC44,979$3.25M0.2%+10.6%0.018%Search for SEC Filing on Google Icon
11/16/2022Meiji Yasuda Asset Management Co Ltd.7,219$0.52M0.0%-6.0%0.003%Search for SEC Filing on Google Icon
11/16/2022SeaCrest Wealth Management LLC3,390$0.25M0.0%-4.3%0.001%Search for SEC Filing on Google Icon
11/16/2022BNP Paribas Arbitrage SNC207,015$14.94M0.0%+14.0%0.085%Search for SEC Filing on Google Icon
11/16/2022Neo Ivy Capital Management550$40K0.1%N/A0.000%Search for SEC Filing on Google Icon
11/15/2022Neuberger Berman Group LLC16,313$1.20M0.0%+2.7%0.007%Search for SEC Filing on Google Icon
11/15/2022Alliancebernstein L.P.333,422$24.06M0.0%+4.9%0.136%Search for SEC Filing on Google Icon
11/15/2022State Street Corp12,018,761$867.15M0.1%+0.1%4.912%Search for SEC Filing on Google Icon
11/15/2022Public Employees Retirement System of Ohio123,808$8.93M0.0%-0.6%0.051%Search for SEC Filing on Google Icon
11/15/2022Colony Group LLC6,076$0.44M0.0%-37.9%0.002%Search for SEC Filing on Google Icon
11/15/2022Mercer Global Advisors Inc. ADV108,321$7.82M0.0%+1,653.3%0.044%Search for SEC Filing on Google Icon
11/15/2022Thrivent Financial for Lutherans16,430$1.18M0.0%+58.0%0.007%Search for SEC Filing on Google Icon
11/15/2022Trek Financial LLC4,635$0.33M0.0%N/A0.002%Search for SEC Filing on Google Icon
11/15/2022Trexquant Investment LP38,646$2.79M0.1%N/A0.016%Search for SEC Filing on Google Icon
11/15/2022UBS Asset Management Americas Inc.1,079,107$77.86M0.0%-13.3%0.441%Search for SEC Filing on Google Icon
11/15/2022Utah Retirement Systems44,313$3.20M0.1%-0.7%0.018%Search for SEC Filing on Google Icon
11/15/2022Vanguard Group Inc.28,474,263$2.05B0.1%-0.5%11.637%Search for SEC Filing on Google Icon
11/15/2022Pathstone Family Office LLC10,884$0.79M0.0%+1.1%0.004%Search for SEC Filing on Google Icon
11/15/2022Premier Asset Management LLC3,650$0.26M0.3%N/A0.001%Search for SEC Filing on Google Icon
11/15/2022Price T Rowe Associates Inc. MD303,763$21.92M0.0%+2.8%0.124%Search for SEC Filing on Google Icon
11/15/2022Quadrature Capital Ltd11,512$0.83M0.0%N/A0.005%Search for SEC Filing on Google Icon
11/15/2022Leelyn Smith LLC32,979$2.38M0.8%+2.9%0.013%Search for SEC Filing on Google Icon
11/15/2022Livforsakringsbolaget Skandia Omsesidigt31,741$2.29M0.3%-29.1%0.013%Search for SEC Filing on Google Icon
11/15/2022EHP Funds Inc.26,760$1.93M0.4%N/A0.011%Search for SEC Filing on Google Icon
11/15/2022Ensign Peak Advisors Inc163,015$11.76M0.0%+84.5%0.067%Search for SEC Filing on Google Icon
11/15/2022Ethic Inc.29,694$2.14M0.1%-14.9%0.012%Search for SEC Filing on Google Icon
11/15/2022Federated Hermes Inc.8,320$0.60M0.0%-7.5%0.003%Search for SEC Filing on Google Icon
11/15/2022First Trust Advisors LP582,719$42.04M0.1%-6.1%0.238%Search for SEC Filing on Google Icon
11/15/2022Bank of New York Mellon Corp2,242,655$161.81M0.0%+13.1%0.917%Search for SEC Filing on Google Icon
11/15/2022Bayesian Capital Management LP8,406$0.61M0.1%N/A0.003%Search for SEC Filing on Google Icon
11/15/2022Belpointe Asset Management LLC3,028$0.22M0.0%+38.7%0.001%Search for SEC Filing on Google Icon
11/15/2022BlackRock Inc.21,852,673$1.58B0.1%-2.8%8.931%Search for SEC Filing on Google Icon
11/15/2022Brandywine Global Investment Management LLC261,012$18.83M0.2%+8.9%0.107%Search for SEC Filing on Google Icon
11/15/2022CI Investments Inc.157,392$11.36M0.1%+2.0%0.064%Search for SEC Filing on Google Icon
11/15/2022Cigna Investments Inc. New3,077$0.22M0.0%-4.3%0.001%Search for SEC Filing on Google Icon
11/15/2022Commonwealth Equity Services LLC105,977$7.65M0.0%+58.0%0.043%Search for SEC Filing on Google Icon
11/14/2022Horizon Investments LLC9,215$0.67M0.0%N/A0.004%Search for SEC Filing on Google Icon
11/14/2022United Capital Financial Advisers LLC8,065$0.58M0.0%-20.8%0.003%Search for SEC Filing on Google Icon
11/14/2022AlphaCrest Capital Management LLC12,263$0.89M0.1%-52.2%0.005%Search for SEC Filing on Google Icon
11/14/2022Macquarie Group Ltd.70,104$5.06M0.0%-3.0%0.029%Search for SEC Filing on Google Icon
11/14/2022Redwood Investment Management LLC17,432$1.26M0.3%-5.1%0.007%Search for SEC Filing on Google Icon
11/14/2022Royal Bank of Canada2,025,428$146.13M0.0%+23.4%0.828%Search for SEC Filing on Google Icon
11/14/2022Eaton Vance Management339,922$24.53M0.0%+14.4%0.139%Search for SEC Filing on Google Icon
11/14/2022LMR Partners LLP20,044$1.45M0.0%+155.6%0.008%Search for SEC Filing on Google Icon
11/14/2022Cubist Systematic Strategies LLC69,718$5.03M0.0%+4,112.6%0.028%Search for SEC Filing on Google Icon
11/14/2022Guggenheim Capital LLC60,853$4.39M0.0%-5.4%0.025%Search for SEC Filing on Google Icon
11/14/2022Verition Fund Management LLC9,000$0.65M0.0%N/A0.004%Search for SEC Filing on Google Icon
11/14/2022Cibc World Markets Corp38,278$2.76M0.0%-27.7%0.016%Search for SEC Filing on Google Icon
11/14/2022Ergoteles LLC21,420$1.55M0.1%N/A0.009%Search for SEC Filing on Google Icon
11/14/2022HBK Sorce Advisory LLC2,852$0.21M0.0%N/A0.001%Search for SEC Filing on Google Icon
11/14/2022MML Investors Services LLC12,859$0.93M0.0%+230.8%0.005%Search for SEC Filing on Google Icon
11/14/2022Nuveen Asset Management LLC694,194$50.09M0.0%-4.6%0.284%Search for SEC Filing on Google Icon
11/14/2022AXA S.A.348,748$25.16M0.1%+404.3%0.143%Search for SEC Filing on Google Icon
11/14/2022Aviva PLC155,402$11.21M0.1%+84.9%0.064%Search for SEC Filing on Google Icon
11/14/2022Royal London Asset Management Ltd.100,105$7.22M0.0%-6.3%0.041%Search for SEC Filing on Google Icon
11/14/2022MetLife Investment Management LLC61,828$4.46M0.0%-2.8%0.025%Search for SEC Filing on Google Icon
11/14/2022Metropolitan Life Insurance Co NY13,798$1M0.1%-2.5%0.006%Search for SEC Filing on Google Icon
11/14/2022Veritable L.P.16,274$1.17M0.0%-18.5%0.007%Search for SEC Filing on Google Icon
11/14/2022Siemens Fonds Invest GmbH33,421$2.41M0.3%+2.7%0.014%Search for SEC Filing on Google Icon
11/14/2022Hsbc Holdings PLC652,317$47.09M0.1%-10.6%0.267%Search for SEC Filing on Google Icon
11/14/2022Prudential PLC7,678$0.55M0.0%+12.6%0.003%Search for SEC Filing on Google Icon
11/14/2022Pictet Asset Management SA117,291$8.46M0.0%-4.5%0.048%Search for SEC Filing on Google Icon
11/14/2022Skandinaviska Enskilda Banken AB publ 231,808$16.72M0.1%+382.8%0.095%Search for SEC Filing on Google Icon
11/14/2022Oppenheimer & Co. Inc.19,353$1.40M0.0%-2.5%0.008%Search for SEC Filing on Google Icon
11/10/2022Envestnet Asset Management Inc.280,981$20.27M0.0%+560.4%0.115%Search for SEC Filing on Google Icon
11/10/2022Ontario Teachers Pension Plan Board24,431$1.76M0.0%+25.4%0.010%Search for SEC Filing on Google Icon
11/10/2022Concord Wealth Partners4,638$0.34M0.1%-8.5%0.002%Search for SEC Filing on Google Icon
11/10/2022BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp24,912$1.80M0.0%-18.2%0.010%Search for SEC Filing on Google Icon
11/10/2022Dakota Wealth Management34,408$2.48M0.2%-4.0%0.014%Search for SEC Filing on Google Icon
11/10/2022Intech Investment Management LLC92,854$6.70M0.1%-9.6%0.038%Search for SEC Filing on Google Icon
11/10/2022Sigma Planning Corp2,982$0.22M0.0%N/A0.001%Search for SEC Filing on Google Icon
11/10/2022RFG Advisory LLC2,382$0.22M0.0%N/A0.001%Search for SEC Filing on Google Icon
11/10/2022Credit Suisse AG350,594$25.30M0.0%-21.3%0.143%Search for SEC Filing on Google Icon
11/10/2022Nomura Asset Management Co. Ltd.67,895$4.90M0.0%+3.9%0.028%Search for SEC Filing on Google Icon
11/10/2022Quent Capital LLC1,336$96K0.0%+61.7%0.001%Search for SEC Filing on Google Icon
11/10/2022Miramar Capital LLC6,975$0.62M0.2%-39.7%0.003%Search for SEC Filing on Google Icon
11/10/2022Quadrant Capital Group LLC2,200$0.16M0.0%-20.5%0.001%Search for SEC Filing on Google Icon
11/10/2022Greenwood Capital Associates LLC21,972$1.59M0.3%+5.0%0.009%Search for SEC Filing on Google Icon
11/10/2022Connor Clark & Lunn Investment Management Ltd.14,732$1.06M0.0%+175.1%0.006%Search for SEC Filing on Google Icon
11/10/2022Dimensional Fund Advisors LP3,708,800$267.58M0.1%+1.3%1.516%Search for SEC Filing on Google Icon
11/10/2022Greenleaf Trust7,110$0.51M0.0%+4.1%0.003%Search for SEC Filing on Google Icon
11/10/2022Adams Wealth Management11,332$0.82M0.3%-5.7%0.005%Search for SEC Filing on Google Icon
11/10/2022Tower Research Capital LLC TRC 20,722$1.50M0.0%-58.3%0.008%Search for SEC Filing on Google Icon
11/10/2022Bank of Montreal Can151,071$10.93M0.0%-6.5%0.062%Search for SEC Filing on Google Icon
11/10/2022Korea Investment CORP96,500$6.96M0.0%-3.6%0.039%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 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.
Read More on Principal Financial Group

Today's Range

Now: $92.18
Low: $89.88
High: $92.31

50 Day Range

MA: $85.55
Low: $76.61
High: $95.00

52 Week Range

Now: $92.18
Low: $61.05
High: $96.17

Volume

1,462,300 shs

Average Volume

1,723,072 shs

Market Capitalization

$22.55 billion

P/E Ratio

4.47

Dividend Yield

2.78%

Beta

1.27

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

Principal Financial Group's top insider investors include:
  1. Elizabeth E Tallett (Director)
  2. Roberto Walker (EVP)
  3. Wee Yee Cheong (EVP)
  4. Sandra L Helton (Director)
  5. Deanna D Strable-Soethout (CFO)
  6. Julia M Lawler (EVP)
  7. Julia M Lawler (Insider)
  8. Timothy Mark Dunbar (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 investors include:
  1. Vanguard Group Inc. — 11.64%
  2. BlackRock Inc. — 8.93%
  3. State Street Corp — 4.91%
  4. Dimensional Fund Advisors LP — 1.52%
  5. Bank of New York Mellon Corp — 0.92%
  6. Royal Bank of Canada — 0.83%
Learn More about top institutional investors of Principal Financial Group stock.

Which major investors are selling Principal Financial Group stock?

During the previous quarter, PFG stock was sold by these institutional investors:
  1. BlackRock Inc.
  2. Wedge Capital Management L L P NC
  3. KBC Group NV
  4. UBS Asset Management Americas Inc.
  5. Vanguard Group Inc.
  6. Credit Suisse AG
  7. Conning Inc.
  8. Fort Washington Investment Advisors Inc. OH
In the previous year, company insiders that have sold Principal Financial Group company stock include:
  1. Elizabeth E Tallett (Director)
  2. Roberto Walker (EVP)
  3. Wee Yee Cheong (EVP)
Learn More investors selling Principal Financial Group stock.

Which major investors are buying Principal Financial Group stock?

During the previous quarter, PFG stock was purchased by institutional investors including:
  1. Royal Bank of Canada
  2. AXA S.A.
  3. Great West Life Assurance Co. Can
  4. Bank of New York Mellon Corp
  5. Envestnet Asset Management Inc.
  6. Skandinaviska Enskilda Banken AB publ
  7. Barclays PLC
  8. Mercer Global Advisors Inc. ADV