Principal Financial Group
+$1.4B
Net Activity
Institutions Holding
907
Popularity Rank
#517
Avg Weight
0.10%
Total Value
$15.1B
907 institutions currently hold PFG, with 451 net buyers and 339 net sellers this quarter.
Institutional Moves (Q1 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
339
Net Buying Institutions
451
Top 5 by Value
Across its top 20 institutional holders, PFG's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 18/100).
+$6.0B
Total Buy Value
$5.8B
Total Sell Value
451
Net Buyers
339
Net Sellers
PFG
Q1 2026
Top 5 Institutional Movers
Capital World Investors
+$543.1M
Charles Schwab Investment Management
+$406.4M
Norges Bank
-$273.3M
Marshall Wace, LLP
-$55.4M
Bank Of America /de/
+$53.8M
Institutions accumulate while insiders sell; mixed signals
Signal Basis
Institutional net inflows of ~$1.43B with 451 buyers vs 339 sellers indicate broad accumulation; however insiders net sold ~$2.35M over 90 days with only $485 in buys, creating a clear divergence.
Confirmation
Sustained institutional buying combined with insider purchases would confirm bullish direction; widening insider selling would shift bearish.
Invalidation Risk
A reversal of institutional flows or acceleration of insider sales would invalidate the neutral stance, turning the signal bearish.
Generated by AI directly from institutional holders' Form 13F data on SEC EDGAR, reflecting past activity only. Not investment advice — do not base trading decisions on this alone; verify against the source filings below.
See the institutional 13F filings behind this signalPFG does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
Terms of Use for AI
AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/PFG
1
unique buyers
$485
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Buy | Muruzabal Claudio | 2026-02-09 | $485 |
| Sell | STRABLE-SOETHOUT DEANNA D | 2026-01-30 | $697K |
| Sell | STRABLE-SOETHOUT DEANNA D | 2026-01-29 | $885K |
| Sell | STRABLE-SOETHOUT DEANNA D | 2026-01-22 | $743K |
| Sell | STRABLE-SOETHOUT DEANNA D | 2026-01-08 | $28K |
| Sell | Cheong Wee Yee | 2025-11-12 | $160K |
| Sell | Muruzabal Claudio | 2025-04-21 | $350 |
| Buy | Muruzabal Claudio | 2025-01-02 | $387 |
2
Filings (90d)
$5.53M
Total Est. Value
50K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| STRABLE-SOETHOUT DEANNA D | 2026-06-12 | $3.37M |
| STRABLE-SOETHOUT DEANNA D | 2026-06-11 | $2.16M |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
2
Filings (14d)
Principal Financial Group announced on July 27, 2026 its financial and operating results for the quarter ended June 30, 2026. The 8-K filing states that the announcement is included as Exhibit 99, but the excerpt itself does not provide specific revenue or earnings figures.
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)74251V102, 74251v102, 74255Y409, 74255Y706
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Access PFG's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/PFGCLI
npx alphasmo stocks get PFG