Principal Financial Group, Inc.

NasdaqGS:PFG Stock Report

Market Cap: US$17.7b

Principal Financial Group Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of PFG?
Owner TypeNumber of SharesOwnership Percentage
State or Government210,9540.0922%
Individual Insiders1,060,6490.464%
General Public61,415,09326.9%
Institutions166,039,16772.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 57.73% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
12%
The Vanguard Group, Inc.
27,505,946US$2.1b-0.88%0.03%
8.7%
BlackRock, Inc.
19,894,372US$1.5b0.66%0.02%
7.94%
Nissay Asset Management Corporation
18,165,124US$1.4b0%1.55%
4.17%
State Street Global Advisors, Inc.
9,540,838US$737.5m-0.18%0.03%
3.54%
Managed Account Advisors LLC
8,087,502US$625.2m1.2%0.12%
2.37%
Geode Capital Management, LLC
5,414,177US$418.5m-0.28%0.03%
2.17%
Capital Research and Management Company
4,957,868US$383.2m-24.9%0.02%
1.91%
Wellington Management Group LLP
4,371,243US$337.9m-1.42%0.05%
1.72%
Dimensional Fund Advisors LP
3,934,521US$304.1m0.75%0.05%
1.46%
Northern Trust Global Investments
3,336,314US$257.9m-4.4%0.04%
1.42%
Norges Bank Investment Management
3,251,668US$251.4m0%0.02%
1.27%
Invesco Capital Management LLC
2,893,533US$223.7m33%0.09%
1.15%
UBS Asset Management AG
2,634,196US$203.6m3.15%0.02%
1%
Merrill Lynch & Co. Inc., Banking Investments
2,294,432US$177.4m-2.93%0.06%
0.93%
JP Morgan Asset Management
2,127,543US$164.5m3.53%0.02%
0.91%
Legal & General Investment Management Limited
2,075,781US$160.5m-0.14%0.03%
0.87%
Eaton Vance Management
1,990,019US$153.8m2.5%0.03%
0.81%
BNY Asset Management
1,860,722US$143.8m-1.19%0.03%
0.63%
HSBC Global Asset Management (UK) Limited
1,452,084US$112.2m0.7%0.04%
0.61%
Charles Schwab Investment Management, Inc.
1,403,689US$108.5m1.36%0.02%
0.49%
Amundi Asset Management SAS
1,120,100US$86.6m28.1%0.02%
0.48%
Goldman Sachs Asset Management, L.P.
1,109,264US$85.7m-14.3%0.02%
0.39%
Morgan Stanley, Investment Banking and Brokerage Investments
892,135US$69.0m-1.15%0.01%
0.38%
Mairs and Power, Inc.
869,978US$67.2m-28%0.61%
0.38%
Voloridge Investment Management, LLC
862,104US$66.6m29.8%0.24%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/23 04:54
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Principal Financial Group, Inc. is covered by 28 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullArgus Research Company
John HeagertyAtlantic Equities LLP
Jay GelbBarclays