Also trades as: 0KO5.L (LSE) · $vol 0M
PFG Smart Money
Principal Financial Group, Inc.
1W: +3.7%
1M: -2.3%
3M: -1.1%
YTD: +25.2%
1Y: +42.0%
3Y: +78.5%
5Y: +88.9%
$111.98
+1.85 (+1.68%)
Weekly Expected Move ±2.5%
$103
$106
$109
$111
$114
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $145.3M held by 225 funds, 81 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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🏦 Institutional Activity
Latest: Q2 20261,014
Institutions Holding
+24 vs prior
70.7%
Ownership
+14.76%
114
New
394
Increased
327
Reduced
58
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-25 | STRABLE-SOETHOUT DEANNA D | officer: chair, president and ceo | A-Grant/Award | 42 | $— | $0 | Filing |
| 2026-09-25 | HOCHSCHILD ROGER C | director | A-Grant/Award | 285 | $— | $0 | Filing |
| 2026-09-25 | Auerbach Jonathan | director | A-Grant/Award | 161 | $— | $0 | Filing |
| 2026-09-25 | Beams Mary E. | director | A-Grant/Award | 105 | $— | $0 | Filing |
| 2026-09-25 | Muruzabal Claudio | director | A-Grant/Award | 97 | $— | $0 | Filing |
| 2026-09-25 | Nordin Diane C | director | A-Grant/Award | 211 | $— | $0 | Filing |
| 2026-09-25 | Pickerell Blair | director | A-Grant/Award | 273 | $— | $0 | Filing |
| 2026-09-25 | Kay Kathleen B | officer: evp-chief information officer | A-Grant/Award | 383 | $— | $0 | Filing |
| 2026-09-25 | Mitchell H Elizabeth | director | A-Grant/Award | 78 | $— | $0 | Filing |
| 2026-09-25 | Carter Miller Jocelyn | director | A-Grant/Award | 648 | $— | $0 | Filing |
| 2026-09-25 | RIVERA ALFREDO | director | A-Grant/Award | 113 | $— | $0 | Filing |
| 2026-09-25 | Brown Timothy W. | officer: evp, general counsel and sec | A-Grant/Award | 163 | $— | $0 | Filing |
| 2026-09-25 | Agrawal Vivek | officer: evp & chief growth officer | A-Grant/Award | 226 | $— | $0 | Filing |
| 2026-09-25 | Cheong Wee Yee | officer: president - asia & middle east | A-Grant/Award | 354 | $— | $0 | Filing |
| 2026-09-25 | LITTLEFIELD CHRISTOPHER J | officer: president - ris | A-Grant/Award | 538 | $— | $0 | Filing |
| 2026-09-25 | McCullum Kenneth A. | officer: evp - chief risk officer | A-Grant/Award | 71 | $— | $0 | Filing |
| 2026-09-25 | Pitz Joel | officer: evp & cfo | A-Grant/Award | 226 | $— | $0 | Filing |
| 2026-09-25 | Pitz Joel | officer: evp & cfo | A-Grant/Award | 2 | $— | $0 | Filing |
| 2026-09-25 | Bhatia Kamal | officer: president and ceo - pam | A-Grant/Award | 415 | $— | $0 | Filing |
| 2026-09-25 | STRABLE-SOETHOUT DEANNA D | officer: chair, president and ceo | A-Grant/Award | 593 | $— | $0 | Filing |
| 2026-09-25 | Friedrich Amy Christine | officer: president - benefits & protect | A-Grant/Award | 577 | $— | $0 | Filing |
| 2026-09-25 | Mills Scott | director | A-Grant/Award | 246 | $— | $0 | Filing |
| 2026-09-25 | Richer Clare Stack | director | A-Grant/Award | 138 | $— | $0 | Filing |
| 2026-09-03 | STRABLE-SOETHOUT DEANNA D | officer: chair, president and ceo | A-Grant/Award | 18,380 | $63.98 | $1.2M | Filing |
| 2026-09-03 | STRABLE-SOETHOUT DEANNA D | officer: chair, president and ceo | D-Sale to Issuer | 55,140 | $120.60 | $6.6M | Filing |
🏛️ Congressional Trades
16 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-03-27 | Alan Armstrong | Senate | Buy | $1,001 - $15,000 | Filing |
| 2025-10-31 | Lisa C. McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-10-30 | Lisa C. McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-10-30 | Lisa C. McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-10-29 | Lisa C. McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-06-17 | Lisa McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-06-16 | Lisa C. McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2023-11-03 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2023-10-31 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2023-10-10 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2023-08-03 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2022-11-11 | Kurt Schrader | House | Buy | $1,001 - $15,000 | Filing |
| 2022-09-06 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2022-07-18 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2020-04-02 | Dean Phillips | House | Buy | $1,001 - $15,000 | Filing |
| 2020-03-18 | Gilbert Cisneros | House | Sell | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 20,014,673 | $2.2B | -307,685 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 13,479,468 | $1.5B | +5,260 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,266,018 | $1.2B | +1,184 | 2026-06-30 | Filing |
| STATE STREET CORP | 10,264,856 | $1.1B | +85,014 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 6,884,023 | $742M | -1,935,429 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6,502,068 | $701M | +578,132 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 6,502,068 | $701M | +6,502,068 | 2026-06-30 | Filing |
| Capital World Investors | 6,040,005 | $651M | +13,124 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 5,681,672 | $610M | +21,005 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 3,923,279 | $423M | +36,770 | 2026-06-30 | Filing |
| Invesco Ltd. | 3,771,641 | $407M | +229,659 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 3,249,703 | $350M | -84,003 | 2026-06-30 | Filing |
| MORGAN STANLEY | 2,988,144 | $322M | -18,143 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 2,500,019 | $269M | -254,258 | 2026-06-30 | Filing |
| AQR CAPITAL MANAGEMENT LLC | 2,315,065 | $250M | -141,668 | 2026-06-30 | Filing |
| UBS AM, a distinct business unit of UBS | 2,216,125 | $239M | +244,550 | 2026-06-30 | Filing |
| NORGES BANK | 2,014,675 | $217M | +2,014,675 | 2026-06-30 | Filing |
| Legal & General Group Plc | 1,529,483 | $165M | -165,113 | 2026-06-30 | Filing |
| JPMORGAN CHASE & CO | 1,472,797 | $160M | +283,204 | 2026-06-30 | Filing |
| UBS Group AG | 1,296,073 | $140M | +129,343 | 2026-06-30 | Filing |