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Principal Financial Group, Inc. (PFG)
USD114.16
+0.55 (+0.49%)
US NASDAQ S&P 500
Financial Services Asset Management
Address
711 High Street 50392
Des Moines, IA, US
Des Moines, IA, US
CEO
Deanna Dawnette Strable-Soethout
Website
principal.com
IPO
2001-10-23
CIK 1126328 ISIN US74251V1026
Also trades on
London Stock Exchange · 0KO5.L (USD)
NASDAQ Global Select · PFG (USD)
Description
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. The Retirement and Income Solutions Segment offers a comprehensive portfolio of products and services for retirement savings along with select products for retirement income. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail and high net worth investors in the U.S. and select emerging markets. The Benefits and Protection segment includes selling individual life insurance products. The company was founded by Edward A. Temple in 1879 and is headquartered in Des Moines, IA.
News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 2002-07-19 | — | Active |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD114.16
+0.55 (+0.49%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
0.90
Float Shares
214.58M
Free Float %
99.3%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.29% | -0.34% | +2.69% | +8.59% | +22.16% | +17.47% | +34.62% | +58.30% | +56.45% | +132.54% | +393.43% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (25 ratings, all time)
Hold
Price Targets & DCF
Current price
114.16
Low
85.00
-25.5%
Consensus
98.86
-13.4%
Median
100.00
-12.4%
High
111.00
-2.8%
DCF (Unlevered)
229.38
+100.9%
DCF (Levered)
330.26
+189.3%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
23% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | +1 |
| Buy | 1 | 0 |
| Hold | 9 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 2 |
109.00
-4.5%
|
| Last Quarter | 5 |
101.40
-11.2%
|
| Last Year | 16 |
91.94
-19.5%
|
| All Time | 28 |
86.61
-24.1%
|
Quality scores
Altman Z-Score
0.14
Distress
Piotroski F-Score
8 / 9
Strong
MOAT Score
4 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
4 / 5
High
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%-3.1% Q1'26: -4.5% (vs Q1'25)
-
EPS growth Asset Management: +22.7%-21.4% Q1'26: +819.0% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+25.7% Q1'26: +4.3% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+9.1% Q1'26: +14.8% (vs Q1'25)
-
ROIC Asset Management: +6.5%— Q1'26: +14.6% (vs Q1'25)
-
Share dilution Asset Management: +0.0%-0.2% ★ Q1'26: -2.1% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×2.37× ★ Q1'26: 1.89× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 8 EPS Ana. |
Dec 2027 3 Rev. Ana. 8 EPS Ana. |
Dec 2028 1 Rev. Ana. 4 EPS Ana. |
Dec 2029 1 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
7.63B
est: 6.42B (+18.9%)
|
7.99B
est: 5.45B (+46.7%)
|
8.30B
est: 5.87B (+41.4%)
|
9.87B
est: 5.76B (+71.3%)
|
10.91B
est: 7.30B (+49.5%)
|
9.94B
est: 6.57B (+51.2%)
|
8.85B
est: 5.94B (+49.1%)
|
9.20B
est: 6.01B (+53.2%)
|
8.67B
est: 5.63B (+53.9%)
|
9.22B
est: 6.01B (+53.2%)
|
9.29B
est: 6.02B (+54.2%)
|
10.48B
est: 6.15B (+70.5%)
|
11.96B
est: 12.17B (-1.7%)
|
12.39B
est: 11.22B (+10.5%)
|
14.09B
est: 13.86B (+1.7%)
|
14.24B
est: 14.04B (+1.4%)
|
16.22B
est: 16.32B (-0.6%)
|
14.74B
est: 14.71B (+0.2%)
|
14.43B
est: 14.13B (+2.1%)
|
17.54B
est: 13.20B (+32.8%)
|
13.67B
est: 15.65B (-12.7%)
|
16.13B
est: 15.62B (+3.2%)
|
15.63B
est: 15.72B (-0.6%)
|
16.30B
16.06B – 16.79B
+3.7% YoY
|
17.66B
17.12B – 17.87B
+8.3% YoY
|
18.59B
18.26B – 18.93B
+5.3% YoY
|
20.33B
19.82B – 20.82B
+9.3% YoY
|
| EBITDA |
-276.40M
est: 826.93M (-133.4%)
|
-202.60M
est: 1.43B (-114.2%)
|
1.20B
est: 1.29B (-6.9%)
|
1.43B
est: 1.57B (-8.9%)
|
1.20B
est: 1.47B (-18.3%)
|
606.30M
est: 612.73M (-1.1%)
|
884.30M
est: 818.92M (+8.0%)
|
950.40M
est: 1.02B (-6.6%)
|
992.70M
est: 1.10B (-9.7%)
|
1.09B
est: 1.19B (-8.6%)
|
1.28B
est: 1.28B (-0.2%)
|
1.66B
est: 1.56B (+6.5%)
|
1.62B
est: 1.69B (-3.8%)
|
1.78B
est: 1.65B (+7.6%)
|
2.45B
est: 2.45B (-0.3%)
|
1.99B
est: 2.01B (-1.2%)
|
1.92B
est: 1.83B (+4.7%)
|
1.95B
est: 1.68B (+15.7%)
|
2.19B
est: 2.04B (+7.4%)
|
6.28B
est: 2.06B (+204.4%)
|
1.01B
est: 2.58B (-60.8%)
|
2.15B
est: 2.57B (-16.6%)
|
1.67B
est: 2.59B (-35.5%)
|
2.69B
2.65B – 2.77B
+3.7% YoY
|
2.91B
2.82B – 2.94B
+8.3% YoY
|
3.06B
3.01B – 3.12B
+5.3% YoY
|
3.35B
3.27B – 3.43B
+9.3% YoY
|
| EBIT |
-525.70M
est: 975.83M (-153.9%)
|
-458.40M
est: 827.82M (-155.4%)
|
881.60M
est: 892.86M (-1.3%)
|
1.33B
est: 876.15M (+51.9%)
|
1.07B
est: 1.11B (-3.3%)
|
461.30M
est: 998.89M (-53.8%)
|
745.80M
est: 902.27M (-17.3%)
|
785.70M
est: 912.72M (-13.9%)
|
872.80M
est: 856.23M (+1.9%)
|
960.00M
est: 913.95M (+5.0%)
|
1.12B
est: 915.69M (+22.7%)
|
1.49B
est: 934.21M (+60.0%)
|
1.43B
est: 1.85B (-22.6%)
|
1.59B
est: 1.70B (-6.6%)
|
2.25B
est: 2.11B (+6.9%)
|
1.78B
est: 2.13B (-16.4%)
|
1.69B
est: 2.48B (-31.7%)
|
1.69B
est: 2.24B (-24.3%)
|
1.91B
est: 1.80B (+6.1%)
|
5.99B
est: 1.98B (+202.1%)
|
738.80M
est: 2.30B (-67.9%)
|
1.89B
est: 2.30B (-17.8%)
|
1.42B
est: 2.31B (-38.7%)
|
2.40B
2.36B – 2.47B
+3.7% YoY
|
2.60B
2.52B – 2.63B
+8.3% YoY
|
2.74B
2.69B – 2.79B
+5.3% YoY
|
2.99B
2.92B – 3.06B
+9.3% YoY
|
| Net Income |
142.30M
est: 161.26M (-11.8%)
|
746.30M
est: 631.06M (+18.3%)
|
825.60M
est: 784.07M (+5.3%)
|
1.06B
est: 975.83M (+9.1%)
|
860.30M
est: 817.09M (+5.3%)
|
458.10M
est: 461.24M (-0.7%)
|
622.70M
est: 593.32M (+5.0%)
|
662.90M
est: 705.64M (-6.1%)
|
638.30M
est: 730.62M (-12.6%)
|
806.60M
est: 812.95M (-0.8%)
|
912.70M
est: 858.24M (+6.3%)
|
1.14B
est: 1.03B (+10.8%)
|
1.23B
est: 1.21B (+1.8%)
|
1.32B
est: 1.26B (+4.9%)
|
2.31B
est: 2.40B (-3.7%)
|
1.55B
est: 1.57B (-1.6%)
|
1.39B
est: 1.36B (+2.4%)
|
1.40B
est: 1.42B (-1.4%)
|
1.58B
est: 1.51B (+4.6%)
|
4.76B
est: 1.53B (+210.3%)
|
623.20M
est: 1.20B (-48.0%)
|
1.57B
est: 1.57B (+0.0%)
|
1.19B
est: 1.87B (-36.8%)
|
2.11B
2.06B – 2.16B
+12.6% YoY
|
2.29B
2.22B – 2.37B
+8.8% YoY
|
2.48B
2.40B – 2.56B
+8.2% YoY
|
2.95B
2.85B – 3.04B
+18.6% YoY
|
| SGA |
—
est: 2.91B (-100.0%)
|
—
est: 343.34M (-100.0%)
|
—
est: 370.31M (-100.0%)
|
2.56B
est: 363.38M (+604.1%)
|
—
est: 459.91M (-100.0%)
|
3.00B
est: 414.29M (+622.9%)
|
—
est: 374.22M (-100.0%)
|
2.99B
est: 1.55B (+93.3%)
|
3.06B
est: 355.12M (+761.0%)
|
2.93B
est: 2.07B (+41.9%)
|
3.29B
est: 2.20B (+49.4%)
|
3.57B
est: 3.23B (+10.7%)
|
3.67B
est: 3.62B (+1.4%)
|
3.73B
est: 3.54B (+5.3%)
|
3.89B
est: 3.95B (-1.5%)
|
4.14B
est: 4.26B (-2.9%)
|
4.50B
est: 4.50B (+0.1%)
|
4.65B
est: 4.92B (-5.5%)
|
—
est: 3.28B (-100.0%)
|
—
est: 2.47B (-100.0%)
|
—
|
—
|
—
|
—
— – —
|
—
— – —
|
—
— – —
|
—
— – —
|
| EPS |
0.41
est: 2.02 (-79.7%)
|
2.29
est: 1.81 (+26.5%)
|
2.64
est: 2.36 (+11.9%)
|
3.78
est: 3.02 (+25.2%)
|
3.12
est: 3.87 (-19.4%)
|
1.64
est: 3.48 (-52.9%)
|
1.98
est: 2.50 (-20.8%)
|
2.08
est: 2.68 (-22.4%)
|
1.92
est: 3.02 (-36.4%)
|
2.60
est: 2.73 (-4.8%)
|
2.99
est: 3.16 (-5.4%)
|
3.70
est: 3.64 (+1.6%)
|
4.11
est: 4.29 (-4.3%)
|
4.55
est: 4.44 (+2.4%)
|
8.00
est: 5.22 (+53.2%)
|
5.41
est: 5.71 (-5.3%)
|
5.00
est: 5.56 (-10.1%)
|
5.08
est: 4.88 (+4.1%)
|
5.87
est: 6.57 (-10.7%)
|
18.94
est: 6.48 (+192.2%)
|
2.58
est: 5.31 (-51.4%)
|
6.77
est: 6.96 (-2.7%)
|
5.32
est: 8.30 (-35.9%)
|
9.33
9.14 – 9.55
+12.4% YoY
|
10.23
9.82 – 10.52
+9.6% YoY
|
11.08
10.64 – 11.36
+8.4% YoY
|
13.05
12.63 – 13.46
+17.7% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-21 | Morgan Stanley | Equal Weight | Equal Weight | Maintain |
| 2026-05-19 | Raymond James | Strong Buy | Outperform | Downgrade |
| 2026-04-27 | Evercore ISI Group | In Line | In Line | Maintain |
| 2026-04-24 | Barclays | Underweight | Underweight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B | 3/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-27 | B | 3/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-26 | B | 3/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-22 | B | 3/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-21 | B | 3/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-20 | B | 3/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-19 | B | 3/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-18 | B | 3/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-15 | B | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-14 | B | 3/5 | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-13 | B | 3/5 | 2/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-12 | B | 3/5 | 2/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-11 | B | 3/5 | 2/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-08 | B | 3/5 | 2/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-07 | B | 3/5 | 2/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-06 | B | 3/5 | 2/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-05 | B | 3/5 | 2/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-04 | B | 3/5 | 2/5 | 4/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-01 | B- | 3/5 | 2/5 | 4/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-30 | B- | 3/5 | 2/5 | 4/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-29 | B | 3/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-28 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-27 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-24 | B- | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-23 | B- | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-22 | B- | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-21 | B | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-20 | B | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-17 | B | 3/5 | 3/5 | 4/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-16 | B | 3/5 | 3/5 | 4/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-15 | B | 3/5 | 3/5 | 4/5 | 4/5 | 2/5 | 2/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
3.61B
OE per share TTM
16.10
Owner's Yield
15.83%
Maintenance CapEx ratio
10.58%
Maint CapEx / Avg PPE
5.9%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
916
Total invested
15.14B
Insider transactions (90d)
18
Beneficial owners (>5%)
22
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group - 23-1945930 | 28.88M | 10.89% | — | 419.4K | 27.82M | 1.06M | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 2 | (1) BlackRock, Inc. | 22.50M | 8.50% | 19.83M | — | 22.50M | — | HC | Delaware | 2022-02-03 | ↗ |
| 3 | Capital Research Global Investors ** | 14.27M | 5.10% | 14.27M | — | 14.27M | — | IA | Delaware | 2020-02-14 | ↗ |
| 4 | MANAGED ACCOUNT ADVISORS LLC000000000 | 12.76M | 5.20% | — | — | 12.76M | — | IA | Delaware | 2023-02-07 | ↗ |
| 5 | STATE STREET CORPORATION | 11.93M | 4.87% | — | — | — | 11.86M | HC | BOSTON, MASSACHUSETTS | 2023-02-06 | ↗ |
| 6 | Wellington Management Group LLP | 11.40M | 3.95% | — | 6.34M | — | 11.40M | HC | Massachusetts | 2018-02-08 | ↗ |
| 7 | Delaware Charter Guarantee & Trust Company dba Principal Trust Company as Directed Trustee for the A | 8.77M | 10.80% | — | 8.77M | — | 8.77M | EP | 5. | 2023-02-07 | ↗ |
| 8 | for the Griffon Corporation Employee Stock Ownership Plan. | 5.12M | 9.10% | — | 5.12M | — | 5.12M | EP | Delaware | 2022-02-11 | ↗ |
| 9 | BARCLAYS GLOBAL INVESTORS, NA. | 4.19M | 7.26% | — | 2.71M | — | 2.71M | BK | Delaware | 2015-02-05 | ↗ |
| 10 | for The Provident Bank 401(k) Savings Plan and The Provident Bank Employee Stock Ownership Plan | 2.19M | 12.26% | — | 2.19M | — | 2.19M | EP | Delaware | 2022-02-11 | ↗ |
| 11 | Delaware Charter Guarantee & Trust Company dba Principal Trust Company as Trustee for the Dime C | 2.06M | 5.85% | — | 2.06M | — | 2.06M | EP | Delaware | 2020-02-14 | ↗ |
| 12 | Principal Financial Group, Inc. | 1.84M | 2.69% | — | — | — | — | HC | Delaware | 2014-02-14 | ↗ |
| 13 | Impax Asset Management Group plc | 907.1K | 5.11% | 907.1K | — | 907.1K | — | HC | Reporting Person | 2020-02-13 | ↗ |
| 14 | Impax Asset Management LLC | 907.1K | 5.11% | 907.1K | — | 907.1K | — | IA | Reporting Person | 2020-02-13 | ↗ |
| 15 | Delaware Charter Guarantee & Trust Company dba Principal Trust Company as Directed Trustee for the F | 821.4K | 9.00% | — | 821.4K | — | 821.4K | EP | 5. | 2023-02-06 | ↗ |
| 16 | for the Tompkins Financial Corporation Employee Stock Ownership Plan and Tompkins Retirement Savings | 779.5K | 5.32% | — | 779.5K | — | 779.5K | EP | Delaware | 2022-02-07 | ↗ |
| 17 | for the PyraMax Bank, FSB 401(k) Savings Plan and PyraMax Bank Employee Stock Ownership Plan | 481.2K | 7.52% | — | 481.2K | — | 481.2K | EP | Delaware | 2022-01-26 | ↗ |
| 18 | Principal Global Investors, LLC | 334.4K | 2.50% | — | — | — | — | IA | Delaware | 2015-02-13 | ↗ |
| 19 | for the Generations Bank 401(k) Plan and Generations Bank Employee Stock Ownership Plan. | 225.5K | 9.17% | — | 225.5K | — | 225.5K | EP | Delaware | 2022-01-26 | ↗ |
| 20 | for the the Prosper Bank Employee Stock Ownership Plan. | 222.2K | 8.00% | — | 222.2K | — | 222.2K | EP | Delaware | 2022-02-07 | ↗ |
| 21 | 51-0099493 | 1.1K | 0.00% | — | 1.1K | — | 1.1K | EP | Delaware | 2022-02-14 | ↗ |
| 22 | 95-1411037 | 13.00 | 5.70% | 15.23M | — | 15.23M | — | IA | Delaware | 2022-02-11 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
916
+19 vs prev Q
New positions
119
Closed positions
102
Increased
470
Reduced
259
Put/Call ratio
0.52
Calls held
81.3K
Puts held
42.1K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 26.97M -162.3K (-0.6%) | 2.38B +129.5M (+5.8%) | 12.13% +0.019 pp | 0.03% +0.001 pp | USD49.96 +76.6% | 84 qtrs — |
| 2 | BLACKROCK, INC. | 20.41M +387.4K (+1.9%) | 1.80B +140.3M (+8.5%) | 9.18% +0.242 pp | 0.03% +0.001 pp | USD85.75 +2.9% | 6 qtrs — |
| 3 | NIPPON LIFE INSURANCE CO | 18.14M +— (+0.0%) | 1.60B +96.1M (+6.4%) | 8.09% +0.000 pp | 27.53% +2.223 pp | USD28.52 +209.3% | 77 qtrs — |
| 4 | STATE STREET CORP | 10.51M -50.7K (-0.5%) | 927.03M +51.5M (+5.9%) | 4.73% +0.013 pp | 0.03% +0.001 pp | USD50.62 +74.3% | 51 qtrs — |
| 5 | BANK OF AMERICA CORP /DE/ | 8.40M -27.6K (-0.3%) | 740.89M +42.2M (+6.0%) | 3.78% +0.016 pp | 0.05% +0.007 pp | USD73.12 +20.6% | 52 qtrs — |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 5.58M -41.7K (-0.7%) | 489.92M +26.1M (+5.6%) | 2.51% +0.000 pp | 0.03% +0.001 pp | USD56.32 +56.6% | 78 qtrs — |
| 7 | DIMENSIONAL FUND ADVISORS LP | 3.77M +820.0 (+0.0%) | 332.31M +20.1M (+6.4%) | 1.68% +0.000 pp | 0.07% +0.003 pp | USD50.43 +74.9% | 51 qtrs — |
| 8 | NORTHERN TRUST CORP | 3.43M -41.2K (-1.2%) | 302.35M +14.8M (+5.1%) | 1.53% -0.018 pp | 0.04% +0.002 pp | USD43.15 +104.4% | 51 qtrs — |
| 9 | INVESCO LTD. | 3.28M -92.1K (-2.7%) | 289.75M +9.8M (+3.5%) | 1.48% -0.030 pp | 0.04% +0.000 pp | USD71.60 +23.2% | 57 qtrs — |
| 10 | NORGES BANK | 3.10M +3.1M (+100.0%) | 273.28M +273.3M (+100.0%) | 1.38% +1.382 pp | 0.03% +0.029 pp | USD88.21 +0.0% | 1 qtrs NEW |
| 11 | MORGAN STANLEY | 3.08M +55.7K (+1.8%) | 271.67M +20.9M (+8.4%) | 1.38% +0.035 pp | 0.02% +0.001 pp | USD76.02 +16.0% | 51 qtrs — |
| 12 | GOLDMAN SACHS GROUP INC | 2.50M +136.0K (+5.8%) | 220.45M +24.5M (+12.5%) | 1.12% +0.061 pp | 0.03% +0.003 pp | USD79.96 +10.3% | 73 qtrs — |
| 13 | AQR CAPITAL MANAGEMENT LLC | 2.35M +1.2M (+112.8%) | 207.14M +116.3M (+128.0%) | 1.05% +0.555 pp | 0.11% +0.050 pp | USD85.79 +2.8% | 53 qtrs — |
| 14 | UBS ASSET MANAGEMENT AMERICAS INC | 1.98M +177.7K (+9.9%) | 174.38M +25.2M (+16.9%) | 0.88% +0.079 pp | 0.04% +0.005 pp | USD69.08 +27.7% | 90 qtrs — |
| 15 | LEGAL & GENERAL GROUP PLC | 1.64M +23.7K (+1.5%) | 144.60M +10.7M (+8.0%) | 0.73% +0.011 pp | 0.03% +0.002 pp | USD54.36 +62.3% | 75 qtrs — |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.44M +277.0 (+0.0%) | 127.44M +7.7M (+6.4%) | 0.64% +0.000 pp | 0.02% +0.001 pp | USD58.53 +50.7% | 97 qtrs — |
| 17 | AMUNDI | 1.24M -306.5K (-19.9%) | 109.06M -20.8M (-16.0%) | 0.56% -0.133 pp | 0.03% -0.012 pp | USD78.03 +13.0% | 19 qtrs — |
| 18 | BANK OF NEW YORK MELLON CORP | 1.21M -20.7K (-1.7%) | 107.08M +4.7M (+4.6%) | 0.54% -0.009 pp | 0.02% -0.001 pp | USD61.56 +43.3% | 66 qtrs — |
| 19 | DEUTSCHE BANK AG\ | 1.15M +100.2K (+9.5%) | 101.85M +14.4M (+16.5%) | 0.52% +0.045 pp | 0.03% +0.004 pp | USD72.56 +21.6% | 50 qtrs — |
| 20 | JPMORGAN CHASE & CO | 1.07M +90.2K (+9.2%) | 94.19M +13.1M (+16.2%) | 0.48% +0.040 pp | 0.01% +0.001 pp | USD81.62 +8.1% | 51 qtrs — |
| 21 | UBS GROUP AG | 959.3K -1.1M (-52.6%) | 84.62M -83.2M (-49.6%) | 0.43% -0.472 pp | 0.01% -0.013 pp | USD80.42 +9.7% | 45 qtrs — |
| 22 | AUSTRALIANSUPER PTY LTD | 896.7K +78.8K (+9.6%) | 79.10M +11.3M (+16.6%) | 0.40% +0.035 pp | 0.37% +0.056 pp | USD82.06 +7.5% | 13 qtrs — |
| 23 | HSBC HOLDINGS PLC | 812.1K +14.4K (+1.8%) | 71.72M +5.8M (+8.8%) | 0.36% +0.006 pp | 0.04% +0.000 pp | USD65.47 +34.7% | 56 qtrs — |
| 24 | ROYAL BANK OF CANADA | 768.7K -907.1K (-54.1%) | 67.81M -71.1M (-51.2%) | 0.35% -0.402 pp | 0.01% -0.012 pp | USD73.88 +19.4% | 51 qtrs — |
| 25 | MARSHALL WACE, LLP | 732.6K +305.6K (+71.6%) | 64.62M +29.2M (+82.5%) | 0.33% +0.139 pp | 0.06% +0.023 pp | USD84.76 +4.1% | 13 qtrs — |
| 26 | FIRST TRUST ADVISORS LP | 688.0K +108.0K (+18.6%) | 60.69M +12.6M (+26.2%) | 0.31% +0.051 pp | 0.04% +0.008 pp | USD80.97 +8.9% | 51 qtrs — |
| 27 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 623.7K +251.3K (+67.5%) | 55.02M +24.1M (+78.2%) | 0.28% +0.114 pp | 0.03% +0.013 pp | USD84.98 +3.8% | 7 qtrs — |
| 28 | SWISS NATIONAL BANK | 610.9K -35.4K (-5.5%) | 53.89M +302.8K (+0.6%) | 0.27% -0.016 pp | 0.03% +0.001 pp | USD50.73 +73.9% | 51 qtrs — |
| 29 | FMR LLC | 610.5K +589.0 (+0.1%) | 53.85M +3.3M (+6.5%) | 0.27% +0.000 pp | 0.00% +0.000 pp | USD61.80 +42.7% | 70 qtrs — |
| 30 | WEISS ASSET MANAGEMENT LP | 608.9K +521.6K (+597.5%) | 53.71M +46.5M (+642.1%) | 0.27% +0.235 pp | 0.75% +0.667 pp | USD87.45 +0.9% | 2 qtrs — |
| 31 | CITADEL ADVISORS LLC | 596.6K +432.4K (+263.3%) | 52.62M +39.0M (+286.5%) | 0.27% +0.195 pp | 0.01% +0.006 pp | USD85.24 +3.5% | 17 qtrs — |
| 32 | VICTORY CAPITAL MANAGEMENT INC | 591.8K -3.3M (-84.9%) | 52.21M -271.7M (-83.9%) | 0.27% -1.477 pp | 0.03% -0.160 pp | USD82.37 +7.1% | 43 qtrs — |
| 33 | BARCLAYS PLC | 584.2K -222.4K (-27.6%) | 51.54M -17.8M (-25.6%) | 0.26% -0.097 pp | 0.01% -0.005 pp | USD77.36 +14.0% | 51 qtrs — |
| 34 | BNP PARIBAS ARBITRAGE, SNC | 577.9K -226.3K (-28.1%) | 50.98M -15.7M (-23.5%) | 0.26% -0.099 pp | 0.02% -0.013 pp | USD81.09 +8.8% | 51 qtrs — |
| 35 | NUVEEN, LLC | 548.5K -11.6K (-2.1%) | 48.39M +1.9M (+4.2%) | 0.25% -0.003 pp | 0.01% +0.000 pp | USD84.37 +4.6% | 4 qtrs — |
| 36 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 523.9K -100.6K (-16.1%) | 46.21M -5.6M (-10.7%) | 0.23% -0.045 pp | 0.03% -0.003 pp | USD56.84 +55.2% | 59 qtrs — |
| 37 | LPL FINANCIAL LLC | 521.3K +402.5K (+338.9%) | 45.99M +36.1M (+366.9%) | 0.23% +0.180 pp | 0.01% +0.010 pp | USD82.56 +6.8% | 51 qtrs — |
| 38 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 520.5K -40.9K (-7.3%) | 45.91M -628.5K (-1.4%) | 0.23% -0.018 pp | 0.01% +0.000 pp | USD82.19 +7.3% | 7 qtrs — |
| 39 | BRIDGEWATER ASSOCIATES, LP | 475.5K -16.0K (-3.3%) | 41.94M +1.2M (+2.9%) | 0.21% -0.006 pp | 0.15% -0.007 pp | USD83.70 +5.4% | 21 qtrs — |
| 40 | TEACHER RETIREMENT SYSTEM OF TEXAS | 468.3K +252.5K (+117.0%) | 41.31M +23.4M (+130.9%) | 0.21% +0.113 pp | 0.14% +0.071 pp | USD86.32 +2.2% | 23 qtrs — |
| 41 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 455.2K +21.8K (+5.0%) | 40.70M +4.8M (+13.3%) | 0.20% +0.010 pp | 0.03% +0.002 pp | USD72.20 +22.2% | 58 qtrs — |
| 42 | QUBE RESEARCH & TECHNOLOGIES LTD | 459.2K -229.3K (-33.3%) | 40.51M -16.6M (-29.0%) | 0.20% -0.102 pp | 0.04% -0.018 pp | USD78.46 +12.4% | 13 qtrs — |
| 43 | RHUMBLINE ADVISERS | 451.5K -41.3K (-8.4%) | 39.82M -1.0M (-2.5%) | 0.20% -0.017 pp | 0.03% -0.001 pp | USD53.10 +66.1% | 51 qtrs — |
| 44 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 437.2K +247.0K (+129.8%) | 38.57M +22.8M (+144.5%) | 0.20% +0.112 pp | 0.04% +0.003 pp | USD83.91 +5.1% | 51 qtrs — |
| 45 | AMERICAN CENTURY COMPANIES INC | 430.0K +120.2K (+38.8%) | 37.93M +12.2M (+47.7%) | 0.19% +0.055 pp | 0.02% +0.006 pp | USD81.86 +7.8% | 25 qtrs — |
| 46 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 412.4K -13.0K (-3.1%) | 36.38M +1.1M (+3.1%) | 0.18% -0.006 pp | 0.02% 0.000 pp | USD48.98 +80.1% | 58 qtrs — |
| 47 | WEDGE CAPITAL MANAGEMENT L L P/NC | 411.9K +379.6K (+1,173.8%) | 36.33M +33.7M (+1,255.2%) | 0.18% +0.169 pp | 0.65% +0.607 pp | USD87.40 +0.9% | 58 qtrs — |
| 48 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 405.5K +10.9K (+2.8%) | 35.77M +3.1M (+9.3%) | 0.18% +0.005 pp | 0.04% +0.002 pp | USD43.57 +102.5% | 52 qtrs — |
| 49 | VIRGINIA RETIREMENT SYSTEMS ET AL | 397.1K +174.1K (+78.1%) | 35.03M +16.5M (+89.5%) | 0.18% +0.078 pp | 0.21% +0.089 pp | USD85.23 +3.5% | 2 qtrs — |
| 50 | KBC GROUP NV | 397.1K +365.2K (+1,144.6%) | 35.03M +32.4M (+1,224.2%) | 0.18% +0.163 pp | 0.08% +0.074 pp | USD86.96 +1.4% | 68 qtrs — |
| 51 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 393.6K +81.5K (+26.1%) | 34.72M +8.8M (+34.2%) | 0.18% +0.036 pp | 0.18% +0.045 pp | USD67.65 +30.4% | 42 qtrs — |
| 52 | NORTH STAR ASSET MANAGEMENT INC | 388.7K -6.4K (-1.6%) | 34.29M +1.5M (+4.7%) | 0.17% -0.002 pp | 1.38% +0.055 pp | USD44.21 +99.5% | 51 qtrs — |
| 53 | TRUST POINT INC. | 369.4K -181.0 (0.0%) | 32.59M +1.9M (+6.3%) | 0.16% 0.000 pp | 2.57% +0.099 pp | USD79.28 +11.3% | 9 qtrs — |
| 54 | CONNING INC. | 368.8K -41.1K (-10.0%) | 32.53M -1.5M (-4.3%) | 0.16% -0.018 pp | 1.09% -0.041 pp | USD83.56 +5.6% | 76 qtrs — |
| 55 | — | 368.1K +368.1K (+100.0%) | 32.47M +32.5M (+100.0%) | 0.16% +0.164 pp | 0.10% +0.101 pp | USD88.21 +0.0% | 1 qtrs NEW |
| 56 | RAYMOND JAMES FINANCIAL INC | 321.6K +128.7K (+66.7%) | 28.37M +12.4M (+77.4%) | 0.14% +0.057 pp | 0.01% +0.004 pp | USD81.88 +7.7% | 5 qtrs — |
| 57 | PRICE T ROWE ASSOCIATES INC /MD/ | 300.1K +5.2K (+1.8%) | 26.48M +2.0M (+8.3%) | 0.13% +0.003 pp | 0.00% +0.000 pp | USD44.32 +99.0% | 75 qtrs — |
| 58 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 280.9K +26.0K (+10.2%) | 24.78M +3.6M (+17.3%) | 0.13% +0.012 pp | 0.05% +0.005 pp | USD76.64 +15.1% | 57 qtrs — |
| 59 | INTERVAL PARTNERS, LP | 280.6K +140.2K (+99.8%) | 24.75M +13.1M (+112.6%) | 0.13% +0.064 pp | 0.44% +0.253 pp | USD84.33 +4.6% | 8 qtrs — |
| 60 | TWO SIGMA INVESTMENTS, LP | 262.3K -156.8K (-37.4%) | 23.14M -11.6M (-33.4%) | 0.12% -0.069 pp | 0.03% -0.019 pp | USD81.32 +8.5% | 7 qtrs — |
| 61 | WELLS FARGO & COMPANY/MN | 259.3K +41.1K (+18.8%) | 22.88M +4.8M (+26.4%) | 0.12% +0.019 pp | 0.00% +0.001 pp | USD74.39 +18.6% | 57 qtrs — |
| 62 | SOUND INCOME STRATEGIES, LLC | 244.1K -2.0K (-0.8%) | 21.60M +1.2M (+6.1%) | 0.11% -0.001 pp | 1.02% -0.090 pp | USD69.45 +27.0% | 33 qtrs — |
| 63 | SG AMERICAS SECURITIES, LLC | 244.7K +236.5K (+2,878.1%) | 21.59M +20.9M (+3,069.8%) | 0.11% +0.106 pp | 0.03% +0.025 pp | USD88.07 +0.2% | 51 qtrs — |
| 64 | CITIGROUP INC | 239.4K +35.9K (+17.6%) | 21.12M +4.2M (+25.1%) | 0.11% +0.016 pp | 0.01% +0.002 pp | USD78.33 +12.6% | 97 qtrs — |
| 65 | ALLIANCEBERNSTEIN L.P. | 236.8K +2.3K (+1.0%) | 20.89M +1.4M (+7.5%) | 0.11% +0.002 pp | 0.01% +0.001 pp | USD49.83 +77.0% | 61 qtrs — |
| 66 | KOREA INVESTMENT CORP | 235.8K +47.0K (+24.9%) | 20.80M +5.1M (+32.9%) | 0.11% +0.021 pp | 0.04% +0.009 pp | USD82.24 +7.3% | 38 qtrs — |
| 67 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 231.3K +31.7K (+15.9%) | 20.40M +3.9M (+23.3%) | 0.10% +0.014 pp | 0.11% +0.015 pp | USD82.08 +7.5% | 25 qtrs — |
| 68 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 229.9K +116.9K (+103.4%) | 20.28M +10.9M (+116.4%) | 0.10% +0.053 pp | 0.03% +0.017 pp | USD83.23 +6.0% | 7 qtrs — |
| 69 | ACADIAN ASSET MANAGEMENT LLC | 225.1K +133.1K (+144.5%) | 19.85M +12.2M (+160.1%) | 0.10% +0.059 pp | 0.03% +0.019 pp | USD86.04 +2.5% | 9 qtrs — |
| 70 | GW HENSSLER & ASSOCIATES LTD | 223.5K +4.6K (+2.1%) | 19.72M +1.6M (+8.6%) | 0.10% +0.002 pp | 0.95% +0.042 pp | USD64.78 +36.2% | 20 qtrs — |
| 71 | AMERIPRISE FINANCIAL INC | 219.0K -13.8K (-5.9%) | 19.32M +20.4K (+0.1%) | 0.10% -0.006 pp | 0.00% 0.000 pp | USD73.51 +20.0% | 55 qtrs — |
| 72 | STATE OF WISCONSIN INVESTMENT BOARD | 217.2K +11.9K (+5.8%) | 19.16M +2.1M (+12.5%) | 0.10% +0.005 pp | 0.04% +0.004 pp | USD71.00 +24.2% | 51 qtrs — |
| 73 | PRINCIPAL FINANCIAL GROUP INC | 215.1K +4.3K (+2.1%) | 18.98M +1.5M (+8.6%) | 0.10% +0.002 pp | 0.01% +0.001 pp | USD39.92 +121.0% | 29 qtrs — |
| 74 | MAIRS & POWER INC | 211.8K -42.6K (-16.7%) | 18.68M -2.4M (-11.4%) | 0.10% -0.018 pp | 0.18% -0.018 pp | USD37.05 +138.1% | 62 qtrs — |
| 75 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 207.8K +68.5K (+49.2%) | 18.37M +6.8M (+59.1%) | 0.09% +0.031 pp | 0.03% +0.011 pp | USD81.48 +8.3% | 5 qtrs — |
| 76 | SWEDBANK AB | 206.1K +— (+0.0%) | 18.18M +1.1M (+6.4%) | 0.09% +0.000 pp | 0.02% +0.000 pp | USD66.94 +31.8% | 20 qtrs — |
| 77 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 204.5K +204.5K (+100.0%) | 18.04M +18.0M (+100.0%) | 0.09% +0.092 pp | 0.03% +0.031 pp | USD88.21 +0.0% | 1 qtrs NEW |
| 78 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 203.7K -31.6K (-13.4%) | 17.97M -1.4M (-7.3%) | 0.09% -0.013 pp | 0.03% +0.004 pp | USD59.25 +48.9% | 52 qtrs — |
| 79 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 203.0K +— (+0.0%) | 17.91M +1.1M (+6.4%) | 0.09% +0.000 pp | 0.03% +0.002 pp | USD42.47 +107.7% | 51 qtrs — |
| 80 | AVIVA PLC | 193.2K +8.2K (+4.4%) | 17.04M +1.7M (+11.1%) | 0.09% +0.004 pp | 0.03% +0.001 pp | USD83.00 +6.3% | 51 qtrs — |
| 81 | BANK OF MONTREAL /CAN/ | 191.6K -6.1K (-3.1%) | 16.90M +513.9K (+3.1%) | 0.09% -0.003 pp | 0.01% 0.000 pp | USD75.26 +17.2% | 51 qtrs — |
| 82 | CERITY PARTNERS LLC | 180.5K +124.8K (+224.0%) | 15.92M +11.3M (+244.7%) | 0.08% +0.056 pp | 0.02% +0.016 pp | USD85.96 +2.6% | 17 qtrs — |
| 83 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 179.3K +19.4K (+12.2%) | 15.82M +2.6M (+19.3%) | 0.08% +0.009 pp | 0.03% +0.005 pp | USD47.88 +84.2% | 51 qtrs — |
| 84 | AE WEALTH MANAGEMENT LLC | 178.6K +7.9K (+4.7%) | 15.76M +1.6M (+11.3%) | 0.08% +0.004 pp | 0.09% +0.000 pp | USD73.93 +19.3% | 30 qtrs — |
| 85 | JANE STREET GROUP, LLC | 170.8K +159.3K (+1,395.9%) | 15.06M +14.1M (+1,491.6%) | 0.08% +0.071 pp | 0.00% +0.002 pp | USD87.86 +0.4% | 2 qtrs — |
| 86 | CANADA PENSION PLAN INVESTMENT BOARD | 168.7K +— (+0.0%) | 14.88M +894.2K (+6.4%) | 0.08% +0.001 pp | 0.01% +0.000 pp | USD81.00 +8.9% | 52 qtrs — |
| 87 | CAPITAL MANAGEMENT CORP /VA | 168.2K -4.5K (-2.6%) | 14.84M +515.9K (+3.6%) | 0.08% -0.002 pp | 2.43% +0.181 pp | USD63.81 +38.2% | 51 qtrs — |
| 88 | QUANTINNO CAPITAL MANAGEMENT LP | 166.4K +38.4K (+30.0%) | 14.68M +4.1M (+38.3%) | 0.07% +0.017 pp | 0.03% +0.001 pp | USD83.25 +6.0% | 13 qtrs — |
| 89 | RUSSELL INVESTMENTS GROUP, LTD. | 163.8K +2.7K (+1.7%) | 14.45M +1.1M (+8.3%) | 0.07% +0.001 pp | 0.02% +0.001 pp | USD73.16 +20.6% | 37 qtrs — |
| 90 | COLONY GROUP, LLC | 162.0K -24.5K (-13.1%) | 14.29M -1.2M (-7.6%) | 0.07% -0.010 pp | 0.02% -0.009 pp | USD83.75 +5.3% | 9 qtrs — |
| 91 | ABRDN PLC | 161.7K -8.4K (-4.9%) | 14.26M +161.2K (+1.1%) | 0.07% -0.004 pp | 0.02% 0.000 pp | USD77.50 +13.8% | 34 qtrs — |
| 92 | MITSUBISHI UFJ TRUST & BANKING CORP | 158.1K +63.5K (+67.2%) | 13.95M +6.1M (+77.9%) | 0.07% +0.028 pp | 0.03% +0.016 pp | USD59.69 +47.8% | 67 qtrs — |
| 93 | FORSTA AP-FONDEN | 157.9K -600.0 (-0.4%) | 13.93M +787.1K (+6.0%) | 0.07% 0.000 pp | 0.08% +0.005 pp | USD80.17 +10.0% | 24 qtrs — |
| 94 | MAN GROUP PLC | 144.8K -492.5K (-77.3%) | 12.78M -40.1M (-75.8%) | 0.06% -0.220 pp | 0.02% -0.070 pp | USD82.51 +6.9% | 32 qtrs — |
| 95 | FRANKLIN RESOURCES INC | 144.8K +32.2K (+28.6%) | 12.78M +3.4M (+36.8%) | 0.06% +0.014 pp | 0.00% +0.001 pp | USD83.75 +5.3% | 22 qtrs — |
| 96 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 144.1K +100.4K (+229.5%) | 12.71M +9.1M (+250.6%) | 0.06% +0.045 pp | 0.04% +0.029 pp | USD83.09 +6.2% | 58 qtrs — |
| 97 | PICTET ASSET MANAGEMENT HOLDING SA | 144.0K -51.0K (-26.2%) | 12.70M -3.5M (-21.4%) | 0.06% -0.023 pp | 0.01% -0.003 pp | USD75.27 +17.2% | 10 qtrs — |
| 98 | ALLIANZ ASSET MANAGEMENT GMBH | 138.3K +102.6K (+286.8%) | 12.20M +9.2M (+311.5%) | 0.06% +0.046 pp | 0.01% +0.009 pp | USD85.31 +3.4% | 51 qtrs — |
| 99 | AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | 138.0K +3.5K (+2.6%) | 12.17M +1.0M (+9.2%) | 0.06% +0.002 pp | 0.44% +0.036 pp | USD84.25 +4.7% | 8 qtrs — |
| 100 | PNC FINANCIAL SERVICES GROUP, INC. | 135.1K -83.0 (-0.1%) | 11.91M +709.0K (+6.3%) | 0.06% +0.000 pp | 0.01% 0.000 pp | USD54.21 +62.7% | 51 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.57
Bullish
Ratio by volume
0.84
Neutral
Buys
11
Sells
7
Shares acquired
23.9K
Shares disposed
28.3K
Cash buys
—
Cash sales
7.00
Net activity
-4,392
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-21 | Cheong Wee Yee | Officer | S-Sale | D | Common Stock | 7,534 | 103.16 | 777.2K | 66,443 | D | ↗ |
| 2026-05-20 | Cheong Wee Yee | Officer | S-Sale | D | Common Stock | 3,211 | 103.06 | 330.9K | 73,977 | D | ↗ |
| 2026-05-19 | Richer Clare Stack | Director | A-Award | A | Common Stock | 2,175 | 0.00 | — | 21,270 | D | ↗ |
| 2026-05-19 | RIVERA ALFREDO | Director | A-Award | A | Common Stock | 2,175 | 0.00 | — | 16,394 | D | ↗ |
| 2026-05-19 | Pickerell Blair | Director | A-Award | A | Common Stock | 2,175 | 0.00 | — | 39,546 | D | ↗ |
| 2026-05-19 | Nordin Diane C | Director | A-Award | A | Common Stock | 2,175 | 0.00 | — | 31,120 | D | ↗ |
| 2026-05-19 | Muruzabal Claudio | Director | A-Award | A | Common Stock | 2,175 | 0.00 | — | 13,502 | D | ↗ |
| 2026-05-19 | Mitchell H Elizabeth | Director | A-Award | A | Common Stock | 2,175 | 0.00 | — | 13,120 | D | ↗ |
| 2026-05-19 | Mills Scott | Director | A-Award | A | Common Stock | 2,175 | 0.00 | — | 35,887 | D | ↗ |
| 2026-05-19 | HOCHSCHILD ROGER C | Director | A-Award | A | Common Stock | 2,175 | 0.00 | — | 41,183 | D | ↗ |
| 2026-05-19 | Carter Miller Jocelyn | Director | A-Award | A | Common Stock | 2,175 | 0.00 | — | 90,662 | D | ↗ |
| 2026-05-19 | Beams Mary E. | Director | A-Award | A | Common Stock | 2,175 | 0.00 | — | 16,852 | D | ↗ |
| 2026-05-19 | Auerbach Jonathan | Director | A-Award | A | Common Stock | 2,175 | 0.00 | — | 22,786 | D | ↗ |
| 2026-05-01 | Cheong Wee Yee | Officer | S-Sale | D | Common Stock | 9,183 | 101.26 | 929.9K | 77,188 | D | ↗ |
| 2026-04-30 | Djurasovic George | Officer | S-Sale | D | Common Stock | 1 | 99.63 | 98.53 | 21,905 | D | ↗ |
| 2026-04-30 | Cheong Wee Yee | Officer | S-Sale | D | Common Stock | 4,737 | 101.01 | 478.5K | 86,371 | D | ↗ |
| 2026-04-29 | Cheong Wee Yee | Officer | S-Sale | D | Common Stock | 1,080 | 101.00 | 109.1K | 91,108 | D | ↗ |
| 2026-04-28 | Djurasovic George | Officer | S-Sale | D | Common Stock | 2,571 | 100.83 | 259.2K | 21,906 | D | ↗ |
| 2026-03-27 | STRABLE-SOETHOUT DEANNA D | Officer | A-Award | A | Common Stock | 680 | 0.00 | — | 173,255 | D | ↗ |
| 2026-03-27 | Richer Clare Stack | Director | A-Award | A | Common Stock | 174 | 0.00 | — | 19,095 | D | ↗ |
| 2026-03-27 | RIVERA ALFREDO | Director | A-Award | A | Common Stock | 144 | 0.00 | — | 14,219 | D | ↗ |
| 2026-03-27 | Pitz Joel | Officer | A-Award | A | Common Stock | 278 | 0.00 | — | 43,407 | D | ↗ |
| 2026-03-27 | Pickerell Blair | Director | A-Award | A | Common Stock | 340 | 0.00 | — | 37,371 | D | ↗ |
| 2026-03-27 | Nordin Diane C | Director | A-Award | A | Common Stock | 264 | 0.00 | — | 28,945 | D | ↗ |
| 2026-03-27 | Muruzabal Claudio | Director | A-Award | A | Common Stock | 124 | 0.00 | — | 11,327 | D | ↗ |
| 2026-03-27 | Mitchell H Elizabeth | Director | A-Award | A | Common Stock | 100 | 0.00 | — | 10,945 | D | ↗ |
| 2026-03-27 | Mills Scott | Director | A-Award | A | Phantom Stock Units | 182 | 0.00 | — | 19,926 | D | ↗ |
| 2026-03-27 | McCullum Kenneth A. | Officer | A-Award | A | Common Stock | 88 | 0.00 | — | 40,996 | D | ↗ |
| 2026-03-27 | LITTLEFIELD CHRISTOPHER J | Officer | A-Award | A | Common Stock | 660 | 0.00 | — | 75,880 | D | ↗ |
| 2026-03-27 | Kay Kathleen B | Officer | A-Award | A | Common Stock | 469 | 0.00 | — | 43,902 | D | ↗ |
| 2026-03-27 | HOCHSCHILD ROGER C | Director | A-Award | A | Phantom Stock Units | 262 | 0.00 | — | 28,766 | D | ↗ |
| 2026-03-27 | Friedrich Amy Christine | Officer | A-Award | A | Common Stock | 707 | 0.00 | — | 108,239 | D | ↗ |
| 2026-03-27 | Djurasovic George | Officer | A-Award | A | Common Stock | 176 | 0.00 | — | 19,335 | D | ↗ |
| 2026-03-27 | Cheong Wee Yee | Officer | A-Award | A | Common Stock | 667 | 0.00 | — | 92,188 | D | ↗ |
| 2026-03-27 | Carter Miller Jocelyn | Director | A-Award | A | Common Stock | 805 | 0.00 | — | 88,487 | D | ↗ |
| 2026-03-27 | Bhatia Kamal | Officer | A-Award | A | Common Stock | 509 | 0.00 | — | 65,024 | D | ↗ |
| 2026-03-27 | Beams Mary E. | Director | A-Award | A | Common Stock | 134 | 0.00 | — | 14,677 | D | ↗ |
| 2026-03-27 | Auerbach Jonathan | Director | A-Award | A | Common Stock | 203 | 0.00 | — | 20,611 | D | ↗ |
| 2026-03-27 | Agrawal Vivek | Officer | A-Award | A | Common Stock | 278 | 0.00 | — | 46,302 | D | ↗ |
| 2026-03-02 | McCullum Kenneth A. | Officer | D-Return | D | Common Stock | 300 | 96.93 | 29.1K | 40,908 | D | ↗ |
| 2026-03-02 | Bhatia Kamal | Officer | D-Return | D | Common Stock | 600 | 96.95 | 58.2K | 64,515 | D | ↗ |
| 2026-02-27 | STRABLE-SOETHOUT DEANNA D | Officer | F-InKind | D | Common Stock | 781 | 95.42 | 74.5K | 53,446 | I | ↗ |
| 2026-02-27 | Pitz Joel | Officer | F-InKind | D | Common Stock | 556 | 95.42 | 53.1K | 43,038 | D | ↗ |
| 2026-02-27 | McCullum Kenneth A. | Officer | F-InKind | D | Common Stock | 1,228 | 95.42 | 117.2K | 42,524 | D | ↗ |
| 2026-02-27 | LITTLEFIELD CHRISTOPHER J | Officer | F-InKind | D | Common Stock | 3,693 | 95.42 | 352.4K | 75,193 | D | ↗ |
| 2026-02-27 | Kay Kathleen B | Officer | F-InKind | D | Common Stock | 1,870 | 95.42 | 178.4K | 43,433 | D | ↗ |
| 2026-02-27 | Friedrich Amy Christine | Officer | F-InKind | D | Common Stock | 3,801 | 95.42 | 362.7K | 107,502 | D | ↗ |
| 2026-02-27 | Djurasovic George | Officer | F-InKind | D | Common Stock | 1,288 | 95.42 | 122.9K | 19,159 | D | ↗ |
| 2026-02-27 | Bhatia Kamal | Officer | F-InKind | D | Common Stock | 3,781 | 95.42 | 360.8K | 67,414 | D | ↗ |
| 2026-02-25 | McCullum Kenneth A. | Officer | D-Return | D | Common Stock | 3,071 | 94.55 | 290.4K | 43,752 | D | ↗ |
| 2026-02-25 | Bhatia Kamal | Officer | D-Return | D | Common Stock | 5,570 | 94.55 | 526.6K | 71,195 | D | ↗ |
| 2026-02-23 | STRABLE-SOETHOUT DEANNA D | Officer | A-Award | A | Common Stock | 27,511 | 0.00 | — | 164,339 | D | ↗ |
| 2026-02-23 | Pitz Joel | Officer | A-Award | A | Common Stock | 7,978 | 0.00 | — | 40,993 | D | ↗ |
| 2026-02-23 | McCullum Kenneth A. | Officer | A-Award | A | Common Stock | 3,093 | 0.00 | — | 43,752 | D | ↗ |
| 2026-02-23 | LITTLEFIELD CHRISTOPHER J | Officer | A-Award | A | Common Stock | 7,975 | 0.00 | — | 69,537 | D | ↗ |
| 2026-02-23 | Kay Kathleen B | Officer | A-Award | A | Common Stock | 4,721 | 0.00 | — | 45,303 | D | ↗ |
| 2026-02-23 | Friedrich Amy Christine | Officer | A-Award | A | Common Stock | 9,959 | 0.00 | — | 101,679 | D | ↗ |
| 2026-02-23 | Djurasovic George | Officer | A-Award | A | Common Stock | 3,504 | 0.00 | — | 20,447 | D | ↗ |
| 2026-02-23 | Cheong Wee Yee | Officer | A-Award | A | Common Stock | 2,938 | 0.00 | — | 84,929 | D | ↗ |
| 2026-02-23 | Bhatia Kamal | Officer | A-Award | A | Common Stock | 8,032 | 0.00 | — | 69,803 | D | ↗ |
| 2026-02-23 | Agrawal Vivek | Officer | A-Award | A | Common Stock | 5,960 | 0.00 | — | 46,024 | D | ↗ |
| 2026-02-09 | Muruzabal Claudio | Director | P-Purchase | A | Common Stock | 5 | 97.09 | 485.45 | 11,203 | D | ↗ |
| 2026-01-30 | STRABLE-SOETHOUT DEANNA D | Officer | S-Sale | D | Common Stock | 7,340 | 95.00 | 697.3K | 136,828 | D | ↗ |
| 2026-01-29 | STRABLE-SOETHOUT DEANNA D | Officer | S-Sale | D | Common Stock | 9,300 | 95.12 | 884.6K | 144,168 | D | ↗ |
| 2026-01-22 | STRABLE-SOETHOUT DEANNA D | Officer | S-Sale | D | Common Stock | 8,025 | 92.56 | 742.8K | 54,227 | I | ↗ |
| 2026-01-08 | STRABLE-SOETHOUT DEANNA D | Officer | S-Sale | D | Common Stock | 300 | 92.50 | 27.8K | 62,252 | I | ↗ |
| 2025-12-31 | STRABLE-SOETHOUT DEANNA D | Officer | D-Return | D | Common Stock | 38,237 | 88.55 | 3.39M | 153,468 | D | ↗ |
| 2025-12-24 | STRABLE-SOETHOUT DEANNA D | Officer | A-Award | A | Common Stock | 20,715 | 37.38 | 774.3K | 174,183 | D | ↗ |
| 2025-12-23 | STRABLE-SOETHOUT DEANNA D | Officer | A-Award | A | Common Stock | 200 | 37.38 | 7.5K | 153,668 | D | ↗ |
| 2025-12-19 | STRABLE-SOETHOUT DEANNA D | Officer | A-Award | A | Common Stock | 500 | 37.38 | 18.7K | 153,450 | D | ↗ |
| 2025-12-19 | Richer Clare Stack | Director | A-Award | A | Common Stock | 167 | 0.00 | — | 18,922 | D | ↗ |
| 2025-12-19 | RIVERA ALFREDO | Director | A-Award | A | Common Stock | 28 | 0.00 | — | 3,225 | D | ↗ |
| 2025-12-19 | Pitz Joel | Officer | A-Award | A | Common Stock | 3 | 0.00 | — | 2,782 | I | ↗ |
| 2025-12-19 | Pickerell Blair | Director | A-Award | A | Common Stock | 326 | 0.00 | — | 37,031 | D | ↗ |
| 2025-12-19 | Nordin Diane C | Director | A-Award | A | Common Stock | 253 | 0.00 | — | 28,681 | D | ↗ |
| 2025-12-19 | Muruzabal Claudio | Director | A-Award | A | Common Stock | 119 | 0.00 | — | 11,198 | D | ↗ |
| 2025-12-19 | Mitchell H Elizabeth | Director | A-Award | A | Common Stock | 95 | 0.00 | — | 10,845 | D | ↗ |
| 2025-12-19 | Mills Scott | Director | A-Award | A | Phantom Stock Units | 169 | 0.00 | — | 19,744 | D | ↗ |
| 2025-12-19 | McCullum Kenneth A. | Officer | A-Award | A | Common Stock | 82 | 0.00 | — | 40,659 | D | ↗ |
| 2025-12-19 | LITTLEFIELD CHRISTOPHER J | Officer | A-Award | A | Common Stock | 520 | 0.00 | — | 61,588 | D | ↗ |
| 2025-12-19 | Kay Kathleen B | Officer | A-Award | A | Common Stock | 384 | 0.00 | — | 35,165 | D | ↗ |
| 2025-12-19 | HOCHSCHILD ROGER C | Director | A-Award | A | Common Stock | 340 | 0.00 | — | 38,653 | D | ↗ |
| 2025-12-19 | Friedrich Amy Christine | Officer | A-Award | A | Common Stock | 548 | 0.00 | — | 91,749 | D | ↗ |
| 2025-12-19 | Djurasovic George | Officer | A-Award | A | Common Stock | 149 | 0.00 | — | 16,943 | D | ↗ |
| 2025-12-19 | Cheong Wee Yee | Officer | A-Award | A | Common Stock | 564 | 0.00 | — | 82,006 | D | ↗ |
| 2025-12-19 | Carter Miller Jocelyn | Director | A-Award | A | Common Stock | 770 | 0.00 | — | 87,682 | D | ↗ |
| 2025-12-19 | Bhatia Kamal | Officer | A-Award | A | Common Stock | 469 | 0.00 | — | 61,771 | D | ↗ |
| 2025-12-19 | Beams Mary E. | Director | A-Award | A | Common Stock | 128 | 0.00 | — | 14,543 | D | ↗ |
| 2025-12-19 | Auerbach Jonathan | Director | A-Award | A | Common Stock | 194 | 0.00 | — | 20,408 | D | ↗ |
| 2025-12-19 | Agrawal Vivek | Officer | A-Award | A | Common Stock | 182 | 0.00 | — | 33,238 | D | ↗ |
| 2025-12-18 | STRABLE-SOETHOUT DEANNA D | Officer | A-Award | A | Common Stock | 8,388 | 37.38 | 313.5K | 161,338 | D | ↗ |
| 2025-12-10 | McCullum Kenneth A. | Officer | D-Return | D | Common Stock | 5,130 | 90.08 | 462.1K | 40,577 | D | ↗ |
| 2025-12-10 | Bhatia Kamal | Officer | D-Return | D | Common Stock | 2,921 | 90.03 | 263.0K | 61,302 | D | ↗ |
| 2025-12-05 | Mills Scott | Director | A-Award | A | Phantom Stock Units | 500 | 0.00 | — | 19,575 | D | ↗ |
| 2025-12-05 | HOCHSCHILD ROGER C | Director | A-Award | A | Phantom Stock Units | 828 | 0.00 | — | 28,260 | D | ↗ |
| 2025-12-04 | Friedrich Amy Christine | Officer | G-Gift | D | Common Stock | 1,524 | 0.00 | — | 91,144 | D | ↗ |
| 2025-11-12 | Cheong Wee Yee | Officer | S-Sale | D | Common Stock | 1,887 | 85.04 | 160.5K | 81,421 | D | ↗ |
| 2025-09-26 | STRABLE-SOETHOUT DEANNA D | Officer | A-Award | A | Common Stock | 545 | 0.00 | — | 152,950 | D | ↗ |
| 2025-09-26 | Richer Clare Stack | Director | A-Award | A | Common Stock | 175 | 0.00 | — | 18,755 | D | ↗ |
| 2025-09-26 | RIVERA ALFREDO | Director | A-Award | A | Common Stock | 145 | 0.00 | — | 13,938 | D | ↗ |
| 2025-09-26 | Pitz Joel | Officer | A-Award | A | Common Stock | 189 | 0.00 | — | 32,748 | D | ↗ |
| 2025-09-26 | Pickerell Blair | Director | A-Award | A | Common Stock | 343 | 0.00 | — | 36,705 | D | ↗ |
| 2025-09-26 | Nordin Diane C | Director | A-Award | A | Common Stock | 266 | 0.00 | — | 28,428 | D | ↗ |
| 2025-09-26 | Muruzabal Claudio | Director | A-Award | A | Common Stock | 125 | 0.00 | — | 11,079 | D | ↗ |
| 2025-09-26 | Mitchell H Elizabeth | Director | A-Award | A | Common Stock | 101 | 0.00 | — | 10,750 | D | ↗ |
| 2025-09-26 | Mills Scott | Director | A-Award | A | Phantom Stock Units | 178 | 0.00 | — | 19,075 | D | ↗ |
| 2025-09-26 | McCullum Kenneth A. | Officer | A-Award | A | Common Stock | 86 | 0.00 | — | 40,577 | D | ↗ |
| 2025-09-26 | LITTLEFIELD CHRISTOPHER J | Officer | A-Award | A | Common Stock | 548 | 0.00 | — | 61,016 | D | ↗ |
| 2025-09-26 | Kay Kathleen B | Officer | A-Award | A | Common Stock | 404 | 0.00 | — | 34,781 | D | ↗ |
| 2025-09-26 | HOCHSCHILD ROGER C | Director | A-Award | A | Phantom Stock Units | 257 | 0.00 | — | 27,432 | D | ↗ |
| 2025-09-26 | Friedrich Amy Christine | Officer | A-Award | A | Common Stock | 576 | 0.00 | — | 92,668 | D | ↗ |
| 2025-09-26 | Djurasovic George | Officer | A-Award | A | Common Stock | 157 | 0.00 | — | 16,794 | D | ↗ |
| 2025-09-26 | Cheong Wee Yee | Officer | A-Award | A | Common Stock | 613 | 0.00 | — | 83,308 | D | ↗ |
| 2025-09-26 | Carter Miller Jocelyn | Director | A-Award | A | Common Stock | 811 | 0.00 | — | 86,912 | D | ↗ |
| 2025-09-26 | Bhatia Kamal | Officer | A-Award | A | Common Stock | 521 | 0.00 | — | 64,223 | D | ↗ |
| 2025-09-26 | Beams Mary E. | Director | A-Award | A | Common Stock | 135 | 0.00 | — | 14,415 | D | ↗ |
| 2025-09-26 | Auerbach Jonathan | Director | A-Award | A | Common Stock | 205 | 0.00 | — | 20,214 | D | ↗ |
| 2025-09-26 | Agrawal Vivek | Officer | A-Award | A | Common Stock | 191 | 0.00 | — | 33,056 | D | ↗ |
| 2025-09-03 | Djurasovic George | Officer | — | — | Common Stock | 0 | 0.00 | — | 16,637 | D | ↗ |
| 2025-06-27 | STRABLE-SOETHOUT DEANNA D | Officer | A-Award | A | Common Stock | 92 | 0.00 | — | 62,394 | I | ↗ |
| 2025-06-27 | Richer Clare Stack | Director | A-Award | A | Common Stock | 177 | 0.00 | — | 18,580 | D | ↗ |
| 2025-06-27 | RIVERA ALFREDO | Director | A-Award | A | Common Stock | 30 | 0.00 | — | 3,167 | D | ↗ |
| 2025-06-27 | Pitz Joel | Officer | A-Award | A | Common Stock | 190 | 0.00 | — | 32,471 | D | ↗ |
| 2025-06-27 | Pickerell Blair | Director | A-Award | A | Common Stock | 346 | 0.00 | — | 36,362 | D | ↗ |
| 2025-06-27 | Nordin Diane C | Director | A-Award | A | Common Stock | 268 | 0.00 | — | 28,162 | D | ↗ |
| 2025-06-27 | Muruzabal Claudio | Director | A-Award | A | Common Stock | 126 | 0.00 | — | 10,954 | D | ↗ |
| 2025-06-27 | Mitchell H Elizabeth | Director | A-Award | A | Common Stock | 101 | 0.00 | — | 10,649 | D | ↗ |
| 2025-06-27 | Mills Scott | Director | A-Award | A | Common Stock | 312 | 0.00 | — | 32,801 | D | ↗ |
| 2025-06-27 | McCullum Kenneth A. | Officer | A-Award | A | Common Stock | 87 | 0.00 | — | 40,491 | D | ↗ |
| 2025-06-27 | Lamarque Natalie | Officer | A-Award | A | Common Stock | 800 | 0.00 | — | 100,573 | D | ↗ |
| 2025-06-27 | LITTLEFIELD CHRISTOPHER J | Officer | A-Award | A | Common Stock | 550 | 0.00 | — | 60,441 | D | ↗ |
| 2025-06-27 | Kay Kathleen B | Officer | A-Award | A | Common Stock | 405 | 0.00 | — | 34,377 | D | ↗ |
| 2025-06-27 | Houston Daniel Joseph | Director / Officer | A-Award | A | Phantom Stock Units | 18 | 0.00 | — | 1,909 | D | ↗ |
| 2025-06-27 | HOCHSCHILD ROGER C | Director | A-Award | A | Phantom Stock Units | 250 | 0.00 | — | 27,175 | D | ↗ |
| 2025-06-27 | Friedrich Amy Christine | Officer | A-Award | A | Common Stock | 579 | 0.00 | — | 92,061 | D | ↗ |
| 2025-06-27 | Cheong Wee Yee | Officer | A-Award | A | Common Stock | 617 | 0.00 | — | 82,684 | D | ↗ |
| 2025-06-27 | Carter Miller Jocelyn | Director | A-Award | A | Common Stock | 817 | 0.00 | — | 86,101 | D | ↗ |
| 2025-06-27 | Bhatia Kamal | Officer | A-Award | A | Common Stock | 523 | 0.00 | — | 63,702 | D | ↗ |
| 2025-06-27 | Beams Mary E. | Director | A-Award | A | Common Stock | 136 | 0.00 | — | 14,280 | D | ↗ |
| 2025-06-27 | Auerbach Jonathan | Director | A-Award | A | Common Stock | 206 | 0.00 | — | 20,009 | D | ↗ |
| 2025-06-27 | Agrawal Vivek | Officer | A-Award | A | Common Stock | 192 | 0.00 | — | 32,865 | D | ↗ |
| 2025-06-06 | Mills Scott | Director | A-Award | A | Phantom Stock Units | 804 | 0.00 | — | 18,725 | D | ↗ |
| 2025-06-06 | HOCHSCHILD ROGER C | Director | A-Award | A | Phantom Stock Units | 909 | 0.00 | — | 26,925 | D | ↗ |
| 2025-05-20 | Richer Clare Stack | Director | A-Award | A | Common Stock | 2,484 | 0.00 | — | 18,403 | D | ↗ |
| 2025-05-20 | RIVERA ALFREDO | Director | A-Award | A | Common Stock | 2,484 | 0.00 | — | 13,647 | D | ↗ |
| 2025-05-20 | Pickerell Blair | Director | A-Award | A | Common Stock | 2,484 | 0.00 | — | 36,016 | D | ↗ |
| 2025-05-20 | Nordin Diane C | Director | A-Award | A | Common Stock | 2,484 | 0.00 | — | 27,894 | D | ↗ |
| 2025-05-20 | Muruzabal Claudio | Director | A-Award | A | Common Stock | 2,484 | 0.00 | — | 10,828 | D | ↗ |
| 2025-05-20 | Mitchell H Elizabeth | Director | A-Award | A | Common Stock | 2,484 | 0.00 | — | 10,548 | D | ↗ |
| 2025-05-20 | Mills Scott | Director | A-Award | A | Common Stock | 2,484 | 0.00 | — | 32,489 | D | ↗ |
| 2025-05-20 | HOCHSCHILD ROGER C | Director | A-Award | A | Common Stock | 2,484 | 0.00 | — | 37,594 | D | ↗ |
| 2025-05-20 | CARTER MILLER JOYCELYN | Director | A-Award | A | Common Stock | 2,484 | 0.00 | — | 85,284 | D | ↗ |
| 2025-05-20 | BEAMS MALIZ E | Director | A-Award | A | Common Stock | 2,484 | 0.00 | — | 14,144 | D | ↗ |
| 2025-05-20 | Auerbach Jonathan | Director | A-Award | A | Common Stock | 2,484 | 0.00 | — | 19,803 | D | ↗ |
| 2025-04-21 | Muruzabal Claudio | Director | S-Sale | D | Common Stock | 5 | 70.05 | 350.25 | 11,198 | D | ↗ |
| 2025-03-28 | STRABLE-SOETHOUT DEANNA D | Officer | A-Award | A | Common Stock | 512 | 0.00 | — | 151,856 | D | ↗ |
| 2025-03-28 | Richer Clare Stack | Director | A-Award | A | Common Stock | 142 | 0.00 | — | 15,919 | D | ↗ |
| 2025-03-28 | RIVERA ALFREDO | Director | A-Award | A | Phantom Stock Units | 28 | 0.00 | — | 3,137 | D | ↗ |
| 2025-03-28 | Pitz Joel | Officer | A-Award | A | Common Stock | 177 | 0.00 | — | 31,892 | D | ↗ |
| 2025-03-28 | Pickerell Blair | Director | A-Award | A | Common Stock | 300 | 0.00 | — | 33,532 | D | ↗ |
| 2025-03-28 | Nordin Diane C | Director | A-Award | A | Common Stock | 228 | 0.00 | — | 25,410 | D | ↗ |
| 2025-03-28 | Muruzabal Claudio | Director | A-Award | A | Common Stock | 95 | 0.00 | — | 8,344 | D | ↗ |
| 2025-03-28 | Mitchell H Elizabeth | Director | A-Award | A | Common Stock | 72 | 0.00 | — | 8,064 | D | ↗ |
| 2025-03-28 | Mills Scott | Director | A-Award | A | Common Stock | 268 | 0.00 | — | 30,005 | D | ↗ |
| 2025-03-28 | McCullum Kenneth A. | Officer | A-Award | A | Common Stock | 81 | 0.00 | — | 40,404 | D | ↗ |
| 2025-03-28 | Lamarque Natalie | Officer | A-Award | A | Common Stock | 744 | 0.00 | — | 99,773 | D | ↗ |
| 2025-03-28 | LITTLEFIELD CHRISTOPHER J | Officer | A-Award | A | Common Stock | 510 | 0.00 | — | 59,567 | D | ↗ |
| 2025-03-28 | Kay Kathleen B | Officer | A-Award | A | Common Stock | 376 | 0.00 | — | 33,972 | D | ↗ |
| 2025-03-28 | Houston Daniel Joseph | Director / Officer | A-Award | A | Phantom Stock Units | 17 | 0.00 | — | 1,891 | D | ↗ |
| 2025-03-28 | HOCHSCHILD ROGER C | Director | A-Award | A | Common Stock | 314 | 0.00 | — | 35,110 | D | ↗ |
| 2025-03-28 | Friedrich Amy Christine | Officer | A-Award | A | Common Stock | 537 | 0.00 | — | 91,452 | D | ↗ |
| 2025-03-28 | Cheong Wee Yee | Officer | A-Award | A | Common Stock | 573 | 0.00 | — | 81,758 | D | ↗ |
| 2025-03-28 | CARTER MILLER JOYCELYN | Director | A-Award | A | Common Stock | 739 | 0.00 | — | 82,800 | D | ↗ |
| 2025-03-28 | Bhatia Kamal | Officer | A-Award | A | Common Stock | 485 | 0.00 | — | 63,179 | D | ↗ |
| 2025-03-28 | BEAMS MALIZ E | Director | A-Award | A | Common Stock | 104 | 0.00 | — | 11,660 | D | ↗ |
| 2025-03-28 | Auerbach Jonathan | Director | A-Award | A | Common Stock | 170 | 0.00 | — | 17,319 | D | ↗ |
| 2025-03-28 | Agrawal Vivek | Officer | A-Award | A | Common Stock | 179 | 0.00 | — | 32,673 | D | ↗ |
| 2025-03-01 | Houston Daniel Joseph | Director / Officer | F-InKind | D | Common Stock | 16,148 | 89.04 | 1.44M | 268,965 | D | ↗ |
| 2025-02-28 | STRABLE-SOETHOUT DEANNA D | Officer | F-InKind | D | Common Stock | 1,410 | 89.04 | 125.5K | 62,216 | I | ↗ |
| 2025-02-28 | Pitz Joel | Officer | F-InKind | D | Common Stock | 498 | 89.04 | 44.3K | 31,631 | D | ↗ |
| 2025-02-28 | McCullum Kenneth A. | Officer | F-InKind | D | Common Stock | 1,464 | 89.04 | 130.4K | 40,323 | D | ↗ |
| 2025-02-28 | LITTLEFIELD CHRISTOPHER J | Officer | F-InKind | D | Common Stock | 3,812 | 89.04 | 339.4K | 59,034 | D | ↗ |
| 2025-02-28 | Kay Kathleen B | Officer | F-InKind | D | Common Stock | 2,285 | 89.04 | 203.5K | 33,596 | D | ↗ |
| 2025-02-28 | Friedrich Amy Christine | Officer | F-InKind | D | Common Stock | 3,885 | 89.04 | 345.9K | 90,886 | D | ↗ |
| 2025-02-28 | Bhatia Kamal | Officer | F-InKind | D | Common Stock | 4,735 | 89.04 | 421.6K | 62,694 | D | ↗ |
| 2025-02-27 | Cheong Wee Yee | Officer | A-Award | A | Common Stock | 100 | 58.68 | 5.9K | 94,640 | D | ↗ |
| 2025-02-24 | STRABLE-SOETHOUT DEANNA D | Officer | A-Award | A | Common Stock | 29,961 | 0.00 | — | 142,317 | D | ↗ |
| 2025-02-24 | Pitz Joel | Officer | A-Award | A | Common Stock | 2,793 | 0.00 | — | 32,129 | D | ↗ |
| 2025-02-24 | McCullum Kenneth A. | Officer | A-Award | A | Common Stock | 4,287 | 0.00 | — | 41,787 | D | ↗ |
| 2025-02-24 | Lamarque Natalie | Officer | A-Award | A | Common Stock | 5,468 | 0.00 | — | 99,029 | D | ↗ |
| 2025-02-24 | LITTLEFIELD CHRISTOPHER J | Officer | A-Award | A | Common Stock | 8,432 | 0.00 | — | 49,812 | D | ↗ |
| 2025-02-24 | Kay Kathleen B | Officer | A-Award | A | Common Stock | 6,737 | 0.00 | — | 35,881 | D | ↗ |
| 2025-02-24 | Houston Daniel Joseph | Director / Officer | A-Award | A | Common Stock | 52,454 | 0.00 | — | 285,113 | D | ↗ |
| 2025-02-24 | Friedrich Amy Christine | Officer | A-Award | A | Common Stock | 8,673 | 0.00 | — | 83,281 | D | ↗ |
| 2025-02-24 | Cheong Wee Yee | Officer | A-Award | A | Common Stock | 8,748 | 0.00 | — | 93,820 | D | ↗ |
| 2025-02-24 | Bhatia Kamal | Officer | A-Award | A | Common Stock | 10,173 | 0.00 | — | 67,699 | D | ↗ |
| 2025-02-24 | Agrawal Vivek | Officer | A-Award | A | Common Stock | 6,741 | 0.00 | — | 32,494 | D | ↗ |
| 2025-02-14 | Cheong Wee Yee | Officer | A-Award | A | Common Stock | 400 | 58.68 | 23.5K | 82,675 | D | ↗ |
| 2025-01-15 | STRABLE-SOETHOUT DEANNA D | Officer | A-Award | A | Common Stock | 21,780 | 51.33 | 1.12M | 134,136 | D | ↗ |
| 2025-01-02 | Muruzabal Claudio | Director | P-Purchase | A | Common Stock | 5 | 77.49 | 387.45 | 11,203 | D | ↗ |
Executive team
Top executives
EBIT / Employee
72.0K
Shares Outstanding
216.01M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Deanna D. Strable-Soethout Chair, President and Chief Executive Officer | 990.8K | — | 8.87M | — | 3.09M | 875.2K | 13.83M | 64.15% | ↗ |
| 2 | 2025 | Daniel J. Houston Former Executive Chairman | 791.2K | — | 4.42M | — | 3.09M | 3.02M | 11.32M | 39.09% | ↗ |
| 3 | 2025 | Kamal Bhatia President and CEO, Principal Asset Management | 551.5K | — | 2.59M | — | 4.48M | 29.5K | 7.65M | 33.85% | ↗ |
| 4 | 2025 | Christopher J. Littlefield President, Retirement Income Solutions | 680.4K | 1.00M | 2.50M | — | 1.42M | 291.6K | 5.88M | 42.43% | ↗ |
| 5 | 2025 | Amy C. Friedrich, President, Benefits and Protection | 699.8K | — | 2.57M | — | 1.46M | 500.7K | 5.22M | 49.16% | ↗ |
| 6 | 2025 | Joel M. Pitz Chief Financial Officer | 498.8K | — | 789.9K | — | 804.1K | 204.0K | 2.30M | 34.39% | ↗ |
| 7 | 2024 | Daniel J. Houston Executive Chairman | 1.09M | — | 10.39M | — | 3.84M | 1.12M | 16.44M | 63.20% | ↗ |
| 8 | 2024 | Daniel J. Houston Former Executive Chairman | 1.09M | — | 10.39M | — | 3.84M | 1.12M | 16.44M | 63.20% | ↗ |
| 9 | 2024 | Deanna D. Strable-Soethout Chair, President and Chief Executive Officer | 784.0K | — | 3.91M | — | 1.61M | 136.3K | 6.43M | 60.72% | ↗ |
| 10 | 2024 | Deanna D. Strable-Soethout President and Chief Executive Officer | 784.0K | — | 3.91M | — | 1.61M | 136.3K | 6.43M | 60.72% | ↗ |
| 11 | 2024 | Kamal Bhatia President and CEO, Principal Asset Management | 547.4K | — | 2.53M | — | 2.16M | 30.1K | 5.27M | 48.06% | ↗ |
| 12 | 2024 | Kamal Bhatia President and CEO, Principal Asset Management | 547.4K | — | 2.53M | — | 2.16M | 30.1K | 5.27M | 48.06% | ↗ |
| 13 | 2024 | Christopher J. Littlefield President, Retirement Income Solutions | 665.4K | — | 2.39M | — | 1.31M | 251.0K | 4.62M | 51.78% | ↗ |
| 14 | 2024 | Christopher J. Littlefield President, Retirement Income Solutions | 665.4K | — | 2.39M | — | 1.31M | 251.0K | 4.62M | 51.78% | ↗ |
| 15 | 2024 | Amy C. Friedrich, President, Benefits and Protection | 684.4K | — | 2.46M | — | 1.22M | 65.1K | 4.43M | 55.53% | ↗ |
| 16 | 2024 | Joel M. Pitz Chief Financial Officer | 409.6K | — | 1.04M | — | 338.8K | 44.1K | 1.84M | 56.83% | ↗ |
| 17 | 2024 | Joel M. Pitz Interim Chief Financial Officer | 409.6K | — | 1.04M | — | 338.8K | 44.1K | 1.84M | 56.83% | ↗ |
| 18 | 2023 | Daniel J. Houston Executive Chairman | 1.04M | — | 9.66M | — | 3.31M | 1.11M | 15.12M | 63.90% | ↗ |
| 19 | 2023 | Daniel J. Houston, Chairman, President, and Chief Executive Officer | 1.04M | — | 9.66M | — | 3.31M | 343.3K | 15.12M | 63.90% | ↗ |
| 20 | 2023 | Daniel J. Houston Former Executive Chairman | 1.04M | — | 9.66M | — | 3.31M | 1.11M | 15.12M | 63.90% | ↗ |
| 21 | 2023 | Deanna D. Strable- Soethout, Executive Vice President and Chief Financial Officer | 720.5K | — | 3.35M | — | 1.22M | 132.0K | 6.11M | 54.87% | ↗ |
| 22 | 2023 | Deanna D. Strable-Soethout Chair, President and Chief Executive Officer | 720.5K | — | 3.35M | — | 1.22M | 810.8K | 6.11M | 54.87% | ↗ |
| 23 | 2023 | Deanna D. Strable-Soethout President and Chief Executive Officer | 720.5K | — | 3.35M | — | 1.22M | 810.8K | 6.11M | 54.87% | ↗ |
| 24 | 2023 | Patrick G. Halter, President and Chief Executive Officer, Principal Asset Management | 575.0K | — | 2.65M | — | 2.09M | 32.8K | 5.61M | 47.15% | ↗ |
| 25 | 2023 | Vivek Agrawal, Executive Vice President and Chief Growth Officer | 492.8K | — | 4.00M | — | 796.9K | 14.1K | 5.32M | 75.09% | ↗ |
| 26 | 2023 | Amy C. Friedrich, President, Benefits and Protection | 661.6K | — | 2.39M | — | 1.24M | 445.2K | 4.74M | 50.53% | ↗ |
| 27 | 2023 | Amy C. Friedrich, President Benefits and Protection | 661.6K | — | 2.39M | — | 1.24M | 74.2K | 4.74M | 50.53% | ↗ |
| 28 | 2022 | Daniel J. Houston, Chairman, President, and Chief Executive Officer | 1.00M | — | 8.54M | — | 3.15M | 514.9K | 13.80M | 61.87% | ↗ |
| 29 | 2022 | Daniel J. Houston, Chairman, President and Chief Executive Officer | 1.00M | — | 8.54M | — | 3.15M | 514.9K | 13.80M | 61.87% | ↗ |
| 30 | 2022 | Daniel J. Houston Executive Chairman | 1.00M | — | 8.54M | — | 3.15M | 1.11M | 13.80M | 61.87% | ↗ |
| 31 | 2022 | Natalie Lamarque, Executive Vice President, General Counsel and Secretary | 236.9K | — | 4.78M | — | 705.6K | — | 5.73M | 83.36% | ↗ |
| 32 | 2022 | Patrick G. Halter, President and Chief Executive Officer, Principal Asset Management | 575.0K | — | 2.67M | — | 2.06M | 35.0K | 5.34M | 49.91% | ↗ |
| 33 | 2022 | Deanna D. Strable- Soethout, Executive Vice President and Chief Financial Officer | 686.4K | — | 2.32M | — | 1.01M | 196.7K | 4.22M | 55.12% | ↗ |
| 34 | 2022 | Deanna D. Strable-Soethout President and Chief Executive Officer | 686.4K | — | 2.32M | — | 1.01M | 196.7K | 4.22M | 55.12% | ↗ |
| 35 | 2022 | Amy C. Friedrich, President Benefits and Protection | 623.6K | — | 1.97M | — | 864.3K | 46.9K | 3.50M | 56.19% | ↗ |
| 36 | 2022 | Amy C. Friedrich, President U.S. Insurance Solutions | 623.6K | — | 1.97M | — | 864.3K | 46.9K | 3.50M | 56.19% | ↗ |
| 37 | 2022 | Amy C. Friedrich, President, Benefits and Protection | 623.6K | — | 1.97M | — | 864.3K | 46.9K | 3.50M | 56.19% | ↗ |
| 38 | 2021 | Daniel J. Houston, Chairman, President, and Chief Executive Officer | 1.00M | — | 4.28M | 4.28M | 6.08M | 241.8K | 17.57M | 48.67% | ↗ |
| 39 | 2021 | Daniel J. Houston, Chairman, President and Chief Executive Officer | 1.00M | — | 4.28M | 4.28M | 6.08M | 241.8K | 17.57M | 48.67% | ↗ |
| 40 | 2021 | Patrick G. Halter, President and Chief Executive Officer, Principal Asset Management | 575.0K | — | 1.22M | 1.22M | 4.10M | 32.9K | 7.19M | 33.98% | ↗ |
| 41 | 2021 | Deanna D. Strable- Soethout, Executive Vice President and Chief Financial Officer | 657.3K | — | 1.01M | 1.01M | 2.24M | 110.4K | 5.69M | 35.43% | ↗ |
| 42 | 2021 | Amy C. Friedrich, President U.S. Insurance Solutions | 575.8K | — | 709.3K | 709.3K | 1.03M | 56.5K | 3.59M | 39.53% | ↗ |
| 43 | 2021 | Amy C. Friedrich, President Benefits and Protection | 575.8K | — | 709.3K | 709.3K | 1.03M | 56.5K | 3.59M | 39.53% | ↗ |
| 44 | 2020 | Daniel J. Houston, Chairman, President and Chief Executive Officer | 890.4K | — | 3.87M | 3.87M | 2.67M | 292.7K | 15.61M | 49.63% | ↗ |
| 45 | 2020 | Deanna D. Strable- Soethout, Executive Vice President and Chief Financial Officer | 588.9K | — | 886.9K | 886.9K | 824.5K | 102.8K | 5.23M | 33.89% | ↗ |
| 46 | 2020 | Patrick G. Halter, President and Chief Executive Officer, Principal Asset Management | 535.2K | — | 891.3K | 891.3K | 1.61M | 21.1K | 4.54M | 39.27% | ↗ |
| 47 | 2005 | J. Barry Griswell Chairman, President and CEO | 1.00M | 2.10M | 1.50M | 408.2K | — | 135.6K | 5.14M | 37.10% | ↗ |
| 48 | 2005 | James P. McCaughan President, Global Asset Management | 508.1K | 2.11M | 337.9K | 92.0K | — | 65.4K | 3.11M | 13.81% | ↗ |
| 49 | 2005 | Larry D. Zimpleman President, Retirement and Investor Services | 524.2K | 796.8K | 397.5K | 108.2K | — | 38.0K | 1.86M | 27.12% | ↗ |
| 50 | 2005 | John E. Aschenbrenner President, Insurance and Financial Services | 526.2K | 794.5K | 397.5K | 108.2K | — | 37.6K | 1.86M | 27.13% | ↗ |
| 51 | 2005 | Michael H. Gersie Executive Vice President and Chief Financial Officer | 441.7K | 503.6K | 250.3K | 68.1K | — | 25.2K | 1.29M | 24.71% | ↗ |
| 52 | 2004 | J. Barry Griswell Chairman, President and CEO | 1.04M | 1.80M | 1.50M | 339.4K | — | 126.2K | 4.80M | 38.29% | ↗ |
| 53 | 2004 | James P. McCaughan President, Global Asset Management | 519.2K | 1.66M | 331.3K | 75.0K | — | 58.4K | 2.65M | 15.36% | ↗ |
| 54 | 2004 | John E. Aschenbrenner President, Insurance and Financial Services | 521.1K | 624.5K | 350.6K | 79.3K | — | 27.1K | 1.60M | 26.83% | ↗ |
| 55 | 2004 | Larry D. Zimpleman President, Retirement and Investor Services | 507.2K | 530.3K | 343.8K | 77.8K | — | 27.6K | 1.49M | 28.36% | ↗ |
| 56 | 2004 | Michael H. Gersie Executive Vice President and Chief Financial Officer | 441.2K | 397.1K | 224.7K | 50.9K | — | 22.9K | 1.14M | 24.24% | ↗ |
| 57 | 2003 | J. Barry Griswell Chairman, President and CEO | 1.00M | 1.32M | — | 320.6K | — | 105.7K | 2.74M | 11.68% | ↗ |
| 58 | 2003 | James P. McCaughan President, Global Asset Management | 500.0K | 1.41M | — | 81.0K | — | 52.5K | 2.05M | 3.96% | ↗ |
| 59 | 2003 | Michael T. Daley Executive Vice President | 444.9K | 367.0K | — | 68.7K | — | 480.6K | 1.36M | 5.05% | ↗ |
| 60 | 2003 | John E. Aschenbrenner President, Insurance and Financial Services | 465.4K | 359.5K | — | 72.3K | — | 24.1K | 921.3K | 7.85% | ↗ |
| 61 | 2003 | Larry D. Zimpleman President, Retirement and Investor Services | 436.9K | 367.0K | — | 72.5K | — | 22.7K | 899.2K | 8.07% | ↗ |
| 62 | 2003 | Michael H. Gersie Executive Vice President and Chief Financial Officer | 410.8K | 323.5K | — | 53.6K | — | 20.4K | 808.2K | 6.63% | ↗ |
| 63 | 2002 | J. Barry Griswell Chairman, President and CEO | 982.7K | 1.08M | — | 158.0K | — | 100.3K | 2.32M | 6.80% | ↗ |
| 64 | 2002 | James P. McCaughan President, Global Asset Management | 346.2K | 1.25M | — | 79.0K | — | 34.7K | 1.71M | 4.62% | ↗ |
| 65 | 2002 | Michael T. Daley Executive Vice President | 420.8K | 341.9K | — | 44.2K | — | 19.5K | 826.3K | 5.35% | ↗ |
| 66 | 2002 | John E. Aschenbrenner President, Insurance and Financial Services | 428.5K | 320.3K | — | 45.2K | — | 21.0K | 815.0K | 5.55% | ↗ |
| 67 | 2002 | Michael H. Gersie Executive Vice President and Chief Financial Officer | 393.1K | 268.3K | — | 41.1K | — | 18.2K | 720.6K | 5.70% | ↗ |
| 68 | 2002 | Larry D. Zimpleman President, Retirement and Investor Services | 381.5K | 272.8K | — | 41.1K | — | 17.5K | 712.9K | 5.76% | ↗ |
| 69 | 2001 | J. Barry Griswell Chairman, President and CEO | 919.2K | 845.7K | — | — | — | 43.2K | 1.81M | 0.00% | ↗ |
| 70 | 2001 | Michael T. Daley Executive Vice President | 387.0K | 228.9K | — | — | — | 262.0K | 878.0K | 0.00% | ↗ |
| 71 | 2001 | John E. Aschenbrenner President, Insurance and Financial Services | 384.6K | 225.0K | — | — | — | 15.7K | 625.4K | 0.00% | ↗ |
| 72 | 2001 | Michael H. Gersie Executive Vice President and Chief Financial Officer | 367.3K | 212.5K | — | — | — | 15.1K | 594.9K | 0.00% | ↗ |
| 73 | 2001 | Larry D. Zimpleman President, Retirement and Investor Services | 300.5K | 171.9K | — | — | — | 14.3K | 486.7K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Kamal Bhatia | President & Chief Executive Officer of Principal Asset Management | 5M | male |
| Deanna Dawnette Strable-Soethout | President, Chief Executive Officer & Chair of the Board | 4M | female |
| Christopher James Littlefield | President of Retirement & Income Solutions | 3M | male |
| Amy Christine Friedrich | President of Benefits & Protection | 2M | female |
| Joel Michael Pitz | Executive Vice President & Chief Financial Officer | 1M | male |
| Lisa Coulson | Chief Human Resources Officer & Senior Vice President | — | female |
| Noreen Fierro | Senior Vice President and Enterprise Chief Ethics & Compliance Officer | — | female |
| Bethany A. Wood | Executive Vice President & Chief Marketing Officer | — | female |
| George Djurasovic | Vice President & Interim General Counsel | — | male |
| Humphrey Lee | Vice President & Head of Investor Relations | — | male |
| Kathleen Kay | Executive Vice President & Chief Information Officer | — | female |
ESG Rating
ESG Score History INSURANCE - DIVERSIFIED
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-06-17 | 2025-08-13 | Lisa McClain | MI09 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-11-03 | 2023-12-06 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-10-31 | 2023-11-08 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2023-10-10 | 2023-11-08 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-08-03 | 2023-09-06 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-11-11 | 2022-12-08 | Kurt Schrader | OR05 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2022-09-06 | 2022-10-07 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-07-18 | 2022-08-09 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2020-04-02 | 2020-05-07 | Dean Phillips | MN03 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2020-03-18 | 2020-04-16 | Gilbert Cisneros | CA31 | -- | Sale (Full) | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for PFG
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
