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Projekt anfragen

PRINCIPAL FINANCIAL GROUP INC (PFG)

Sentiment-Signal

24,9
Bearisch
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
26
Keine neuen Positionen
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,70% (Stand: 31.03.2026)

Score-Verlauf (90 Tage)

Kritische 8-K Meldungen

DatumMeldungSchwereFilingAuszug
19.08.2025Item 5.02 — Abgang SchlüsselpersonenHOCHSEC      Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Comp
20.05.2025Item 5.02 — Abgang SchlüsselpersonenHOCHSEC      Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Comp
14.11.2024Item 5.02 — Abgang SchlüsselpersonenHOCHSECAct.       Item 5.02       Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Off
21.08.2024Item 5.02 — Abgang SchlüsselpersonenHOCHSECct.       Item 5.02        Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Off
11.01.2024Item 5.02 — Abgang SchlüsselpersonenHOCHSEC          Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers;
22.05.2023Item 5.02 — Abgang SchlüsselpersonenHOCHSEC          Item 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Office

Stammdaten

Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and Income Solutions segment provides a portfolio of asset accumulation products and services for retirement savings and income. It offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit pension plans, nonqualified executive benefit plans, employee stock ownership plans, equity compensation, and pension risk transfer services; individual retirement accounts; investment only products; and mutual funds, individual variable annuities, and bank products. The Principal Global Investors segment provides equity, fixed income, real estate, and other alternative investments, as well as asset allocation, stable value management, and other structured investment strategies. The Principal International segment offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans in Brazil, Chile, Mexico, China, Hong Kong Special Administrative Region, India, and Southeast Asia. The U.S. Insurance Solutions segment provides specialty benefits, such as group dental and vision insurance, group life insurance, and group and individual disability insurance, as well as administers group dental, disability, and vision benefits; and individual life insurance products comprising universal, variable universal, indexed universal, and term life insurance products in the United States. It also offers insurance solutions for small and medium-sized businesses and their owners, as well as executives. Principal Financial Group, Inc. was founded in 1879 and is based in Des Moines, Iowa.

Unternehmen & Branche

NamePRINCIPAL FINANCIAL GROUP INC
TickerPFG
CIK0001126328
BoerseUS
SektorFinancial Services
IndustrieInsurance - Diversified
SIC6321 · Accident & Health Insurance

Wertpapier & Kennzahlen

CUSIP46090e103
ISINUS46090E1038
TypCommon Stock
Marktkapitalisierung21,58 Mrd. USD
Beta0,88
Dividendenrendite3,13 %

Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »

Finanzkennzahlen (SEC XBRL)

PeriodeFilingUmsatzNettoergebnisEPSAktivaEigenkapital
2026-03-3110-Q3,529,100,000424,600,0001.93332,704,500,00011,815,300,000
2025-12-3110-K15,625,500,0001,185,100,0005.25341,376,500,00011,883,900,000
2025-09-3010-Q3,681,600,000213,800,0000.95334,491,800,00011,665,500,000
2025-06-3010-Q3,671,300,000406,200,0001.79323,103,800,00011,415,300,000
2025-03-3110-Q3,695,900,00048,100,0000.21313,003,300,00011,216,800,000
2024-12-3110-K16,127,700,0001,571,000,0006.68313,663,600,00011,086,400,000
2024-09-3010-Q3,011,600,000-220,000,000-0.95322,857,700,00011,237,400,000
2024-06-3010-Q4,310,800,000353,100,0001.49308,777,300,00011,013,400,000
2024-03-3110-Q4,053,300,000532,500,0002.22308,683,500,00011,185,500,000
2023-12-3110-K13,665,800,000623,200,0002.55305,046,700,00010,916,000,000
2023-09-3010-Q4,598,700,0001,246,200,0005.10287,948,000,00010,671,600,000
2023-06-3010-Q3,557,300,000388,800,0001.58299,186,900,00010,344,500,000
2023-03-3110-Q2,819,000,000-140,100,000-0.58299,408,200,00010,217,900,000
2022-12-3110-K17,536,100,0004,756,900,00018.63290,867,000,0009,976,700,000
2022-09-3010-Q4,625,300,0001,315,700,0005.22282,580,600,0009,446,200,000
2022-06-3010-Q6,664,500,0003,118,700,00012.17293,220,200,00011,036,800,000
2022-03-3110-Q3,095,500,000338,700,0001.28291,538,500,00011,897,600,000
2021-12-3110-K14,427,800,0001,580,200,0005.79304,657,200,00016,069,400,000
2021-09-3010-Q3,423,700,000359,900,0001.32298,908,400,00016,070,700,000
2021-06-3010-Q3,539,400,000361,800,0001.32302,165,500,00016,233,100,000

Fondsaktivität (Vorquartalsvergleich)

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
Ancora Advisors LLC16,792016,79210,315,229Neu+100,0%
COZAD ASSET MANAGEMENT INC14,550014,5508,938,110Neu+100,0%
JMG Financial Group, Ltd.12,725012,7257,816,943Neu+100,0%
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC9,48609,4865,827,413Neu+100,0%
Asset Management Advisors, LLC20,340020,3404,941,603Neu+100,0%
SVB WEALTH LLC6,58706,5874,046,460Neu+100,0%
BBR PARTNERS, LLC4,07904,0792,506,019Neu+100,0%
Sageworth Trust Co2,79102,7911,714,539Neu+100,0%
BERKSHIRE ASSET MANAGEMENT LLC/PA2,71702,7171,669,310Neu+100,0%
PRINCIPAL FINANCIAL GROUP INC9940994610,253Neu+100,0%
SPINNAKER TRUST2,38402,384579,193Neu+100,0%
Corundum Group, Inc.7060706433,703Neu+100,0%
NORTH STAR ASSET MANAGEMENT INC6550655402,373Neu+100,0%
Mengis Capital Management, Inc.6080608373,500Neu+100,0%
FORBES J M & CO LLP4390439269,682Neu+100,0%
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA4350435267,225Neu+100,0%
CAPITAL COUNSEL LLC/NY4040404248,181Neu+100,0%
JOHN G ULLMAN & ASSOCIATES INC3790379232,823Neu+100,0%
SOL Capital Management CO37,990037,99023,338Neu+100,0%
MAGNOLIA CAPITAL MANAGEMENT LTD37,087037,08722,783Neu+100,0%
SENTINEL TRUST CO LBA19,802019,80212,165Neu+100,0%
HANTZ FINANCIAL SERVICES, INC.6,54006,5404,011Neu+100,0%
SlateStone Wealth, LLC5,78005,7803,551Neu+100,0%
VAUGHAN DAVID INVESTMENTS LLC/IL1,41301,413868Neu+100,0%
BOSTON RESEARCH & MANAGEMENT INC8440844518Neu+100,0%
Tufton Capital Management6160616378Neu+100,0%
NFC Investments, LLC4500450276Neu+100,0%

Insider-Transaktionen (12 Monate)

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
2026-04-30Djurasovic GeorgeOfficer, Interim General CounselOpen Market Sale-199.63-98.530,0%
2026-04-29Cheong Wee YeeOfficer, President - Asia & Middle EastOpen Market Sale-1,080101.00-109,080.00-34,1%
2026-04-28Djurasovic GeorgeOfficer, Interim General CounselOpen Market Sale-2,571100.83-259,233.93-81,0%
2026-02-09Muruzabal ClaudioDirectorOpen Market Purchase597.09485.45+0,2%
2026-01-30STRABLE-SOETHOUT DEANNA DOfficer, President and CEOOpen Market Sale-7,34095.00-697,300.00-217,8%
2026-01-29STRABLE-SOETHOUT DEANNA DOfficer, President and CEOOpen Market Sale-9,30095.12-884,616.00-276,3%
2026-01-22STRABLE-SOETHOUT DEANNA DOfficer, President and CEOOpen Market Sale-8,02592.56-742,794.00-232,0%
2026-01-08STRABLE-SOETHOUT DEANNA DOfficer, President and CEOOpen Market Sale-30092.50-27,750.00-8,7%
2025-11-12Cheong Wee YeeOfficer, EVP, Principal AsiaOpen Market Sale-1,88785.04-160,470.48-50,1%

Top-Fondshalter

Hinweis: Keine aktuelleren Daten zu dieser Aktie verfuegbar. Stand der gezeigten 13F-Holdings: 31.12.2025. Letztes global veroeffentlichtes 13F-Quartal: 31.03.2026.

FondsAnteileWert (USD)Anteil (%)
Ancora Advisors LLC16,79210,315,22920.12
COZAD ASSET MANAGEMENT INC14,5508,938,11017.44
JMG Financial Group, Ltd.12,7257,816,94315.25
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC9,4865,827,41311.37
Asset Management Advisors, LLC20,3404,941,6039.64
SVB WEALTH LLC6,5874,046,4607.89
BBR PARTNERS, LLC4,0792,506,0194.89
Sageworth Trust Co2,7911,714,5393.34
BERKSHIRE ASSET MANAGEMENT LLC/PA2,7171,669,3103.26
PRINCIPAL FINANCIAL GROUP INC994610,2531.19
SPINNAKER TRUST2,384579,1931.13
Corundum Group, Inc.706433,7030.85
NORTH STAR ASSET MANAGEMENT INC655402,3730.78
Mengis Capital Management, Inc.608373,5000.73
FORBES J M & CO LLP439269,6820.53
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA435267,2250.52
CAPITAL COUNSEL LLC/NY404248,1810.48
JOHN G ULLMAN & ASSOCIATES INC379232,8230.45
SOL Capital Management CO37,99023,3380.05
MAGNOLIA CAPITAL MANAGEMENT LTD37,08722,7830.04

Hinweis

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