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PFG

PRINCIPAL FINANCIAL GROUP INC

PRINCIPAL FINANCIAL GROUP INC (PFG) has a dated report snapshot, but its current priced-in claim is temporarily suppressed because the live engine record is unavailable or has changed.

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Institutional ownership

882 institutional managers reported holding PFG in 13F filings for the quarter ended 2026-03-31. Together they hold about 76% of the company; the top 10 hold 50%. 96 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 9.4M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (9 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

PFG has cut its share count 19.9% over the past five years, spending $5.15B on repurchases. It pays a dividend, and has for 14 years running, raised 13 years straight; the current rate is $3.08 a share annually. Cash returned over the past three years: $1.83B in dividends and $2.64B in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at PFG over the trailing three years: 2025: 1 buy totaling $0k; 2026: 1 buy totaling $0k. 23 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

PFG's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-03-5.4%-13.0%
2023-11-02+1.3%+12.6%
2024-02-21+1.3%+3.2%
2024-05-02-3.7%-1.7%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

PFG's latest 8-K filings: 2026-06-01 (items 1.01, 2.03, 8.01, 9.01); 2026-05-20 (items 5.07); 2026-04-23 (items 2.02, 9.01); 2026-04-20 (items 7.01); 2026-02-09 (items 2.02, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

Compare PFG

AFL vs PFGALHC vs PFGCI vs PFGCNC vs PFGCNO vs PFGELV vs PFG

Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.