Ownership and insider activity for None (PFG): insider transactions, US Senate and House trading disclosures and shares outstanding. Track how corporate insiders and politicians are trading the stock.
Principal Financial Group, Inc. engages in the investment management offering business. It offers financial products and services to businesses, individuals, and institutional clients. It operates its business through the following segments: Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection.
Price
| Price | $110.56 |
| Market Cap | $23.7B |
Recent Insider Transactions
| Date | Insider | Type | Shares | Value |
|---|---|---|---|---|
| 2026-09-25 | Auerbach Jonathan | A-Award | 161 | |
| 2026-09-25 | Beams Mary E. | A-Award | 105 | |
| 2026-09-25 | Muruzabal Claudio | A-Award | 97 | |
| 2026-09-25 | Nordin Diane C | A-Award | 211 | |
| 2026-09-25 | Pickerell Blair | A-Award | 273 | |
| 2026-09-25 | Richer Clare Stack | A-Award | 138 | |
| 2026-09-25 | Mitchell H Elizabeth | A-Award | 78 | |
| 2026-09-25 | Carter Miller Jocelyn | A-Award | 648 | |
| 2026-09-25 | RIVERA ALFREDO | A-Award | 113 | |
| 2026-09-25 | RIVERA ALFREDO | A-Award | 24 |
Balance Sheet (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.72B | $2.47B | $2.98B | $2.52B | $2.85B | $2.33B | $4.85B | $4.71B | $4.21B | $4.43B |
| Short-term Investments | $54.95B | $59.48B | $60.11B | $70.11B | $78.71B | $78.58B | $62.89B | $65.67B | $68.25B | $29.06B |
| Receivables | 0 | 0 | $1.41B | $1.74B | $1.72B | $2.54B | $25.38B | $24.61B | $23.26B | $23.77B |
| Inventory | -$64.34B | -$68.31B | -$7.97B | -$7.29B | 0 | 0 | -$94.64B | 0 | 0 | 0 |
| Total Current Assets | $2.82B | $2.57B | $64.50B | $74.36B | $83.28B | $83.45B | $10.92B | $94.99B | $95.72B | $57.26B |
| Property, Plant & Equipment | $699.0M | $759.5M | $767.3M | $967.7M | $1.02B | $1.04B | $996.1M | $938.4M | $769.4M | $701.4M |
| Goodwill | $1.02B | $1.07B | $1.10B | $1.69B | $1.71B | $1.63B | $1.60B | $1.61B | $1.55B | $1.60B |
| Intangible Assets | $1.33B | $1.31B | $1.32B | $1.79B | $1.72B | $5.36B | $1.53B | $1.47B | $1.39B | $5.34B |
| Total Assets | $228.01B | $253.94B | $243.04B | $291.05B | $313.47B | $304.66B | $303.00B | $305.05B | $313.66B | $341.38B |
| Accounts Payable | 0 | 0 | 0 | 0 | 0 | 0 | $20.44B | 0 | 0 | 0 |
| Short-term Debt | $51.4M | $39.5M | $42.9M | $93.4M | $84.7M | $79.8M | $80.7M | $61.1M | $152.7M | $27.7M |
| Total Current Liabilities | $64.3M | $56.2M | $42.9M | $93.4M | $84.7M | $2.40B | $20.54B | $19.70B | $18.27B | $17.84B |
| Long-term Debt | $3.13B | $3.18B | $3.26B | $3.73B | $4.28B | $4.61B | $4.00B | $3.93B | $3.96B | $3.93B |
| Total Liabilities | $217.62B | $240.92B | $231.19B | $276.10B | $296.60B | $288.20B | $292.70B | $293.84B | $302.19B | $328.99B |
| Retained Earnings | $7.72B | $9.48B | $10.29B | $11.07B | $11.84B | $12.88B | $17.04B | $16.68B | $17.58B | $18.07B |
| Total Equity | $10.23B | $12.85B | $11.39B | $14.62B | $16.56B | $16.07B | $10.00B | $10.92B | $11.09B | $11.88B |
| Total Debt | $3.18B | $3.22B | $3.30B | $3.83B | $4.36B | $4.69B | $4.08B | $3.99B | $4.11B | $3.95B |
| Net Debt | -$54.49B | -$58.74B | -$59.78B | -$68.79B | -$77.20B | -$76.22B | -$63.66B | -$66.39B | -$68.35B | -$29.54B |
| Working Capital | $2.75B | $2.51B | $64.46B | $74.27B | $83.20B | $81.05B | -$9.61B | $75.29B | $77.46B | $39.42B |
Financial Health
| Debt / Equity | 0.36 |
| Current Ratio | 0.30 |
| Piotroski F-Score | 5 |
| Altman Z-Score | 0.31 |
Profitability
| Return on Equity | 9.97% |
| Return on Invested Capital | 0.39% |
| Return on Assets | 0.35% |
| Gross Margin | 48.54% |
| Operating Margin | 12.13% |
| Net Margin | 9.86% |
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