Principal Financial Ownership
| PFG Stock | USD 84.70 0.55 0.65% |
Shares in Circulation | First Issued 2000-12-31 | Previous Quarter 236.6 M | Current Value 230.7 M | Avarage Shares Outstanding 293.5 M | Quarterly Volatility 30.7 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Principal |
Principal Stock Ownership Analysis
About 73.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.71. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Principal Financial has Price/Earnings To Growth (PEG) ratio of 1.5. The entity recorded a loss per share of 0.74. The firm last dividend was issued on the 2nd of December 2024. Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. Principal Financial Group, Inc. was founded in 1879 and is based in Des Moines, Iowa. Principal Financial operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 18600 people. To find out more about Principal Financial Group contact Daniel Houston at 515 247 5111 or learn more at https://www.principal.com.Besides selling stocks to institutional investors, Principal Financial also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Principal Financial's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Principal Financial's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Principal Financial Quarterly Liabilities And Stockholders Equity |
|
Principal Financial Insider Trades History
Only 1.03% of Principal Financial Group are currently held by insiders. Unlike Principal Financial's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Principal Financial's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Principal Financial's insider trades
Principal Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Principal Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Principal Financial Group backward and forwards among themselves. Principal Financial's institutional investor refers to the entity that pools money to purchase Principal Financial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Norges Bank | 2024-06-30 | 3.3 M | Amvescap Plc. | 2024-06-30 | 2.6 M | Jpmorgan Chase & Co | 2024-06-30 | 2.3 M | Legal & General Group Plc | 2024-06-30 | 2.1 M | Bank Of New York Mellon Corp | 2024-06-30 | 1.9 M | Ubs Asset Mgmt Americas Inc | 2024-09-30 | 1.7 M | Goldman Sachs Group Inc | 2024-06-30 | 1.5 M | Hsbc Holdings Plc | 2024-06-30 | 1.4 M | Charles Schwab Investment Management Inc | 2024-09-30 | 1.4 M | Vanguard Group Inc | 2024-09-30 | 27.5 M | Blackrock Inc | 2024-06-30 | 19.8 M |
Principal Financial Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Principal Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Principal Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Principal Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Principal Financial Outstanding Bonds
Principal Financial issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Principal Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Principal bonds can be classified according to their maturity, which is the date when Principal Financial Group has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| US74256LAU35 Corp BondUS74256LAU35 | View | |
| US74256LBJ70 Corp BondUS74256LBJ70 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| US74256LEE56 Corp BondUS74256LEE56 | View | |
| PFG 875 12 JAN 26 Corp BondUS74256LEK17 | View | |
| PFG 125 16 AUG 26 Corp BondUS74256LEP04 | View | |
| PFG 1375 10 JAN 25 Corp BondUS74256LET26 | View | |
| PFG 15 17 NOV 26 Corp BondUS74256LES43 | View |
Principal Financial Corporate Filings
F4 | 21st of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 14th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 31st of October 2024 Other Reports | ViewVerify | |
10Q | 30th of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Currently Active Assets on Macroaxis
When determining whether Principal Financial is a strong investment it is important to analyze Principal Financial's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Principal Financial's future performance. For an informed investment choice regarding Principal Stock, refer to the following important reports:Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Principal Financial Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Is Life & Health Insurance space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Principal Financial. If investors know Principal will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Principal Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.06) | Dividend Share 2.79 | Earnings Share (0.74) | Revenue Per Share 59.953 | Quarterly Revenue Growth (0.34) |
The market value of Principal Financial is measured differently than its book value, which is the value of Principal that is recorded on the company's balance sheet. Investors also form their own opinion of Principal Financial's value that differs from its market value or its book value, called intrinsic value, which is Principal Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Principal Financial's market value can be influenced by many factors that don't directly affect Principal Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Principal Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Principal Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Principal Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.