principal financial group® 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. our 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. to find out more, visit us at principal.com. the principal is an affirmative action and equal opportunity employer and an e-verify participant. all qualified applicants will receive consideration for employment without regard to of age, race, color, religion, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.
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. • Business Owner Ecosystem, Inc. • CCB Pension Management Co., Ltd. • 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 ...
IRS number
421520346
PFG stock data
Latest filings (excl ownership)
8-K
Regulation FD Disclosure
17 Apr 24
DEFA14A
Additional proxy soliciting materials
8 Apr 24
DEF 14A
Definitive proxy
8 Apr 24
8-K
Principal Financial Group® Announces Full Year and Fourth Quarter 2023 Results as well as 2024 Outlook
12 Feb 24
8-K
Regulation FD Disclosure
25 Jan 24
8-K
Principal® names Kamal Bhatia head of asset management Pat Halter to retire after 40 years with the company
11 Jan 24
S-8 POS
Registration of securities for employees (post-effective amendment)
3 Nov 23
10-Q
2023 Q3
Quarterly report
1 Nov 23
8-K
Principal Financial Group® Announces Third Quarter 2023 Results
26 Oct 23
8-K
Regulation FD Disclosure
17 Oct 23
Transcripts
PFG
Earnings call transcript
2023 Q4
13 Feb 24
PFG
Earnings call transcript
2023 Q3
27 Oct 23
PFG
Earnings call transcript
2023 Q2
28 Jul 23
PFG
Earnings call transcript
2023 Q1
28 Apr 23
PFG
Earnings call transcript
2022 Q4
31 Jan 23
PFG
Earnings call transcript
2022 Q3
28 Oct 22
PFG
Earnings call transcript
2022 Q2
9 Aug 22
PFG
Earnings call transcript
2022 Q1
29 Apr 22
PFG
Earnings call transcript
2021 Q4
8 Feb 22
PFG
Earnings call transcript
2021 Q3
27 Oct 21
Latest ownership filings
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q4 2023
52.5% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 590 |
Opened positions | 79 |
Closed positions | 192 |
Increased positions | 179 |
Reduced positions | 223 |
13F shares | Current |
---|---|
Total value | 7.26 tn |
Total shares | 123.45 mm |
Total puts | 1.40 k |
Total calls | 2.00 k |
Total put/call ratio | 0.7 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 28.61 mm | $2.25 tn |
Nippon Life Insurance | 18.14 mm | $1.43 bn |
STT State Street | 9.72 mm | $764.84 bn |
Managed Account Advisors | 8.05 mm | $0.00 |
Capital Research Global Investors | 6.45 mm | $507.38 bn |
Wellington Management | 4.37 mm | $343.71 bn |
Dimensional Fund Advisors | 3.88 mm | $304.90 bn |
NTRS Northern Trust | 3.71 mm | $291.69 bn |
MS Morgan Stanley | 3.41 mm | $268.64 bn |
LGEN Legal & General | 2.22 mm | $174.97 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
28 Mar 24 | Jonathan Auerbach | Common Stock | Grant | Acquire A | No | No | 0 | 126 | 0.00 | 14,255 |
28 Mar 24 | Carter Miller Joycelyn | Common Stock | Grant | Acquire A | No | No | 0 | 613 | 0.00 | 77,491 |
28 Mar 24 | Vivek Agrawal | Common Stock | Grant | Acquire A | No | No | 0 | 101 | 0.00 | 25,404 |
28 Mar 24 | Beams Maliz E | Common Stock | Grant | Acquire A | No | No | 0 | 70 | 0.00 | 8,853 |
28 Mar 24 | Kamal Bhatia | Common Stock | Grant | Acquire A | No | No | 0 | 308 | 0.00 | 47,719 |
News
Morgan Stanley Maintains Equal-Weight on Principal Finl Gr, Raises Price Target to $82
15 Apr 24
Wells Fargo Maintains Equal-Weight on Principal Finl Gr, Raises Price Target to $91
11 Apr 24
Evercore ISI Group Maintains In-Line on Principal Finl Gr, Raises Price Target to $86
11 Apr 24
Keefe, Bruyette & Woods Maintains Market Perform on Principal Finl Gr, Raises Price Target to $89
10 Apr 24
In-Depth Examination Of 5 Analyst Recommendations For Principal Finl Gr
5 Apr 24
Press releases
Principal® achieves sustainability goals in newly released report
15 Apr 24
AM Best Affirms Credit Ratings of Principal Financial Group, Inc. and Its Subsidiaries
27 Mar 24
Principal® Earns 2024 ENERGY STAR® Partner of the Year Sustained Excellence Award for Seventh Consecutive Year
27 Mar 24
Principal® named one of the 2024 World's Most Ethical Companies by Ethisphere
4 Mar 24
Principal Financial Group® Announces Full Year and Fourth Quarter 2023 Results as well as 2024 Outlook
12 Feb 24