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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
CEO
Daniel Houston
Employees
Incorporated
Location
Fiscal year end
SEC CIK
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

Analyst ratings and price targets

Last 3 months

Investment data

Data from SEC filings
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
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
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
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%

Financial report summary

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Content analysis

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