PFG Principal Financial Group Inc - Common Stock

NASDAQ · Insurance · Lihat di SEC EDGAR ↗
$112,87
Harga · Agu 19, 2026
Fundamental per Jul 29, 2026

Tentang Principal Financial Group Inc - Common Stock Tinjauan perusahaan dari Wikipedia

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

Baca selengkapnya

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.

Sumber: Wikipedia (English), CC BY-SA 4.0 · Lihat di Wikipedia ↗

Wikidata ↗

PFG Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu

Harga
$112.87
Kapitalisasi Pasar
$24.54B
P/E (TTM)
21.5
EPS (TTM)
$5.25
Pendapatan (TTM)
$15.63B
Imbal Hasil Dividen
2.8%
ROE
10.3%
D/E Utang/Ekuitas
0.0
Rentang 52M
$77 – $117

PFG Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda

Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS

Pendapatan & Laba Bersih $15.63B
10-point trend, +26.1%
2016-12-31 2025-12-31
EPS $5.25
10-point trend, +16.7%
2016-12-31 2025-12-31
Arus Kas Bebas
Margin 7.6%

Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?

Metrik
Tren 5 Tahun
PFG
Median Rekan
P/E (TTM)
5-point trend, +34.5%
21.5
13.5
P/S (TTM)
5-point trend, -6.5%
1.6
1.1
P/B
5-point trend, +37.0%
2.1
1.7
EV / EBITDA
5-point trend, -3.0%
80.1

Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC

Metrik
Tren 5 Tahun
PFG
Median Rekan
Net Profit Margin (Margin Laba Bersih)
5-point trend, -36.8%
7.6%
7.4%
ROA
5-point trend, -36.8%
0.36%
0.57%
ROE
5-point trend, -1.6%
10.3%
13.1%

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
PFG
Median Rekan
Debt / Equity (Utang / Ekuitas)
5-point trend, -54.0%
0.0

Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T

Metrik
Tren 5 Tahun
PFG
Median Rekan
Revenue YoY (Pendapatan YoY)
5-point trend, +8.3%
-3.1%
Revenue CAGR 3Y (CAGR Pendapatan 3T)
5-point trend, +8.3%
-3.8%
Revenue CAGR 5Y (CAGR Pendapatan 5T)
5-point trend, +8.3%
1.2%
EPS YoY
5-point trend, -9.3%
-21.4%
Net Income YoY (Laba Bersih YoY)
5-point trend, -25.0%
-24.6%

Metrik Per Saham EPS, nilai buku per saham, arus kas per saham, dividen per saham

Metrik
Tren 5 Tahun
PFG
Median Rekan
EPS (Diluted)
5-point trend, -9.3%
$5.25

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
PFG
Median Rekan
Payout Ratio (Rasio Pembayaran Dividen)
5-point trend, +50.9%
57.7%

Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun

Imbal Hasil Dividen
2.8%
Rasio Pembayaran Dividen
57.7%
CAGR Dividen 5T
Tanggal ex-dividenJumlah
1 Juni 2026$0,8200
11 Maret 2026$0,8000
3 Des. 2025$0,7900
4 Sep. 2025$0,7800
2 Juni 2025$0,7600
12 Maret 2025$0,7500
2 Des. 2024$0,7300
5 Sep. 2024$0,7200
3 Juni 2024$0,7100
11 Maret 2024$0,6900
30 Nov. 2023$0,6700
6 Sep. 2023$0,6500
31 Mei 2023$0,6400
14 Maret 2023$0,6400
30 Nov. 2022$0,6400
7 Sep. 2022$0,6400
1 Juni 2022$0,6400
9 Maret 2022$0,6400
30 Nov. 2021$0,6400
31 Agu 2021$0,6300

PFG Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan

TAHAN 23 analis
  • Beli Kuat 0 0,0%
  • Beli 2 8,7%
  • Tahan 14 60,9%
  • Jual 6 26,1%
  • Jual Kuat 1 4,3%

Target Harga 12 Bulan

12 analis · 2026-08-19
Target median $112.00 -0,8%
Target rata-rata $109.58 -2,9%

Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya

Kejutan Rata-rata
0.02%
Periode EPS Aktual EPS Estimasi Kejutan
30 Juni 2026 $2.50 $2.36 0.14%
31 Maret 2026 $2.07 $2.02 0.05%
31 Des. 2025 $2.19 $2.25 -0.06%
30 Sep. 2025 $2.10 $2.22 -0.12%
30 Juni 2025 $2.16 $1.99 0.17%
31 Maret 2025 $1.81 $1.84 -0.03%

Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
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%

Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas

Laporan Laba Rugi 8
Data Laporan Laba Rugi Tahunan untuk PFG
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +49.1% $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 12-point trend, -49.6% $160M $292M $69M $1.19B $284M $265M $249M $231M $-72M $230M $178M $318M
Net Income 12-point trend, +3.6% $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) 12-point trend, +43.8% $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) 12-point trend, +43.8% $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) 12-point trend, -24.4% 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) 12-point trend, -24.4% 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 12-point trend, +48.3% $251M $256M $273M $296M $275M $252M $227M $205M $196M $187M $193M $170M
Neraca 18
Data Neraca Tahunan untuk PFG
Metrik Tren 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +137.7% $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) 6-point trend, +64.0% · · · · · · $968M $767M $760M $699M $634M $590M
Goodwill 12-point trend, +58.9% $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 12-point trend, -4.3% $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 12-point trend, +55.8% $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 12-point trend, -1.1% $28M $153M $61M $81M $80M $85M $93M $43M $40M $51M $181M $28M
Deferred Tax 12-point trend, +79.3% $1.86B $1.71B $1.61B $1.32B $2.32B $2.33B $1.80B $958M $1.09B $972M $697M $1.04B
Total Liabilities 12-point trend, +57.6% $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 12-point trend, +55.1% $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 12-point trend, -1.1% $28M $153M $61M $81M $80M $85M $93M $43M $40M $51M $181M $28M
Common Stock 12-point trend, +8.7% $5M $5M $5M $5M $5M $5M $5M $5M $5M $5M $5M $5M
Paid-in Capital 12-point trend, +13.4% $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 12-point trend, +195.6% $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 12-point trend, +123.9% $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 12-point trend, -8410.3% $-4.19B $-5.22B $-5.35B $-6.88B $1.61B $2.38B $1.04B $-1.57B $166M $-675M $-882M $50M
Stockholders' Equity 12-point trend, +16.7% $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 12-point trend, +55.8% $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 12-point trend, -26.0% 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
Arus Kas 16
Data Arus Kas Tahunan untuk PFG
Metrik Tren 202520242023202220212020201920182017201620152014
D&A 12-point trend, +48.3% $251M $256M $273M $296M $275M $252M $227M $205M $196M $187M $193M $170M
Stock-based Comp 12-point trend, +45.9% $110M $109M $99M $91M $96M $87M $83M $77M $83M $84M $84M $75M
Deferred Tax 12-point trend, -160.7% $-102M $7M $-57M $1.18B $117M $192M $157M $231M $-133M $174M $-41M $167M
Amort. of Intangibles 12-point trend, +46.1% $73M $66M $69M $71M $75M $74M $63M $54M $45M $44M $42M $50M
Other Non-cash 12-point trend, +99.9% $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 12-point trend, +46.2% $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 11-point trend, -30.6% $-4.14B $-5.40B $-1.35B $1.06B $-5.69B $-5.00B $-7.69B $-5.70B $-4.05B $-5.15B $-3.17B ·
Debt Issued 10-point trend, -43.4% · $22M $692M $15M · $609M $505M $81M $3M $656M $805M $38M
Net Debt Issued 12-point trend, -547.4% $-400M $22M $-72M $-287M $-2M $543M $473M $80M $-54M $-143M $752M $-62M
Stock Issued 12-point trend, -43.6% $44M $68M $58M $182M $87M $43M $38M $64M $162M $38M $76M $78M
Stock Repurchased 12-point trend, +305.3% $903M $1.04B $740M $1.66B $937M $307M $281M $672M $220M $277M $301M $223M
Net Stock Activity 12-point trend, -491.6% $-859M $-975M $-683M $-1.48B $-850M $-264M $-243M $-608M $-58M $-240M $-224M $-145M
Dividends Paid 12-point trend, +81.6% $684M $658M $626M $642M $654M $614M $606M $599M $540M $465M $441M $377M
Financing Cash Flow 11-point trend, +64.3% $-182M $300M $-2.59B $-1.72B $1.92B $1.62B $1.73B $1.05B $-384M $1.45B $-509M ·
Net Change in Cash 12-point trend, +143.1% $219M $-496M $-140M $2.52B $-518M $334M $-462M $507M $-249M $155M $701M $-508M
Taxes Paid 12-point trend, +199.1% $221M $118M $68M $142M $110M $-172M $-8M $-96M $79M $179M $130M $74M
Profitabilitas 4
Data Profitabilitas Tahunan untuk PFG
Metrik Tren 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, -30.6% 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 12-point trend, -0.6% 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 12-point trend, -33.3% 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 12-point trend, -10.4% 10.3% 14.3% 6.0% 36.9% 10.5% 8.9% 10.7% 12.8% 20.0% 13.5% 12.7% 11.5%
Likuiditas & Solvabilitas 1
Data Likuiditas & Solvabilitas Tahunan untuk PFG
Metrik Tren 202520242023202220212020201920182017201620152014
Debt / Equity 12-point trend, -14.8% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Efisiensi 1
Data Efisiensi Tahunan untuk PFG
Metrik Tren 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -2.7% 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 Saham 6
Data Per Saham Tahunan untuk PFG
Metrik Tren 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +57.8% $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 12-point trend, +97.4% $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 12-point trend, +93.5% $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 12-point trend, +221.4% $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 12-point trend, +140.6% $3 $3 $3 $3 $2 $2 $2 $2 $2 $2 $2 $1
EPS (TTM) 12-point trend, +43.8% $5.25 $6.68 $2.55 $18.63 $5.79 $5.05 $4.96 $5.36 $7.88 $4.50 $4.06 $3.65
Tingkat Pertumbuhan 10
Data Tingkat Pertumbuhan Tahunan untuk PFG
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -46.0% -3.1% 18.0% -22.1% 21.5% -2.1% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -51.4% -3.8% 3.8% -2.5% · · · · · · · · ·
Revenue CAGR 5Y 1.2% · · · · · · · · · · ·
EPS YoY 5-point trend, -246.1% -21.4% 162.0% -86.3% 221.8% 14.6% · · · · · · ·
EPS CAGR 3Y 3-point trend, -69.1% -34.4% 4.9% -20.4% · · · · · · · · ·
EPS CAGR 5Y 0.78% · · · · · · · · · · ·
Net Income YoY 5-point trend, -285.9% -24.6% 152.1% -86.9% 201.0% 13.2% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -57.3% -37.1% -0.19% -23.6% · · · · · · · · ·
Net Income CAGR 5Y -3.2% · · · · · · · · · · ·
Dividend CAGR 5Y 2.2% · · · · · · · · · · ·
Valuasi (TTM) 15
Data Valuasi (TTM) Tahunan untuk PFG
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +49.1% $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 12-point trend, +3.6% $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 12-point trend, +25.6% $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 12-point trend, +10.0% $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 12-point trend, +18.1% 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 12-point trend, -15.8% 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 12-point trend, +7.6% 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 6-point trend, +105.9% 2.1 2.1 2.4 3.0 1.5 1.0 · · · · · ·
P / Cash Flow 12-point trend, -14.1% 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 12-point trend, -25.8% 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 12-point trend, -26.2% 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 12-point trend, +44.5% 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 12-point trend, -15.4% 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 12-point trend, +75.3% 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 12-point trend, +81.6% $684M $658M $626M $642M $654M $614M $606M $599M $540M $465M $441M $377M

Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir

Laporan Laba Rugi
2025-12-312024-12-312023-12-312022-12-312021-12-31
Pendapatan $15.63B$16.13B$13.67B$17.54B$14.43B
Laba Bersih $1.19B$1.57B$623M$4.76B$1.58B
EPS Dilusian $5.25$6.68$2.55$18.63$5.79
Neraca
2025-12-312024-12-312023-12-312022-12-312021-12-31
Utang / Ekuitas 0.00.00.00.00.0

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Sinyal Perdagangan Sinyal beli/jual terbaru dengan harga masuk dan rasio risiko/imbalan

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Pemilik institusional (13F) 1.020 pengaju · $11.5B total · Per tanggal 30 Juni 2026

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
112 (-19 vs Kuartal sebelumnya) 50 (-21 vs Kuartal sebelumnya) 364 (+32 vs Kuartal sebelumnya) 263 (+6 vs Kuartal sebelumnya) +23.3M

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
VANGUARD GROUP INC $2.192.946.205 24.860.517 19,09% Saham
VANGUARD CAPITAL MANAGEMENT LLC $1.452.817.061 13.479.468 12,65% Saham
VANGUARD PORTFOLIO MANAGEMENT LLC $1.214.251.420 11.266.018 10,57% Saham
STATE STREET CORP $1.106.346.180 10.264.856 9,63% Saham
Capital World Investors $650.991.739 6.040.005 5,67% Saham
GEODE CAPITAL MANAGEMENT, LLC $539.755.773 5.030.050 4,70% Saham
DIMENSIONAL FUND ADVISORS LP $358.584.496 3.327.004 3,12% Saham
NORGES BANK $217.141.672 2.014.675 1,89% Saham
LPL Financial LLC $122.231.664 1.134.085 1,06% Saham
VANGUARD FIDUCIARY TRUST CO $120.815.344 1.120.944 1,05% Saham
GOLDMAN SACHS GROUP INC $100.581.277 933.209 0,88% Saham
AMERICAN CENTURY COMPANIES INC $94.203.248 874.031 0,82% Saham
FEDERATED HERMES, INC. $92.983.423 862.715 0,81% Saham
AustralianSuper Pty Ltd $82.923.561 769.378 0,72% Saham
VICTORY CAPITAL MANAGEMENT INC $81.832.396 759.254 0,71% Saham
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $81.276.467 754.096 0,71% Saham
Swiss National Bank $65.907.470 611.500 0,57% Saham
Legal & General Group Plc $65.863.603 611.093 0,57% Saham
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $63.783.126 591.790 0,56% Saham
RAYMOND JAMES FINANCIAL INC $63.156.923 585.980 0,55% Saham
National Pension Service $57.974.431 537.896 0,50% Saham
BNP PARIBAS FINANCIAL MARKETS $57.590.195 534.331 0,50% Saham
Mitsubishi UFJ Asset Management Co., Ltd. $54.241.248 503.256 0,47% Saham
BlackRock, Inc. $53.476.017 496.159 0,47% Saham
Sumitomo Mitsui Trust Group, Inc. $52.033.597 482.776 0,45% Saham
VANGUARD ASSET MANAGEMENT, Ltd $51.825.474 480.845 0,45% Saham
BARCLAYS PLC $47.898.295 444.408 0,42% Saham
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $47.807.975 443.570 0,42% Saham
Vanguard Global Advisers, LLC $46.449.515 430.966 0,40% Saham
California Public Employees Retirement System $44.908.046 416.664 0,39% Saham
RHUMBLINE ADVISERS $44.622.334 414.014 0,39% Saham
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $43.487.829 403.487 0,38% Saham
Caisse de depot et placement du Quebec $43.289.837 401.650 0,38% Saham
ENVESTNET ASSET MANAGEMENT INC $40.845.549 378.972 0,36% Saham
CONNING INC. $39.151.085 363.250 0,34% Saham
BANK OF AMERICA CORP /DE/ $38.700.564 359.070 0,34% Saham
Zurcher Kantonalbank (Zurich Cantonalbank) $36.998.826 343.281 0,32% Saham
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $35.852.426 397.874 0,31% Saham
WEDGE CAPITAL MANAGEMENT L L P/NC $35.174.619 390.352 0,31% Saham
VIRGINIA RETIREMENT SYSTEMS ET Al $35.028.191 397.100 0,30% Saham
Gotham Asset Management, LLC $33.643.743 312.152 0,29% Saham
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $32.197.766 298.736 0,28% Saham
Eurizon Capital SGR S.p.A. $31.037.467 287.951 0,27% Saham
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $28.929.014 268.408 0,25% Saham
MORGAN STANLEY $27.006.974 250.575 0,24% Saham
STRS OHIO $25.611.222 237.625 0,22% Saham
Quantinno Capital Management LP $24.540.955 227.694 0,21% Saham
PRINCIPAL FINANCIAL GROUP INC $24.064.364 223.273 0,21% Saham
Sound Income Strategies, LLC $23.999.211 222.669 0,21% Saham
TEACHER RETIREMENT SYSTEM OF TEXAS $23.984.283 222.530 0,21% Saham
ADAMS DIVERSIFIED EQUITY FUND, INC. $22.536.798 209.100 0,20% Saham
Swedbank AB $22.530.764 209.044 0,20% Saham
Universal- Beteiligungs- und Servicegesellschaft mbH $22.251.554 206.799 0,19% Saham
STOREBRAND ASSET MANAGEMENT AS $21.367.708 198.253 0,19% Saham
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $21.261.114 197.264 0,19% Saham
AVIVA PLC $20.486.715 190.079 0,18% Saham
Robeco Institutional Asset Management B.V. $20.426.035 189.516 0,18% Saham
GW HENSSLER & ASSOCIATES LTD $20.177.994 223.926 0,18% Saham
TRUST POINT INC. $19.643.120 182.252 0,17% Saham
ASR Vermogensbeheer N.V. $19.035.544 176.618 0,17% Saham
Focus Partners Wealth $18.820.836 174.626 0,16% Saham
ALLIANCEBERNSTEIN L.P. $18.299.809 203.083 0,16% Saham
STATE OF WISCONSIN INVESTMENT BOARD $17.032.581 158.031 0,15% Saham
CAPITAL MANAGEMENT CORP /VA $16.391.556 152.083 0,14% Saham
LOS ANGELES CAPITAL MANAGEMENT LLC $15.696.757 145.637 0,14% Saham
Cetera Investment Advisers $15.620.595 144.930 0,14% Saham
Federation des caisses Desjardins du Quebec $15.582.940 144.581 0,14% Saham
FIRST TRUST ADVISORS LP $15.382.621 142.722 0,13% Saham
LBP AM SA $14.662.176 136.038 0,13% Saham
MAIRS & POWER INC $14.580.787 135.283 0,13% Saham
APG Asset Management N.V. $14.255.468 151.218 0,12% Saham
Pictet Asset Management Holding SA $13.953.414 129.462 0,12% Saham
AMERIPRISE FINANCIAL INC $13.888.855 128.863 0,12% Saham
FRANKLIN RESOURCES INC $13.582.220 126.018 0,12% Saham
NEW YORK STATE COMMON RETIREMENT FUND $13.298.435 123.385 0,12% Saham
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $13.113.078 145.523 0,11% Saham
Goelzer Investment Management, Inc. $12.113.807 112.394 0,11% Saham
Vanguard Investments Australia, Ltd. $11.878.110 110.207 0,10% Saham
Brandywine Global Investment Management, LLC $11.638.604 131.942 0,10% Saham
PRINCIPAL SECURITIES, INC. $11.409.287 105.857 0,10% Saham
Korea Investment CORP $11.206.964 103.980 0,10% Saham
Candriam S.C.A. $10.735.112 99.698 0,09% Saham
MANUFACTURERS LIFE INSURANCE COMPANY, THE $10.681.645 99.106 0,09% Saham
Mitsubishi UFJ Trust & Banking Corp $10.468.887 97.132 0,09% Saham
PRUDENTIAL FINANCIAL INC $10.289.433 95.467 0,09% Saham
NOMURA ASSET MANAGEMENT CO LTD $10.033.995 93.097 0,09% Saham
Illinois Municipal Retirement Fund $9.874.480 91.617 0,09% Saham
ROYAL LONDON ASSET MANAGEMENT LTD $9.566.230 88.757 0,08% Saham
Cerity Partners LLC $9.553.297 88.612 0,08% Saham
Cambria Investment Management, L.P. $9.546.075 88.570 0,08% Saham
KLP KAPITALFORVALTNING AS $9.489.490 88.045 0,08% Saham
CITADEL ADVISORS LLC $9.137.481 84.779 0,08% Saham
FIFTH THIRD BANCORP $9.061.782 84.077 0,08% Saham
UBS Group AG $8.945.524 82.998 0,08% Saham
CHURCHILL MANAGEMENT Corp $8.943.001 112.590 0,08% Saham
NISA INVESTMENT ADVISORS, LLC $8.768.334 81.354 0,08% Saham
TD Asset Management Inc $8.700.002 80.720 0,08% Saham
State of Tennessee, Department of Treasury $8.267.697 76.709 0,07% Saham
Allianz Asset Management GmbH $8.238.057 76.434 0,07% Saham
MACKENZIE FINANCIAL CORP $8.104.517 75.195 0,07% Saham

Orang dalam perusahaan 61 orang dalam · 29 pejabat · 28 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Kamal Bhatia President and CEO - PAM 26 Juni 2026 A 65.454 0 0 $0
Deanna D Strable-Soethout Chair, President and CEO 26 Juni 2026 A 53.542 0 4 $-2.352.460
Patrick Gregory Halter President and CEO - PAM 28 Maret 2024 A 140.562 0 0 $0
Joel Pitz EVP & CFO 26 Juni 2026 A 2.928 0 0 $0
Wee Yee Cheong President - Asia & Middle East 26 Juni 2026 A 66.819 0 6 $-2.786.038
Christopher J Littlefield President - RIS 26 Juni 2026 A 76.741 0 0 $0
Renee V. Schaaf President - RIS 15 Agu 2022 S 32.278 0 0 $0
Nora Mary Everett President - RIS 29 Maret 2019 A 49.240 0 0 $0
James P Mccaughan President - Global Asset Mgmt. 4 Sep. 2018 M 149.329 0 0 $0
John E Aschenbrenner President - Ins. & Fin. Svcs. 4 Des. 2009 A 88.803 0 0 $0
Vivek Agrawal EVP & Chief Growth Officer 26 Juni 2026 A 46.536 0 0 $0
Kenneth A. Mccullum EVP - Chief Risk Officer 26 Juni 2026 A 41.070 0 0 $0
Kathleen B Kay EVP-Chief Information Officer 26 Juni 2026 A 44.300 0 0 $0
Timothy W. Brown EVP, General Counsel and Sec 8 Juni 2026 A 22.279 0 0 $0
George Djurasovic Interim General Counsel 30 April 2026 S 21.905 0 2 $-259.334
Natalie Lamarque EVP, General Counsel, and Secr 27 Juni 2025 A 100.573 0 0 $0
Daniel Joseph Houston Executive Chairman 27 Juni 2025 A 271.613 0 0 $0
Luis E. Valdes Executive Chairman, Latam 20 Des. 2023 A 27.668 0 0 $0
Roberto Walker EVP, Principal Latin American 30 Juni 2023 A 40.433 0 0 $0
Mark S. Lagomarcino SVP, General Counsel & Secty 24 Juni 2022 A 10.818 0 0 $0
Karen E Shaff EVP, Gen'l Counsel, Secretary 26 Juni 2020 A 102.780 0 0 $0
Gary P Scholten EVP & Ch Info Officer 27 Maret 2020 A 86.268 0 0 $0
Gregory Bernard Elming SVP & Chief Risk Officer 28 Des. 2017 A 20.843 0 0 $0
Terrance Lillis EVP 31 Maret 2017 A 99.715 0 0 $0
Ralph Craig Eucher EVP 23 Feb. 2015 A 59.916 0 0 $0
Mary A Okeefe Sr. VP & Chief Mktg. Off. 27 Juni 2014 A 53.757 0 0 $0
Norman R Sorensen Chairman-Principal Internat'l 27 Feb. 2012 A 47.798 0 0 $0
Ellen Z Lamale Sr. VP & Chief Risk Officer 28 Feb. 2011 A 29.242 0 0 $0
Michael H Gersie Executive Vice President 5 Des. 2008 A 2.692 0 0 $0
Claudio Muruzabal Direktur 26 Juni 2026 A 13.602 2 1 $522
Alfredo Rivera Direktur 26 Juni 2026 A 16.511 0 0 $0
Jonathan Auerbach Direktur 26 Juni 2026 A 22.952 0 0 $0
Scott Mills Direktur 26 Juni 2026 A 36.140 0 0 $0
Clare Stack Richer Direktur 26 Juni 2026 A 21.412 0 0 $0
Diane C Nordin Direktur 26 Juni 2026 A 31.337 0 0 $0
Blair Pickerell Direktur 26 Juni 2026 A 39.827 0 0 $0
Elizabeth H Mitchell Direktur 26 Juni 2026 A 13.200 0 0 $0
Maliz E Beams Direktur 26 Juni 2026 A 16.961 0 0 $0
Roger C Hochschild Direktur 26 Juni 2026 A 41.477 0 0 $0
Miller Joycelyn Carter Direktur 26 Juni 2026 A 91.331 0 0 $0
Michael T Dan Direktur 31 Maret 2023 A 54.970 0 0 $0
Sandra L Helton Direktur 19 Okt. 2022 S 35.747 0 0 $0
Betsy J Bernard Direktur 21 Des. 2020 A 54.068 0 0 $0
Daniel Gelatt Direktur 26 Juni 2020 A 193.824 0 0 $0
Dennis H Ferro Direktur 29 Maret 2018 A 27.228 0 0 $0
COSTLEY GARY E Direktur 25 Maret 2016 A 36.997 0 0 $0
Larry D Zimpleman Direktur 25 Maret 2016 A 263.514 0 0 $0
Luca Maestri Direktur 27 Maret 2015 A 12.007 0 0 $0
Richard L Keyser Direktur 27 Maret 2015 A 36.308 0 0 $0
Arjun K Mathrani Direktur 30 Maret 2012 A 21.654 0 0 $0

Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka

Aktivis & pemilik 5%+ 1 saham

Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.

Pengaju Diajukan Kepemilikan Status Tujuan Pengajuan
Principal Financial Group, Inc., Principal Financial Services, Inc., Principal Life Insurance Company, Principal Holding Company, LLC, Principal Global Investors, LLC ×7 pengajuan 6 April 2012 Pengajuan awal Investasi pasif 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.

Kepemilikan ETF Dimiliki oleh 193 ETF

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
DIVY · Tidal Trust I 3,61% 9.910 NS 31 Mei 2026 N-PORT
PFI · Invesco Exchange-Traded Fund Trust 3,27% 17.090 SH 8 Agu 2026 Harian
IAK · iShares Trust 2,40% 114.963 SH 8 Agu 2026 Harian
LYLD · Cambria ETF Trust 2,09% 1.244 NS 30 April 2026 N-PORT
QDIV · Global X Funds 2,06% 6.495 NS 31 Mei 2026 N-PORT
SPDV · ETF Series Solutions 2,01% 17.981 NS 30 April 2026 N-PORT
BMVP · Invesco Exchange-Traded Fund Trust 1,79% 16.637 SH 8 Agu 2026 Harian
DVY · iShares Trust 1,37% 2.792.796 SH 8 Agu 2026 Harian
FDV · Federated Hermes ETF Trust 1,33% 98.699 NS 30 April 2026 N-PORT
IIGD · Invesco Exchange-Traded Self-Indexe… 1,24% 350.000 8 Agu 2026 Harian
RSPF · Invesco Exchange-Traded Fund Trust 1,23% 33.518 SH 8 Agu 2026 Harian
SYLD · Cambria ETF Trust 1,06% 101.215 NS 30 April 2026 N-PORT
SPVM · Invesco Exchange-Traded Fund Trust 1,02% 11.759 SH 8 Agu 2026 Harian
NUMV · Nushares ETF Trust 1,02% 43.460 NS 30 April 2026 N-PORT
SPLV · Invesco Exchange-Traded Fund Trust … 0,92% 581.785 SH 8 Agu 2026 Harian
JOET · Virtus ETF Trust II 0,80% 18.752 NS 30 April 2026 N-PORT
RPV · Invesco Exchange-Traded Fund Trust 0,70% 104.905 SH 8 Agu 2026 Harian
GSY · Invesco Actively Managed Exchange-T… 0,64% 24.837.000 8 Agu 2026 Harian
AVMV · AMERICAN CENTURY ETF TRUST 0,61% 36.356 NS 31 Mei 2026 N-PORT
RCGE · EA Series Trust 0,54% 5.000 NS 30 April 2026 N-PORT
KRMA · Global X Funds 0,52% 6.091 NS 31 Mei 2026 N-PORT
SCHD · SCHWAB STRATEGIC TRUST 0,52% 4.725.709 NS 31 Mei 2026 N-PORT
VOE · VANGUARD INDEX FUNDS 0,40% 1.387.596 SH 8 Agu 2026 Harian
QDF · FlexShares Trust 0,39% 81.180 NS 30 April 2026 N-PORT
IYF · iShares Trust 0,37% 141.323 SH 8 Agu 2026 Harian
IMCV · iShares Trust 0,34% 34.403 SH 8 Agu 2026 Harian
FXO · First Trust Exchange-Traded AlphaDE… 0,33% 35.370 NS 30 April 2026 N-PORT
AVLV · AMERICAN CENTURY ETF TRUST 0,32% 401.560 NS 31 Mei 2026 N-PORT
AVMC · AMERICAN CENTURY ETF TRUST 0,28% 10.947 NS 31 Mei 2026 N-PORT
AVIE · AMERICAN CENTURY ETF TRUST 0,28% 276 NS 31 Mei 2026 N-PORT
REVS · Columbia ETF Trust I 0,28% 7.759 NS 30 April 2026 N-PORT
VFH · VANGUARD WORLD FUND 0,27% 353.186 SH 8 Agu 2026 Harian
FNCL · FIDELITY COVINGTON TRUST 0,26% 57.985 NS 30 April 2026 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,26% 18.964 NS 30 April 2026 N-PORT
PFIG · Invesco Exchange-Traded Fund Trust … 0,25% 297.000 8 Agu 2026 Harian
IWS · iShares Trust 0,24% 323.087 SH 8 Agu 2026 Harian
DFVE · DoubleLine ETF Trust 0,22% 675 NS 31 Maret 2026 N-PORT
VO · VANGUARD INDEX FUNDS 0,22% 4.680.944 SH 8 Agu 2026 Harian
SIZE · iShares Trust 0,21% 7.986 SH 8 Agu 2026 Harian
EUSA · iShares, Inc. 0,20% 33.653 SH 8 Agu 2026 Harian
GSEW · Goldman Sachs ETF Trust 0,20% 34.289 NS 31 Mei 2026 N-PORT
RSP · Invesco Exchange-Traded Fund Trust 0,19% 1.697.836 SH 8 Agu 2026 Harian
FAS · Direxion Shares ETF Trust 0,19% 37.849 NS 30 April 2026 N-PORT
FTA · First Trust Exchange-Traded AlphaDE… 0,19% 24.384 NS 30 April 2026 N-PORT
DFLV · Dimensional ETF Trust 0,19% 108.252 NS 30 April 2026 N-PORT
FEX · First Trust Exchange-Traded AlphaDE… 0,18% 27.267 NS 30 April 2026 N-PORT
UYG · ProShares Trust 0,18% 12.196 NS 31 Mei 2026 N-PORT
IWR · iShares Trust 0,18% 872.115 SH 8 Agu 2026 Harian
IMCB · iShares Trust 0,17% 24.826 SH 8 Agu 2026 Harian
DGRO · iShares Trust 0,16% 606.426 SH 8 Agu 2026 Harian