Follow The Filings

PFG Principal Financial Group In

Financials, filed as PRINCIPAL FINANCIAL GROUP IN (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 2 Owners
  • Max 0.1%
  • $250K
  • 1 add

In 2026 Q3 Murphy Pohlad added to Principal Financial Group In.

Who owns this now

Largest portfolio weights among holders, up to 0.1% (Murphy Pohlad, Murphy Pohlad Asset Management). Not free-float ownership.

  1. Murphy Pohlad Add 0.08%
  2. Kentucky Trust Co. 0.01%

Who owns PFG

Sorted by value, long equity only, as of 2026 Q3.

History
Murphy Pohlad, Murphy Pohlad Asset Management 0.08% Add +0.6% 2,040 $228K History
Kentucky Trust Co., Kentucky Trust 0.01% Hold 200 $22K History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by PFG's executives, directors and 10% owners in the last 12 months, from their Form 4s

All PFG insider trades
  • $485 bought by 1 insider
  • $3M sold by 2 insiders outside a trading plan
  • $2.4M sold by 1 insider under 10b5-1 plans
  1. Wee Yee Cheong President - Asia & Middle East
    Sale
    $1.1M 10,745 shares at $103.13 14% of stake
    Traded May 20–21 Filed May 22
    ↗
  2. Wee Yee Cheong President - Asia & Middle East
    Sale
    $1.4M 13,920 shares at $101.17 15% of stake
    Traded Apr 30–May 1 Filed May 4
    ↗
  3. Wee Yee Cheong President - Asia & Middle East
    Sale
    $109K 1,080 shares at $101.00 1.2% of stake
    Traded Apr 29 Filed Apr 30
    ↗
  4. George Djurasovic Interim General Counsel
    Sale
    $259K 2,572 shares at $100.83 11% of stake
    Traded Apr 28–30 Filed Apr 30
    ↗
  5. Claudio Muruzabal Director
    Buy
    $873 10 shares at $87.29 +0.1% to stake
    Traded Jan 2, 2025–Feb 9 Filed Mar 25
    ↗
  6. Claudio Muruzabal Director
    Sale
    $350 5 shares at $70.05 <0.1% of stake
    Traded Apr 21, 2025 Filed Mar 25
    ↗
  7. Deanna D Strable-Soethout CEO
    Planned sale
    $697K 7,340 shares at $95.00 5.1% of stake
    Traded Jan 30 Filed Feb 2
    ↗
  8. Deanna D Strable-Soethout CEO
    Planned sale
    $885K 9,300 shares at $95.12 6.1% of stake
    Traded Jan 29 Filed Jan 30
    ↗
  9. Deanna D Strable-Soethout CEO
    Planned sale
    $743K 8,025 shares at $92.56 13% of stake
    Traded Jan 22 Filed Jan 26
    ↗
  10. Deanna D Strable-Soethout CEO
    Planned sale
    $28K 300 shares at $92.50 0.5% of stake
    Traded Jan 8 Filed Jan 12
    ↗
  11. Wee Yee Cheong EVP, Principal Asia
    Sale
    $160K 1,887 shares at $85.04 2.3% of stake
    Traded Nov 12, 2025 Filed Nov 13, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 136 stock grants, 18 sales back to the company, 10 share withholdings for taxes, and 1 gift.

Congress

2 members of Congress traded PFG in the last three years: 3 buys and 2 sales. 2 members listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  2. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 31, 2025 filed Nov 21, 2025
  3. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  4. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  5. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Jun 17, 2025 filed Aug 13, 2025

SEC filings

Recent issuer filings from EDGAR, 7 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 7.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 7.01 Filing Doc

Source: SEC EDGAR submissions, updated about 18 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $13.67B $16.13B $15.63B
Net income $0.623B $1.57B $1.19B
Net margin * 4.6% 9.7% 7.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $305.05B $313.66B $341.38B
Total equity $10.92B $11.09B $11.88B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $3.79B $4.6B $4.54B
Cash from investing -$1.35B -$5.4B -$4.14B
Cash from financing -$2.59B $0.3B -$0.182B
Net change in cash -$140.3M -$495.8M $219.1M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.