§ INSURANCE
NASDAQ NMS - GLOBAL MARKET · USD · Insurance

PFG

Principal Financial Group Inc
NASDAQ NMS - GLOBAL MARKET · USDSector · InsuranceMarket cap · $19.5BBeta · 0.89
LAST · MARKET CLOSE · OCT 05
111.96
−0.28 ▼ 0.25%PREV CLOSE · $112.24
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 112.24HIGH 112.37LOW 111.5352W 68.39 — 97.88
EVENTSMAY 22 · CWY SELLJUN 30 · EARNINGS +5.9%

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
506 increased/new, 282 decreased/exited (13F)
AC 13F Analysis

§ 04 · FUNDAMENTALS · THE BOOKS

P/E16.5P/B1.63
EPS (TTM)5.28Dividend3.68%
§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
BlackRock, Inc.20.3M0.0%−0%
VANGUARD CAPITAL MANAGEMENT LLC13.5Mn/an/a
VANGUARD PORTFOLIO MANAGEMENT LLC11.3Mn/an/a
State Street10.2M0.0%−3%
Bank of America Corp8.8M0.1%+5%
Capital World Investors6.0M0.1%n/a
◇ AC INTELLIGENCE

Top institutional owners for PFG as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER16.1% · 0 holders
OTHER28.9% · 720 holders
DEALER / BANK17.8% · 78 holders
PASSIVE / INDEX17.7% · 13 holders
INCOME / DEFENSIVE10.5% · 45 holders
QUALITY / COMPOUNDER8.5% · 35 holders
SYSTEMATIC / QUANT0.3% · 9 holders
TACTICAL / MACRO0.1% · 3 holders
GROWTH / MOMENTUM0.0% · 1 holder
DEEP VALUE0.0% · 1 holder
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

DateInsiderActionShares$ value
MAY 22Cheong Wee YeeSELL8K−$777K
MAY 04Cheong Wee YeeSELL9K−$930K
APR 30Djurasovic GeorgeSELL1−$100
APR 30Cheong Wee YeeSELL1K−$109K
◇ AC INTELLIGENCE

0 insider buys, 4 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.

§ 08 · COVERAGE · OUR RECENT NOTES

No notes mention PFG yet.