PRINCIPAL FINANCIAL GROUP INC
PFG · Accident & Health Insurance · 216.0M shares · -3%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $641M (gross $740M, SBC $99M)
Reference price $103.16 · est. market cap ~$22.3B — last insider sale, 2026-05-21 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B71Principal Financial Group — retirement/asset-management and insurance firm.
Strengths
- Strong operating cash margin (80th pct), large investments (95th), ROE 10% (63rd)
Risks
- Revenue and net income down this year
- Market-linked AUM and rate sensitivity
Notable findings
- Strong balance sheetStrong balance sheet — $4.4B cash & investments
- Buying back stockNet buyback — share count -3%/yr over 4y
- Revenue declineRevenue -22.9% YoY
- Insider sellingInsider selling — 11 open-market sale(s) by 3 insider(s) (cluster of 3 insiders, ~$5M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
7.6%
Return on equity
10.0%
Return on assets
0.3%
Revenue growth (QoQ)
-22.9%
Net-income growth
-24.6%
Debt / equity
0.3×
Tangible book value
$9.0B
Cash & investments
$4.4B
Stock comp / revenue
0.7%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-12 | STRABLE-SOETHOUT DEANNA D | Disposition | 26K | $110.48 |
| 2026-06-12 | STRABLE-SOETHOUT DEANNA D | Disposition | 4.3K | $111.25 |
| 2026-06-12 | STRABLE-SOETHOUT DEANNA D | Grant | 14K | $62.78 |
| 2026-06-12 | STRABLE-SOETHOUT DEANNA D | Grant | 17K | $62.78 |
| 2026-06-11 | STRABLE-SOETHOUT DEANNA D | Grant | 2.9K | $62.78 |
| 2026-06-11 | STRABLE-SOETHOUT DEANNA D | Disposition | 20K | $110.06 |
| 2026-06-11 | STRABLE-SOETHOUT DEANNA D | Grant | 17K | $62.78 |
| 2026-06-08 | Brown Timothy W. | Grant | 22K | — |
| 2026-05-21 | Cheong Wee Yee | Sell | 7.5K | $103.16 |
| 2026-05-20 | Cheong Wee Yee | Sell | 3.2K | $103.06 |
| 2026-05-19 | Mills Scott | Grant | 2.2K | — |
| 2026-05-19 | Auerbach Jonathan | Grant | 2.2K | — |
| 2026-05-19 | Beams Mary E. | Grant | 2.2K | — |
| 2026-05-19 | RIVERA ALFREDO | Grant | 2.2K | — |
| 2026-05-19 | Richer Clare Stack | Grant | 2.2K | — |
| 2026-05-19 | Pickerell Blair | Grant | 2.2K | — |
| 2026-05-19 | Mitchell H Elizabeth | Grant | 2.2K | — |
| 2026-05-19 | Nordin Diane C | Grant | 2.2K | — |
| 2026-05-19 | Muruzabal Claudio | Grant | 2.2K | — |
| 2026-05-19 | Carter Miller Jocelyn | Grant | 2.2K | — |
| 2026-05-19 | HOCHSCHILD ROGER C | Grant | 2.2K | — |
| 2026-05-01 | Cheong Wee Yee | Sell | 9.2K | $101.26 |
| 2026-04-30 | Djurasovic George | Sell | 1 | $99.63 |
| 2026-04-30 | Cheong Wee Yee | Sell | 4.7K | $101.01 |
| 2026-04-29 | Cheong Wee Yee | Sell | 1.1K | $101.00 |
| 2026-04-28 | Djurasovic George | Sell | 2.6K | $100.83 |
| 2026-03-27 | Richer Clare Stack | Grant | 174 | — |
| 2026-03-27 | Pickerell Blair | Grant | 340 | — |
| 2026-03-27 | Nordin Diane C | Grant | 264 | — |
| 2026-03-27 | Mitchell H Elizabeth | Grant | 100 | — |
| 2026-03-27 | Muruzabal Claudio | Grant | 124 | — |
| 2026-03-27 | Carter Miller Jocelyn | Grant | 805 | — |
| 2026-03-27 | Beams Mary E. | Grant | 134 | — |
| 2026-03-27 | HOCHSCHILD ROGER C | Grant | 355 | — |
| 2026-03-27 | Mills Scott | Grant | 307 | — |
| 2026-03-27 | Auerbach Jonathan | Grant | 203 | — |
| 2026-03-27 | McCullum Kenneth A. | Grant | 88 | — |
| 2026-03-27 | RIVERA ALFREDO | Grant | 144 | — |
| 2026-03-27 | Djurasovic George | Grant | 176 | — |
| 2026-03-27 | Cheong Wee Yee | Grant | 667 | — |
| 2026-03-27 | Bhatia Kamal | Grant | 509 | — |
| 2026-03-27 | Agrawal Vivek | Grant | 278 | — |
| 2026-03-27 | STRABLE-SOETHOUT DEANNA D | Grant | 680 | — |
| 2026-03-27 | STRABLE-SOETHOUT DEANNA D | Grant | 52 | — |
| 2026-03-27 | Pitz Joel | Grant | 278 | — |
| 2026-03-27 | Pitz Joel | Grant | 3 | — |
| 2026-03-27 | LITTLEFIELD CHRISTOPHER J | Grant | 660 | — |
| 2026-03-27 | Kay Kathleen B | Grant | 469 | — |
| 2026-03-27 | Friedrich Amy Christine | Grant | 707 | — |
| 2026-03-02 | McCullum Kenneth A. | Disposition | 1.3K | $96.01 |
| 2026-03-02 | Bhatia Kamal | Disposition | 2.3K | $95.99 |
| 2026-03-02 | McCullum Kenneth A. | Disposition | 300 | $96.93 |
| 2026-03-02 | Bhatia Kamal | Disposition | 600 | $96.95 |
| 2026-02-27 | Djurasovic George | Tax withheld | 1.3K | $95.42 |
| 2026-02-27 | STRABLE-SOETHOUT DEANNA D | Tax withheld | 5.3K | $95.42 |
| 2026-02-27 | STRABLE-SOETHOUT DEANNA D | Tax withheld | 781 | $95.42 |
| 2026-02-27 | Pitz Joel | Tax withheld | 556 | $95.42 |
| 2026-02-27 | Pitz Joel | Tax withheld | 42 | $95.42 |
| 2026-02-27 | LITTLEFIELD CHRISTOPHER J | Tax withheld | 3.7K | $95.42 |
| 2026-02-27 | Kay Kathleen B | Tax withheld | 1.9K | $95.42 |
| 2026-02-27 | Friedrich Amy Christine | Tax withheld | 3.8K | $95.42 |
| 2026-02-27 | McCullum Kenneth A. | Tax withheld | 1.2K | $95.42 |
| 2026-02-27 | Bhatia Kamal | Tax withheld | 3.8K | $95.42 |
| 2026-02-25 | McCullum Kenneth A. | Disposition | 3.1K | $94.55 |
| 2026-02-25 | Bhatia Kamal | Disposition | 5.6K | $94.55 |
| 2026-02-23 | Agrawal Vivek | Grant | 6.0K | — |
| 2026-02-23 | Cheong Wee Yee | Grant | 6.6K | — |
| 2026-02-23 | Bhatia Kamal | Grant | 8.0K | — |
| 2026-02-23 | Bhatia Kamal | Grant | 7.0K | — |
| 2026-02-23 | Agrawal Vivek | Grant | 6.8K | — |
| 2026-02-23 | STRABLE-SOETHOUT DEANNA D | Grant | 28K | — |
| 2026-02-23 | STRABLE-SOETHOUT DEANNA D | Grant | 14K | — |
| 2026-02-23 | Pitz Joel | Grant | 8.0K | — |
| 2026-02-23 | Pitz Joel | Grant | 2.7K | — |
| 2026-02-23 | McCullum Kenneth A. | Grant | 3.1K | — |
| 2026-02-23 | McCullum Kenneth A. | Grant | 3.1K | — |
| 2026-02-23 | LITTLEFIELD CHRISTOPHER J | Grant | 8.0K | — |
| 2026-02-23 | LITTLEFIELD CHRISTOPHER J | Grant | 9.4K | — |
| 2026-02-23 | Kay Kathleen B | Grant | 5.4K | — |
| 2026-02-23 | Kay Kathleen B | Grant | 4.7K | — |
| 2026-02-23 | Friedrich Amy Christine | Grant | 10.0K | — |
| 2026-02-23 | Friedrich Amy Christine | Grant | 9.7K | — |
| 2026-02-23 | Djurasovic George | Grant | 3.5K | — |
| 2026-02-23 | Cheong Wee Yee | Grant | 2.9K | — |
| 2026-02-09 | Muruzabal Claudio | Buy | 5 | $97.09 |
| 2026-01-30 | STRABLE-SOETHOUT DEANNA D | Sell | 7.3K | $95.00 |
| 2026-01-29 | STRABLE-SOETHOUT DEANNA D | Sell | 9.3K | $95.12 |
| 2026-01-22 | STRABLE-SOETHOUT DEANNA D | Sell | 8.0K | $92.56 |
| 2026-01-08 | STRABLE-SOETHOUT DEANNA D | Sell | 300 | $92.50 |
| 2025-12-31 | STRABLE-SOETHOUT DEANNA D | Grant | 38K | $37.38 |
| 2025-12-31 | STRABLE-SOETHOUT DEANNA D | Disposition | 38K | $88.55 |
| 2025-12-24 | STRABLE-SOETHOUT DEANNA D | Grant | 21K | $37.38 |
| 2025-12-24 | STRABLE-SOETHOUT DEANNA D | Disposition | 21K | $90.05 |
| 2025-12-23 | STRABLE-SOETHOUT DEANNA D | Grant | 200 | $37.38 |
| 2025-12-23 | STRABLE-SOETHOUT DEANNA D | Disposition | 200 | $90.00 |
| 2025-12-19 | McCullum Kenneth A. | Grant | 82 | — |
| 2025-12-19 | Djurasovic George | Grant | 149 | — |
| 2025-12-19 | STRABLE-SOETHOUT DEANNA D | Grant | 518 | — |
| 2025-12-19 | STRABLE-SOETHOUT DEANNA D | Grant | 77 | — |
| 2025-12-19 | Kay Kathleen B | Grant | 384 | — |
| 2025-12-19 | Friedrich Amy Christine | Grant | 548 | — |
| 2025-12-19 | Auerbach Jonathan | Grant | 194 | — |
| 2025-12-19 | Cheong Wee Yee | Grant | 564 | — |
| 2025-12-19 | Bhatia Kamal | Grant | 469 | — |
| 2025-12-19 | Agrawal Vivek | Grant | 182 | — |
| 2025-12-19 | RIVERA ALFREDO | Grant | 137 | — |
| 2025-12-19 | Richer Clare Stack | Grant | 167 | — |
| 2025-12-19 | Pickerell Blair | Grant | 326 | — |
| 2025-12-19 | Nordin Diane C | Grant | 253 | — |
| 2025-12-19 | Mitchell H Elizabeth | Grant | 95 | — |
| 2025-12-19 | Muruzabal Claudio | Grant | 119 | — |
| 2025-12-19 | Carter Miller Jocelyn | Grant | 770 | — |
| 2025-12-19 | Beams Mary E. | Grant | 128 | — |
| 2025-12-19 | STRABLE-SOETHOUT DEANNA D | Disposition | 500 | $90.00 |
| 2025-12-19 | Mills Scott | Grant | 294 | — |
| 2025-12-19 | STRABLE-SOETHOUT DEANNA D | Grant | 500 | $37.38 |
| 2025-12-19 | HOCHSCHILD ROGER C | Grant | 340 | — |
| 2025-12-19 | LITTLEFIELD CHRISTOPHER J | Grant | 520 | — |
| 2025-12-19 | Pitz Joel | Grant | 180 | — |
| 2025-12-19 | Pitz Joel | Grant | 3 | — |
| 2025-12-18 | STRABLE-SOETHOUT DEANNA D | Disposition | 8.4K | $90.09 |
| 2025-12-18 | STRABLE-SOETHOUT DEANNA D | Grant | 8.4K | $37.38 |
| 2025-12-10 | McCullum Kenneth A. | Disposition | 5.1K | $90.08 |
| 2025-12-10 | Bhatia Kamal | Disposition | 2.9K | $90.03 |
| 2025-12-10 | McCullum Kenneth A. | Grant | 5.1K | $62.78 |
| 2025-12-04 | Friedrich Amy Christine | Gift | 1.5K | — |
| 2025-11-12 | Cheong Wee Yee | Sell | 1.9K | $85.04 |
| 2025-09-26 | Beams Mary E. | Grant | 135 | — |
| 2025-09-26 | RIVERA ALFREDO | Grant | 145 | — |
| 2025-09-26 | Pitz Joel | Grant | 3 | — |
| 2025-09-26 | HOCHSCHILD ROGER C | Grant | 358 | — |
| 2025-09-26 | Mills Scott | Grant | 310 | — |
| 2025-09-26 | Auerbach Jonathan | Grant | 205 | — |
| 2025-09-26 | Carter Miller Jocelyn | Grant | 811 | — |
| 2025-09-26 | Muruzabal Claudio | Grant | 125 | — |
| 2025-09-26 | Nordin Diane C | Grant | 266 | — |
| 2025-09-26 | Djurasovic George | Grant | 157 | — |
| 2025-09-26 | Pickerell Blair | Grant | 343 | — |
| 2025-09-26 | STRABLE-SOETHOUT DEANNA D | Grant | 545 | — |
| 2025-09-26 | STRABLE-SOETHOUT DEANNA D | Grant | 81 | — |
| 2025-09-26 | Richer Clare Stack | Grant | 175 | — |
| 2025-09-26 | Pitz Joel | Grant | 189 | — |
| 2025-09-26 | McCullum Kenneth A. | Grant | 86 | — |
| 2025-09-26 | LITTLEFIELD CHRISTOPHER J | Grant | 548 | — |
| 2025-09-26 | Kay Kathleen B | Grant | 404 | — |
| 2025-09-26 | Friedrich Amy Christine | Grant | 576 | — |
| 2025-09-26 | Cheong Wee Yee | Grant | 613 | — |
| 2025-09-26 | Bhatia Kamal | Grant | 521 | — |
| 2025-09-26 | Agrawal Vivek | Grant | 191 | — |
| 2025-09-26 | Mitchell H Elizabeth | Grant | 101 | — |
| 2025-06-27 | Auerbach Jonathan | Grant | 206 | — |
| 2025-06-27 | Mills Scott | Grant | 312 | — |
| 2025-06-27 | STRABLE-SOETHOUT DEANNA D | Grant | 549 | — |
| 2025-06-27 | STRABLE-SOETHOUT DEANNA D | Grant | 92 | — |
| 2025-06-27 | Mitchell H Elizabeth | Grant | 101 | — |
| 2025-06-27 | Pitz Joel | Grant | 190 | — |
| 2025-06-27 | Pitz Joel | Grant | 3 | — |
| 2025-06-27 | Houston Daniel Joseph | Grant | 859 | — |
| 2025-06-27 | HOCHSCHILD ROGER C | Grant | 361 | — |
| 2025-06-27 | McCullum Kenneth A. | Grant | 87 | — |
| 2025-06-27 | LITTLEFIELD CHRISTOPHER J | Grant | 550 | — |
| 2025-06-27 | Kay Kathleen B | Grant | 405 | — |
| 2025-06-27 | Friedrich Amy Christine | Grant | 579 | — |
| 2025-06-27 | Cheong Wee Yee | Grant | 617 | — |
| 2025-06-27 | Lamarque Natalie | Grant | 800 | — |
| 2025-06-27 | Bhatia Kamal | Grant | 523 | — |
| 2025-06-27 | Agrawal Vivek | Grant | 192 | — |
| 2025-06-27 | RIVERA ALFREDO | Grant | 146 | — |
| 2025-06-27 | Richer Clare Stack | Grant | 177 | — |
| 2025-06-27 | Pickerell Blair | Grant | 346 | — |
| 2025-06-27 | Nordin Diane C | Grant | 268 | — |
| 2025-06-27 | Muruzabal Claudio | Grant | 126 | — |
| 2025-06-27 | Carter Miller Jocelyn | Grant | 817 | — |
| 2025-06-27 | Beams Mary E. | Grant | 136 | — |
| 2025-05-20 | Auerbach Jonathan | Grant | 2.5K | — |
| 2025-05-20 | RIVERA ALFREDO | Grant | 2.5K | — |
| 2025-05-20 | Richer Clare Stack | Grant | 2.5K | — |
| 2025-05-20 | Pickerell Blair | Grant | 2.5K | — |
| 2025-05-20 | Nordin Diane C | Grant | 2.5K | — |
| 2025-05-20 | Muruzabal Claudio | Grant | 2.5K | — |
| 2025-05-20 | Mitchell H Elizabeth | Grant | 2.5K | — |
| 2025-05-20 | Mills Scott | Grant | 2.5K | — |
| 2025-05-20 | HOCHSCHILD ROGER C | Grant | 2.5K | — |
| 2025-05-20 | CARTER MILLER JOYCELYN | Grant | 2.5K | — |
| 2025-05-20 | BEAMS MALIZ E | Grant | 2.5K | — |
| 2025-04-21 | Muruzabal Claudio | Sell | 5 | $70.05 |
| 2025-03-28 | STRABLE-SOETHOUT DEANNA D | Grant | 512 | — |
| 2025-03-28 | STRABLE-SOETHOUT DEANNA D | Grant | 86 | — |
| 2025-03-28 | Pitz Joel | Grant | 177 | — |
| 2025-03-28 | Pitz Joel | Grant | 3 | — |
| 2025-03-28 | Houston Daniel Joseph | Grant | 1.5K | — |
| 2025-03-28 | McCullum Kenneth A. | Grant | 81 | — |
| 2025-03-28 | LITTLEFIELD CHRISTOPHER J | Grant | 510 | — |
| 2025-03-28 | Kay Kathleen B | Grant | 376 | — |
| 2025-03-28 | HOCHSCHILD ROGER C | Grant | 314 | — |
| 2025-03-28 | Lamarque Natalie | Grant | 744 | — |
| 2025-03-28 | Friedrich Amy Christine | Grant | 537 | — |
| 2025-03-28 | Cheong Wee Yee | Grant | 573 | — |
| 2025-03-28 | Bhatia Kamal | Grant | 485 | — |
| 2025-03-28 | Agrawal Vivek | Grant | 179 | — |
| 2025-03-28 | RIVERA ALFREDO | Grant | 114 | — |
| 2025-03-28 | Richer Clare Stack | Grant | 142 | — |
| 2025-03-28 | Pickerell Blair | Grant | 300 | — |
| 2025-03-28 | Nordin Diane C | Grant | 228 | — |
| 2025-03-28 | Muruzabal Claudio | Grant | 95 | — |
| 2025-03-28 | Mitchell H Elizabeth | Grant | 72 | — |
| 2025-03-28 | Mills Scott | Grant | 268 | — |
| 2025-03-28 | CARTER MILLER JOYCELYN | Grant | 739 | — |
| 2025-03-28 | BEAMS MALIZ E | Grant | 104 | — |
| 2025-03-28 | Auerbach Jonathan | Grant | 170 | — |
| 2025-03-01 | Houston Daniel Joseph | Tax withheld | 16K | $89.04 |
| 2025-02-28 | Friedrich Amy Christine | Tax withheld | 3.9K | $89.04 |
| 2025-02-28 | STRABLE-SOETHOUT DEANNA D | Tax withheld | 4.6K | $89.04 |
| 2025-02-28 | STRABLE-SOETHOUT DEANNA D | Tax withheld | 1.4K | $89.04 |
| 2025-02-28 | Pitz Joel | Tax withheld | 498 | $89.04 |
| 2025-02-28 | McCullum Kenneth A. | Tax withheld | 1.5K | $89.04 |
| 2025-02-28 | LITTLEFIELD CHRISTOPHER J | Tax withheld | 3.8K | $89.04 |
| 2025-02-28 | Kay Kathleen B | Tax withheld | 2.3K | $89.04 |
| 2025-02-28 | Bhatia Kamal | Tax withheld | 4.7K | $89.04 |
| 2025-02-27 | Cheong Wee Yee | Disposition | 13K | $87.30 |
| 2025-02-27 | Cheong Wee Yee | Grant | 720 | $58.68 |
| 2025-02-27 | Cheong Wee Yee | Grant | 100 | $58.68 |
| 2025-02-27 | Cheong Wee Yee | Disposition | 720 | $87.03 |
| 2025-02-27 | Cheong Wee Yee | Disposition | 100 | $87.84 |
| 2025-02-24 | Bhatia Kamal | Grant | 8.7K | — |
| 2025-02-24 | Bhatia Kamal | Grant | 10K | — |
| 2025-02-24 | Houston Daniel Joseph | Grant | 50K | — |
| 2025-02-24 | Houston Daniel Joseph | Grant | 52K | — |
| 2025-02-24 | Friedrich Amy Christine | Grant | 8.7K | — |
| 2025-02-24 | Friedrich Amy Christine | Grant | 11K | — |
| 2025-02-24 | Kay Kathleen B | Grant | 5.7K | — |
| 2025-02-24 | Kay Kathleen B | Grant | 6.7K | — |
| 2025-02-24 | LITTLEFIELD CHRISTOPHER J | Grant | 8.4K | — |
| 2025-02-24 | LITTLEFIELD CHRISTOPHER J | Grant | 13K | — |
| 2025-02-24 | Pitz Joel | Grant | 2.7K | — |
| 2025-02-24 | Pitz Joel | Grant | 2.8K | — |
| 2025-02-24 | STRABLE-SOETHOUT DEANNA D | Grant | 30K | — |
| 2025-02-24 | STRABLE-SOETHOUT DEANNA D | Grant | 14K | — |
| 2025-02-24 | STRABLE-SOETHOUT DEANNA D | Grant | 3.2K | — |
| 2025-02-24 | McCullum Kenneth A. | Grant | 3.3K | — |
| 2025-02-24 | Agrawal Vivek | Grant | 6.7K | — |
| 2025-02-24 | McCullum Kenneth A. | Grant | 4.3K | — |
| 2025-02-24 | Lamarque Natalie | Grant | 5.5K | — |
| 2025-02-24 | Cheong Wee Yee | Grant | 3.2K | — |
| 2025-02-24 | Cheong Wee Yee | Grant | 8.7K | — |
| 2025-02-14 | Cheong Wee Yee | Grant | 400 | $58.68 |
| 2025-02-14 | Cheong Wee Yee | Disposition | 400 | $87.01 |
| 2025-02-14 | Cheong Wee Yee | Disposition | 400 | $87.02 |
| 2025-01-15 | STRABLE-SOETHOUT DEANNA D | Grant | 22K | $51.33 |
| 2025-01-15 | STRABLE-SOETHOUT DEANNA D | Disposition | 22K | $80.50 |
| 2025-01-02 | Muruzabal Claudio | Buy | 5 | $77.49 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-01 | 2026-05-27 | 0001104659-26-068908 ↗ |
| 8-K | 2026-05-20 | 2026-05-20 | 0001104659-26-064476 ↗ |
| 10-Q | 2026-04-29 | 2026-03-31 | 0001104659-26-051384 ↗ |
| 8-K | 2026-04-23 | 2026-04-23 | 0001104659-26-047680 ↗ |
| 8-K | 2026-04-20 | 2026-04-20 | 0001104659-26-045100 ↗ |
| 10-K | 2026-02-18 | 2025-12-31 | 0001104659-26-017031 ↗ |
| 8-K | 2026-02-09 | 2026-02-09 | 0001104659-26-012083 ↗ |
| 8-K | 2026-01-22 | 2026-01-22 | 0001104659-26-005778 ↗ |
| 10-Q | 2025-10-29 | 2025-09-30 | 0001104659-25-103708 ↗ |
| 8-K | 2025-10-27 | 2025-10-27 | 0001104659-25-102607 ↗ |
| 8-K | 2025-10-16 | 2025-10-16 | 0001104659-25-100073 ↗ |
| 8-K | 2025-08-19 | 2025-08-17 | 0001104659-25-080296 ↗ |