Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and Income Solutions segment provides a portfolio of asset accumulation products and services for retirement savings and income. It offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit pension plans, nonqualified executive benefit plans, employee stock ownership plans, equity compensation, and pension risk transfer services; individual retirement accounts; investment only products; and mutual funds, individual variable annuities, and bank products. The Principal Global Investors segment provides equity, fixed income, real estate, and other alternative investments, as well as asset allocation, stable value management, and other structured investment strategies. The Principal International segment offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans in Brazil, Chile, Mexico, China, Hong Kong Special Administrative Region, India, and Southeast Asia. The U.S. Insurance Solutions segment provides specialty benefits, such as group dental and vision insurance, group life insurance, and group and individual disability insurance, as well as administers group dental, disability, and vision benefits; and individual life insurance products comprising universal, variable universal, indexed universal, and term life insurance products in the United States. It also offers insurance solutions for small and medium-sized businesses and their owners, as well as executives. Principal Financial Group, Inc. was founded in 1879 and is based in Des Moines, Iowa.
the bull case· 2
10
of the funds on file reporting a position in PFG
n-portas of Jun 30 '26954
managers reporting a position in regulatory filings
13fJun 30 '26the bear case· 3
9 of 21
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '26−1.45%
change in shares held by the ten largest reporting managers
13fJun 30 '2631
managers whose positions together make up four fifths of reported value
13fJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Nov 2 '26 report. Not a forecast, not advice.
Of the 6 companies Principal Financial Group Inc moves with most closely, 1 also shares its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 6321, Accident & Health Insurance, from each company's own filings. Largest first.
A rule beside a ticker marks a company that appears in both readings.
Which of these the filings never mention ›958 managers report a position worth $18.3B between them, and 31 of them hold 80% of it.
tall tick = annual report · 1 on record
Principal Financial Group Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Accident & Health Insurance
High 117.61 at 3:45 pm ET, low 114.94 at 10:00 am ET.
PFG (Principal Financial Group Inc) has 0 disclosed suppliers and 0 disclosed customers, strongest disclosure first.
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.