About Principal Financial Group Inc - Common Stock Company overview from Wikipedia

Principal Financial Group, Inc. (PFG) is an American global financial investment management and insurance company headquartered in Des Moines, Iowa, United States.

History

PFG was first founded under the name Bankers Life Insurance Company. Bankers Life Insurance Company was founded by wealthy Des Moines bankers, including Edward Temple, Simon Casady, and Phineas M. Casady. The bank was founded in 1879 with Temple as president and Phineas Casady as vice president.

In 2019, Principal purchased Wells Fargo's institutional retirement and trust business (including 401k, pension, executive deferred compensation, employee stock ownership plans and asset advice business) for $1.2 billion. The deal was financed with cash and senior debt financing.

In 2021, activist investor firm Elliott Investment Management took a stake in Principal, saying it will push for changes at the company. Talks with Elliott resulted in the February 2021 announcement of two new independent directors to its board of directors.

In 2024, Principal agreed to acquire the employee stock-option plan (ESOP) business from Ascensus. The transaction was expected to add 800 plans and over 165,000 participants to Principal's book of business.

Business operations

Four segments comprise the company: Retirement and Income Solutions, Principal Global Investors, Principal International, and Benefits & Protection.

As of December 2021, Principal employed 18,600 employees worldwide, with 7,100 of those based outside the U.S. The company employs roughly 9,000 people in Des Moines, Iowa, and owns and operates several buildings in the downtown area. The tallest, known as 801 Grand, is 45 stories tall (192m/630 ft), and houses many other companies in addition to Principal. Its Global Delivery center, Principal Global Services, in Pune, Maharashtra, India.

Principal also has a lobbyist registered in the Iowa Legislature since December 2016. He is designated to lobby the Executive Branch of the Government of Iowa.

Eddie

Eddie was the lead and central character in the marketing campaign of the Principal Financial Group from 2005 to 2015. Eddie's television and print ads often depicted him facing challenges and using the Principal Edge logo to solve his financial, business, and everyday life problems. Eddie retired in 2015 in preparation for the company's new logo that debuted in 2016.

Naming rights

Principal owns the naming rights to Principal Riverwalk, Principal Park and The Principal Charity Classic in Des Moines.

Management

On August 20, 2020, the company announced that Ken McCullum would become the new chief risk officer, following the retirement of Julia Lawler.

In January 2025, Deanna Strable succeeded Dan Houston as the firm's president and CEO. Previously Strable had served as president and chief operating officer. As part of the transition, Houston was named executive chair of the board of directors.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

PFG Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price

$112.87

Market Cap

$24.54B

P/E (TTM)

21.5

EPS (TTM)

$5.25

Revenue (TTM)

$15.63B

Div Yield

2.8%

ROE

10.3%

Debt/Equity

0.0

52W Range

$77 – $117

PFG Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $15.63B

2016-12-31 → 2025-12-31

EPS $5.25

2016-12-31 → 2025-12-31

Free Cash Flow —

Margins 7.6%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric

5Y trend

PFG

Peer Median

P/E (TTM)

21.5

13.5

P/S (TTM)

1.6

1.1

P/B

2.1

1.7

EV / EBITDA

80.1

—

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric

5Y trend

PFG

Peer Median

Net Profit Margin

7.6%

7.4%

ROA

0.36%

0.57%

ROE

10.3%

13.1%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric

5Y trend

PFG

Peer Median

Debt / Equity

0.0

—

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric

5Y trend

PFG

Peer Median

Revenue YoY

-3.1%

—

Revenue CAGR 3Y

-3.8%

—

Revenue CAGR 5Y

1.2%

—

EPS YoY

-21.4%

—

Net Income YoY

-24.6%

—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric

5Y trend

PFG

Peer Median

EPS (Diluted)

$5.25

—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric

5Y trend

PFG

Peer Median

Payout Ratio

57.7%

—

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield

2.8%

Payout Ratio

57.7%

5Y Div CAGR

—

Ex-date	Amount
June 1, 2026	$0.8200
March 11, 2026	$0.8000
Dec. 3, 2025	$0.7900
Sept. 4, 2025	$0.7800
June 2, 2025	$0.7600
March 12, 2025	$0.7500
Dec. 2, 2024	$0.7300
Sept. 5, 2024	$0.7200
June 3, 2024	$0.7100
March 11, 2024	$0.6900
Nov. 30, 2023	$0.6700
Sept. 6, 2023	$0.6500
May 31, 2023	$0.6400
March 14, 2023	$0.6400
Nov. 30, 2022	$0.6400
Sept. 7, 2022	$0.6400
June 1, 2022	$0.6400
March 9, 2022	$0.6400
Nov. 30, 2021	$0.6400
Aug. 31, 2021	$0.6300

PFG Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

HOLD 23 analysts

Strong Buy 0 0.0%
Buy 2 8.7%
Hold 14 60.9%
Sell 6 26.1%
Strong Sell 1 4.3%

12-Month Price Target

12 analysts · 2026-08-19

Median $112.00

Now $112.87

Low $92.00

High $125.00

Median target $112.00 -0.8%

Mean target $109.58 -2.9%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise

0.02%

Period	EPS Actual	EPS Est	Surprise
June 30, 2026	$2.50	$2.36	0.14%
March 31, 2026	$2.07	$2.02	0.05%
Dec. 31, 2025	$2.19	$2.25	-0.06%
Sept. 30, 2025	$2.10	$2.22	-0.12%
June 30, 2025	$2.16	$1.99	0.17%
March 31, 2025	$1.81	$1.84	-0.03%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker	Market Cap	P/E	Rev YoY	Net Margin	ROE	Gross Margin
PFG	$19.18B	16.8	-3.1%	7.6%	10.3%	—
MET	$51.73B	16.8	8.6%	4.4%	12.1%	—
AFL	$57.20B	16.2	-9.3%	21.2%	12.9%	—
PRU	—	—	—	—	—	—
UNM	—	—	—	—	—	—
GL	$12.90B	9.9	3.7%	19.4%	20.4%	—
PRI	$8.22B	11.3	6.6%	22.8%	31.9%	—
OSCR	—	-8.5	27.5%	-3.8%	-44.5%	—
LNC	$8.46B	7.6	-1.2%	6.5%	12.3%	—
CNO	$4.01B	18.5	0.85%	5.1%	8.9%	—

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 8

Annual Income Statement data for PFG
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$15.63B	$16.13B	$13.67B	$17.54B	$14.43B	$14.74B	$16.22B	$14.24B	$14.09B	$12.39B	$11.96B	$10.48B
Income Tax	$160M	$292M	$69M	$1.19B	$284M	$265M	$249M	$231M	$-72M	$230M	$178M	$318M
Net Income	$1.19B	$1.57B	$623M	$4.76B	$1.58B	$1.40B	$1.39B	$1.55B	$2.31B	$1.32B	$1.23B	$1.14B
EPS (Basic)	$5.32	$6.77	$2.58	$18.94	$5.87	$5.08	$5.00	$5.41	$8.00	$4.55	$4.11	$3.70
EPS (Diluted)	$5.25	$6.68	$2.55	$18.63	$5.79	$5.05	$4.96	$5.36	$7.88	$4.50	$4.06	$3.65
Shares (Basic)	222,800,000	232,000,000	241,300,000	251,100,000	269,000,000	274,700,000	278,600,000	285,800,000	288,900,000	289,400,000	294,400,000	294,700,000
Shares (Diluted)	225,700,000	235,300,000	244,600,000	255,300,000	272,900,000	276,600,000	281,000,000	288,800,000	293,100,000	292,700,000	298,000,000	298,700,000
EBITDA	$251M	$256M	$273M	$296M	$275M	$252M	$227M	$205M	$196M	$187M	$193M	$170M

Balance Sheet 18

Annual Balance Sheet data for PFG
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$4.43B	$4.21B	$4.71B	$4.85B	$2.33B	$2.85B	$2.52B	$2.98B	$2.47B	$2.72B	$2.56B	$1.86B
PP&E (Net)	·	·	·	·	·	·	$968M	$767M	$760M	$699M	$634M	$590M
Goodwill	$1.60B	$1.55B	$1.61B	$1.60B	$1.63B	$1.71B	$1.69B	$1.10B	$1.07B	$1.02B	$1.01B	$1.01B
Intangibles	$1.27B	$1.39B	$1.47B	$1.53B	$1.60B	$1.72B	$1.79B	$1.32B	$1.31B	$1.33B	$1.36B	$1.32B
Total Assets	$341.38B	$313.66B	$305.05B	$290.87B	$304.66B	$296.63B	$276.09B	$243.04B	$253.94B	$228.01B	$218.66B	$219.09B
Short-term Debt	$28M	$153M	$61M	$81M	$80M	$85M	$93M	$43M	$40M	$51M	$181M	$28M
Deferred Tax	$1.86B	$1.71B	$1.61B	$1.32B	$2.32B	$2.33B	$1.80B	$958M	$1.09B	$972M	$697M	$1.04B
Total Liabilities	$328.99B	$302.19B	$293.84B	$280.59B	$288.20B	$279.75B	$261.14B	$231.19B	$240.92B	$217.62B	$209.20B	$208.80B
Long-term Debt	$3.93B	$3.96B	$3.93B	$4.00B	$4.28B	$4.28B	$3.73B	$3.26B	$3.18B	$3.13B	$3.27B	$2.53B
Total Debt	$28M	$153M	$61M	$81M	$80M	$85M	$93M	$43M	$40M	$51M	$181M	$28M
Common Stock	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$5M
Paid-in Capital	$11.28B	$11.10B	$10.91B	$10.74B	$10.49B	$10.32B	$10.18B	$10.06B	$9.93B	$9.69B	$9.54B	$9.95B
Retained Earnings	$18.07B	$17.58B	$16.68B	$16.70B	$12.88B	$11.84B	$11.07B	$10.29B	$9.48B	$7.72B	$6.88B	$6.11B
Treasury Stock	$13.28B	$12.38B	$11.34B	$10.59B	$8.93B	$7.99B	$7.68B	$7.40B	$6.73B	$6.51B	$6.23B	$5.93B
AOCI	$-4.19B	$-5.22B	$-5.35B	$-6.88B	$1.61B	$2.38B	$1.04B	$-1.57B	$166M	$-675M	$-882M	$50M
Stockholders' Equity	$11.88B	$11.09B	$10.92B	$9.98B	$16.07B	$16.56B	$14.62B	$11.39B	$12.85B	$10.23B	$9.31B	$10.18B
Liabilities + Equity	$341.38B	$313.66B	$305.05B	$290.87B	$304.66B	$296.63B	$276.09B	$243.04B	$253.94B	$228.01B	$218.66B	$219.09B
Shares Outstanding	217,380,912	226,225,161	236,438,294	243,549,782	261,700,000	273,300,000	276,600,000	279,500,000	289,000,000	287,700,000	291,400,000	293,900,000

Cash Flow 16

Annual Cash Flow data for PFG
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$251M	$256M	$273M	$296M	$275M	$252M	$227M	$205M	$196M	$187M	$193M	$170M
Stock-based Comp	$110M	$109M	$99M	$91M	$96M	$87M	$83M	$77M	$83M	$84M	$84M	$75M
Deferred Tax	$-102M	$7M	$-57M	$1.18B	$117M	$192M	$157M	$231M	$-133M	$174M	$-41M	$167M
Amort. of Intangibles	$73M	$66M	$69M	$71M	$75M	$74M	$63M	$54M	$45M	$44M	$42M	$50M
Other Non-cash	$3.09B	$2.66B	$2.85B	$-3.23B	$977M	$1.81B	$3.63B	$3.10B	$1.73B	$2.10B	$2.91B	$1.55B
Operating Cash Flow	$4.54B	$4.60B	$3.79B	$3.17B	$3.25B	$3.71B	$5.49B	$5.16B	$4.19B	$3.86B	$4.38B	$3.10B
Investing Cash Flow	$-4.14B	$-5.40B	$-1.35B	$1.06B	$-5.69B	$-5.00B	$-7.69B	$-5.70B	$-4.05B	$-5.15B	$-3.17B	·
Debt Issued	·	$22M	$692M	$15M	·	$609M	$505M	$81M	$3M	$656M	$805M	$38M
Net Debt Issued	$-400M	$22M	$-72M	$-287M	$-2M	$543M	$473M	$80M	$-54M	$-143M	$752M	$-62M
Stock Issued	$44M	$68M	$58M	$182M	$87M	$43M	$38M	$64M	$162M	$38M	$76M	$78M
Stock Repurchased	$903M	$1.04B	$740M	$1.66B	$937M	$307M	$281M	$672M	$220M	$277M	$301M	$223M
Net Stock Activity	$-859M	$-975M	$-683M	$-1.48B	$-850M	$-264M	$-243M	$-608M	$-58M	$-240M	$-224M	$-145M
Dividends Paid	$684M	$658M	$626M	$642M	$654M	$614M	$606M	$599M	$540M	$465M	$441M	$377M
Financing Cash Flow	$-182M	$300M	$-2.59B	$-1.72B	$1.92B	$1.62B	$1.73B	$1.05B	$-384M	$1.45B	$-509M	·
Net Change in Cash	$219M	$-496M	$-140M	$2.52B	$-518M	$334M	$-462M	$507M	$-249M	$155M	$701M	$-508M
Taxes Paid	$221M	$118M	$68M	$142M	$110M	$-172M	$-8M	$-96M	$79M	$179M	$130M	$74M

Profitability 4

Annual Profitability data for PFG
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Net Margin	7.6%	9.7%	4.6%	27.5%	12.0%	9.5%	8.6%	10.9%	16.4%	10.6%	10.3%	10.9%
EBITDA Margin	1.6%	1.6%	2.0%	1.7%	1.9%	1.7%	1.4%	1.4%	1.4%	1.5%	1.6%	1.6%
ROA	0.36%	0.51%	0.21%	1.6%	0.57%	0.49%	0.54%	0.62%	0.96%	0.59%	0.56%	0.54%
ROE	10.3%	14.3%	6.0%	36.9%	10.5%	8.9%	10.7%	12.8%	20.0%	13.5%	12.7%	11.5%

Liquidity & Solvency 1

Annual Liquidity & Solvency data for PFG
Metric	Trend	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Debt / Equity		0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0

Efficiency 1

Annual Efficiency data for PFG
Metric	Trend	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover		0.0	0.1	0.0	0.1	0.0	0.1	0.1	0.1	0.1	0.1	0.1	0.0

Per Share 6

Annual Per Share data for PFG
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$54.67	$49.01	$46.17	$41.07	$61.40	$60.59	$52.85	$40.75	$44.46	$35.55	$31.95	$34.65
Revenue / Share	$69.23	$68.54	$55.87	$68.51	$52.26	$53.30	$57.73	$49.30	$48.08	$42.34	$40.15	$35.08
Cash Flow / Share	$20.10	$19.56	$15.50	$12.43	$11.79	$13.52	$19.55	$17.85	$14.29	$13.18	$14.69	$10.39
Cash / Share	$20.38	$18.62	$19.91	$19.91	$8.91	$10.43	$9.10	$10.65	$8.55	$9.45	$8.80	$6.34
Dividend / Share	$3	$3	$3	$3	$2	$2	$2	$2	$2	$2	$2	$1
EPS (TTM)	$5.25	$6.68	$2.55	$18.63	$5.79	$5.05	$4.96	$5.36	$7.88	$4.50	$4.06	$3.65

Growth Rates 10

Annual Growth Rates data for PFG
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	-3.1%	18.0%	-22.1%	21.5%	-2.1%	·	·	·	·	·	·	·
Revenue CAGR 3Y	-3.8%	3.8%	-2.5%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	1.2%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	-21.4%	162.0%	-86.3%	221.8%	14.6%	·	·	·	·	·	·	·
EPS CAGR 3Y	-34.4%	4.9%	-20.4%	·	·	·	·	·	·	·	·	·
EPS CAGR 5Y	0.78%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	-24.6%	152.1%	-86.9%	201.0%	13.2%	·	·	·	·	·	·	·
Net Income CAGR 3Y	-37.1%	-0.19%	-23.6%	·	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	-3.2%	·	·	·	·	·	·	·	·	·	·	·
Dividend CAGR 5Y	2.2%	·	·	·	·	·	·	·	·	·	·	·

Valuation (TTM) 15

Annual Valuation (TTM) data for PFG
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$15.63B	$16.13B	$13.67B	$17.54B	$14.43B	$14.74B	$16.22B	$14.24B	$14.09B	$12.39B	$11.96B	$10.48B
Net Income TTM	$1.19B	$1.57B	$623M	$4.76B	$1.58B	$1.40B	$1.39B	$1.55B	$2.31B	$1.32B	$1.23B	$1.14B
Market Cap	$19.18B	$17.51B	$18.60B	$20.43B	$18.93B	$13.56B	$15.21B	$12.35B	$20.39B	$16.65B	$13.11B	$15.27B
Enterprise Value	$14.77B	$13.45B	$13.95B	$15.67B	$16.68B	$10.79B	$12.79B	$9.41B	$17.96B	$13.98B	$10.72B	$13.43B
P/E	16.8	11.6	30.9	4.5	12.5	9.8	11.1	8.2	9.0	12.9	11.1	14.2
P/S	1.2	1.1	1.4	1.2	1.3	0.9	0.9	0.9	1.4	1.3	1.1	1.5
P/B	1.6	1.6	1.7	2.0	1.2	0.8	1.0	1.1	1.6	1.6	1.4	1.5
P / Tangible Book	2.1	2.1	2.4	3.0	1.5	1.0	·	·	·	·	·	·
P / Cash Flow	4.2	3.8	4.9	6.4	5.9	3.6	2.8	2.4	4.9	4.3	3.0	4.9
EV / EBITDA	58.8	52.5	51.2	52.9	60.6	42.8	56.4	45.9	91.8	74.9	55.6	79.2
EV / Revenue	0.9	0.8	1.0	0.9	1.2	0.7	0.8	0.7	1.3	1.1	0.9	1.3
Dividend Yield	3.6%	3.8%	3.4%	3.1%	3.5%	4.5%	4.0%	4.9%	2.6%	2.8%	3.4%	2.5%
Earnings Yield	5.9%	8.6%	3.2%	22.2%	8.0%	10.2%	9.0%	12.1%	11.2%	7.8%	9.0%	7.0%
Payout Ratio	57.7%	41.9%	100.4%	13.4%	38.2%	44.0%	43.5%	38.7%	23.4%	35.3%	35.7%	32.9%
Annual Payout	$684M	$658M	$626M	$642M	$654M	$614M	$606M	$599M	$540M	$465M	$441M	$377M

Income Statement 7

Quarterly Income Statement data for PFG
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue	$3.91B	$3.53B	$4.58B	$3.68B	$3.67B	$3.70B	$4.75B	$3.01B	$4.31B	$4.05B	$2.69B	$4.60B	$3.56B	$2.82B	$3.15B	$4.63B
Income Tax	$66M	$69M	$110M	$14M	$70M	$-34M	$210M	$-100M	$87M	$95M	$-268M	$355M	$60M	$-78M	$-11M	$329M
Net Income	$403M	$425M	$517M	$214M	$406M	$48M	$905M	$-220M	$353M	$532M	$-872M	$1.25B	$389M	$-140M	$-16M	$1.32B
EPS (Basic)	$1.87	$1.96	$2.34	$0.96	$1.81	$0.21	$3.95	$-0.95	$1.51	$2.26	$-3.61	$5.17	$1.60	$-0.58	$-0.03	$5.31
EPS (Diluted)	$1.84	$1.93	$2.30	$0.95	$1.79	$0.21	$3.92	$-0.95	$1.49	$2.22	$-3.55	$5.10	$1.58	$-0.58	$-0.04	$5.22
Shares (Basic)	215,900,000	217,200,000	-449,400,000	222,400,000	224,100,000	225,700,000	-468,500,000	230,700,000	233,800,000	236,000,000	-485,900,000	241,100,000	242,700,000	243,400,000	-508,900,000	248,000,000
Shares (Diluted)	218,700,000	220,300,000	-454,800,000	225,200,000	226,500,000	228,800,000	-471,400,000	230,700,000	236,600,000	239,400,000	-488,600,000	244,300,000	245,500,000	243,400,000	-516,700,000	251,900,000

Balance Sheet 17

Quarterly Balance Sheet data for PFG
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Cash & Equivalents	$5.26B	$4.05B	$4.43B	$5.14B	$3.66B	$3.88B	$4.21B	$6.17B	$4.82B	$4.17B	·	$4.56B	$4.07B	$4.64B	·	$4.24B
Goodwill	$1.60B	$1.59B	$1.60B	$1.58B	$1.58B	$1.57B	$1.55B	$1.60B	$1.57B	$1.57B	$1.61B	$1.59B	$1.64B	$1.64B	$1.60B	$1.55B
Intangibles	$1.26B	$1.27B	$1.27B	$1.27B	$1.28B	$1.29B	$1.39B	$1.42B	$1.42B	$1.44B	·	$1.48B	$1.52B	$1.54B	·	$1.52B
Total Assets	$352.75B	$332.70B	$341.38B	$334.49B	$323.10B	$313.00B	$313.66B	$322.86B	$308.78B	$308.68B	·	$287.95B	$299.19B	$299.41B	·	$282.58B
Short-term Debt	$16M	$18M	$28M	$13M	$24M	$29M	$153M	$37M	$50M	$51M	·	$24M	$26M	$24M	·	$66M
Deferred Tax	$1.93B	$1.86B	$1.86B	$1.79B	$1.77B	$1.79B	$1.71B	$1.77B	$1.74B	$1.73B	·	$1.48B	$1.41B	$1.42B	·	$1.08B
Total Liabilities	$339.86B	$320.31B	$328.99B	$322.36B	$311.25B	$301.41B	$302.19B	$311.26B	$297.44B	$297.08B	·	$276.97B	$288.53B	$288.87B	·	$272.84B
Long-term Debt	$4.32B	$3.93B	$3.93B	$3.92B	$3.92B	$4.32B	$3.96B	$3.93B	$3.93B	$3.93B	·	$3.93B	$3.99B	$4.69B	·	$3.98B
Total Debt	$16M	$18M	·	$13M	$24M	$29M	·	$37M	$50M	$51M	·	$24M	$26M	$24M	·	$66M
Common Stock	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	·	$5M	$5M	$5M	·	$5M
Paid-in Capital	$11.43B	$11.35B	$11.28B	$11.24B	$11.20B	$11.16B	$11.10B	$11.05B	$11.01B	$10.95B	·	$10.87B	$10.83B	$10.79B	·	$10.64B
Retained Earnings	$18.54B	$18.32B	$18.07B	$17.73B	$17.69B	$17.46B	$17.58B	$16.85B	$17.24B	$17.05B	·	$17.72B	$16.63B	$16.40B	·	$17.21B
Treasury Stock	$13.77B	$13.52B	$13.28B	$13.00B	$12.77B	$12.62B	$12.38B	$12.07B	$11.82B	$11.57B	·	$11.08B	$10.88B	$10.78B	·	$10.34B
AOCI	$-4.07B	$-4.34B	$-4.19B	$-4.31B	$-4.71B	$-4.79B	$-5.22B	$-4.58B	$-5.41B	$-5.26B	·	$-6.84B	$-6.25B	$-6.20B	·	$-8.07B
Stockholders' Equity	$12.14B	$11.82B	$11.88B	$11.67B	$11.42B	$11.22B	$11.09B	$11.24B	$11.01B	$11.19B	·	$10.67B	$10.34B	$10.22B	·	$9.45B
Liabilities + Equity	$352.75B	$332.70B	$341.38B	$334.49B	$323.10B	$313.00B	$313.66B	$322.86B	$308.78B	$308.68B	·	$287.95B	$299.19B	$299.41B	·	$282.58B
Shares Outstanding	214,635,434	216,449,333	217,380,912	220,516,810	223,185,689	224,971,715	226,225,161	229,291,302	232,293,387	235,032,781	·	239,657,860	242,000,000	243,100,000	·	244,900,000

Cash Flow 10

Quarterly Cash Flow data for PFG
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Operating Cash Flow	$2.08B	$187M	$1.74B	$1.00B	$812M	$977M	$1.46B	$1.13B	$1.43B	$584M	$944M	$1.05B	$1.10B	$695M	$1.16B	$1.17B
Investing Cash Flow	$-1.42B	$-960M	$-3.10B	$168M	$-250M	$-953M	$-3.77B	$2M	$-288M	$-1.34B	$-215M	$-50M	$22M	$-1.10B	$568M	$588M
Debt Issued	·	·	·	·	·	·	·	·	·	·	$0	$0	$0	$692M	·	·
Net Debt Issued	·	·	·	·	·	·	·	·	·	·	·	·	·	$691M	·	·
Stock Issued	$41M	$28M	$10M	$6M	$13M	$14M	$25M	$9M	$21M	$13M	$14M	$10M	$14M	$20M	$80M	$53M
Stock Repurchased	$258M	$235M	$275M	$228M	$159M	$240M	$306M	$252M	$250M	$234M	$251M	$201M	$100M	$188M	$250M	$459M
Net Stock Activity	·	$-207M	·	·	·	$-226M	·	·	·	$-221M	·	·	·	$-169M	·	·
Dividends Paid	$176M	$174M	$172M	$173M	$170M	$169M	$166M	$165M	$165M	$162M	$159M	$156M	$155M	$156M	$156M	$157M
Financing Cash Flow	$549M	$396M	$651M	$306M	$-779M	$-361M	$349M	$228M	$-496M	$220M	$-586M	$-511M	$-1.69B	$202M	$-1.12B	$-692M
Net Change in Cash	$1.21B	$-377M	$-706M	$1.48B	$-217M	$-336M	$-1.96B	$1.36B	$648M	$-539M	$143M	$490M	$-567M	$-207M	$608M	$1.07B

Profitability 3

Quarterly Profitability data for PFG
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Net Margin	10.3%	12.0%	·	5.8%	11.1%	1.3%	·	-7.3%	8.2%	13.1%	·	27.1%	10.9%	-5.0%	·	30.1%
ROA	0.12%	0.13%	·	0.07%	0.13%	0.02%	·	-0.07%	0.12%	0.18%	·	0.44%	0.13%	-0.05%	·	0.48%
ROE	3.4%	3.7%	·	1.9%	3.6%	0.43%	·	-2.0%	3.3%	5.0%	·	12.4%	3.6%	-1.3%	·	10.9%

Liquidity & Solvency 1

Quarterly Liquidity & Solvency data for PFG
Metric	Trend	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Debt / Equity		0.0	0.0	·	0.0	0.0	0.0	·	0.0	0.0	0.0	·	0.0	0.0	0.0	·	0.0

Efficiency 1

Quarterly Efficiency data for PFG
Metric	Trend	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Asset Turnover		0.0	0.0	·	0.0	0.0	0.0	·	0.0	0.0	0.0	·	0.0	0.0	0.0	·	0.0

Per Share 6

Quarterly Per Share data for PFG
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Book Value / Share	$56.57	$54.59	·	$52.90	$51.15	$49.86	·	$49.01	$47.41	$47.59	·	$44.53	$42.75	$42.03	·	$38.57
Revenue / Share	$17.86	$16.02	·	$16.35	$16.21	$16.15	·	$13.05	$18.22	$16.93	·	$18.82	$14.49	$11.58	·	$18.26
Cash Flow / Share	·	$0.85	·	·	·	$4.27	·	·	·	$2.44	·	·	·	$2.86	·	·
Cash / Share	$24.50	$18.73	·	$23.30	$16.39	$17.23	·	$26.93	$20.73	$17.74	·	$19.05	$16.83	$19.09	·	$17.31
Dividend / Share	$1	$1	$1	$1	$1	$1	$1	$1	$1	$1	$1	$1	$1	$1	$1	$1
EPS (TTM)	$6.51	$4.88	·	$2.00	$2.54	$2.97	·	$7.86	$10.39	$8.32	·	$11.32	$18.39	$18.09	·	$19.99

Valuation (TTM) 12

Quarterly Valuation (TTM) data for PFG
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$14.79B	$14.58B	·	$14.06B	$14.69B	$15.07B	·	$15.97B	$16.52B	$15.03B	·	$15.60B	$17.67B	$17.20B	·	$17.81B
Net Income TTM	$1.45B	$1.09B	·	$448M	$587M	$714M	·	$1.91B	$2.52B	$2.03B	·	$2.81B	$4.68B	$4.63B	·	$5.13B
Market Cap	$23.13B	$19.50B	·	$18.28B	$17.73B	$18.98B	·	$19.70B	$18.22B	$20.29B	·	$17.27B	$18.35B	$18.07B	·	$17.67B
Enterprise Value	$17.89B	$15.47B	·	$13.16B	$14.09B	$15.13B	·	$13.56B	$13.46B	$16.17B	·	$12.73B	$14.31B	$13.45B	·	$13.50B
P/E	16.6	18.5	·	41.5	31.3	28.4	·	10.9	7.6	10.4	·	6.4	4.1	4.1	·	3.6
P/S	1.6	1.3	·	1.3	1.2	1.3	·	1.2	1.1	1.3	·	1.1	1.0	1.1	·	1.0
P/B	1.9	1.7	·	1.6	1.6	1.7	·	1.8	1.7	1.8	·	1.6	1.8	1.8	·	1.9
P / Tangible Book	2.5	2.2	·	2.1	2.1	2.3	·	2.4	2.3	2.5	·	2.3	2.6	2.6	·	2.8
P / Cash Flow	·	104.2	·	·	·	19.4	·	·	·	34.7	·	·	·	26.0	·	·
EV / Revenue	1.2	1.1	·	0.9	1.0	1.0	·	0.8	0.8	1.1	·	0.8	0.8	0.8	·	0.8
Earnings Yield	6.0%	5.4%	·	2.4%	3.2%	3.5%	·	9.2%	13.2%	9.6%	·	15.7%	24.2%	24.3%	·	27.7%
Payout Ratio	·	40.9%	·	·	·	351.4%	·	·	·	30.5%	·	·	·	-111.0%	·	·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Revenue	$15.63B	$16.13B	$13.67B	$17.54B	$14.43B
Net Income	$1.19B	$1.57B	$623M	$4.76B	$1.58B
Diluted EPS	$5.25	$6.68	$2.55	$18.63	$5.79

Balance Sheet

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Debt / Equity	0.0	0.0	0.0	0.0	0.0

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Institutional owners (13F) 1,020 filers · $11.5B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter

New positions	Exited positions	Increased	Decreased	Net shares change
112 (-19 vs prior Q)	50 (-21 vs prior Q)	364 (+32 vs prior Q)	263 (+6 vs prior Q)	+23.3M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution	Value	Shares	% of tracked 13F	Type
VANGUARD GROUP INC	$2,192,946,205	24,860,517	19.09%	Shares
VANGUARD CAPITAL MANAGEMENT LLC	$1,452,817,061	13,479,468	12.65%	Shares
VANGUARD PORTFOLIO MANAGEMENT LLC	$1,214,251,420	11,266,018	10.57%	Shares
STATE STREET CORP	$1,106,346,180	10,264,856	9.63%	Shares
Capital World Investors	$650,991,739	6,040,005	5.67%	Shares
GEODE CAPITAL MANAGEMENT, LLC	$539,755,773	5,030,050	4.70%	Shares
DIMENSIONAL FUND ADVISORS LP	$358,584,496	3,327,004	3.12%	Shares
NORGES BANK	$217,141,672	2,014,675	1.89%	Shares
LPL Financial LLC	$122,231,664	1,134,085	1.06%	Shares
VANGUARD FIDUCIARY TRUST CO	$120,815,344	1,120,944	1.05%	Shares
GOLDMAN SACHS GROUP INC	$100,581,277	933,209	0.88%	Shares
AMERICAN CENTURY COMPANIES INC	$94,203,248	874,031	0.82%	Shares
FEDERATED HERMES, INC.	$92,983,423	862,715	0.81%	Shares
AustralianSuper Pty Ltd	$82,923,561	769,378	0.72%	Shares
VICTORY CAPITAL MANAGEMENT INC	$81,832,396	759,254	0.71%	Shares
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	$81,276,467	754,096	0.71%	Shares
Swiss National Bank	$65,907,470	611,500	0.57%	Shares
Legal & General Group Plc	$65,863,603	611,093	0.57%	Shares
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$63,783,126	591,790	0.56%	Shares
RAYMOND JAMES FINANCIAL INC	$63,156,923	585,980	0.55%	Shares
National Pension Service	$57,974,431	537,896	0.50%	Shares
BNP PARIBAS FINANCIAL MARKETS	$57,590,195	534,331	0.50%	Shares
Mitsubishi UFJ Asset Management Co., Ltd.	$54,241,248	503,256	0.47%	Shares
BlackRock, Inc.	$53,476,017	496,159	0.47%	Shares
Sumitomo Mitsui Trust Group, Inc.	$52,033,597	482,776	0.45%	Shares
VANGUARD ASSET MANAGEMENT, Ltd	$51,825,474	480,845	0.45%	Shares
BARCLAYS PLC	$47,898,295	444,408	0.42%	Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$47,807,975	443,570	0.42%	Shares
Vanguard Global Advisers, LLC	$46,449,515	430,966	0.40%	Shares
California Public Employees Retirement System	$44,908,046	416,664	0.39%	Shares
RHUMBLINE ADVISERS	$44,622,334	414,014	0.39%	Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$43,487,829	403,487	0.38%	Shares
Caisse de depot et placement du Quebec	$43,289,837	401,650	0.38%	Shares
ENVESTNET ASSET MANAGEMENT INC	$40,845,549	378,972	0.36%	Shares
CONNING INC.	$39,151,085	363,250	0.34%	Shares
BANK OF AMERICA CORP /DE/	$38,700,564	359,070	0.34%	Shares
Zurcher Kantonalbank (Zurich Cantonalbank)	$36,998,826	343,281	0.32%	Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	$35,852,426	397,874	0.31%	Shares
WEDGE CAPITAL MANAGEMENT L L P/NC	$35,174,619	390,352	0.31%	Shares
VIRGINIA RETIREMENT SYSTEMS ET Al	$35,028,191	397,100	0.30%	Shares
Gotham Asset Management, LLC	$33,643,743	312,152	0.29%	Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$32,197,766	298,736	0.28%	Shares
Eurizon Capital SGR S.p.A.	$31,037,467	287,951	0.27%	Shares
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	$28,929,014	268,408	0.25%	Shares
MORGAN STANLEY	$27,006,974	250,575	0.24%	Shares
STRS OHIO	$25,611,222	237,625	0.22%	Shares
Quantinno Capital Management LP	$24,540,955	227,694	0.21%	Shares
PRINCIPAL FINANCIAL GROUP INC	$24,064,364	223,273	0.21%	Shares
Sound Income Strategies, LLC	$23,999,211	222,669	0.21%	Shares
TEACHER RETIREMENT SYSTEM OF TEXAS	$23,984,283	222,530	0.21%	Shares
ADAMS DIVERSIFIED EQUITY FUND, INC.	$22,536,798	209,100	0.20%	Shares
Swedbank AB	$22,530,764	209,044	0.20%	Shares
Universal- Beteiligungs- und Servicegesellschaft mbH	$22,251,554	206,799	0.19%	Shares
STOREBRAND ASSET MANAGEMENT AS	$21,367,708	198,253	0.19%	Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$21,261,114	197,264	0.19%	Shares
AVIVA PLC	$20,486,715	190,079	0.18%	Shares
Robeco Institutional Asset Management B.V.	$20,426,035	189,516	0.18%	Shares
GW HENSSLER & ASSOCIATES LTD	$20,177,994	223,926	0.18%	Shares
TRUST POINT INC.	$19,643,120	182,252	0.17%	Shares
ASR Vermogensbeheer N.V.	$19,035,544	176,618	0.17%	Shares
Focus Partners Wealth	$18,820,836	174,626	0.16%	Shares
ALLIANCEBERNSTEIN L.P.	$18,299,809	203,083	0.16%	Shares
STATE OF WISCONSIN INVESTMENT BOARD	$17,032,581	158,031	0.15%	Shares
CAPITAL MANAGEMENT CORP /VA	$16,391,556	152,083	0.14%	Shares
LOS ANGELES CAPITAL MANAGEMENT LLC	$15,696,757	145,637	0.14%	Shares
Cetera Investment Advisers	$15,620,595	144,930	0.14%	Shares
Federation des caisses Desjardins du Quebec	$15,582,940	144,581	0.14%	Shares
FIRST TRUST ADVISORS LP	$15,382,621	142,722	0.13%	Shares
LBP AM SA	$14,662,176	136,038	0.13%	Shares
MAIRS & POWER INC	$14,580,787	135,283	0.13%	Shares
APG Asset Management N.V.	$14,255,468	151,218	0.12%	Shares
Pictet Asset Management Holding SA	$13,953,414	129,462	0.12%	Shares
AMERIPRISE FINANCIAL INC	$13,888,855	128,863	0.12%	Shares
FRANKLIN RESOURCES INC	$13,582,220	126,018	0.12%	Shares
NEW YORK STATE COMMON RETIREMENT FUND	$13,298,435	123,385	0.12%	Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$13,113,078	145,523	0.11%	Shares
Goelzer Investment Management, Inc.	$12,113,807	112,394	0.11%	Shares
Vanguard Investments Australia, Ltd.	$11,878,110	110,207	0.10%	Shares
Brandywine Global Investment Management, LLC	$11,638,604	131,942	0.10%	Shares
PRINCIPAL SECURITIES, INC.	$11,409,287	105,857	0.10%	Shares
Korea Investment CORP	$11,206,964	103,980	0.10%	Shares
Candriam S.C.A.	$10,735,112	99,698	0.09%	Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE	$10,681,645	99,106	0.09%	Shares
Mitsubishi UFJ Trust & Banking Corp	$10,468,887	97,132	0.09%	Shares
PRUDENTIAL FINANCIAL INC	$10,289,433	95,467	0.09%	Shares
NOMURA ASSET MANAGEMENT CO LTD	$10,033,995	93,097	0.09%	Shares
Illinois Municipal Retirement Fund	$9,874,480	91,617	0.09%	Shares
ROYAL LONDON ASSET MANAGEMENT LTD	$9,566,230	88,757	0.08%	Shares
Cerity Partners LLC	$9,553,297	88,612	0.08%	Shares
Cambria Investment Management, L.P.	$9,546,075	88,570	0.08%	Shares
KLP KAPITALFORVALTNING AS	$9,489,490	88,045	0.08%	Shares
CITADEL ADVISORS LLC	$9,137,481	84,779	0.08%	Shares
FIFTH THIRD BANCORP	$9,061,782	84,077	0.08%	Shares
UBS Group AG	$8,945,524	82,998	0.08%	Shares
CHURCHILL MANAGEMENT Corp	$8,943,001	112,590	0.08%	Shares
NISA INVESTMENT ADVISORS, LLC	$8,768,334	81,354	0.08%	Shares
TD Asset Management Inc	$8,700,002	80,720	0.08%	Shares
State of Tennessee, Department of Treasury	$8,267,697	76,709	0.07%	Shares
Allianz Asset Management GmbH	$8,238,057	76,434	0.07%	Shares
MACKENZIE FINANCIAL CORP	$8,104,517	75,195	0.07%	Shares

Company insiders 61 insiders · 29 officers · 28 directors

Insider	Role	Last activity	Shares owned	Buys 12m	Sells 12m	Net 12m
Kamal Bhatia	President and CEO - PAM	June 26, 2026 A	65,454	0	0	$0
Deanna D Strable-Soethout	Chair, President and CEO	June 26, 2026 A	53,542	0	4	$-2,352,460
Patrick Gregory Halter	President and CEO - PAM	March 28, 2024 A	140,562	0	0	$0
Joel Pitz	EVP & CFO	June 26, 2026 A	2,928	0	0	$0
Wee Yee Cheong	President - Asia & Middle East	June 26, 2026 A	66,819	0	6	$-2,786,038
Christopher J Littlefield	President - RIS	June 26, 2026 A	76,741	0	0	$0
Renee V. Schaaf	President - RIS	Aug. 15, 2022 S	32,278	0	0	$0
Nora Mary Everett	President - RIS	March 29, 2019 A	49,240	0	0	$0
James P Mccaughan	President - Global Asset Mgmt.	Sept. 4, 2018 M	149,329	0	0	$0
John E Aschenbrenner	President - Ins. & Fin. Svcs.	Dec. 4, 2009 A	88,803	0	0	$0
Vivek Agrawal	EVP & Chief Growth Officer	June 26, 2026 A	46,536	0	0	$0
Kenneth A. Mccullum	EVP - Chief Risk Officer	June 26, 2026 A	41,070	0	0	$0
Kathleen B Kay	EVP-Chief Information Officer	June 26, 2026 A	44,300	0	0	$0
Timothy W. Brown	EVP, General Counsel and Sec	June 8, 2026 A	22,279	0	0	$0
George Djurasovic	Interim General Counsel	April 30, 2026 S	21,905	0	2	$-259,334
Natalie Lamarque	EVP, General Counsel, and Secr	June 27, 2025 A	100,573	0	0	$0
Daniel Joseph Houston	Executive Chairman	June 27, 2025 A	271,613	0	0	$0
Luis E. Valdes	Executive Chairman, Latam	Dec. 20, 2023 A	27,668	0	0	$0
Roberto Walker	EVP, Principal Latin American	June 30, 2023 A	40,433	0	0	$0
Mark S. Lagomarcino	SVP, General Counsel & Secty	June 24, 2022 A	10,818	0	0	$0
Karen E Shaff	EVP, Gen'l Counsel, Secretary	June 26, 2020 A	102,780	0	0	$0
Gary P Scholten	EVP & Ch Info Officer	March 27, 2020 A	86,268	0	0	$0
Gregory Bernard Elming	SVP & Chief Risk Officer	Dec. 28, 2017 A	20,843	0	0	$0
Terrance Lillis	EVP	March 31, 2017 A	99,715	0	0	$0
Ralph Craig Eucher	EVP	Feb. 23, 2015 A	59,916	0	0	$0
Mary A Okeefe	Sr. VP & Chief Mktg. Off.	June 27, 2014 A	53,757	0	0	$0
Norman R Sorensen	Chairman-Principal Internat'l	Feb. 27, 2012 A	47,798	0	0	$0
Ellen Z Lamale	Sr. VP & Chief Risk Officer	Feb. 28, 2011 A	29,242	0	0	$0
Michael H Gersie	Executive Vice President	Dec. 5, 2008 A	2,692	0	0	$0
Claudio Muruzabal	Director	June 26, 2026 A	13,602	2	1	$522
Alfredo Rivera	Director	June 26, 2026 A	16,511	0	0	$0
Jonathan Auerbach	Director	June 26, 2026 A	22,952	0	0	$0
Scott Mills	Director	June 26, 2026 A	36,140	0	0	$0
Clare Stack Richer	Director	June 26, 2026 A	21,412	0	0	$0
Diane C Nordin	Director	June 26, 2026 A	31,337	0	0	$0
Blair Pickerell	Director	June 26, 2026 A	39,827	0	0	$0
Elizabeth H Mitchell	Director	June 26, 2026 A	13,200	0	0	$0
Maliz E Beams	Director	June 26, 2026 A	16,961	0	0	$0
Roger C Hochschild	Director	June 26, 2026 A	41,477	0	0	$0
Miller Joycelyn Carter	Director	June 26, 2026 A	91,331	0	0	$0
Michael T Dan	Director	March 31, 2023 A	54,970	0	0	$0
Sandra L Helton	Director	Oct. 19, 2022 S	35,747	0	0	$0
Betsy J Bernard	Director	Dec. 21, 2020 A	54,068	0	0	$0
Daniel Gelatt	Director	June 26, 2020 A	193,824	0	0	$0
Dennis H Ferro	Director	March 29, 2018 A	27,228	0	0	$0
COSTLEY GARY E	Director	March 25, 2016 A	36,997	0	0	$0
Larry D Zimpleman	Director	March 25, 2016 A	263,514	0	0	$0
Luca Maestri	Director	March 27, 2015 A	12,007	0	0	$0
Richard L Keyser	Director	March 27, 2015 A	36,308	0	0	$0
Arjun K Mathrani	Director	March 30, 2012 A	21,654	0	0	$0
Barry J Griswell	Director	April 5, 2010 S	155,870	0	0	$0
Therese M Vaughan	Director	Dec. 5, 2008 A	5,324	0	0	$0
David Y Drury	Director	March 12, 2007 M	34,420	0	0	$0
Charles S Johnson	Director	March 15, 2006 A	6,044	0	0	$0
Federico F Pena	Director	Dec. 16, 2005 A	5,808	0	0	$0
Victor H Loewenstein	Director	Dec. 8, 2003 A	1,691	0	0	$0
Amy Christine Friedrich	—	Aug. 7, 2026 M	108,863	0	0	$0
Elizebeth E Tallett	—	June 25, 2021 A	44,432	0	0	$0
Timothy Mark Dunbar	—	Feb. 25, 2021 S	58,584	0	0	$0
Julia M Lawler	—	Feb. 22, 2021 S	48,610	0	0	$0
William T Kerr	—	Dec. 15, 2009 A	13,235	0	0	$0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 1 position

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer	Filed	Stake	Status	Purpose	Filing
Principal Financial Group, Inc., Principal Financial Services, Inc., Principal Life Insurance Company, Principal Holding Company, LLC, Principal Global Investors, LLC ×7 filings	April 6, 2012	—	Initial filing	Passive investment	SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 193 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund	Weight	Units	As of	Source
DIVY · Tidal Trust I	3.61%	9,910 NS	May 31, 2026	N-PORT
PFI · Invesco Exchange-Traded Fund Trust	3.27%	17,090 SH	Aug. 8, 2026	Daily
IAK · iShares Trust	2.40%	114,963 SH	Aug. 8, 2026	Daily
LYLD · Cambria ETF Trust	2.09%	1,244 NS	April 30, 2026	N-PORT
QDIV · Global X Funds	2.06%	6,495 NS	May 31, 2026	N-PORT
SPDV · ETF Series Solutions	2.01%	17,981 NS	April 30, 2026	N-PORT
BMVP · Invesco Exchange-Traded Fund Trust	1.79%	16,637 SH	Aug. 8, 2026	Daily
DVY · iShares Trust	1.37%	2,792,796 SH	Aug. 8, 2026	Daily
FDV · Federated Hermes ETF Trust	1.33%	98,699 NS	April 30, 2026	N-PORT
IIGD · Invesco Exchange-Traded Self-Indexe…	1.24%	350,000	Aug. 8, 2026	Daily
RSPF · Invesco Exchange-Traded Fund Trust	1.23%	33,518 SH	Aug. 8, 2026	Daily
SYLD · Cambria ETF Trust	1.06%	101,215 NS	April 30, 2026	N-PORT
SPVM · Invesco Exchange-Traded Fund Trust	1.02%	11,759 SH	Aug. 8, 2026	Daily
NUMV · Nushares ETF Trust	1.02%	43,460 NS	April 30, 2026	N-PORT
SPLV · Invesco Exchange-Traded Fund Trust …	0.92%	581,785 SH	Aug. 8, 2026	Daily
JOET · Virtus ETF Trust II	0.80%	18,752 NS	April 30, 2026	N-PORT
RPV · Invesco Exchange-Traded Fund Trust	0.70%	104,905 SH	Aug. 8, 2026	Daily
GSY · Invesco Actively Managed Exchange-T…	0.64%	24,837,000	Aug. 8, 2026	Daily
AVMV · AMERICAN CENTURY ETF TRUST	0.61%	36,356 NS	May 31, 2026	N-PORT
RCGE · EA Series Trust	0.54%	5,000 NS	April 30, 2026	N-PORT
KRMA · Global X Funds	0.52%	6,091 NS	May 31, 2026	N-PORT
SCHD · SCHWAB STRATEGIC TRUST	0.52%	4,725,709 NS	May 31, 2026	N-PORT
VOE · VANGUARD INDEX FUNDS	0.40%	1,387,596 SH	Aug. 8, 2026	Daily
QDF · FlexShares Trust	0.39%	81,180 NS	April 30, 2026	N-PORT
IYF · iShares Trust	0.37%	141,323 SH	Aug. 8, 2026	Daily
IMCV · iShares Trust	0.34%	34,403 SH	Aug. 8, 2026	Daily
FXO · First Trust Exchange-Traded AlphaDE…	0.33%	35,370 NS	April 30, 2026	N-PORT
AVLV · AMERICAN CENTURY ETF TRUST	0.32%	401,560 NS	May 31, 2026	N-PORT
AVMC · AMERICAN CENTURY ETF TRUST	0.28%	10,947 NS	May 31, 2026	N-PORT
AVIE · AMERICAN CENTURY ETF TRUST	0.28%	276 NS	May 31, 2026	N-PORT
REVS · Columbia ETF Trust I	0.28%	7,759 NS	April 30, 2026	N-PORT
VFH · VANGUARD WORLD FUND	0.27%	353,186 SH	Aug. 8, 2026	Daily
FNCL · FIDELITY COVINGTON TRUST	0.26%	57,985 NS	April 30, 2026	N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr…	0.26%	18,964 NS	April 30, 2026	N-PORT
PFIG · Invesco Exchange-Traded Fund Trust …	0.25%	297,000	Aug. 8, 2026	Daily
IWS · iShares Trust	0.24%	323,087 SH	Aug. 8, 2026	Daily
DFVE · DoubleLine ETF Trust	0.22%	675 NS	March 31, 2026	N-PORT
VO · VANGUARD INDEX FUNDS	0.22%	4,680,944 SH	Aug. 8, 2026	Daily
SIZE · iShares Trust	0.21%	7,986 SH	Aug. 8, 2026	Daily
EUSA · iShares, Inc.	0.20%	33,653 SH	Aug. 8, 2026	Daily
GSEW · Goldman Sachs ETF Trust	0.20%	34,289 NS	May 31, 2026	N-PORT
RSP · Invesco Exchange-Traded Fund Trust	0.19%	1,697,836 SH	Aug. 8, 2026	Daily
FAS · Direxion Shares ETF Trust	0.19%	37,849 NS	April 30, 2026	N-PORT
FTA · First Trust Exchange-Traded AlphaDE…	0.19%	24,384 NS	April 30, 2026	N-PORT
DFLV · Dimensional ETF Trust	0.19%	108,252 NS	April 30, 2026	N-PORT
FEX · First Trust Exchange-Traded AlphaDE…	0.18%	27,267 NS	April 30, 2026	N-PORT
UYG · ProShares Trust	0.18%	12,196 NS	May 31, 2026	N-PORT
IWR · iShares Trust	0.18%	872,115 SH	Aug. 8, 2026	Daily
IMCB · iShares Trust	0.17%	24,826 SH	Aug. 8, 2026	Daily
DGRO · iShares Trust	0.16%	606,426 SH	Aug. 8, 2026	Daily
SPVU · Invesco Exchange-Traded Fund Trust …	0.16%	2,092 NS	May 31, 2026	N-PORT
FTLS · First Trust Exchange-Traded Fund III	0.16%	36,304 NS	April 30, 2026	N-PORT
PALC · Pacer Funds Trust	0.15%	3,477 NS	April 30, 2026	N-PORT
AVSU · AMERICAN CENTURY ETF TRUST	0.15%	6,704 NS	May 31, 2026	N-PORT
BSCU · Invesco Exchange-Traded Self-Indexe…	0.14%	4,299,000	Aug. 8, 2026	Daily
IXG · iShares Trust	0.14%	8,591 SH	Aug. 8, 2026	Daily
RECS · Columbia ETF Trust I	0.14%	75,460 NS	April 30, 2026	N-PORT
DIVB · iShares Trust	0.14%	21,474 SH	Aug. 8, 2026	Daily
VLUE · iShares Trust	0.14%	111,946 SH	Aug. 8, 2026	Daily
DFUV · Dimensional ETF Trust	0.13%	181,150 NS	April 30, 2026	N-PORT
GSLC · Goldman Sachs ETF Trust	0.13%	189,837 NS	May 31, 2026	N-PORT
BSCT · Invesco Exchange-Traded Self-Indexe…	0.12%	3,694,000	Aug. 8, 2026	Daily
XOEF · iShares Trust	0.12%	245 SH	Aug. 8, 2026	Daily
EBI · RBB Fund Trust	0.12%	7,814 NS	May 31, 2026	N-PORT
DFVX · Dimensional ETF Trust	0.12%	5,741 NS	April 30, 2026	N-PORT
AVLC · AMERICAN CENTURY ETF TRUST	0.10%	12,627 NS	May 31, 2026	N-PORT
DFSU · Dimensional ETF Trust	0.10%	21,325 NS	April 30, 2026	N-PORT
VYM · VANGUARD WHITEHALL FUNDS	0.10%	854,393 SH	Aug. 8, 2026	Daily
USXF · iShares Trust	0.10%	12,633 SH	Aug. 8, 2026	Daily
GLOF · iShares Trust	0.10%	1,845 SH	Aug. 8, 2026	Daily
FAB · First Trust Exchange-Traded AlphaDE…	0.09%	1,283 NS	April 30, 2026	N-PORT
DEUS · DBX ETF Trust	0.09%	2,438 NS	May 29, 2026	N-PORT
PRF · Invesco Exchange-Traded Fund Trust	0.09%	79,822 SH	Aug. 8, 2026	Daily
VTV · VANGUARD INDEX FUNDS	0.09%	2,052,057 SH	Aug. 8, 2026	Daily
VIG · VANGUARD SPECIALIZED FUNDS	0.09%	1,110,530 SH	Aug. 8, 2026	Daily
AVUS · AMERICAN CENTURY ETF TRUST	0.09%	111,514 NS	May 31, 2026	N-PORT
PFM · Invesco Exchange-Traded Fund Trust	0.09%	6,149 SH	Aug. 8, 2026	Daily
DXUV · Dimensional ETF Trust	0.08%	3,279 NS	April 30, 2026	N-PORT
FNDX · SCHWAB STRATEGIC TRUST	0.08%	200,029 NS	May 31, 2026	N-PORT
DCOR · Dimensional ETF Trust	0.08%	23,753 NS	April 30, 2026	N-PORT
HAPI · Harbor ETF Trust	0.08%	3,776 NS	April 30, 2026	N-PORT
LRGF · iShares Trust	0.08%	25,799 SH	Aug. 8, 2026	Daily
ESG · FlexShares Trust	0.08%	1,023 NS	April 30, 2026	N-PORT
RWL · Invesco Exchange-Traded Fund Trust …	0.08%	68,759 SH	Aug. 8, 2026	Daily
SPXD · DBX ETF Trust	0.08%	51 NS	May 31, 2026	N-PORT
IVE · iShares Trust	0.08%	325,315 SH	Aug. 8, 2026	Daily
FNDB · SCHWAB STRATEGIC TRUST	0.08%	9,632 NS	May 31, 2026	N-PORT
DFAC · Dimensional ETF Trust	0.07%	330,258 NS	April 30, 2026	N-PORT
ILCV · iShares Trust	0.07%	8,443 SH	Aug. 8, 2026	Daily
IUSV · iShares Trust	0.07%	171,580 SH	Aug. 8, 2026	Daily
SUSL · iShares Trust	0.07%	7,481 SH	Aug. 8, 2026	Daily
USSG · DBX ETF Trust	0.07%	3,892 NS	May 29, 2026	N-PORT
DSI · iShares Trust	0.07%	33,430 SH	Aug. 8, 2026	Daily
VFVA · VANGUARD WELLINGTON FUND	0.07%	5,858 SH	Aug. 8, 2026	Daily
VOOV · VANGUARD ADMIRAL FUNDS	0.07%	45,147 SH	Aug. 8, 2026	Daily
VCLT · VANGUARD SCOTTSDALE FUNDS	0.07%	7,285,000 PA	Aug. 8, 2026	Daily
SFGV · EA Series Trust	0.07%	8,254 NS	May 29, 2026	N-PORT
IQSU · New York Life Investments ETF Trust	0.07%	2,114 NS	April 30, 2026	N-PORT
GVUS · Goldman Sachs ETF Trust	0.07%	2,672 NS	May 31, 2026	N-PORT
SCHV · SCHWAB STRATEGIC TRUST	0.07%	99,994 NS	May 31, 2026	N-PORT
IWD · iShares Trust	0.07%	474,427 SH	Aug. 8, 2026	Daily
EQAL · Invesco Exchange-Traded Fund Trust …	0.06%	4,632 SH	Aug. 8, 2026	Daily
DSPY · Tema ETF Trust	0.06%	5,335 NS	May 31, 2026	N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS	0.06%	129,189 SH	Aug. 8, 2026	Daily
JPME · J.P. Morgan Exchange-Traded Fund Tr…	0.06%	2,575 NS	April 30, 2026	N-PORT
EGLE · Global X Funds	0.05%	11 NS	April 30, 2026	N-PORT
SNPE · DBX ETF Trust	0.05%	14,315 NS	May 29, 2026	N-PORT
XMAG · Tidal Trust II	0.05%	713 NS	May 31, 2026	N-PORT
SPXT · ProShares Trust	0.05%	1,323 NS	May 31, 2026	N-PORT
AFLG · First Trust Exchange-Traded Fund VI…	0.05%	3,159 NS	May 31, 2026	N-PORT
QRFT · Exchange Listed Funds Trust	0.05%	74 NS	April 30, 2026	N-PORT
BLV · VANGUARD BOND INDEX FUNDS	0.05%	3,909,000 PA	Aug. 8, 2026	Daily
JUST · Goldman Sachs ETF Trust	0.05%	2,683 NS	May 31, 2026	N-PORT
ONEQ · Fidelity Commonwealth Trust	0.05%	48,858 NS	May 31, 2026	N-PORT
GLOV · Goldman Sachs ETF Trust	0.05%	7,479 NS	May 31, 2026	N-PORT
DFAU · Dimensional ETF Trust	0.04%	50,427 NS	April 30, 2026	N-PORT
APUE · Trust for Professional Managers	0.04%	10,158 NS	May 31, 2026	N-PORT
TOPC · iShares Trust	0.04%	112 SH	Aug. 8, 2026	Daily
VV · VANGUARD INDEX FUNDS	0.04%	252,288 SH	Aug. 8, 2026	Daily
ESGV · VANGUARD WORLD FUND	0.04%	48,394 SH	Aug. 8, 2026	Daily
XVV · iShares Trust	0.04%	2,225 SH	Aug. 8, 2026	Daily
CATH · Global X Funds	0.04%	4,458 NS	April 30, 2026	N-PORT
BKLC · BNY Mellon ETF Trust	0.04%	19,186 NS	April 30, 2026	N-PORT
ILCB · iShares Trust	0.04%	4,182 SH	Aug. 8, 2026	Daily
PBUS · Invesco Exchange-Traded Fund Trust …	0.04%	38,282 SH	Aug. 8, 2026	Daily
GSUS · Goldman Sachs ETF Trust	0.04%	11,153 NS	May 31, 2026	N-PORT
BBUS · J.P. Morgan Exchange-Traded Fund Tr…	0.04%	28,274 NS	April 30, 2026	N-PORT
XYLG · Global X Funds	0.04%	230 NS	April 30, 2026	N-PORT
VOTE · TCW ETF Trust	0.04%	3,723 NS	April 30, 2026	N-PORT
ONOF · Global X Funds	0.04%	489 NS	May 31, 2026	N-PORT
PBP · Invesco Exchange-Traded Fund Trust	0.03%	1,121 SH	Aug. 8, 2026	Daily
IWB · iShares Trust	0.03%	148,291 SH	Aug. 8, 2026	Daily
SPXV · ProShares Trust	0.03%	134 NS	May 31, 2026	N-PORT
IVV · iShares Trust	0.03%	2,658,862 SH	Aug. 8, 2026	Daily
GXLC · Global X Funds	0.03%	15 NS	May 31, 2026	N-PORT
XCLR · Global X Funds	0.03%	11 NS	April 30, 2026	N-PORT
XTR · Global X Funds	0.03%	12 NS	April 30, 2026	N-PORT
CHRI · Global X Funds	0.03%	17 NS	April 30, 2026	N-PORT
IWV · iShares Trust	0.03%	58,169 SH	Aug. 8, 2026	Daily
DFUS · Dimensional ETF Trust	0.03%	64,991 NS	April 30, 2026	N-PORT
TILT · FlexShares Trust	0.03%	6,622 NS	April 30, 2026	N-PORT
VOXP · Advisors Series Trust	0.03%	18 NS	April 30, 2026	N-PORT
SPXE · ProShares Trust	0.03%	264 NS	May 31, 2026	N-PORT
XYLD · Global X Funds	0.03%	9,968 NS	April 30, 2026	N-PORT
XRMI · Global X Funds	0.03%	157 NS	April 30, 2026	N-PORT
PTLC · Pacer Funds Trust	0.03%	10,252 NS	April 30, 2026	N-PORT
GUSA · Goldman Sachs ETF Trust II	0.03%	7,350 NS	May 31, 2026	N-PORT
IYY · iShares Trust	0.03%	8,479 SH	Aug. 8, 2026	Daily
QVML · Invesco Exchange-Traded Fund Trust …	0.03%	4,319 SH	Aug. 8, 2026	Daily
ACVF · ETF Opportunities Trust	0.03%	455 NS	April 30, 2026	N-PORT
ITOT · iShares Trust	0.03%	261,430 SH	Aug. 8, 2026	Daily
GDE · WisdomTree Trust	0.03%	1,781 NS	May 31, 2026	N-PORT
VOO · VANGUARD INDEX FUNDS	0.03%	5,104,289 SH	Aug. 8, 2026	Daily
VTI · VANGUARD INDEX FUNDS	0.03%	6,858,459 SH	Aug. 8, 2026	Daily
VUSB · VANGUARD BOND INDEX FUNDS	0.03%	2,925,000 PA	Aug. 8, 2026	Daily
VCSH · VANGUARD SCOTTSDALE FUNDS	0.03%	15,384,000 PA	Aug. 8, 2026	Daily
VCIT · VANGUARD SCOTTSDALE FUNDS	0.03%	19,935,000 PA	Aug. 8, 2026	Daily
VONE · VANGUARD SCOTTSDALE FUNDS	0.03%	35,284 SH	Aug. 8, 2026	Daily
VTHR · VANGUARD SCOTTSDALE FUNDS	0.03%	18,031 SH	Aug. 8, 2026	Daily
VTC · VANGUARD SCOTTSDALE FUNDS	0.03%	585,000 PA	Aug. 8, 2026	Daily
TOV · EA Series Trust	0.03%	777 NS	April 30, 2026	N-PORT
SCHX · SCHWAB STRATEGIC TRUST	0.03%	209,442 NS	May 31, 2026	N-PORT
ESGG · FlexShares Trust	0.03%	320 NS	April 30, 2026	N-PORT
TOK · iShares Trust	0.03%	662 SH	Aug. 8, 2026	Daily
SPUU · Direxion Shares ETF Trust	0.03%	664 NS	April 30, 2026	N-PORT
SCHK · SCHWAB STRATEGIC TRUST	0.03%	16,063 NS	May 31, 2026	N-PORT
QDPL · Pacer Funds Trust	0.03%	4,498 NS	April 30, 2026	N-PORT
USNZ · DBX ETF Trust	0.03%	822 NS	May 29, 2026	N-PORT
KOKU · DBX ETF Trust	0.03%	2,182 NS	May 29, 2026	N-PORT
SCHB · SCHWAB STRATEGIC TRUST	0.03%	117,318 NS	May 31, 2026	N-PORT
URTH · iShares, Inc.	0.03%	19,702 SH	Aug. 8, 2026	Daily
PHDG · Invesco Actively Managed Exchange-T…	0.03%	156 SH	Aug. 8, 2026	Daily
ISPY · ProShares Trust	0.03%	3,362 NS	May 31, 2026	N-PORT
HDUS · Lattice Strategies Trust	0.03%	445 NS	April 30, 2026	N-PORT
ACWI · iShares Trust	0.02%	69,678 SH	Aug. 8, 2026	Daily
USCA · DBX ETF Trust	0.02%	7,454 NS	May 29, 2026	N-PORT
SPXL · Direxion Shares ETF Trust	0.02%	13,377 NS	April 30, 2026	N-PORT
USCL · iShares Trust	0.02%	5,663 SH	Aug. 8, 2026	Daily
MSLC · MORGAN STANLEY PATHWAY FUNDS	0.02%	8,472 NS	May 31, 2026	N-PORT
SSO · ProShares Trust	0.02%	16,817 NS	May 31, 2026	N-PORT
SFY · Tidal Trust I	0.02%	1,303 NS	May 31, 2026	N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0.02%	186,121 SH	Aug. 8, 2026	Daily
GTO · Invesco Actively Managed Exchange-T…	0.02%	524,000	Aug. 8, 2026	Daily
UPRO · ProShares Trust	0.01%	7,628 NS	May 31, 2026	N-PORT
EQL · ALPS ETF Trust	0.01%	1,860 NS	May 31, 2026	N-PORT
HCMT · Direxion Shares ETF Trust	0.01%	701 NS	April 30, 2026	N-PORT
CRBN · iShares Trust	0.01%	1,244 SH	Aug. 8, 2026	Daily
BIV · VANGUARD BOND INDEX FUNDS	0.01%	3,940,000 PA	Aug. 8, 2026	Daily
BSV · VANGUARD BOND INDEX FUNDS	0.01%	4,056,000 PA	Aug. 8, 2026	Daily
DUHP · Dimensional ETF Trust	0.01%	8,918 NS	April 30, 2026	N-PORT
FLCV · Federated Hermes ETF Trust	0.00%	6 NS	May 31, 2026	N-PORT
BND · VANGUARD BOND INDEX FUNDS	0.00%	38,901,000 PA	Aug. 8, 2026	Daily
BNDW · VANGUARD SCOTTSDALE FUNDS	0.00%	96,274 PA	Aug. 8, 2026	Daily

About Principal Financial Group Inc - Common Stock Company overview from Wikipedia

History

Business operations

Eddie

Naming rights

Management

PFG Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

PFG Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

Moving averages & overlays

Volume

Oscillators

Momentum & trend

10-Year Performance Revenue, net income, margins and EPS trends

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Financial Health Debt, liquidity, solvency — balance sheet strength

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Dividends Yield, payout ratio, dividend history, 5Y CAGR

PFG Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

12-Month Price Target

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Latest News Recent headlines mentioning this company

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

My Metrics Your personal watchlist — selected rows from Full Fundamentals

Institutional owners (13F) 1,020 filers · $11.5B total · As of June 30, 2026

Company insiders 61 insiders · 29 officers · 28 directors

Activists & 5%+ owners 1 position

ETF ownership Held by 193 ETFs