Principal Financial Group, Inc.

NasdaqGS:PFG Stock Report

Market Cap: US$18.5b

Principal Financial Group Ownership

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


Recent Insider Transactions

NasdaqGS:PFG Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
12 Nov 25SellUS$160,470Thomas Wee Yee CheongIndividual1,887US$85.04

Insider Trading Volume

Insider Buying: PFG insiders have only sold shares in the past 3 months.


Ownership Breakdown

What is the ownership structure of PFG?
Owner TypeNumber of SharesOwnership Percentage
Private Companies18,6280.00848%
State or Government256,9230.117%
Individual Insiders1,241,5280.565%
General Public54,881,99825%
Institutions163,294,76674.3%

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


Top Shareholders

Top 25 shareholders own 57.35% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
12.4%
The Vanguard Group, Inc.
27,131,356US$2.3b-0.78%0.03%
9.12%
BlackRock, Inc.
20,026,224US$1.7b-0.88%0.02%
8.27%
Nissay Asset Management Corporation
18,165,316US$1.5b0%1.48%
4.81%
State Street Global Advisors, Inc.
10,560,056US$890.1m-1.24%0.03%
2.7%
Managed Account Advisors LLC
5,928,150US$499.7m-35.1%0.08%
2.56%
Geode Capital Management, LLC
5,617,443US$473.5m2.38%0.03%
1.78%
Victory Capital Management Inc.
3,906,748US$329.3m-9.03%0.2%
1.74%
UBS Asset Management AG
3,823,029US$322.2m14.3%0.03%
1.71%
Dimensional Fund Advisors LP
3,766,362US$317.5m0.04%0.04%
1.58%
Northern Trust Global Investments
3,468,764US$292.4m-0.47%0.04%
1.35%
Invesco Capital Management LLC
2,964,105US$249.8m27.5%0.07%
1.3%
Norges Bank Investment Management
2,859,100US$241.0m0%0.02%
1%
Goldman Sachs Asset Management, L.P.
2,201,809US$185.6m31.1%0.04%
0.93%
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2,052,752US$173.0m-8.19%0.06%
0.92%
Eaton Vance Management
2,024,776US$170.7m-0.11%0.03%
0.74%
Legal & General Investment Management Limited
1,615,616US$136.2m2.12%0.03%
0.7%
Amundi Asset Management SAS
1,542,925US$130.1m-13.9%0.02%
0.66%
Charles Schwab Investment Management, Inc.
1,444,405US$121.7m-1.64%0.02%
0.55%
BNY Asset Management
1,211,454US$102.1m-8.79%0.02%
0.49%
AQR Capital Management, LLC
1,078,900US$90.9m82.2%0.06%
0.47%
Deutsche Asset & Wealth Management
1,034,440US$87.2m0.27%0.02%
0.45%
Morgan Stanley
978,617US$82.5m-13.1%0.01%
0.44%
RBC Dominion Securities Inc.
966,979US$81.5m5.59%0.06%
0.37%
Australian Super Pty Ltd
817,959US$68.9m-17.7%0.1%
0.37%
BNP Paribas Financial Markets SNC
804,141US$67.8m53.6%0.05%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/23 19:41
End of Day Share Price 2025/11/21 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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 Github.

Analyst Sources

Principal Financial Group, Inc. is covered by 24 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
Jay GelbBarclays
Taylor ScottBarclays