Principal Financial Group Inc - Registered Shares (PFG)

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

NASDAQ

Website

www.principal.com

CEO

Daniel Houston

Incorporated

Delaware

Location

Iowa

Fiscal year end

Dec 31

Sector

Finance and Insurance > Direct Life Insurance Carriers

Industry (SIC)

Accident & Health Insurance

Aflac • Unum • CNO Financial • Partnerre • Triple-s Management ...

SEC CIK

0001126328

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

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

1M 1Y 5Y

News

From Benzinga Pro

Cramer Says This Stock Is Very Cheap

2 May 22

On CNBC’s "Mad Money Lightning Round," Jim Cramer said Johnson Controls International plc (NYSE: JCI) is very cheap.

Principal Financial Group Q1 Adj. EPS $1.63 Beats $1.56 Estimate

28 Apr 22

Principal Financial Group (NASDAQ:PFG) reported quarterly earnings of $1.63 per share which beat the analyst consensus estimate of $1.56 by 4.49 percent. This is a 6.54 percent increase over earnings of $1.53 per share

Earnings Scheduled For April 28, 2022

28 Apr 22

Companies Reporting Before The Bell • PBF Energy (NYSE:PBF) is projected to report quarterly earnings at $0.26 per share on revenue of $8.24 billion.

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

From Benzinga Pro

Principal® Lists First Semi-Transparent ETF on NYSE

19 May 22

Actively managed real estate ETF aims to provide durable growth amid inflationary pressures with concentrated exposure to non-traditional REIT sectors Principal Global Investors® announced the Principal Real

Principal Financial Group® Names H. Elizabeth Mitchell to Board of Directors

18 May 22

Principal Financial Group® (NASDAQ:PFG) announced today that H. Elizabeth Mitchell, former president and chief executive officer of Renaissance Reinsurance U.S., has been elected to the Principal® Board of

Principal® Earns ENERGY STAR® Partner of the Year Sustained Excellence Award

10 May 22

Fifth consecutive year of the award shows longstanding commitment to ESG standards Principal Real Estate Investors, the real estate investment team of Principal Global Investors®, has been named an ENERGY

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

Last 3 months

Average target

$76.33

Low target

$72.00

High target

$79.00

Investment data

Data from SEC filings

Top 50 of 2538 long holdings End of quarter 31 Mar 22	Value	#Shares
MSFT Microsoft Corp	$4.56B	14.79M
AAPL Apple Inc	$3.9B	22.32M
AMZN Amazon Com Inc	$3.07B	942.48K
BAM Brookfield Asset MGMT Inc	$2.46B	43.43M
TDG Transdigm Group Inc	$2.01B	3.08M
PLD Prologis Inc.	$1.77B	10.99M
GOOG Alphabet Inc (CAP STK CL C)	$1.65B	590.98K
GOOG Alphabet Inc (CAP STK CL A)	$1.43B	514.73K
AMT American Tower Corp New	$1.4B	5.56M
KKR KKR & Co Inc	$1.31B	22.46M
HLT Hilton Worldwide HLDGS Inc	$1.3B	8.59M
Principal Exchange-traded FD (US MEGA CP ETF)	$1.29B	30.15M
CSGP Costar Group Inc	$1.25B	18.74M
V Visa Inc	$1.21B	5.46M
AVB Avalonbay Cmntys Inc	$1.2B	4.81M
NVDA Nvidia Corporation	$1.2B	4.38M
CPRT Copart Inc	$1.19B	9.52M
TSLA Tesla Inc	$1.15B	1.07M
EQIX Equinix Inc	$1.15B	1.55M
ORLY Oreilly Automotive Inc	$1.13B	1.65M
ROP Roper Technologies Inc	$1.1B	2.34M
MA Mastercard Incorporated	$1.07B	3M
FB Meta Platforms Inc	$1.06B	4.78M
VTR Ventas Inc	$1.06B	17.16M
ARE Alexandria Real Estate Eq In	$1.03B	5.13M
ESS Essex Ppty TR Inc	$1.01B	2.91M
SBAC Sba Communications Corp New	$992.93M	2.89M
EXR Extra Space Storage Inc	$979.49M	4.76M
KMX Carmax Inc	$958.42M	9.93M
MSCI Adobe Systems Incorporated	$952.27M	2.09M
MKL Markel Corp	$894.88M	606.6K
INVH Invitation Homes Inc	$876.25M	21.81M
JPM Jpmorgan Chase & Co	$862.76M	6.33M
UNH Unitedhealth Group Inc	$841.59M	1.65M
HEI Heico Corp New	$830.13M	6.55M
CRM Salesforce Com Inc	$829.67M	3.91M
VMC Vulcan Matls Co	$821.34M	4.47M
LYV Live Nation Entertainment In	$817.16M	6.95M
BRK.A Berkshire Hathaway Inc Del	$813.65M	2.31M
MCHP Microchip Technology Inc.	$812.91M	10.82M
SUI Sun Cmntys Inc	$802.08M	4.58M
TYL Tyler Technologies Inc	$787.97M	1.77M
COST Costco WHSL Corp New	$766.24M	1.33M
LBRDA Liberty Broadband Corp	$740.63M	5.47M
AIV American Homes 4 Rent	$723.63M	18.08M
REXR Rexford Indl Rlty Inc	$712.93M	9.56M
DHR Danaher Corporation	$707.74M	2.41M
ADSK Autodesk Inc	$703M	3.28M
Principal Exchange-traded FD (US SMCP MLTFCTR)	$687.21M	15.55M
CVX Chevron Corp New	$655.21M	4.02M

Principal Financial Group Inc - Registered Shares holdings history Holdings history

Holdings list only includes long positions. Only includes long positions.

Calendar

4 May 22

20 May 22

31 Dec 22

Financial summary

Financial statements Chart PFG financial data

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

Financial data from company earnings reports.

Recent insider trades

PFG insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	#Shares	#Remaining
18 May 22	Mitchell H Elizabeth	Common Stock	Grant	Acquire A	No	No	2,373	2,373
17 May 22	Jonathan Auerbach	Common Stock	Grant	Acquire A	No	No	2,336	10,550
17 May 22	Carter Miller Joycelyn	Common Stock	Grant	Acquire A	No	No	2,336	69,741
17 May 22	Beams Maliz E	Common Stock	Grant	Acquire A	No	No	2,336	5,614
17 May 22	Dan Michael T	Common Stock	Grant	Acquire A	No	No	2,336	53,565

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

Institutional ownership, Q1 2022

PFG institutional ownership history Ownership history

72.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	642	637	+0.8%
Opened positions	85	103	-17.5%
Closed positions	80	65	+23.1%
Increased positions	216	198	+9.1%
Reduced positions	203	203	–

13F shares	Current	Prev Q	Change
Total value	13.5B	14.1B	-4.3%
Total shares	184.05M	195.1M	-5.7%
Total puts	57.5K	358.5K	-84.0%
Total calls	159.5K	350.8K	-54.5%
Total put/call ratio	0.4	1.0	-64.7%

Largest owners	Shares	Value	Change
Vanguard	29.03M	$2.13B	+0.5%
BLK Blackrock	23.25M	$1.71B	+3.4%
Nippon Life Insurance	18.14M	$1.33B	0.0%
BAC Bank Of America	14.01M	$1.03B	+26.3%
Capital Research Global Investors	13.05M	$958.34M	-14.3%
STT State Street	12.87M	$944.62M	-4.6%
Geode Capital Management	5.12M	$374.98M	+2.5%
NTRS Northern Trust	4.11M	$301.99M	+1.1%
Charles Schwab Investment Management	4.05M	$297.62M	+6.6%
MS Morgan Stanley	3.92M	$288.09M	+303.9%

Largest transactions	Shares	Bought/sold	Change
CS Credit Suisse	507.96K	-3.85M	-88.3%
MS Morgan Stanley	3.92M	+2.95M	+303.9%
BAC Bank Of America	14.01M	+2.92M	+26.3%
Norges Bank	0	-2.8M	EXIT
Capital Research Global Investors	13.05M	-2.17M	-14.3%
BK Bank Of New York Mellon	1.92M	-2.14M	-52.7%
Canada Pension Plan Investment Board	696.9K	-1.68M	-70.6%
BCS Barclays	497.16K	-1.25M	-71.5%
TD Toronto Dominion Bank	140.59K	-1.16M	-89.2%
FMR	615.89K	-1.15M	-65.1%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Financial report summary

Competition

Aegon N. V. - New York Shares

Content analysis

Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability	H.S. freshman Avg

New words: added, AUA, Carlo, Cayman, claim, coinsurance, contemplated, deployable, drove, efficiency, family, InBev, introduction, leave, LLC, manually, mentioned, Monte, MTA, nondeferrable, nonpublic, shareholder, smaller, Street, Sutton, Talcott, ULSG, unique, withheld

Removed: absolute, alter, anticipation, August, CECL, Chase, complexity, continuation, correlate, dissolution, eliminating, Facilitation, footnote, India, JPMorgan, migrated, noncredit, optional, prospectively, reconciled, reform, release, restructure, RobustWealth, selected, step, supportable

From filing 10-Q 2022 Q1

Financial reports

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