WAVEMAN · COMPANY

PFG · Principal Financial Group Inc

LIVE

TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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PFG

Name: PRINCIPAL FINANCIAL GROUP INC (PFG) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

PRINCIPAL FINANCIAL GROUP INC

INSURANCE · ACCIDENT & HEALTH INSURANCE · CIK 0001126328

CONGRESS · 1FORM 144 · 2☆ WATCH

INSIDER NET · 180D

-$2.9M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

500

13F, latest reported quarter

REVENUE GROWTH

-3.1%

XBRL, annual

NET MARGIN

7.6%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$2.9M over 180 days

below 51% of Insurance

CONGRESS

1 member bought in the last year

the lowest in Insurance

FUNDS

500 funds added or opened 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 60% of Insurance

SHORT

3.9% of shares outstanding short · 4.3 days to cover · settled 2026-07-31

more than 71% of Insurance

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

500 funds added or opened positions in the latest 13F quarter, of 948 holders.

1 member of Congress reported buying it this year.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +53.7%

+53.7%12M

INSIDER BUYINSIDER SELLFORM 144

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

Insiders have filed to sell — before selling.

The record shows a net $2.9M sold by insiders over 180 days, 500 funds added last quarter, 1 Congress member(s) bought in 12 months, $10.3M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

GSHD DGICA PLMR ALHC CRVL HGTY KNSL TRV AFL MKL GL OSCR

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, PRINCIPAL FINANCIAL GROUP INC insiders sold a net $2.9M of stock across 27 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

Cheong Wee Yee

President - Asia & Middle East

SELL

2026-05-21

7,534.0

$777.2K

Cheong Wee Yee

President - Asia & Middle East

SELL

2026-05-20

3,211.0

$330.9K

Cheong Wee Yee

President - Asia & Middle East

SELL

2026-05-01

9,183.0

$929.9K

Cheong Wee Yee

President - Asia & Middle East

SELL

2026-04-30

4,737.0

$478.5K

Djurasovic George

Interim General Counsel

SELL

2026-04-30

0.99

$99

27 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 22 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

20,014,673.0 sh

$2.2B

VANGUARD CAPITAL MANAGEMENT LLC

13,479,468.0 sh

$1.5B

VANGUARD PORTFOLIO MANAGEMENT LLC

11,266,018.0 sh

$1.2B

STATE STREET CORP

10,264,856.0 sh

$1.1B

BANK OF AMERICA CORP /DE/

6,884,023.0 sh

$742.0M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

Planned sales · Form 144

Filed before the sale — intent, not a trade

DEANNA STRABLE-SOETHOUT

FILED 2026-09-03

$6.1M

AMY FRIEDRICH

FILED 2026-08-07

$4.1M

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Sound Equity Dividend Income ETF

$992.7K POSITION · AS OF 2026-02-28

3.3%

DEAN EQUITY INCOME FUND

$2.0M POSITION · AS OF 2026-03-31

2.5%

iShares U.S. Insurance ETF

$7.9M POSITION · AS OF 2026-03-31

2.1%

O'Shaughnessy Market Leaders Value Fund

$5.7M POSITION · AS OF 2026-04-30

2.0%

DF Tactical Momentum Fund

$950.9K POSITION · AS OF 2026-03-31

2.0%

Donoghue Forlines Momentum VIT Fund

$1.7M POSITION · AS OF 2026-03-31

2.0%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return · Daniel J. Houston

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs 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) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	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-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE