← Dashboard
Stock
PFG
PRINCIPAL FINANCIAL GROUP INCFinancialsLife & Health InsuranceLatest close $1024 of 27 marquee funds currently hold12 CUSIPs mapped
Current holders
4
27 funds tracked
Ever held
9
Current + past
New this quarter
2
Exited this quarter
2
Marquee-fund ownership over time
Aug 13, 2013Feb 13, 2020Nov 14, 2024May 15, 2026
Now
11
This quarter's activity
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q3 2013 | 52Q | $27 | $102 | +276% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $102 | — |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $71 | $102 | +44% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $71 | $102 | +44% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Two Sigma Investments 5× in & out | Q3 2025 | Q2 2026 | → $74 | -1% |
| Millennium Management | Q3 2024 | Q2 2026 | → $101 | +41% |
| Renaissance Technologies 2× in & out | Q2 2025 | Q3 2025 | → $76 | -2% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | → $82 | +15% |
| Viking Global Investors | Q3 2014 | Q4 2014 | → $35 | +3% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at PRINCIPAL FINANCIAL GROUP INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
15
Filings · last 90d
40
Total on file
727
Recent SEC buffer
Most recent
Jun 9, 2026
30d / 90d windows measured from Jun 9, 2026 — the most recent Form 4 on file — not from today.
- Form 40001126328-26-000135Jun 9, 2026
- Form 40001126328-26-000131Jun 9, 2026
- Form 40001126328-26-000130Jun 9, 2026
- Form 40001126328-26-000127May 22, 2026
- Form 40001126328-26-000125May 21, 2026
- Form 40001126328-26-000124May 21, 2026
- Form 40001126328-26-000123May 21, 2026
- Form 40001126328-26-000122May 21, 2026
- Form 40001126328-26-000121May 21, 2026
- Form 40001126328-26-000120May 21, 2026
- Form 40001126328-26-000119May 21, 2026
- Form 40001126328-26-000118May 21, 2026
- Form 40001126328-26-000117May 21, 2026
- Form 40001126328-26-000116May 21, 2026
- Form 40001126328-26-000115May 21, 2026
Showing 15 of 727 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · PRINCIPAL FINANCIAL GROUP INCAnnual figures sourced directly from PRINCIPAL FINANCIAL GROUP INC's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$15.63B
FY2025-3% YoY
Net income
$1.19B
FY2025-25% YoY
EPS (diluted)
$5.25
FY2025-21% YoY
Free cash flow(?)
$4.54B
FY2025-1% YoY
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for PRINCIPAL FINANCIAL GROUP INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KFORM 8-KJun 1, 2026
- 8-KFORM 8-KMay 20, 2026
- 10-QQuarterly reportApr 29, 2026
- 8-KFORM 8-KApr 23, 2026
- 8-KFORM 8-KApr 20, 2026
- DEF 14AProxy statementApr 6, 2026
- 10-KAnnual reportFeb 18, 2026
- 8-KFORM 8-KFeb 9, 2026
- 8-KFORM 8-KJan 22, 2026
- 10-QFORM 10-QOct 29, 2025
- 8-KFORM 8-KOct 27, 2025
- 8-KFORM 8-KOct 16, 2025
- 8-KFORM 8-KAug 19, 2025
- 10-QQuarterly reportJul 30, 2025
- 8-KFORM 8-KJul 28, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| D.E. Shaw | Q2 2026 | open | $63 | $63 | -0% |
| Citadel Advisors | Q1 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q1 2026 | open | $60 | $63 | +4% |
| Citadel Advisors | Q4 2025 | Q1 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q4 2025 | Q1 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q4 2025 | Q2 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q4 2025 | Q2 2026 | $0.00 | — | +0% |
| D.E. Shaw | Q4 2025 | Q1 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2025 | Q1 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2025 | open | $0.00 | — | +0% |
| Two Sigma Investments | Q3 2025 | Q4 2025 | $54 | $55 | +3% |
| Two Sigma Investments | Q3 2025 | Q1 2026 | $0.00 | — | +0% |
| Two Sigma Investments | Q3 2025 | Q2 2026 | $75 | $74 | -1% |
| Renaissance Technologies | Q2 2025 | Q3 2025 | $78 | $76 | -2% |
| Citadel Advisors | Q1 2025 | Q2 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q1 2025 | Q3 2025 | $53 | $54 | +1% |
| Two Sigma Investments | Q1 2025 | Q2 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q4 2024 | Q2 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q4 2024 | Q2 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | open | $71 | $102 | +44% |
| Two Sigma Investments | Q3 2024 | open | $71 | $102 | +44% |
| D.E. Shaw | Q3 2024 | open | $71 | $102 | +44% |
| AQR Capital Management | Q3 2024 | open | $71 | $102 | +44% |
| Millennium Management | Q3 2024 | Q2 2026 | $71 | $101 | +41% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $71 | $82 | +15% |
| Renaissance Technologies | Q3 2024 | Q4 2024 | $70 | $82 | +17% |
| Bridgewater Associates | Q3 2023 | open | $70 | $104 | +49% |
| Bridgewater Associates | Q1 2021 | Q2 2023 | $44 | $60 | +35% |
| Bridgewater Associates | Q1 2020 | Q2 2020 | $44 | $27 | -39% |
| Bridgewater Associates | Q2 2018 | Q3 2018 | $43 | $39 | -9% |
| Bridgewater Associates | Q2 2016 | Q4 2016 | $29 | $39 | +36% |
| Viking Global Investors | Q3 2014 | Q4 2014 | $33 | $35 | +3% |
| Bridgewater Associates | Q3 2013 | Q4 2013 | $27 | $31 | +13% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.