Principal helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. Its employees are passionate about helping clients of all income and portfolio sizes achieve their goals - offering innovative ideas, investment expertise and real-life solutions to make financial progress possible.

Company profile
Ticker
PFG
Exchange
Website
CEO
Daniel Houston
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Principal Financial Group, Inc. • Administradora de Fondos de Pensiones Cuprum S.A. • Brasilprev Seguros e Previdencia S.A. • CCB Principal Asset Management Co., Ltd. • Ciclic Corretora de Seguros S.A. • Claritas Administração de Recursos Ltda. • Claritas Investments Ltd. • Delaware Charter Guarantee & Trust Company • Diversified Dental Services, Inc. • Employers Dental Services, Inc. ...
IRS number
421520346
PFG stock data
News

Cramer Says This Stock Is Very Cheap
2 May 22
Principal Financial Group Q1 Adj. EPS $1.63 Beats $1.56 Estimate
28 Apr 22
Earnings Scheduled For April 28, 2022
28 Apr 22
What 8 Analyst Ratings Have To Say About Principal Finl Gr
6 Apr 22
Piper Sandler Maintains Neutral on Principal Finl Gr, Raises Price Target to $78
6 Apr 22
Press releases
Principal® Lists First Semi-Transparent ETF on NYSE
19 May 22
Principal Financial Group® Names H. Elizabeth Mitchell to Board of Directors
18 May 22
Principal® Earns ENERGY STAR® Partner of the Year Sustained Excellence Award
10 May 22
Principal® Named to Forbes List of Best Employers for Diversity 2022
6 May 22
Principal® Taps Industry Veteran to Lead Liability-driven Investing Capability for Pension Plans
5 May 22
Analyst ratings and price targets
Current price
Average target
$76.33
Low target
$72.00
High target
$79.00
Piper Sandler
Maintains
$78.00
Morgan Stanley
Maintains
$72.00
RBC Capital
Maintains
$79.00
Investment data
Top 50 of 2538 long holdings End of quarter 31 Mar 22 |
Value |
#Shares |
---|---|---|
$4.56B | 14.79M | |
$3.9B | 22.32M | |
$3.07B | 942.48K | |
$2.46B | 43.43M | |
$2.01B | 3.08M | |
$1.77B | 10.99M | |
$1.65B | 590.98K | |
$1.43B | 514.73K | |
$1.4B | 5.56M | |
$1.31B | 22.46M | |
$1.3B | 8.59M | |
$1.29B | 30.15M | |
$1.25B | 18.74M | |
$1.21B | 5.46M | |
$1.2B | 4.81M | |
$1.2B | 4.38M | |
$1.19B | 9.52M | |
$1.15B | 1.07M | |
$1.15B | 1.55M | |
$1.13B | 1.65M | |
$1.1B | 2.34M | |
$1.07B | 3M | |
$1.06B | 4.78M | |
$1.06B | 17.16M | |
$1.03B | 5.13M | |
$1.01B | 2.91M | |
$992.93M | 2.89M | |
$979.49M | 4.76M | |
$958.42M | 9.93M | |
$952.27M | 2.09M | |
$894.88M | 606.6K | |
$876.25M | 21.81M | |
$862.76M | 6.33M | |
$841.59M | 1.65M | |
$830.13M | 6.55M | |
$829.67M | 3.91M | |
$821.34M | 4.47M | |
$817.16M | 6.95M | |
$813.65M | 2.31M | |
$812.91M | 10.82M | |
$802.08M | 4.58M | |
$787.97M | 1.77M | |
$766.24M | 1.33M | |
$740.63M | 5.47M | |
$723.63M | 18.08M | |
$712.93M | 9.56M | |
$707.74M | 2.41M | |
$703M | 3.28M | |
$687.21M | 15.55M | |
$655.21M | 4.02M |
Holdings list only includes long positions.
Only includes long positions.
Calendar
4 May 22
20 May 22
31 Dec 22
Financial summary
Quarter (USD) | Mar 22 | Dec 21 | Sep 21 | Jun 21 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 21 | Dec 20 | Dec 19 | Dec 18 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
18 May 22 | Mitchell H Elizabeth | Common Stock | Grant | Acquire A | No | No | 0 | 2,373 | 0 | 2,373 |
17 May 22 | Jonathan Auerbach | Common Stock | Grant | Acquire A | No | No | 0 | 2,336 | 0 | 10,550 |
17 May 22 | Carter Miller Joycelyn | Common Stock | Grant | Acquire A | No | No | 0 | 2,336 | 0 | 69,741 |
17 May 22 | Beams Maliz E | Common Stock | Grant | Acquire A | No | No | 0 | 2,336 | 0 | 5,614 |
17 May 22 | Dan Michael T | Common Stock | Grant | Acquire A | No | No | 0 | 2,336 | 0 | 53,565 |
Institutional ownership, Q1 2022
72.8% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 642 |
Opened positions | 85 |
Closed positions | 80 |
Increased positions | 216 |
Reduced positions | 203 |
13F shares | Current |
---|---|
Total value | 13.5B |
Total shares | 184.05M |
Total puts | 57.5K |
Total calls | 159.5K |
Total put/call ratio | 0.4 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 29.03M | $2.13B |
BLK Blackrock | 23.25M | $1.71B |
Nippon Life Insurance | 18.14M | $1.33B |
BAC Bank Of America | 14.01M | $1.03B |
Capital Research Global Investors | 13.05M | $958.34M |
STT State Street | 12.87M | $944.62M |
Geode Capital Management | 5.12M | $374.98M |
NTRS Northern Trust | 4.11M | $301.99M |
Charles Schwab Investment Management | 4.05M | $297.62M |
MS Morgan Stanley | 3.92M | $288.09M |
Financial report summary
?Competition
Aegon N. V. - New York SharesContent analysis
?Positive | ||
Negative | ||
Uncertain | ||
Constraining | ||
Legalese | ||
Litigous | ||
Readability |
H.S. freshman Avg
|
Financial reports
Current reports
8-K
Principal Financial Group® Names H. Elizabeth Mitchell to Board of Directors
18 May 22
8-K
Principal Financial Group® Announces First Quarter 2022 Results
28 Apr 22
8-K
Regulation FD Disclosure
19 Apr 22
8-K
Principal Financial Group Announces 2022 Outlook
2 Mar 22
8-K
Principal Financial Group® Announces Fourth Quarter and Full Year 2021 Results
7 Feb 22
8-K
Principal Financial Group® announces reinsurance transaction, increases share repurchase authorization by $1.6 billion
31 Jan 22
8-K
Regulation FD Disclosure
21 Jan 22
8-K
Departure of Directors or Certain Officers
24 Nov 21
8-K
Principal Financial Group® announces Third Quarter 2021 results
26 Oct 21
8-K
Regulation FD Disclosure
19 Oct 21
Registration and prospectus
S-8
Registration of securities for employees
10 Nov 21
S-8
Registration of securities for employees
21 May 21
424B5
Prospectus supplement for primary offering
4 Aug 20
FWP
Free writing prospectus
3 Aug 20
424B5
Prospectus supplement for primary offering
3 Aug 20
S-8
Registration of securities for employees
31 Jul 20
S-8
Registration of securities for employees
31 Jul 20
424B5
Prospectus supplement for primary offering
10 Jun 20
FWP
Free writing prospectus
9 Jun 20
424B5
Prospectus supplement for primary offering
9 Jun 20
Proxies
DEFA14A
Additional proxy soliciting materials
4 Apr 22
DEFA14A
Additional proxy soliciting materials
4 May 21
DEFA14A
Additional proxy soliciting materials
5 Apr 21
DEFA14A
Additional proxy soliciting materials
22 Feb 21
DEFA14A
Additional proxy soliciting materials
23 Apr 20
DEF 14A
Definitive proxy
8 Apr 18
Other
CERT
Certification of approval for exchange listing
14 Dec 17
UPLOAD
Letter from SEC
2 May 16
CORRESP
Correspondence with SEC
27 Apr 16
CORRESP
Correspondence with SEC
28 Mar 16
UPLOAD
Letter from SEC
15 Mar 16
UPLOAD
Letter from SEC
16 Jul 14
CORRESP
Correspondence with SEC
19 Jun 14
UPLOAD
Letter from SEC
11 Jun 14
UPLOAD
Letter from SEC
11 Jun 13
CORRESP
Correspondence with SEC
29 May 13
Ownership
4
PRINCIPAL FINANCIAL / H Elizabeth Mitchell ownership change
19 May 22
4
PRINCIPAL FINANCIAL / ALFREDO RIVERA ownership change
19 May 22
4
PRINCIPAL FINANCIAL / Clare Stack Richer ownership change
19 May 22
4
PRINCIPAL FINANCIAL / Blair Pickerell ownership change
19 May 22
4
PRINCIPAL FINANCIAL / Diane C Nordin ownership change
19 May 22
4
PRINCIPAL FINANCIAL / Claudio Muruzabal ownership change
19 May 22
4
PRINCIPAL FINANCIAL / Scott Mills ownership change
19 May 22
4
PRINCIPAL FINANCIAL / ROGER C HOCHSCHILD ownership change
19 May 22
4
PRINCIPAL FINANCIAL / MICHAEL T DAN ownership change
19 May 22
4
PRINCIPAL FINANCIAL / MILLER JOYCELYN CARTER ownership change
19 May 22
Transcripts
2022 Q1
Earnings call transcript
29 Apr 22
2021 Q4
Earnings call transcript
8 Feb 22
2021 Q3
Earnings call transcript
27 Oct 21
2021 Q2
Earnings call transcript
28 Jul 21
2021 Q1
Earnings call transcript
28 Apr 21
2020 Q4
Earnings call transcript
29 Jan 21
2020 Q3
Earnings call transcript
27 Oct 20
2020 Q2
Earnings call transcript
28 Jul 20
2020 Q1
Earnings call transcript
28 Apr 20
2019 Q4
Earnings call transcript
29 Jan 20
Reddit threads
is it a good time to have shares anyway ?
10 May 22
What's the appeal of having a portfolio consisting mostly of dividend stocks?
9 May 22
Daily Discussion Thread - April 28th, 2022
28 Apr 22
Daily Discussion Thread - April 27th, 2022
27 Apr 22
Daily Discussion Thread - April 26th, 2022
26 Apr 22
Daily Discussion Thread - April 25th, 2022
25 Apr 22
Too Many Stocks - Help Reduce
26 Mar 22
Daily Discussion Thread - March 9th, 2022
9 Mar 22
Daily Discussion Thread - March 8th, 2022
8 Mar 22
Daily Discussion Thread - March 7th, 2022
7 Mar 22