Company profile

Ticker
PFG
Exchange
CEO
Daniel Joseph Houston
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
421520346

PFG stock data

(
)

Investment data

Data from SEC filings
Top 50 of 2282 long holdings
End of quarter 30 Jun 20
Value
 
#Shares
 
$3.07B 15.07M
$2.68B 969.77K
$2.64B 7.24M
$1.47B 15.75M
$1.4B 3.17M
$1.35B 41.18M
$1.18B 5.19M
$1.17B 1.67M
$1.11B 785.12K
$941.96M 3.64M
$918.04M 4.75M
$909.54M 3.8M
$905.12M 10.11M
$873.65M 4.89M
$861.42M 607.47K
$859.3M 5.56M
$804.05M 1.85M
$797.23M 2.7M
$779.28M 2.62M
$776.14M 1.84M
$735.66M 26.72M
$730.96M 4.2M
$730.49M 4.5M
$720.54M 9.81M
$719.27M 23.29M
$698.46M 2.73M
$697.77M 7.42M
$697.31M 9.61M
$669.86M 1.73M
$666.48M 721.95K
$649.12M 7.8M
$637.4M 11.56M
$625.11M 4.45M
$622.39M 5.91M
$571.41M 7.39M
$571.04M 803.52K
$568.56M 10.99M
$562.41M 3M
$560.98M 4.84M
$550.61M 4.94M
$545.12M 1.8M
$535.38M 2.59M
$523.44M 17.07M
$518.69M 1.78M
$516.14M 1.23M
$504.59M 1.33M
$503.18M 5.5M
$495.7M 2.16M
$486.52M 18.09M
$479.01M 4.01M
Holdings list only includes long positions. Only includes long positions.

Calendar

29 Jul 20
25 Oct 20
31 Dec 20

News

Quarter (USD) Jun 20 Mar 20 Sep 19 Jun 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD) Dec 19 Dec 18 Dec 17 Dec 16
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Date Owner Security Transaction Code 10b5-1 $Price #Shares $Value #Remaining
25 Sep 20 Jonathan Auerbach Common Stock Grant Aquire A No 0 98 0 5,200
25 Sep 20 Carter Miller Joycelyn Common Stock Grant Aquire A No 0 872 0 61,170
25 Sep 20 Helton Sandra L Common Stock Grant Aquire A No 0 838 0 59,225
25 Sep 20 Dan Michael T Common Stock Grant Aquire A No 0 477 0 46,636
25 Sep 20 Dan Michael T Phantom Stock Units Common Stock Grant Aquire A No 38.63 160.5 6.2K 11,229.4
25 Sep 20 Hochschild Roger C Common Stock Grant Aquire A No 0 294 0 20,579
25 Sep 20 Hochschild Roger C Phantom Stock Units Common Stock Grant Aquire A No 38.63 200 7.73K 14,031
69.5% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 548 545 +0.6%
Opened positions 77 66 +16.7%
Closed positions 74 114 -35.1%
Increased positions 184 181 +1.7%
Reduced positions 182 188 -3.2%
13F shares
Current Prev Q Change
Total value 7.92B 5.95B +33.1%
Total shares 190.83M 189.9M +0.5%
Total puts 377.2K 108.6K +247.3%
Total calls 305.8K 247.1K +23.8%
Total put/call ratio 1.2 0.4 +180.7%
Largest owners
Shares Value Change
Vanguard 30.57M $1.27B -4.2%
BLK BlackRock 23.02M $956.26M -2.4%
Nippon Life Insurance 18.14M $753.41M 0.0%
Capital Research Global Investors 12.94M $537.35M -11.2%
STT State Street 12.71M $528.01M +0.9%
BK Bank of New York Mellon 7.1M $295M +16.2%
NTRS Northern Trust 4.79M $199.03M +0.2%
Geode Capital Management 4.53M $188.03M -1.5%
Dimensional Fund Advisors 3.7M $153.69M -2.7%
IVZ Invesco 3.7M $153.51M +20.8%
Largest transactions
Shares Bought/sold Change
Capital Research Global Investors 12.94M -1.63M -11.2%
N Price T Rowe Associates 1.85M +1.34M +257.4%
Vanguard 30.57M -1.33M -4.2%
BK Bank of New York Mellon 7.1M +989.75K +16.2%
JPM JPMorgan Chase & Co. 497.26K -939.06K -65.4%
Arrowstreet Capital, Limited Partnership 993.58K +800.48K +414.5%
Charles Schwab Investment Management 3.06M +794.59K +35.1%
CNNG Conning 143.77K -764.76K -84.2%
IVZ Invesco 3.7M +636.84K +20.8%
AXAHF Axa 756.1K +636.32K +531.3%

Financial report summary

?
Competition
Aegon
Management Discussion
  • Net Income Attributable to Principal Financial Group, Inc.
  • Net income attributable to Principal Financial Group, Inc. increased primarily due an $83.4 million decrease in DAC amortization stemming from more favorable financial markets during the second quarter of 2020 compared to the second quarter of 2019, which was partially offset by a $53.9 million decrease in variable investment income.
  • Premiums decreased $711.7 million for the Retirement and Income Solutions segment primarily due to lower sales of single premium group and individual annuities with life contingencies. The single premium group annuity product, which is typically used to fund defined benefit plan terminations, can generate large premiums from very few customers and therefore premiums tend to vary from period to period.
Content analysis ?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. freshman Avg
New words: incidence, inflation, Interagency, overhead, paused, permanent, preliminary, relief, suspension
Removed: build, ending, focusing, midsize, movement, occurring, scale