Principal Financial
PFG
108.73
-0.97
-0.88%
Principal Financial
US · PFG
#818 by market cap
Listed 1970
108.73
-0.97
-0.88%
Live - 5344 symbols - heartbeat 451s ago
· 2026-10-08 07:40
Pre-market
108.73
0.00%
After-hours
108.73
0.00%
- Market cap
- 23.28B
- P/E (TTM)i
- 15.49
- P/Bi
- 1.92
- EPSi
- 5.25
- Div yieldi
- 2.93%
- 52W posi
- 73%
Reader sentiment
Are you bullish or bearish on PFG?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Accumulating
- The number of reporting institutions decreased by 3 in the most recent period (2026/Q3).
- Total institutional ownership rose 0.2 percentage points.
Institutional ownership
- Held by institutions
- 80.83% +0.16pp
- Institutions
- 1,128 -3
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
AlignedInstitutions added shares last reporting period, and the stock has seen net inflows in main-fund flow over the last 20 trading sessions - the two line up.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund70.07%
Public Company3.18%
Government Pension Fund2.68%
Private Company1.55%
Hedge Fund1.51%
Sovereign Wealth Fund1.00%
Individual/Insider0.50%
Insurance Company0.48%
Family Office/Trust0.15%
Other18.88%
Top holders as of 2026-06-30
BlackRock
9.35% · 20.01M sh
Nissay Asset Management Corporation
8.48% · 18.17M sh
Vanguard Capital Management, LLC
6.82% · 14.60M sh
Vanguard Portfolio Management, LLC
5.26% · 11.27M sh
State Street Global Advisors
4.79% · 10.26M sh
Charles Schwab Investment Management
3.04% · 6.50M sh
Capital Research
2.82% · 6.04M sh
Geode Capital Management, LLC
2.65% · 5.68M sh
Managed Account Advisors LLC
2.37% · 5.08M sh
Dimensional Fund Advisors
1.83% · 3.92M sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 48 buys · 2 sells
| Name | Role | Stake |
|---|---|---|
| Daniel Houston | Chairperson & CEO | 0.14% |
| Deanna Strable-Soethout | Chief Financial Officer | 0.11% |
| Amy Friedrich | President of Benefits & Protection | 0.05% |
| Christopher Littlefield | President of Retirement & Income Solutions | 0.04% |
| Thomas Wee Yee Cheong | Executive VP & President of Asia | 0.03% |
| Kamal Bhatia | President & CEO of Principal Asset Management, Principal Life & Principal Funds | 0.03% |
| Joel Pitz | Senior Vice President | 0.02% |
| Vivek Agrawal | Executive VP, Chief Growth Officer & Senior Advisor | 0.02% |
| Kathleen Kay | Executive Vice President | 0.02% |
| Kenneth McCullum | Executive Vice President | 0.02% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-24 | Christopher Littlefield | President of Retirement & Income Solutions | Other Acquisition | +538 | -- |
| 2026-09-24 | Roger Hochschild | Independent Director | Other Acquisition | +285 | -- |
| 2026-09-24 | Roger Hochschild | Independent Director | Other Derivative Acquisition | +218 | -- |
| 2026-09-24 | Jocelyn Carter-Miller | Independent Director | Other Acquisition | +648 | -- |
| 2026-09-24 | Mary Beams | Independent Director | Other Acquisition | +105 | -- |
| 2026-09-24 | Deanna Strable-Soethout | Chief Financial Officer | Other Acquisition | +635 | -- |
| 2026-09-24 | Claudio Muruzabal | Independent Director | Other Acquisition | +97 | -- |
| 2026-09-24 | Scott Mills | Lead Independent Director | Other Acquisition | +246 | -- |
| 2026-09-24 | Scott Mills | Lead Independent Director | Other Derivative Acquisition | +150 | -- |
| 2026-09-24 | Blair Chilton Pickerell | Independent Director | Other Acquisition | +273 | -- |
| 2026-09-24 | Helen Mitchell | Independent Director | Other Acquisition | +78 | -- |
| 2026-09-24 | Clare Richer | Independent Director | Other Acquisition | +138 | -- |
| 2026-09-24 | Kenneth McCullum | Executive Vice President | Other Acquisition | +71 | -- |
| 2026-09-24 | Diane Nordin | Independent Director | Other Acquisition | +211 | -- |
| 2026-09-24 | Mario Rivera Garcia | Independent Director | Other Acquisition | +113 | -- |
| 2026-09-24 | Mario Rivera Garcia | Independent Director | Other Derivative Acquisition | +24 | -- |
| 2026-09-24 | Kamal Bhatia | President & CEO of Principal Asset Management, Principal Life & Principal Funds | Other Acquisition | +415 | -- |
| 2026-09-24 | Thomas Wee Yee Cheong | Executive VP & President of Asia | Other Acquisition | +354 | -- |
| 2026-09-24 | Amy Friedrich | President of Benefits & Protection | Other Acquisition | +577 | -- |
| 2026-09-24 | Jonathan Auerbach | Independent Director | Other Acquisition | +161 | -- |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 07:40:19 · For reference only, not investment advice and not tailored to your situation.