Principal Financial (PFG)

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 • Diversified Dental Services, Inc. ...

IRS number

421520346

PFG stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$85.33

Low target

$74.00

High target

$93.00

Keefe, Bruyette & Woods

Latest filings (excl ownership)

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Principal Financial Group Announces Full Year and Fourth Quarter 2024 Results as well as 2025 Outlook

6 Feb 25

8-K

Regulation FD Disclosure

22 Jan 25

8-K

Principal® names Deanna Strable next president and CEO

30 Oct 24

Principal Financial Group Announces Third Quarter 2024 Results

24 Oct 24

8-K

Regulation FD Disclosure

15 Oct 24

8-K

Principal® names Deanna Strable President and Chief Operating Officer Dan Houston to continue as CEO and Chairman of the Board

31 Jul 24

Principal Financial Group Announces Second Quarter 2024 Results

25 Jul 24

Transcripts

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PFG

Earnings call transcript

2024 Q4

7 Feb 25

PFG

Earnings call transcript

2024 Q3

25 Oct 24

PFG

Earnings call transcript

2024 Q2

26 Jul 24

PFG

Earnings call transcript

2024 Q1

26 Apr 24

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 Q2

28 Jul 23

PFG

Earnings call transcript

2023 Q1

28 Apr 23

PFG

Earnings call transcript

2022 Q4

31 Jan 23

Latest ownership filings

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Wee Yee Cheong

18 Feb 25

SC 13G

FB Bancorp, Inc. /MD/

14 Feb 25

144

Notice of proposed sale of securities

14 Feb 25

13F-HR

Quarterly holdings report by institutional manager

31 Jan 25

DEANNA D STRABLE-SOETHOUT

17 Jan 25

144

Notice of proposed sale of securities

Financial summary

Financial statements Chart PFG financial data

Quarter (USD)	Dec 24	Sep 24	Jun 24	Mar 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 24	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	4.21 bn	4.21 bn	4.21 bn	4.21 bn	4.21 bn	4.21 bn
Cash burn (monthly)	654.20 mm	29.37 mm	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	1.19 bn	53.58 mm	n/a	n/a	n/a	n/a
Cash remaining	3.02 bn	4.16 bn	n/a	n/a	n/a	n/a
Runway (months of cash)	4.6	141.6	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2024

PFG institutional ownership history Ownership history

74.3% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	766	766	–
Opened positions	91	79	+15.2%
Closed positions	91	93	-2.2%
Increased positions	260	248	+4.8%
Reduced positions	270	285	-5.3%

13F shares	Current	Prev Q	Change
Total value	11.65 tn	11.87 tn	-1.8%
Total shares	169.98 mm	168.22 mm	+1.0%
Total puts	87.50 k	119.00 k	-26.5%
Total calls	218.60 k	177.00 k	+23.5%
Total put/call ratio	0.4	0.7	-40.5%

Largest owners	Shares	Value	Change
Vanguard	27.43 mm	$2.12 tn	-0.3%
BlackRock	19.86 mm	$1.54 tn	-0.2%
Nippon Life Insurance	18.14 mm	$1.40 bn	0.0%
BAC Bank of America	9.80 mm	$758.80 bn	-11.9%
STT State Street	9.67 mm	$748.47 bn	+1.3%
Managed Account Advisors	8.05 mm	$0.00	0.0%
Geode Capital Management	5.47 mm	$422.07 bn	+1.0%
Capital Research Global Investors	4.97 mm	$384.56 bn	+0.2%
Wellington Management	4.19 mm	$324.49 bn	-4.1%
Dimensional Fund Advisors	3.91 mm	$302.91 bn	-0.5%

Largest transactions	Shares	Bought/sold	Change
Norges Bank	2.80 mm	+2.80 mm	NEW
BAC Bank of America	9.80 mm	-1.33 mm	-11.9%
Qube Research & Technologies	712.02 k	+649.94 k	+1046.9%
Deutsche Bank AG - Registered Shares	1.48 mm	+627.87 k	+73.5%
IVZ Invesco	2.75 mm	-533.52 k	-16.2%
UBS UBS	1.49 mm	+522.54 k	+54.0%
GS The Goldman Sachs Group, Inc.	1.22 mm	-512.84 k	-29.6%
JPM JPMorgan Chase & Co.	1.98 mm	-483.00 k	-19.6%
LGEN Legal & General	1.63 mm	-448.66 k	-21.6%
Citadel Advisors	411.73 k	+409.70 k	+20132.5%

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.

Recent insider trades

PFG insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
14 Feb 25	Wee Yee Cheong	Common Stock	Sale back to company	Dispose D	No	No	87.01	400	34.80 k	81,875
14 Feb 25	Wee Yee Cheong	Common Stock	Sale back to company	Dispose D	No	No	87.02	400	34.81 k	82,275
14 Feb 25	Wee Yee Cheong	Common Stock	Grant	Acquire A	No	No	58.68	400	23.47 k	82,675
14 Feb 25	Wee Yee Cheong	Employee Stock Option Common Stock	Option exercise	Dispose M	No	No	58.68	400	23.47 k	820
15 Jan 25	Deanna D Strable-soethout	Common Stock	Sale back to company	Dispose D	No	Yes	80.5	21,780	1.75 mm	112,356
15 Jan 25	Deanna D Strable-soethout	Common Stock	Grant	Acquire A	No	No	51.33	21,780	1.12 mm	134,136
15 Jan 25	Deanna D Strable-soethout	Employee Stock Option Common Stock	Option exercise	Dispose M	No	No	51.33	7,260	372.66 k	0
15 Jan 25	Deanna D Strable-soethout	Employee Stock Option Common Stock	Option exercise	Dispose M	No	No	51.33	7,260	372.66 k	0
15 Jan 25	Deanna D Strable-soethout	Employee Stock Option Common Stock	Option exercise	Dispose M	No	No	51.33	7,260	372.66 k	0
18 Dec 24	Claudio Muruzabal	Common Stock	Grant	Acquire A	No	No	0	102	0.00	8,249