Principal Financial Group Inc
PFGFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Principal Financial Group Inc Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 19 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 30, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Pflug Koory, LLC | 2026-03-31 | 473 | $42.6K | SEC filing |
| ROMANO BROTHERS AND COMPANY | 2026-03-31 | 6,185 | $557K | SEC filing |
| Ritter Daniher Financial Advisory LLC / DE | 2026-03-31 | 57 | $5.14K | SEC filing |
| STIFEL FINANCIAL CORP | 2026-03-31 | 205,814 | $18.5M | SEC filing |
| Cherry Tree Wealth Management, LLC | 2026-03-31 | 8 | $721 | SEC filing |
| EP Wealth Advisors, LLC | 2026-03-31 | 12,515 | $1.13M | SEC filing |
| Argentarii, LLC | 2026-03-31 | 4,249 | $383K | SEC filing |
| RICHARDSON FINANCIAL SERVICES INC. | 2026-03-31 | 1,080 | $97.3K | SEC filing |
| Beacon Pointe Advisors, LLC | 2026-03-31 | 3,756 | $338K | SEC filing |
| ALBION FINANCIAL GROUP /UT | 2026-03-31 | 100 | $9.01K | SEC filing |
| MEEDER ASSET MANAGEMENT INC | 2026-03-31 | 68 | $6.13K | SEC filing |
| Integrated Wealth Concepts LLC | 2026-03-31 | 6,999 | $631K | SEC filing |
| QUADRANT CAPITAL GROUP LLC | 2026-03-31 | 10,092 | $909K | SEC filing |
| SAGESPRING WEALTH PARTNERS, LLC | 2026-03-31 | 5,070 | $457K | SEC filing |
| Weaver C. Barksdale & Associates, Inc. | 2026-03-31 | 19,964 | $1.8M | SEC filing |
| Valeo Financial Advisors, LLC | 2026-03-31 | 3,143 | $283K | SEC filing |
| CI INVESTMENTS INC. | 2026-03-31 | 69,350 | $6.25M | SEC filing |
| RMG Wealth Management LLC | 2026-03-31 | 1,059 | $106K | SEC filing |
| Dynamic Wealth Strategies, LLC | 2026-03-31 | 558 | $50.3K | SEC filing |
| GAMMA Investing LLC | 2026-03-31 | 8,673 | $782K | SEC filing |
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Principal Financial Group Inc's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-05-01 · Cheong Wee Yee: Larger than 11 of the 12 other insider sales of Common Stock on file. SEC filing
- 2026-01-29 · STRABLE-SOETHOUT DEANNA D: Larger than all 12 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-21 | Cheong Wee Yee · President - Asia & Middle East | Common Stock | S — Open market or private sale | −7,534 | 103.16 | SEC filing |
| 2026-05-20 | Cheong Wee Yee · President - Asia & Middle East | Common Stock | S — Open market or private sale | −3,211 | 103.06 | SEC filing |
| 2026-05-01 | Cheong Wee Yee · President - Asia & Middle East | Common Stock | S — Open market or private sale | −9,183 | 101.26 | SEC filing |
| 2026-04-30 | Cheong Wee Yee · President - Asia & Middle East | Common Stock | S — Open market or private sale | −4,737 | 101.01 | SEC filing |
| 2026-04-30 | Djurasovic George · Interim General Counsel | Common Stock | S — Open market or private sale | −1 | 99.63 | SEC filing |
| 2026-04-29 | Cheong Wee Yee · President - Asia & Middle East | Common Stock | S — Open market or private sale | −1,080 | 101.00 | SEC filing |
| 2026-04-28 | Djurasovic George · Interim General Counsel | Common Stock | S — Open market or private sale | −2,571 | 100.83 | SEC filing |
| 2026-02-09 | Muruzabal Claudio · Director | Common Stock | P — Open market or private purchase | +5 | 97.09 | SEC filing |
Showing 8 of 12 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-26 | Beams Mary E. · Director | Common Stock | A — Grant, award, or other acquisition | +109 | SEC filing |
| 2026-06-26 | Pickerell Blair · Director | Common Stock | A — Grant, award, or other acquisition | +281 | SEC filing |
| 2026-06-26 | RIVERA ALFREDO · Director | Common Stock | A — Grant, award, or other acquisition | +117 | SEC filing |
| 2026-06-26 | STRABLE-SOETHOUT DEANNA D · Chair, President and CEO | Common Stock | A — Grant, award, or other acquisition | +612 | SEC filing |
| 2026-06-26 | RIVERA ALFREDO · Director | Common Stock | A — Grant, award, or other acquisition | +25 | SEC filing |
| 2026-06-26 | LITTLEFIELD CHRISTOPHER J · President - RIS | Common Stock | A — Grant, award, or other acquisition | +559 | SEC filing |
| 2026-06-26 | Bhatia Kamal · President and CEO - PAM | Common Stock | A — Grant, award, or other acquisition | +430 | SEC filing |
| 2026-06-26 | STRABLE-SOETHOUT DEANNA D · Chair, President and CEO | Common Stock | A — Grant, award, or other acquisition | +44 | SEC filing |
Showing 8 of 31 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-12 | STRABLE-SOETHOUT DEANNA D · Chair, President and CEO | Common Stock | D — Disposition to the issuer | −4,263 | SEC filing |
| 2026-06-12 | STRABLE-SOETHOUT DEANNA D · Chair, President and CEO | Common Stock | D — Disposition to the issuer | −26,445 | SEC filing |
| 2026-06-11 | STRABLE-SOETHOUT DEANNA D · Chair, President and CEO | Common Stock | D — Disposition to the issuer | +19,767 | SEC filing |
| 2026-03-02 | Bhatia Kamal · President and CEO - PAM | Common Stock | D — Disposition to the issuer | −2,299 | SEC filing |
| 2026-03-02 | McCullum Kenneth A. · EVP - Chief Risk Officer | Common Stock | D — Disposition to the issuer | −300 | SEC filing |
| 2026-03-02 | McCullum Kenneth A. · EVP - Chief Risk Officer | Common Stock | D — Disposition to the issuer | −1,316 | SEC filing |
| 2026-03-02 | Bhatia Kamal · President and CEO - PAM | Common Stock | D — Disposition to the issuer | −600 | SEC filing |
| 2026-02-25 | Bhatia Kamal · President and CEO - PAM | Common Stock | D — Disposition to the issuer | −5,570 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.