Is Principal Financial Group, Inc. (PFG) a Buy, Sell, or Hold?
NASDAQ : PFG
Principal Financial Group, Inc. — Institutional Ownership
$108.25 USD
-$1.32 (-1.2%)
- Volume
- 1.42M
- Average Volume
- 1.31M
- Market Capitalization
- $23.38B
- P/E Ratio
- 15.44
- Dividend Yield
- 2.95%
- Price Target
- $107.00
- Year High
- $114.90
- Year Low
- $75.00
- Day High
- —
- Day Low
- —
- Payout Ratio
- $0.44
- Current Ratio
- $0.23
Institutional Ownership Summary
Institutional Ownership %
9.71%
Investors Holding
199
change: -726 | last: 925
Increased Positions
102
change: -369 | last: 471
Reduced Positions
40
change: -223 | last: 263
New Positions
21
change: -96 | last: 117
Sold Positions
737
change: 640 | last: 97
Total Calls
-
Total Puts
-
Put-Call Ratio
0.00
change: -51.7581 | last: 0.5176
Total Invested
2.31B
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-04-30 | Vanguard Capital Management | 15.57M | 7.18% |
| 2026-04-29 | Vanguard Portfolio Management | 11.3M | 5.20% |
| 2026-04-24 | BlackRock, Inc. | 19.56M | 9.00% |
| 2026-03-27 | The Vanguard Group | - | 0.00% |
| 2025-02-14 | Delaware Charter Guarantee & Trust Company on behalf of FB Bancorp Inc | 1.88M | 9.50% |
| 2023-02-07 | Delaware Charter Guarantee & Trust Company dba Principal Trust Company as Directed Trustee for the A | 8.77M | 10.80% |
| 2023-02-07 | MANAGED ACCOUNT ADVISORS LLC000000000 | 12.76M | 5.20% |
| 2023-02-06 | Delaware Charter Guarantee & Trust Company dba Principal Trust Company as Directed Trustee for the F | 821.43K | 9.00% |
| 2023-02-06 | STATE STREET CORPORATION | 11.93M | 4.87% |
| 2022-02-14 | 51-0099493 | 1128.0 | 0.00% |
| 2022-02-11 | 51-0099493 | 9.68M | 9.90% |
| 2022-02-11 | for The Provident Bank 401(k) Savings Plan and The Provident Bank Employee Stock Ownership Plan | 2.19M | 12.26% |
| 2022-02-11 | 95-1411037 | 13.0 | 5.70% |
| 2022-02-11 | for the Griffon Corporation Employee Stock Ownership Plan. | 5.12M | 9.10% |
| 2022-02-10 | The Vanguard Group - 23-1945930 | 28.88M | 10.89% |
| 2022-02-10 | STATE STREET CORPORATION | 13.55M | 5.11% |
| 2022-02-10 | 51-0099493 | 14.94M | 8.02% |
| 2022-02-07 | 51-0099493 | 995.32K | 9.95% |
| 2022-02-07 | for the the Prosper Bank Employee Stock Ownership Plan. | 222.18K | 8.00% |
| 2022-02-07 | for the Tompkins Financial Corporation Employee Stock Ownership Plan and Tompkins Retirement Savings | 779.51K | 5.32% |
| 2022-02-03 | (1) BlackRock, Inc. | 22.5M | 8.50% |
| 2022-01-26 | 51-0099493 | 564.98K | 5.00% |
| 2022-01-26 | 51-0099493 | 1.04M | 6.39% |
| 2022-01-26 | for the PyraMax Bank, FSB 401(k) Savings Plan and PyraMax Bank Employee Stock Ownership Plan | 481.22K | 7.52% |
| 2022-01-26 | 51-0099493 | 7.47M | 5.38% |
| 2022-01-26 | for the Generations Bank 401(k) Plan and Generations Bank Employee Stock Ownership Plan. | 225.48K | 9.17% |
| 2022-01-26 | 51-0099493 | 471.17K | 5.77% |
| 2022-01-26 | 51-0099493 | 3.73M | 7.57% |
| 2021-02-16 | 95-1411037 | 13.0 | 5.80% |
| 2021-02-10 | The Vanguard Group - 23-1945930 | 29.14M | 10.61% |
| 2021-01-29 | (1) BlackRock, Inc. | 22.25M | 8.10% |
| 2020-02-14 | Delaware Charter Guarantee & Trust Company dba Principal Trust Company as Trustee for the Dime C | 2.06M | 5.85% |
| 2020-02-14 | Capital Research Global Investors ** | 14.27M | 5.10% |
| 2020-02-13 | Impax Asset Management LLC | 907.14K | 5.11% |
| 2020-02-13 | Impax Asset Management Group plc | 907.14K | 5.11% |
| 2020-02-12 | The Vanguard Group - 23-1945930 | 31.23M | 11.24% |
| 2020-02-05 | (1) BlackRock, Inc. | 23.28M | 8.40% |
| 2019-02-14 | Capital Research Global Investors ** | 15.09M | 5.30% |
| 2019-02-06 | (1) BlackRock, Inc. | 18.92M | 6.70% |
| 2018-02-14 | Capital Research Global Investors ** | 15.03M | 5.20% |
| 2018-02-08 | Wellington Management Group LLP | 11.4M | 3.95% |
| 2018-01-29 | (1) BlackRock, Inc. | 19.7M | 6.80% |
| 2017-02-13 | Capital Research Global Investors ** | 15.51M | 5.30% |
| 2017-02-09 | Wellington Management Group LLP | 16.99M | 5.91% |
| 2017-01-25 | (1) BlackRock, Inc. | 17.56M | 6.10% |
| 2016-02-16 | Capital Research Global Investors ** | 9M | 3.10% |
| 2016-02-11 | Wellington Management Group LLP | 19.83M | 6.77% |
| 2016-02-10 | (1) BlackRock, Inc. | 15.75M | 5.40% |
| 2015-02-13 | Capital Research Global Investors ** | 17.52M | 6.00% |
| 2015-02-13 | Principal Global Investors, LLC | 334.38K | 2.50% |
| 2015-02-06 | (1) BlackRock, Inc. | 15.16M | 5.20% |
| 2015-02-05 | BARCLAYS GLOBAL INVESTORS, NA. | 4.19M | 7.26% |
| 2014-02-14 | Principal Global Investors, LLC | 13.65M | 5.70% |
| 2014-02-14 | Principal Financial Group, Inc. | 1.84M | 2.69% |
| 2014-02-14 | Principal Global Investors, LLC | 1.84M | 2.69% |
| 2014-02-14 | Principal Global Investors, LLC | 1.88M | 1.70% |
| 2014-02-14 | Principal Financial Group, Inc. | 1.88M | 1.70% |
| 2014-02-13 | Capital Research Global Investors ** | 20.53M | 7.00% |
| 2013-02-13 | Capital Research Global Investors ** | 17.41M | 5.90% |
| 2013-02-01 | Principal Global Investors, LLC | 2.83M | 5.05% |
| 2013-01-30 | Principal Life Insurance Company | 563.69K | 9.88% |
| 2013-01-29 | Principal Global Investors, LLC | 6.38M | 6.48% |
| 2013-01-29 | Principal Financial Group, Inc. | 2.83M | 5.05% |
| 2013-01-29 | Principal Financial Group, Inc. | 2.03M | 4.26% |
| 2013-01-29 | Principal Global Investors, LLC | 2.03M | 4.26% |
| 2013-01-29 | Principal Financial Group, Inc. | 6.38M | 6.48% |
| 2013-01-29 | Principal Global Investors, LLC | 2.83M | 5.05% |
| 2012-02-09 | Principal Financial Group, Inc. | 2.38M | 6.10% |
| 2012-02-09 | Principal Global Investors, LLC | 2.38M | 6.10% |
| 2011-02-10 | 52-0556948 | 20.67M | 6.40% |
| 2011-02-08 | Southeastern Asset Management, Inc. | 8.26M | 6.40% |
| 2010-02-11 | 98-0186363 | 98.0 | 3.40% |
| 2010-02-11 | 98-0186363 | 98.0 | 3.40% |
| 2010-01-29 | BlackRock for purposes of Schedule 13G filings. | 16.79M | 5.27% |
| 2009-03-09 | Principal Life Insurance Company | 1.69M | 11.10% |
| 2009-03-09 | Principal Financial Group, Inc. | 1.69M | 11.10% |
| 2009-02-17 | Principal Financial Group, Inc. | 1.81M | 11.86% |
| 2009-02-17 | Principal Life Insurance Company | 1.81M | 11.86% |
| 2009-02-13 | 98-0186363 | 98.0 | 5.40% |
| 2008-11-10 | Edward C. Johnson 3d | 947.35K | 0.37% |
| 2008-11-10 | FMR LLC | 947.35K | 0.37% |
| 2008-06-04 | Principal Financial Group, Inc. | 1.89M | 12.60% |
| 2008-02-28 | Life Insurance Company | 18.14M | 7.00% |
| 2008-02-14 | Edward C. Johnson 3d | 14.86M | 5.68% |
| 2008-02-14 | FMR LLC | 14.86M | 5.68% |
| 2002-02-14 | Invista Capital Management, LLC | 148.46K | 3.40% |
| 2002-02-14 | Invista Capital Management, LLC | 1.52M | 4.20% |
| 2002-02-14 | Invista Capital Management, LLC | 368.38K | 2.30% |
| 2002-02-14 | Invista Capital Management, LLC | 432.72K | 4.30% |
| 2002-02-14 | Principal Financial Group, Inc. | 1.52M | 4.20% |
| 2002-02-14 | Principal Financial Group, Inc. | 368.38K | 2.30% |
| 2002-02-14 | Principal Financial Group, Inc. | 148.46K | 3.40% |
| 2002-02-14 | Invista Capital Management, LLC | 218.23K | 1.80% |
| 2002-02-14 | Principal Financial Group, Inc. | 218.23K | 1.80% |
| 2002-02-14 | Principal Life Insurance Company | 1.31M | 10.20% |
| 2002-02-14 | Principal Financial Group, Inc. | 1.52M | 11.70% |
| 2002-02-14 | Invista Capital Management, LLC | 1.52M | 11.70% |
| 2002-02-14 | Principal Financial Group, Inc. | 432.72K | 4.30% |
PFG Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-12-31 | $88.21 | 225.7M | $19.91B | $4.43B | $3.95B | $19.43B |
| 2024-12-31 | $77.41 | 226.23M | $17.51B | $4.21B | $4.11B | $17.41B |
| 2023-12-31 | $78.67 | 236.44M | $18.6B | $4.71B | $3.99B | $17.88B |
| 2022-12-31 | $83.92 | 251.1M | $21.07B | $4.85B | $4.08B | $20.3B |
| 2021-12-31 | $72.33 | 269M | $19.46B | $2.33B | $4.69B | $21.82B |
| 2020-12-31 | $49.61 | 274.7M | $13.63B | $2.85B | $4.36B | $15.14B |
| 2019-12-31 | $55.00 | 278.6M | $15.32B | $2.52B | $3.83B | $16.63B |
| 2018-12-31 | $44.17 | 285.8M | $12.62B | $2.98B | $3.3B | $12.95B |
| 2017-12-31 | $70.56 | 293.1M | $20.68B | $2.47B | $3.22B | $21.43B |
| 2016-12-31 | $57.86 | 292.56M | $16.93B | $2.72B | $3.18B | $17.38B |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90.11 | 220.3M | $19.85B | $4.05B | $3.95B | $19.74B |
| 2025-12-31 | $88.21 | 222.4M | $19.62B | $4.43B | $3.95B | $19.14B |
| 2025-09-30 | $82.91 | 224.1M | $18.58B | $5.14B | $3.94B | $17.38B |
| 2025-06-30 | $79.43 | 224.1M | $17.8B | $3.66B | $3.95B | $18.09B |
| 2025-03-31 | $84.37 | 224.97M | $18.98B | $3.88B | $4.35B | $19.46B |
| 2024-12-31 | $77.41 | 226.23M | $17.51B | $4.21B | $4.11B | $17.41B |
| 2024-09-30 | $85.90 | 230.7M | $19.82B | $6.17B | $3.97B | $17.61B |
| 2024-06-30 | $78.01 | 233.8M | $18.24B | $4.82B | $3.98B | $17.4B |
| 2024-03-31 | $86.01 | 236M | $20.3B | $4.17B | $3.98B | $20.11B |
| 2023-12-31 | $78.67 | 236.44M | $18.6B | $4.71B | $3.99B | $17.88B |
| 2023-09-30 | $72.07 | 241.1M | $17.38B | $4.56B | $3.95B | $16.77B |
| 2023-06-30 | $75.84 | 242.7M | $18.41B | $4.07B | $4.02B | $18.35B |