PFG Principal Financial Group Inc - Common Stock

NASDAQ · Insurance · Visualizza su SEC EDGAR ↗
$113,87
Prezzo · Ago 18, 2026
Fondamentali al Lug 29, 2026

Informazioni su Principal Financial Group Inc - Common Stock Panoramica della società da Wikipedia

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

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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.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

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PFG Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

Prezzo
$113.87
Capitalizzazione di Mercato
$24.75B
P/E (TTM)
21.7
EPS (TTM)
$5.25
Ricavi (TTM)
$15.63B
Rendimento div.
2.8%
ROE
10.3%
D/E Debito/Patrimonio
0.0
Intervallo 52 sett.
$77 – $117

PFG Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Performance decennale Andamento di ricavi, utile netto, margini e EPS

Ricavi e Utile Netto $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
Flusso di cassa libero
Margini 7.6%

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica
Tendenza 5 anni
PFG
Mediana dei peer
P/E (TTM)
5-point trend, +34.5%
21.7
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%
80.9

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica
Tendenza 5 anni
PFG
Mediana dei peer
Net Profit Margin (Margine di Profitto Netto)
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%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
PFG
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
5-point trend, -54.0%
0.0

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica
Tendenza 5 anni
PFG
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, +8.3%
-3.1%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, +8.3%
-3.8%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, +8.3%
1.2%
EPS YoY
5-point trend, -9.3%
-21.4%
Net Income YoY (Utile Netto YoY)
5-point trend, -25.0%
-24.6%

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica
Tendenza 5 anni
PFG
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, -9.3%
$5.25

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica
Tendenza 5 anni
PFG
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
5-point trend, +50.9%
57.7%

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

Dividend Yield
2.8%
Rapporto di Distribuzione Utili
57.7%
CAGR Dividendi 5Y
Data ex-dividendoImporto
01 Giugno 2026$0,8200
11 Marzo 2026$0,8000
03 Dicembre 2025$0,7900
04 Settembre 2025$0,7800
02 Giugno 2025$0,7600
12 Marzo 2025$0,7500
02 Dicembre 2024$0,7300
05 Settembre 2024$0,7200
03 Giugno 2024$0,7100
11 Marzo 2024$0,6900
30 Novembre 2023$0,6700
06 Settembre 2023$0,6500
31 Maggio 2023$0,6400
14 Marzo 2023$0,6400
30 Novembre 2022$0,6400
07 Settembre 2022$0,6400
01 Giugno 2022$0,6400
09 Marzo 2022$0,6400
30 Novembre 2021$0,6400
31 Agosto 2021$0,6300

PFG Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

MANTIENI 23 analisti
  • Acquisto forte 0 0,0%
  • Compra 2 8,7%
  • Mantieni 14 60,9%
  • Vendi 6 26,1%
  • Vendita forte 1 4,3%

Target Price a 12 Mesi

12 analisti · 2026-08-19
Target mediano $112.00 -1,6%
Target medio $109.58 -3,8%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Sorpresa media
0.02%
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $2.50 $2.36 0.14%
31 Marzo 2026 $2.07 $2.02 0.05%
31 Dicembre 2025 $2.19 $2.25 -0.06%
30 Settembre 2025 $2.10 $2.22 -0.12%
30 Giugno 2025 $2.16 $1.99 0.17%
31 Marzo 2025 $1.81 $1.84 -0.03%

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
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%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Conto Economico 8
Dati annuali Conto Economico per PFG
Metrica Tendenza 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
Stato Patrimoniale 18
Dati annuali Stato Patrimoniale per PFG
Metrica Tendenza 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
Flusso di cassa 16
Dati annuali Flusso di cassa per PFG
Metrica Tendenza 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
Redditività 4
Dati annuali Redditività per PFG
Metrica Tendenza 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%
Liquidità e Solvibilità 1
Dati annuali Liquidità e Solvibilità per PFG
Metrica Tendenza 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
Efficienza 1
Dati annuali Efficienza per PFG
Metrica Tendenza 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 Azione 6
Dati annuali Per Azione per PFG
Metrica Tendenza 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
Tassi di Crescita 10
Dati annuali Tassi di Crescita per PFG
Metrica Tendenza 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% · · · · · · · · · · ·
Valutazione (TTM) 15
Dati annuali Valutazione (TTM) per PFG
Metrica Tendenza 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

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Conto Economico
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $15.63B$16.13B$13.67B$17.54B$14.43B
Utile netto $1.19B$1.57B$623M$4.76B$1.58B
EPS Diluito $5.25$6.68$2.55$18.63$5.79
Stato Patrimoniale
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debito / Patrimonio Netto 0.00.00.00.00.0

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Proprietari istituzionali (13F) 1.020 filer · $11.5B totale · Aggiornato al 30 Giugno 2026

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
112 (-19 vs trimestre precedente) 50 (-21 vs trimestre precedente) 364 (+32 vs trimestre precedente) 263 (+6 vs trimestre precedente) +23.3M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

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

Insider aziendali 61 insider · 29 dirigenti · 28 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Kamal Bhatia President and CEO - PAM 26 Giugno 2026 A 65.454 0 0 $0
Deanna D Strable-Soethout Chair, President and CEO 26 Giugno 2026 A 53.542 0 4 $-2.352.460
Patrick Gregory Halter President and CEO - PAM 28 Marzo 2024 A 140.562 0 0 $0
Joel Pitz EVP & CFO 26 Giugno 2026 A 2.928 0 0 $0
Wee Yee Cheong President - Asia & Middle East 26 Giugno 2026 A 66.819 0 6 $-2.786.038
Christopher J Littlefield President - RIS 26 Giugno 2026 A 76.741 0 0 $0
Renee V. Schaaf President - RIS 15 Agosto 2022 S 32.278 0 0 $0
Nora Mary Everett President - RIS 29 Marzo 2019 A 49.240 0 0 $0
James P Mccaughan President - Global Asset Mgmt. 04 Settembre 2018 M 149.329 0 0 $0
John E Aschenbrenner President - Ins. & Fin. Svcs. 04 Dicembre 2009 A 88.803 0 0 $0
Vivek Agrawal EVP & Chief Growth Officer 26 Giugno 2026 A 46.536 0 0 $0
Kenneth A. Mccullum EVP - Chief Risk Officer 26 Giugno 2026 A 41.070 0 0 $0
Kathleen B Kay EVP-Chief Information Officer 26 Giugno 2026 A 44.300 0 0 $0
Timothy W. Brown EVP, General Counsel and Sec 08 Giugno 2026 A 22.279 0 0 $0
George Djurasovic Interim General Counsel 30 Aprile 2026 S 21.905 0 2 $-259.334
Natalie Lamarque EVP, General Counsel, and Secr 27 Giugno 2025 A 100.573 0 0 $0
Daniel Joseph Houston Executive Chairman 27 Giugno 2025 A 271.613 0 0 $0
Luis E. Valdes Executive Chairman, Latam 20 Dicembre 2023 A 27.668 0 0 $0
Roberto Walker EVP, Principal Latin American 30 Giugno 2023 A 40.433 0 0 $0
Mark S. Lagomarcino SVP, General Counsel & Secty 24 Giugno 2022 A 10.818 0 0 $0
Karen E Shaff EVP, Gen'l Counsel, Secretary 26 Giugno 2020 A 102.780 0 0 $0
Gary P Scholten EVP & Ch Info Officer 27 Marzo 2020 A 86.268 0 0 $0
Gregory Bernard Elming SVP & Chief Risk Officer 28 Dicembre 2017 A 20.843 0 0 $0
Terrance Lillis EVP 31 Marzo 2017 A 99.715 0 0 $0
Ralph Craig Eucher EVP 23 Febbraio 2015 A 59.916 0 0 $0
Mary A Okeefe Sr. VP & Chief Mktg. Off. 27 Giugno 2014 A 53.757 0 0 $0
Norman R Sorensen Chairman-Principal Internat'l 27 Febbraio 2012 A 47.798 0 0 $0
Ellen Z Lamale Sr. VP & Chief Risk Officer 28 Febbraio 2011 A 29.242 0 0 $0
Michael H Gersie Executive Vice President 05 Dicembre 2008 A 2.692 0 0 $0
Claudio Muruzabal Direttore 26 Giugno 2026 A 13.602 2 1 $522
Alfredo Rivera Direttore 26 Giugno 2026 A 16.511 0 0 $0
Jonathan Auerbach Direttore 26 Giugno 2026 A 22.952 0 0 $0
Scott Mills Direttore 26 Giugno 2026 A 36.140 0 0 $0
Clare Stack Richer Direttore 26 Giugno 2026 A 21.412 0 0 $0
Diane C Nordin Direttore 26 Giugno 2026 A 31.337 0 0 $0
Blair Pickerell Direttore 26 Giugno 2026 A 39.827 0 0 $0
Elizabeth H Mitchell Direttore 26 Giugno 2026 A 13.200 0 0 $0
Maliz E Beams Direttore 26 Giugno 2026 A 16.961 0 0 $0
Roger C Hochschild Direttore 26 Giugno 2026 A 41.477 0 0 $0
Miller Joycelyn Carter Direttore 26 Giugno 2026 A 91.331 0 0 $0
Michael T Dan Direttore 31 Marzo 2023 A 54.970 0 0 $0
Sandra L Helton Direttore 19 Ottobre 2022 S 35.747 0 0 $0
Betsy J Bernard Direttore 21 Dicembre 2020 A 54.068 0 0 $0
Daniel Gelatt Direttore 26 Giugno 2020 A 193.824 0 0 $0
Dennis H Ferro Direttore 29 Marzo 2018 A 27.228 0 0 $0
COSTLEY GARY E Direttore 25 Marzo 2016 A 36.997 0 0 $0
Larry D Zimpleman Direttore 25 Marzo 2016 A 263.514 0 0 $0
Luca Maestri Direttore 27 Marzo 2015 A 12.007 0 0 $0
Richard L Keyser Direttore 27 Marzo 2015 A 36.308 0 0 $0
Arjun K Mathrani Direttore 30 Marzo 2012 A 21.654 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Attivisti e proprietari del 5%+ 1 partecipazione

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
Principal Financial Group, Inc., Principal Financial Services, Inc., Principal Life Insurance Company, Principal Holding Company, LLC, Principal Global Investors, LLC ×7 depositi 06 Aprile 2012 Deposito iniziale 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.

Proprietà ETF Posseduti da 193 ETF

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
DIVY · Tidal Trust I 3,61% 9.910 NS 31 Maggio 2026 N-PORT
PFI · Invesco Exchange-Traded Fund Trust 3,27% 17.090 SH 08 Agosto 2026 Giornaliero
IAK · iShares Trust 2,40% 114.963 SH 08 Agosto 2026 Giornaliero
LYLD · Cambria ETF Trust 2,09% 1.244 NS 30 Aprile 2026 N-PORT
QDIV · Global X Funds 2,06% 6.495 NS 31 Maggio 2026 N-PORT
SPDV · ETF Series Solutions 2,01% 17.981 NS 30 Aprile 2026 N-PORT
BMVP · Invesco Exchange-Traded Fund Trust 1,79% 16.637 SH 08 Agosto 2026 Giornaliero
DVY · iShares Trust 1,37% 2.792.796 SH 08 Agosto 2026 Giornaliero
FDV · Federated Hermes ETF Trust 1,33% 98.699 NS 30 Aprile 2026 N-PORT
IIGD · Invesco Exchange-Traded Self-Indexe… 1,24% 350.000 08 Agosto 2026 Giornaliero
RSPF · Invesco Exchange-Traded Fund Trust 1,23% 33.518 SH 08 Agosto 2026 Giornaliero
SYLD · Cambria ETF Trust 1,06% 101.215 NS 30 Aprile 2026 N-PORT
SPVM · Invesco Exchange-Traded Fund Trust 1,02% 11.759 SH 08 Agosto 2026 Giornaliero
NUMV · Nushares ETF Trust 1,02% 43.460 NS 30 Aprile 2026 N-PORT
SPLV · Invesco Exchange-Traded Fund Trust … 0,92% 581.785 SH 08 Agosto 2026 Giornaliero
JOET · Virtus ETF Trust II 0,80% 18.752 NS 30 Aprile 2026 N-PORT
RPV · Invesco Exchange-Traded Fund Trust 0,70% 104.905 SH 08 Agosto 2026 Giornaliero
GSY · Invesco Actively Managed Exchange-T… 0,64% 24.837.000 08 Agosto 2026 Giornaliero
AVMV · AMERICAN CENTURY ETF TRUST 0,61% 36.356 NS 31 Maggio 2026 N-PORT
RCGE · EA Series Trust 0,54% 5.000 NS 30 Aprile 2026 N-PORT
KRMA · Global X Funds 0,52% 6.091 NS 31 Maggio 2026 N-PORT
SCHD · SCHWAB STRATEGIC TRUST 0,52% 4.725.709 NS 31 Maggio 2026 N-PORT
VOE · VANGUARD INDEX FUNDS 0,40% 1.387.596 SH 08 Agosto 2026 Giornaliero
QDF · FlexShares Trust 0,39% 81.180 NS 30 Aprile 2026 N-PORT
IYF · iShares Trust 0,37% 141.323 SH 08 Agosto 2026 Giornaliero
IMCV · iShares Trust 0,34% 34.403 SH 08 Agosto 2026 Giornaliero
FXO · First Trust Exchange-Traded AlphaDE… 0,33% 35.370 NS 30 Aprile 2026 N-PORT
AVLV · AMERICAN CENTURY ETF TRUST 0,32% 401.560 NS 31 Maggio 2026 N-PORT
AVMC · AMERICAN CENTURY ETF TRUST 0,28% 10.947 NS 31 Maggio 2026 N-PORT
AVIE · AMERICAN CENTURY ETF TRUST 0,28% 276 NS 31 Maggio 2026 N-PORT
REVS · Columbia ETF Trust I 0,28% 7.759 NS 30 Aprile 2026 N-PORT
VFH · VANGUARD WORLD FUND 0,27% 353.186 SH 08 Agosto 2026 Giornaliero
FNCL · FIDELITY COVINGTON TRUST 0,26% 57.985 NS 30 Aprile 2026 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,26% 18.964 NS 30 Aprile 2026 N-PORT
PFIG · Invesco Exchange-Traded Fund Trust … 0,25% 297.000 08 Agosto 2026 Giornaliero
IWS · iShares Trust 0,24% 323.087 SH 08 Agosto 2026 Giornaliero
DFVE · DoubleLine ETF Trust 0,22% 675 NS 31 Marzo 2026 N-PORT
VO · VANGUARD INDEX FUNDS 0,22% 4.680.944 SH 08 Agosto 2026 Giornaliero
SIZE · iShares Trust 0,21% 7.986 SH 08 Agosto 2026 Giornaliero
EUSA · iShares, Inc. 0,20% 33.653 SH 08 Agosto 2026 Giornaliero
GSEW · Goldman Sachs ETF Trust 0,20% 34.289 NS 31 Maggio 2026 N-PORT
RSP · Invesco Exchange-Traded Fund Trust 0,19% 1.697.836 SH 08 Agosto 2026 Giornaliero
FAS · Direxion Shares ETF Trust 0,19% 37.849 NS 30 Aprile 2026 N-PORT
FTA · First Trust Exchange-Traded AlphaDE… 0,19% 24.384 NS 30 Aprile 2026 N-PORT
DFLV · Dimensional ETF Trust 0,19% 108.252 NS 30 Aprile 2026 N-PORT
FEX · First Trust Exchange-Traded AlphaDE… 0,18% 27.267 NS 30 Aprile 2026 N-PORT
UYG · ProShares Trust 0,18% 12.196 NS 31 Maggio 2026 N-PORT
IWR · iShares Trust 0,18% 872.115 SH 08 Agosto 2026 Giornaliero
IMCB · iShares Trust 0,17% 24.826 SH 08 Agosto 2026 Giornaliero
DGRO · iShares Trust 0,16% 606.426 SH 08 Agosto 2026 Giornaliero