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
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. • 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
Analyst ratings and price targets
Latest filings (excl ownership)
8-K
Entry into a Material Definitive Agreement
8 Mar 23
424B5
Prospectus supplement for primary offering
7 Mar 23
FWP
Free writing prospectus
6 Mar 23
424B5
Prospectus supplement for primary offering
6 Mar 23
8-K
Principal Financial Group Announces 2023 and Long-Term Outlook
1 Mar 23
S-3ASR
Automatic shelf registration
27 Feb 23
10-K
2022 FY
Annual report
16 Feb 23
8-K
Principal Financial Group® Announces Full Year and Fourth Quarter 2022 Results
30 Jan 23
8-K
Regulation FD Disclosure
18 Jan 23
10-Q
2022 Q3
Quarterly report
2 Nov 22
Transcripts
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
PFG
Earnings call transcript
2021 Q2
28 Jul 21
PFG
Earnings call transcript
2021 Q1
28 Apr 21
PFG
Earnings call transcript
2020 Q4
29 Jan 21
PFG
Earnings call transcript
2020 Q3
27 Oct 20
Latest ownership filings
4
Roberto Walker
30 Mar 23
144
Notice of proposed sale of securities
29 Mar 23
4
Roberto Walker
29 Mar 23
144
Notice of proposed sale of securities
28 Mar 23
144
Notice of proposed sale of securities
27 Mar 23
4
Patrick Gregory Halter
23 Mar 23
144
Notice of proposed sale of securities
21 Mar 23
4
Patrick Gregory Halter
16 Mar 23
144
Notice of proposed sale of securities
14 Mar 23
4
Wee Yee Cheong
1 Mar 23
Financial summary
| Quarter (USD) | Dec 22 | Sep 22 | Jun 22 | Mar 22 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
Institutional ownership, Q4 2022
| 13F holders | Current |
|---|---|
| Total holders | 748 |
| Opened positions | 133 |
| Closed positions | 58 |
| Increased positions | 259 |
| Reduced positions | 225 |
| 13F shares | Current |
|---|---|
| Total value | 15.37 tn |
| Total shares | 195.92 mm |
| Total puts | 117.10 k |
| Total calls | 183.75 k |
| Total put/call ratio | 0.6 |
| Largest owners | Shares | Value |
|---|---|---|
| Vanguard | 28.28 mm | $2.37 tn |
| BLK Blackrock | 23.50 mm | $1.97 tn |
| Nippon Life Insurance | 18.14 mm | $1.52 tn |
| BAC Bank Of America | 16.83 mm | $1.41 tn |
| Managed Account Advisors | 12.76 mm | $0.00 |
| STT State Street | 11.86 mm | $995.46 bn |
| Capital Research Global Investors | 8.50 mm | $713.16 bn |
| Geode Capital Management | 5.59 mm | $468.11 bn |
| Charles Schwab Investment Management | 4.91 mm | $412.08 bn |
| MS Morgan Stanley | 4.51 mm | $378.83 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 28 Mar 23 | Roberto Walker | Common Stock | Sale back to company | Dispose D | No | Yes | 72.18 | 26,891 | 1.94 mm | 39,690 |
| 28 Mar 23 | Roberto Walker | Common Stock | Grant | Acquire A | No | No | 37.38 | 17,882 | 668.43 k | 66,581 |
| 28 Mar 23 | Roberto Walker | Common Stock | Grant | Acquire A | No | No | 51.33 | 9,009 | 462.43 k | 48,699 |
| 28 Mar 23 | Roberto Walker | Employee Stock Option Common Stock | Option exercise | Dispose M | No | No | 37.38 | 7,069 | 264.24 k | 3,744 |
| 28 Mar 23 | Roberto Walker | Employee Stock Option Common Stock | Option exercise | Dispose M | No | No | 37.38 | 10,813 | 404.19 k | 0 |
| 28 Mar 23 | Roberto Walker | Employee Stock Option Common Stock | Option exercise | Dispose M | No | No | 51.33 | 5,212 | 267.53 k | 0 |
| 28 Mar 23 | Roberto Walker | Employee Stock Option Common Stock | Option exercise | Dispose M | No | No | 51.33 | 3,796 | 194.85 k | 0 |
| 27 Mar 23 | Roberto Walker | Common Stock | Sale back to company | Dispose D | No | Yes | 72.45 | 26,891 | 1.95 mm | 39,690 |
| 27 Mar 23 | Roberto Walker | Common Stock | Grant | Acquire A | No | No | 51.33 | 6,626 | 340.11 k | 66,581 |
| 27 Mar 23 | Roberto Walker | Common Stock | Grant | Acquire A | No | No | 44.88 | 20,265 | 909.49 k | 59,955 |
News
Analyst Expectations for Principal Finl Gr's Future
3 Mar 23
RBC Capital Maintains Sector Perform on Principal Finl Gr, Lowers Price Target to $88
3 Mar 23
Why Cano Health Shares Are Trading Lower By Around 23%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
2 Mar 23
Morgan Stanley Maintains Underweight on Principal Finl Gr, Raises Price Target to $77
24 Feb 23
RBC Capital Maintains Sector Perform on Principal Finl Gr, Raises Price Target to $94
1 Feb 23
Press releases
Principal® Survey Identifies Leading Disruptors of Retirement Industry By 2030
20 Mar 23
AM Best Affirms Credit Ratings of Principal Financial Group, Inc. and Its Subsidiaries
16 Mar 23
Principal Financial Group Announces 2023 and Long-Term Outlook
1 Mar 23
Principal® Announces Integration of Global Asset Management and International Pension Businesses
28 Feb 23
Principal to Host 2023 Outlook Call on March 2, 2023
10 Feb 23