Principal Financial Group, Inc.· PFG

🇺🇸 US · LargeSP500NASDAQ

Financial Services Asset Management Website

Price: $116.47
Day: -1.02%
Mkt Cap: $24.94B
52W Range: $77.90 – $121.18
Volume: 1.19M
Beta: 0.87

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 2.8 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 975 institutions hold; 504 added, 276 reduced

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Principal Financial Group, Inc.

PFG|Financial Services|Asset Management

Current price: $116

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2026

6.3x

vs own 6-quarter average

Seller breadth · Q2 2026

2 sellers

vs 0.8 avg per quarter

Institutional net breadth · Q2 2026

+272

615 adding vs 343 reducing

Institutional ownership · Q2 2026

81.0%

975 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

20.0M

-0.8%

NIPPON LIFE INSURANCE CO

18.1M

+0.7%

VANGUARD CAPITAL MANAGEMENT LLC

13.5M

+0.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

11.3M

+0.7%

STATE STREET CORP

10.3M

+1.6%

BANK OF AMERICA CORP /DE/

6.9M

-21.4%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

181

110

72 buying181 unchanged110 selling

361 funds held PFG in Q2 2026, holding 73.5M shares between them, up 11.3% on the quarter.

Largest fund holders

SPDR SERIES TRUST1.8M sh

NATIONWIDE MUTUAL FUNDS107.6K sh

MADISON FUNDS25.6K sh

Notable Insider Transactions, Q2 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · May 1

Cheong Wee Yee

$929.9K

Sale · Jan 29

STRABLE-SOETHOUT DEANNA D

$884.6K

Sale · May 21

Cheong Wee Yee

$777.2K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore PFG on stockoscope.com→

Generated September 22, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

PFG Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

2.8/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-100

Institutional Flow

50% weight

+66

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 2.8/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 21, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for PFG

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Very Bearish

Heavy insider selling in Q2 2026

7 sales totaling $2.9M (28.3K shares)

Share volume is 6x the historical average, extreme level

Buying seen in 2 of 15 quarters

Net insider flow has improved over recent quarters

6.3x

Selling pace

vs own 6-qtr average

Heavy

5.84%

Stake sold

of active insiders' holdings

2 sellers

Seller breadth

vs 0.5 avg per quarter

Q1 2026

Last insider purchase

buying in 2 of 16 quarters

Notable Recent Transactions, PFG

Top 8 highest-value insider trades from the last 8 quarters

Cheong Wee Yee

President - Asia & Middle East

Sell

9,183 shares at $101.26

≈10.6% of their stake at the time

May 1, 2026$929.87K

STRABLE-SOETHOUT DEANNA D

CEO

Sell

9,300 shares at $95.12

≈6.1% of their stake at the time

Jan 29, 2026$884.62K

Cheong Wee Yee

President - Asia & Middle East

Sell

7,534 shares at $103.16

≈10.2% of their stake at the time

May 21, 2026$777.21K

STRABLE-SOETHOUT DEANNA D

CEO

Sell

8,025 shares at $92.56

≈12.9% of their stake at the time

Jan 22, 2026$742.79K

STRABLE-SOETHOUT DEANNA D

CEO

Sell

7,340 shares at $95.00

≈5.1% of their stake at the time

Jan 30, 2026$697.30K

Cheong Wee Yee

President - Asia & Middle East

Sell

4,737 shares at $101.01

≈5.2% of their stake at the time

Apr 30, 2026$478.48K

Cheong Wee Yee

President - Asia & Middle East

Sell

3,211 shares at $103.06

≈4.2% of their stake at the time

May 20, 2026$330.93K

Djurasovic George

Interim General Counsel

Sell

2,571 shares at $100.83

≈10.5% of their stake at the time

Apr 28, 2026$259.23K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for PFG

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

81.0% institutional ownership

Moderate accumulation: 615 adding vs 343 reducing

13F shares increased by 4.8%, a notable change

+272

Net breadth

615 adding vs 343 reducing

Accumulating

1.79

Add / reduce ratio

in Q2 2026

+44

New − closed

111 initiated, 67 exited

8 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+615 growing-343 shrinkingNet: +272

111

504

276

New (111)

Increased (504)

Reduced (276)

Closed (67)

Top Institutional Holders, PFG

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

20.0M

$2.2B

Ownership

9.15%

-0.8%

NIPPON LIFE INSURANCE CO

18.1M

$2.0B

Ownership

8.29%

+0.7%

VANGUARD CAPITAL MANAGEMENT LLC

13.5M

$1.5B

Ownership

6.16%

+0.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

11.3M

$1.2B

Ownership

5.15%

+0.7%

STATE STREET CORP

10.3M

$1.1B

Ownership

4.69%

+1.6%

BANK OF AMERICA CORP /DE/

6.9M

$742.0M

Ownership

3.15%

-21.4%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

6.5M

$700.8M

Ownership

2.97%

+10.6%

SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.

6.5M

$700.8M

Ownership

2.97%

+100.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 363 ETFs and mutual funds reporting

72 buying110 sellingNet: -38

181

110

Buying (72)

Unchanged (181)

Selling (110)

In total, funds bought 9.5M shares and sold 1.2M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

363 ETFs and mutual funds reporting

110 funds selling vs 72 buying

Top Fund Holders, PFG

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

1.8M

Weight

8.98%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

107.6K

Weight

0.01%

Jul 31, 2026Increased

MADISON FUNDS

25.6K

Weight

0.53%

Jul 31, 2026No change

Northern Lights Fund Trust

14.2K

Weight

0.03%

Jul 31, 2026No change

JANUS ASPEN SERIES

2.0K

Weight

0.00%

Jun 30, 2026No change

ETF Series Solutions

2.0K

Weight

6.46%

Jul 31, 2026No change

Legg Mason Global Asset Management Trust

1.9K

Weight

0.00%

Jun 30, 2026No change

STATE STREET VARIABLE INSURANCE SERIES FUNDS INC

1.9K

Weight

0.14%

Jun 30, 2026No change

Principal Financial Group, Inc.· PFG

Holdings Analysis

Insider Trading Activity

1.3Transaction History26Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings155Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History26Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings155Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights