PFG Principal Financial (PFG) Insider Trading, Ownership & Congress Trades
Insurance · Accident & health insurance · CIK 0001126328
Congress · 1Form 144 · 2
Insider buyers, 180 days
0
Funds added, last quarter
505
13F, latest reported quarter
What the filings say about PFG
Insiders, 180 days
-$2.5M net sold
2 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 1 sold
Latest: sale, 2025-10-31
Planned sales (Form 144), 90 days
$10.3M
2 notices
Principal Financial insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, PRINCIPAL FINANCIAL GROUP INC insiders sold a net $2.5M of stock across 26 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 7 earlier Form 4 trades (code P or S) here by this insider (7 sales), the last on May 20, 2026.
- The trade is 11.3% of the 66,443 shares held after it.
- 1 other insider sold within 30 days.
- 505 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President - Asia & Middle East Cheong Wee Yee sold about $777.2K of PFG on May 21, 2026; 1 other insider sold within 30 days and 505 funds added in the latest 13F quarter.Context
- 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on May 1, 2026.
- The trade is 4.3% of the 73,977 shares held after it.
- 1 other insider sold within 30 days.
- 505 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President - Asia & Middle East Cheong Wee Yee sold about $330.9K of PFG on May 20, 2026; 1 other insider sold within 30 days and 505 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Apr 30, 2026.
- The trade is 11.9% of the 77,188 shares held after it.
- 1 other insider sold within 30 days.
- 505 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President - Asia & Middle East Cheong Wee Yee sold about $929.9K of PFG on May 1, 2026, the largest insider sale at the company since 2022; 1 other insider sold within 30 days and 505 funds added in the latest 13F quarter.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Apr 29, 2026.
- The trade is 5.5% of the 86,371 shares held after it.
- 1 other insider sold within 30 days.
- 505 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President - Asia & Middle East Cheong Wee Yee sold about $478.5K of PFG on Apr 30, 2026; 1 other insider sold within 30 days and 505 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Apr 28, 2026.
- The trade is 0.0% of the 21,905 shares held after it.
- 1 other insider sold within 30 days.
- 505 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Interim General Counsel Djurasovic George sold about $99 of PFG on Apr 30, 2026; 1 other insider sold within 30 days and 505 funds added in the latest 13F quarter.26 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$2.5M over 180 days
more than 51% of Insurance
Congress
1 member bought in the last year
the lowest in Insurance
Funds
505 funds bought in last quarter
more than 85% of Insurance
Revenue
-3.1% year over year
below 90% of Insurance
Margin
7.6% net margin
below 59% of Insurance
Buybacks
$235.0M repurchased, FY to 2026-03-31
more than 59% of Insurance
Short interest
3.9% of the float short (float per yahoo 2026-10-26) · 5.5 days to cover · settled 2026-09-30
more than 69% of Insurance
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch PFG
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+42.3%12M
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns PFG: institutional holders (13F)
13F holdings, latest reported quarter
20,014,673 sh
$2.2B
13,479,468 sh
$1.5B
11,266,018 sh
$1.2B
10,264,856 sh
$1.1B
6,884,023 sh
$742.0M
Congress trades in PFG
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-10-31 · disclosed 21 days later
$1,001 - $15,000
Sold 2025-10-30 · disclosed 22 days later
$1,001 - $15,000
Bought 2025-10-30 · disclosed 22 days later
$1,001 - $15,000
Bought 2025-06-17 · disclosed 57 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
PFG planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
DEANNA STRABLE-SOETHOUT
Filed 2026-09-03
$6.1M
AMY FRIEDRICH
Filed 2026-08-07
$4.1M
PFG mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Sound Equity Dividend Income ETF
$1.0M position · as of 2026-05-31
3.6%
Invesco Dorsey Wright Financial Momentum ETF
$1.9M position · as of 2026-07-31
3.3%
DEAN EQUITY INCOME FUND
$2.2M position · as of 2026-06-30
2.9%
iShares U.S. Insurance ETF
$10.0M position · as of 2026-06-30
2.4%
AAM S&P 500 High Dividend Value ETF
$2.9M position · as of 2026-07-31
2.2%
O'Shaughnessy Market Leaders Value Fund
$6.4M position · as of 2026-07-31
2.2%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Government contracts
Award ceilings over the contract's life, subsidiaries included.
Not annual revenue (USASpending.gov).
Pension Benefit Guaranty Corporation
IGF::OT::IGF ASSET MANAGEMENT · 2016-07-27
$23.2M
Federal awards ≥ $25M in the last 90 days, matched via the SAM.gov parent registry
Executive pay vs shareholder return · Daniel J. Houston
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2023
$15.1M
$12.3M
$5.4M
+67%
+41%
2022
$13.8M
$22.3M
$4.7M
+72%
+29%
2021
$17.6M
$30.4M
$5.2M
+44%
+36%
2020
$15.6M
$9.3M
$4.5M
-5%
+1%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $2.5M sold by insiders over 180 days, 505 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade, $10.3M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
PFG financials
Revenue growth
-3.1%
XBRL, annual
Net margin
7.6%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$15.5B
four quarters, 2025-04-01 to 2026-03-31
Revenue, TTM PFG
| FY Dec 2025 | $15.6B |
| FY Dec 2024 | $16.1B |
| FY Dec 2023 | $13.7B |
| FY Dec 2022 | $17.6B |
| FY Dec 2021 | $14.4B |
| Mar 2026 | $3.5B |
| Dec 2025 | $4.6B |
| Sep 2025 | $3.7B |
| Jun 2025 | $3.7B |
| Mar 2025 | $3.7B |
| Dec 2024 | $4.8B |
| Sep 2024 | $3.0B |
| Jun 2024 | $4.3B |
At each fiscal year end
Single quarter
Net margin, TTM
+10.6%
net income over revenue, 2025-04-01 to 2026-03-31
Net margin, TTM PFG
| FY Dec 2025 | +8.0% |
| FY Dec 2024 | +9.9% |
| FY Dec 2023 | +4.9% |
| FY Dec 2022 | +27.6% |
| FY Dec 2021 | +12.2% |
| Mar 2026 | +12.0% |
| Dec 2025 | +12.8% |
| Sep 2025 | +5.8% |
| Jun 2025 | +11.1% |
| Mar 2025 | +1.3% |
| Dec 2024 | +19.6% |
| Sep 2024 | -7.3% |
| Jun 2024 | +8.2% |
At each fiscal year end
Single quarter
Free cash flow, TTM
n/a
capex not filed for the four quarters
Free cash flow, TTM PFG
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
| Jun 2024 | n/a |
At each fiscal year end
Single quarter
Debt to equity
0.33x
long-term 2026-03-31 plus current 2026-03-31; equity 2026-03-31
Debt to equity PFG
| FY Dec 2025 | 0.33x |
| FY Dec 2024 | 0.37x |
| FY Dec 2023 | 0.37x |
| FY Dec 2022 | 0.41x |
| FY Dec 2021 | 0.27x |
| Mar 2026 | 0.33x |
| Dec 2025 | 0.33x |
| Sep 2025 | 0.34x |
| Jun 2025 | 0.35x |
| Mar 2025 | 0.39x |
| Dec 2024 | 0.37x |
| Sep 2024 | 0.35x |
| Jun 2024 | 0.36x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.95x
TTM operating cash flow over long-term 2026-03-31 plus current 2026-03-31
Cash flow to debt PFG
| FY Dec 2025 | 1.15x |
| FY Dec 2024 | 1.12x |
| FY Dec 2023 | 0.95x |
| FY Dec 2022 | 0.78x |
| FY Dec 2021 | 0.75x |
| Mar 2026 | 0.95x |
| Dec 2025 | 1.15x |
| Sep 2025 | 1.08x |
| Jun 2025 | 1.11x |
| Mar 2025 | 1.15x |
| Dec 2024 | 1.12x |
| Sep 2024 | 1.03x |
| Jun 2024 | 1.01x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+14.2%
TTM net income over average of 2025-03-31 and 2026-03-31
Return on equity PFG
| FY Dec 2025 | +10.9% |
| FY Dec 2024 | +14.5% |
| FY Dec 2023 | +6.4% |
| FY Dec 2022 | +37.3% |
| FY Dec 2021 | +10.8% |
| Mar 2026 | +14.2% |
| Dec 2025 | +10.9% |
| Sep 2025 | +14.0% |
| Jun 2025 | +10.4% |
| Mar 2025 | +9.9% |
| Dec 2024 | +14.5% |
| Sep 2024 | -1.5% |
| Jun 2024 | +12.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+0.5%
TTM net income over average of 2025-03-31 and 2026-03-31
Return on assets PFG
| FY Dec 2025 | +0.4% |
| FY Dec 2024 | +0.5% |
| FY Dec 2023 | +0.2% |
| FY Dec 2022 | +1.6% |
| FY Dec 2021 | +0.6% |
| Mar 2026 | +0.5% |
| Dec 2025 | +0.4% |
| Sep 2025 | +0.5% |
| Jun 2025 | +0.4% |
| Mar 2025 | +0.4% |
| Dec 2024 | +0.5% |
| Sep 2024 | -0.1% |
| Jun 2024 | +0.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital PFG
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
| Jun 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed PFG
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
| Jun 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
15.80x
close 2026-10-26 over four quarters of diluted EPS, 2025-04-01 to 2026-03-31
P/E, trailing PFG
| FY Dec 2025 | 16.80x |
| FY Dec 2024 | 11.68x |
| FY Dec 2023 | 30.61x |
| FY Dec 2022 | 4.48x |
| FY Dec 2021 | 12.49x |
| Mar 2026 | 12.93x |
| Dec 2025 | 16.80x |
| Sep 2025 | 12.16x |
| Jun 2025 | 16.14x |
| Mar 2025 | 18.26x |
| Dec 2024 | 11.68x |
| Sep 2024 | n/a |
| Jun 2024 | 14.86x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$23.7B
market value at close 2026-10-26 on 2026-04-22 shares, plus long-term 2026-03-31 plus current 2026-03-31, minus cash 2026-03-31
Enterprise value PFG
| FY Dec 2025 | $18.9B |
| FY Dec 2024 | $17.6B |
| FY Dec 2023 | $18.0B |
| FY Dec 2022 | $19.8B |
| FY Dec 2021 | $21.2B |
| Mar 2026 | $19.4B |
| Dec 2025 | $18.9B |
| Sep 2025 | $17.3B |
| Jun 2025 | $18.1B |
| Mar 2025 | $19.5B |
| Dec 2024 | $17.6B |
| Sep 2024 | $17.7B |
| Jun 2024 | $17.6B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
capex not filed for the four quarters
FCF yield PFG
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
| Jun 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.31x
P/E over trailing EPS growth of 51%: four quarters to 2026-03-31 against the four to 2025-03-31
PEG, trailing PFG
| FY Dec 2025 | n/a |
| FY Dec 2024 | 0.07x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | 0.02x |
| FY Dec 2021 | 0.84x |
| Mar 2026 | 0.25x |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | 0.07x |
| Sep 2024 | n/a |
| Jun 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $15.6B | $16.1B | $13.7B | $17.5B |
| Net income | $1.3B | $1.6B | $670.1M | $4.9B |
| EPS (diluted) | 5.25 | 6.68 | 2.55 | 18.63 |
| Operating cash flow | $4.5B | $4.6B | $3.8B | $3.2B |
| Cash | $4.4B | $4.2B | $4.7B | $4.8B |
| Long-term debt | $3.9B | $4.0B | $3.9B | $4.0B |
| Buybacks | $902.7M | $1.0B | $740.4M | $1.7B |
| Dividends paid | $684.0M | $658.4M | $625.5M | $642.3M |
SEC XBRL, fiscal years, as known on 2026-10-28
PFG Stock Sonar score 6/7 axes
Find similar shapesComparePFG ranks highest on institutional and government (69th percentile) and financial health (54th), and lowest on growth (10th), among Insurance peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
PFG filings, in plain words
Are Principal Financial insiders buying or selling PFG?
In the 180 days to 2026-10-28, Principal Financial insiders were net sellers, a net $2.5M across purchases and sales reported on Form 4, by 2 sellers.
Have members of Congress traded PFG?
Yes. In the year to 2026-10-28, 1 House member disclosed buying PFG and 1 House member disclosed selling it; the latest on record is a sale by Lisa McClain dated 2025-10-31.
Are there planned insider sales of PFG?
Yes. 2 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $10.3M of stock; the latest, by DEANNA STRABLE-SOETHOUT, was filed 2026-09-03.
Read the full summary
In the 180 days to 2026-10-28, Principal Financial insiders were net sellers of PFG, a net $2.5M across purchases and sales reported on Form 4 by 2 sellers. None of the 3 insider sales was flagged as made under a Rule 10b5-1 plan. In the year to 2026-10-28, 1 member of Congress disclosed buying PFG and 1 member disclosed selling it; the latest on record is a sale by Lisa McClain dated 2025-10-31. Insiders filed 2 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $10.3M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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