Principal Financial Group Inc

More Details of Principal Financial Group Inc Company

Principal Financial Group, Inc. is a global financial company. The Company offers businesses, individuals, and institutional clients a range of financial products and services, including retirement, asset management and insurance, through its diverse family of financial services companies. The Company's segments include Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. The Retirement and Income Solutions segment offers workplace savings and retirement solutions, banking, trust and custodial services, individual variable annuities, and pension risk transfer, among others. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail, and high-net worth investors. The Benefits and Protection segment is organized into Specialty Benefits, which provides group dental, group life insurance, group disability insurance, supplemental health products, and individual disability and life insurance.

Company Info

Company codePFG

Company namePrincipal Financial Group Inc

IPO dateOct 26, 2001

Founded at2001

CEOMr. Kamal Bhatia

Number of employees19700

Security typeOrdinary Share

Fiscal year-endOct 26

Address711 High Street

CityDES MOINES

Stock exchangeNASDAQ Global Select Consolidated

CountryUnited States of America

Postal code50392

Phone15152475111

Websitehttps://www.principal.com/

Company codePFG

IPO dateOct 26, 2001

Founded at2001

Company Executives

Name

Name/Position

Position

Shareholding

Change

Ms. Deanna D. Strable-Soethout

President, Chief Executive Officer, Director

586.75K

-6.07%

Mr. Christopher J. (Chris) Littlefield

President - Retirement and Income Solutions

116.96K

+106.05%

Mr. Roger C. Hochschild

Independent Director

35.11K

+0.90%

Ms. Kathleen B. (Kathy) Kay

Executive Vice President, Chief Information Officer of the Company and Principal Life

33.97K

+1.12%

Mr. Blair Chilton Pickerell

Independent Director

33.53K

+0.90%

Mr. Scott M. Mills

Lead Independent Director

30.00K

+0.90%

Mr. Kamal Bhatia

President and Chief Executive Officer of Principal Asset Management and Principal Life

29.04K

-53.88%

Ms. Diane C. Nordin

Independent Director

25.43K

+0.90%

Mr. Joel Pitz

Interim Chief Financial Officer

23.04K

-26.76%

Ms. Natalie Lamarque

Executive Vice President, General Counsel, Secretary

17.29K

+4.50%

Name

Name/Position

Position

Shareholding

Change

Ms. Deanna D. Strable-Soethout

President, Chief Executive Officer, Director

586.75K

-6.07%

Mr. Christopher J. (Chris) Littlefield

President - Retirement and Income Solutions

116.96K

+106.05%

Mr. Roger C. Hochschild

Independent Director

35.11K

+0.90%

Ms. Kathleen B. (Kathy) Kay

Executive Vice President, Chief Information Officer of the Company and Principal Life

33.97K

+1.12%

Mr. Blair Chilton Pickerell

Independent Director

33.53K

+0.90%

Mr. Scott M. Mills

Lead Independent Director

30.00K

+0.90%

Revenue Breakdown

No Data

No Data

By Business

By Region

No Data

Shareholder

Update time: Sun, Feb 2

Shareholder Statistics

Type

Shareholder Statistics

Shareholder

Proportion

The Vanguard Group, Inc.

12.15%

Nippon Life Insurance Company

8.06%

BlackRock Institutional Trust Company, N.A.

6.12%

State Street Global Advisors (US)

4.30%

Managed Account Advisors LLC

3.14%

Other

66.24%

Shareholder Statistics

Shareholder

Proportion

The Vanguard Group, Inc.

12.15%

Nippon Life Insurance Company

8.06%

BlackRock Institutional Trust Company, N.A.

6.12%

State Street Global Advisors (US)

4.30%

Managed Account Advisors LLC

3.14%

Other

66.24%

Type

Shareholder

Proportion

Investment Advisor/Hedge Fund

30.69%

Investment Advisor

26.20%

Insurance Company

8.07%

Research Firm

2.30%

Pension Fund

2.02%

Hedge Fund

1.65%

Sovereign Wealth Fund

1.39%

Bank and Trust

1.39%

Individual Investor

1.18%

Other

25.11%

Institutional Shareholding

Update time: Mon, Jan 20

Reporting Period

No. of institutions

Shares Held

Proportion

Change

2025Q1

1561

168.98M

75.11%

-4.85M

2024Q4

1601

168.94M

74.87%

-5.37M

2024Q3

1576

169.63M

73.20%

-6.40M

2024Q2

1573

171.38M

73.12%

-7.50M

2024Q1

1550

172.87M

73.49%

-4.07M

2023Q4

1528

173.47M

72.76%

-7.13M

2023Q3

1485

177.74M

73.51%

-6.28M

2023Q2

1480

180.20M

74.20%

-12.12M

2023Q1

1490

186.56M

76.74%

-9.87M

2022Q4

1474

191.05M

78.04%

-6.18M

Shareholder Activity

Name

Shares Held

Proportion

Change

Chg %

Date

The Vanguard Group, Inc.

27.33M

12.12%

-69.83K

-0.25%

Dec 31, 2024

Nippon Life Insurance Company

18.14M

8.04%

--

Mar 10, 2025

BlackRock Institutional Trust Company, N.A.

13.76M

6.1%

-169.45K

-1.22%

Dec 31, 2024

State Street Global Advisors (US)

9.67M

4.29%

+128.25K

+1.34%

Dec 31, 2024

Managed Account Advisors LLC

7.06M

3.13%

-1.03M

-12.76%

Dec 31, 2024

Geode Capital Management, L.L.C.

5.47M

2.42%

+52.41K

+0.97%

Dec 31, 2024

Capital Research Global Investors

4.97M

2.2%

+9.99K

+0.20%

Dec 31, 2024

Wellington Management Company, LLP

4.19M

1.86%

-179.41K

-4.10%

Dec 31, 2024

Dimensional Fund Advisors, L.P.

3.91M

1.73%

-21.46K

-0.55%

Dec 31, 2024

Norges Bank Investment Management (NBIM)

2.80M

1.24%

-448.14K

-13.78%

Dec 31, 2024

Related ETFs

Update time: Sun, Apr 6

Name

Proportion

First Trust Large Cap US Equity Select ETF

5.57%

Sound Equity Dividend Income ETF

3.35%

iShares Focused Value Factor ETF

2.68%

iShares U.S. Insurance ETF

2.1%

MarketDesk Focused US Dividend ETF

2.04%

Cambria LargeCap Shareholder Yield ETF

2.01%

AAM S&P 500 High Dividend Value ETF

2.01%

SPDR S&P Insurance ETF

1.91%

Nuveen ESG Mid-Cap Value ETF

1.89%

Invesco S&P 500 Equal Weight Financials ETF

1.52%

First Trust Large Cap US Equity Select ETF

Proportion5.57%

Sound Equity Dividend Income ETF

Proportion3.35%

iShares Focused Value Factor ETF

Proportion2.68%

iShares U.S. Insurance ETF

Proportion2.1%

MarketDesk Focused US Dividend ETF

Proportion2.04%

Cambria LargeCap Shareholder Yield ETF

Proportion2.01%

AAM S&P 500 High Dividend Value ETF

Proportion2.01%

SPDR S&P Insurance ETF

Proportion1.91%

Nuveen ESG Mid-Cap Value ETF

Proportion1.89%

Invesco S&P 500 Equal Weight Financials ETF

Proportion1.52%

Dividend

A total of 3.19B USD has been distributed in dividends over the past 5 years.

Date

Dividend

Record Date

Payment Date

Ex-dividend Date

Feb 06, 2025

PFG.NB Interim Cash Dividend of gross USD 0.75 paid on Mar 28, 2025 going ex on Mar 12, 2025

Mar 12, 2025

Mar 28, 2025

Mar 12, 2025

Oct 24, 2024

PFG.NB Final Cash Dividend of gross USD 0.73 paid on Dec 18, 2024 going ex on Dec 02, 2024

Dec 02, 2024

Dec 18, 2024

Dec 02, 2024

Jul 25, 2024

PFG.NB Interim Cash Dividend of gross USD 0.72 paid on Sep 27, 2024 going ex on Sep 05, 2024

Sep 05, 2024

Sep 27, 2024

Sep 05, 2024

Apr 25, 2024

PFG.NB Interim Cash Dividend of gross USD 0.71 paid on Jun 27, 2024 going ex on Jun 03, 2024

Jun 03, 2024

Jun 27, 2024

Jun 03, 2024

Feb 13, 2024

PFG.NB Interim Cash Dividend of gross USD 0.69 paid on Mar 28, 2024 going ex on Mar 11, 2024

Mar 12, 2024

Mar 28, 2024

Mar 11, 2024

Oct 27, 2023

PFG.NB Final Cash Dividend of gross USD 0.67 paid on Dec 20, 2023 going ex on Nov 30, 2023

Dec 01, 2023

Dec 20, 2023

Nov 30, 2023

Jul 28, 2023

PFG.NB Interim Cash Dividend of gross USD 0.65 paid on Sep 29, 2023 going ex on Sep 06, 2023

Sep 07, 2023

Sep 29, 2023

Sep 06, 2023

Apr 28, 2023

PFG.NB Interim Cash Dividend of gross USD 0.64 paid on Jun 30, 2023 going ex on May 31, 2023

Jun 01, 2023

Jun 30, 2023

May 31, 2023

Jan 30, 2023

PFG.NB Interim Cash Dividend of gross USD 0.64 paid on Mar 31, 2023 going ex on Mar 14, 2023

Mar 15, 2023

Mar 31, 2023

Mar 14, 2023

Oct 28, 2022

PFG.NB Final Cash Dividend of gross USD 0.64 paid on Dec 19, 2022 going ex on Nov 30, 2022

Dec 01, 2022

Dec 19, 2022

Nov 30, 2022

Stock Split

Date

Type

Ratio

No Data

Date

Type

Ratio

No Data

74.150USD

Principal Financial Group Inc

74.150

Overview

Company