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PFG Principal Financial Group Inc - Registered Shares

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
CEO
Larry Zimpleman
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
421520346

PFG stock data

(
)

Investment data

Data from SEC filings
Top 50 of 2413 long holdings
End of quarter 31 Dec 20
Value
 
#Shares
 
$3.49B 15.69M
$3.4B 25.61M
$2.97B 913.3K
$1.89B 3.06M
$1.74B 42.24M
$1.47B 14.74M
$1.32B 4.82M
$1.25B 714.5K
$1.15B 3.78M
$1.11B 5.06M
$1.07B 4.75M
$1.03B 1.45M
$1.03B 8.09M
$1.03B 2.88M
$994.35M 8.94M
$976.29M 557.04K
$973.53M 24.04M
$971.3M 4.15M
$926.15M 7.28M
$915.15M 1.83M
$906.09M 9.59M
$904.45M 14M
$861.14M 4.83M
$819.75M 27.6M
$807.41M 9.14M
$803.64M 1.78M
$802.1M 5.81M
$795.68M 3.58M
$791.87M 1.84M
$786.28M 4.9M
$779.88M 843.77K
$766.25M 1.09M
$765.76M 4.84M
$764.54M 3.22M
$729.95M 4.92M
$708.54M 2.51M
$671.33M 2.69M
$670.14M 648.54K
$668.32M 17.1M
$663.32M 1.76M
$660.46M 11.24M
$657.31M 3.04M
$643.56M 1.23M
$642.76M 2.77M
$640M 1.68M
$634.84M 4.03M
$604.63M 1.66M
$600.07M 9.57M
$597.16M 1.1M
$592.6M 19.75M
Holdings list only includes long positions. Only includes long positions.

Calendar

11 Feb 21
19 Apr 21
31 Dec 21
Quarter (USD)
Dec 20 Sep 20 Jun 20 Mar 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
Dec 20 Dec 19 Dec 18 Dec 17
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.

Cash burn rate (estimated) Burn method: Change in cash Burn method: Operating income/loss Burn method: FCF (opex + capex)
Last Q Avg 4Q Last Q Avg 4Q Last Q Avg 4Q
Cash on hand (at last report) 2.85B 2.85B 2.85B 2.85B 2.85B 2.85B
Cash burn (monthly) 235.63M (positive/no burn) (positive/no burn) (positive/no burn) (positive/no burn) (positive/no burn)
Cash used (since last report) 852.94M n/a n/a n/a n/a n/a
Cash remaining 2B n/a n/a n/a n/a n/a
Runway (months of cash) 8.5 n/a n/a n/a n/a n/a

Beta Read what these cash burn values mean

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
26 Mar 21 Hochschild Roger C Common Stock Grant Aquire A No No 0 192 0 21,014
26 Mar 21 Hochschild Roger C Phantom Stock Units Common Stock Grant Aquire A No No 60.63 143 8.67K 15,631
26 Mar 21 Richer Clare Stack Common Stock Grant Aquire A No No 0 40 0 4,345
26 Mar 21 Nordin Diane C Common Stock Grant Aquire A No No 0 115 0 12,609
26 Mar 21 Mills Scott Common Stock Grant Aquire A No No 0 152 0 16,582
26 Mar 21 Mills Scott Phantom Stock Units Common Stock Grant Aquire A No No 60.63 86 5.21K 9,403
26 Mar 21 Alfredo Rivera Common Stock Grant Aquire A No No 0 14 0 14

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

69.5% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 595 548 +8.6%
Opened positions 105 61 +72.1%
Closed positions 58 61 -4.9%
Increased positions 179 182 -1.6%
Reduced positions 206 193 +6.7%
13F shares
Current Prev Q Change
Total value 9.42B 7.9B +19.2%
Total shares 189.91M 189.23M +0.4%
Total puts 229.4K 272.3K -15.8%
Total calls 315.8K 334.4K -5.6%
Total put/call ratio 0.7 0.8 -10.8%
Largest owners
Shares Value Change
Vanguard 29.14M $1.45B -1.3%
BLK Blackrock 22.25M $1.1B -2.9%
Nippon Life Insurance 18.14M $899.78M 0.0%
Capital Research Global Investors 15.93M $790.49M +18.9%
STT State Street 12.14M $602.05M -1.8%
BK Bank Of New York Mellon 4.83M $239.58M -27.1%
NTRS Northern Trust 4.65M $230.92M -3.2%
Geode Capital Management 4.61M $228.14M +1.8%
CS Credit Suisse 4.34M $215.11M +682.1%
Dimensional Fund Advisors 3.8M $188.42M +0.6%
Largest transactions
Shares Bought/sold Change
CS Credit Suisse 4.34M +3.78M +682.1%
Norges Bank 3.14M +3.14M NEW
Capital Research Global Investors 15.93M +2.53M +18.9%
Arrowstreet Capital, Limited Partnership 193.61K -2.47M -92.7%
BK Bank Of New York Mellon 4.83M -1.79M -27.1%
Ajo 0 -1.11M EXIT
PUKPF Prudential 1.1M -728.4K -39.7%
BLK Blackrock 22.25M -655.64K -2.9%
NMR Nomura 659.56K +641.82K +3618.7%
Retirement Systems of Alabama 677.98K +575.08K +558.9%

Financial report summary

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