Principal Financial Group, Inc. (PFG) has 20 known insider and institutional holders on record. The largest holder is GELATT DANIEL with 193,824 shares. Other notable holders include Halter Patrick Gregory and Friedrich Amy Christine.
Over the last 12 months, insiders have made 85 transactions in PFG stock — 65 buys (valued at $872.90) and 5 sells (valued at $2.35M). Insider buying has outpaced selling during this period, which may signal confidence in the company's prospects.
PFG Insider Ownership
Top Holder
GELATT DANIEL
193,824 shares
Buys (12 mo)
65
$872.90 value
Sells (12 mo)
5
$2.35M value
12-Month Transaction Activity
Top Insider Holders
| # |
Name |
Role |
Shares Owned |
Last Filed |
Relative Size |
| 1 |
Gelatt Daniel |
Director |
193,824 |
2020-07-01 |
|
| 2 |
Halter Patrick Gregory |
President and CEO - Pam |
140,562 |
2024-04-01 |
|
| 3 |
Friedrich Amy Christine |
President - Benefits & Protect |
108,239 |
2026-03-31 |
|
| 4 |
Shaff Karen E |
10 Percent Owner, Officer: EVP, Gen'l Counsel, Secretary |
102,780 |
2020-06-30 |
|
| 5 |
Lamarque Natalie |
EVP, General Counsel, and Secr |
99,773 |
2025-04-01 |
|
| 6 |
Cheong Wee Yee |
President - Asia & Middle East |
92,188 |
2026-03-31 |
|
| 7 |
Carter Miller Jocelyn |
Director |
88,487 |
2026-03-31 |
|
| 8 |
Carter Miller Joycelyn |
Director |
85,284 |
2025-05-22 |
|
| 9 |
Littlefield Christopher J |
President - Ris |
75,880 |
2026-03-31 |
|
| 10 |
Bhatia Kamal |
President and CEO - Pam |
65,024 |
2026-03-31 |
|
| 11 |
Dunbar Timothy Mark |
Other: Retired Officer |
58,584 |
2021-03-01 |
|
| 12 |
Bernard Betsy J |
Director |
54,068 |
2020-12-23 |
|
| 13 |
Strable-soethout Deanna D |
Chair, President and CEO |
53,498 |
2026-03-31 |
|
| 14 |
Lawler Julia M |
Other: Retired Officer |
48,610 |
2021-02-24 |
|
| 15 |
Agrawal Vivek |
EVP & Chief Growth Officer |
46,302 |
2026-03-31 |
|
| 16 |
Kay Kathleen B |
EVP-chief Information Officer |
43,902 |
2026-03-31 |
|
| 17 |
Mccullum Kenneth A. |
EVP - Chief Risk Officer |
40,996 |
2026-03-31 |
|
| 18 |
Walker Roberto |
EVP, Principal Latin American |
40,433 |
2023-07-05 |
|
| 19 |
Pickerell Blair |
Director |
37,371 |
2026-03-31 |
|
| 20 |
Helton Sandra L |
Director |
36,747 |
2022-10-21 |
|
Recent Transactions (last 12 months)
| Date |
Name |
Role |
Type |
Shares |
Price |
Value |
| 2026-03-27 |
Pitz Joel |
EVP & CFO |
RSU Award |
3 |
- |
- |
| 2026-03-27 |
Agrawal Vivek |
EVP & Chief Growth Officer |
RSU Award |
278 |
- |
- |
| 2026-03-27 |
Djurasovic George |
Interim General Counsel |
RSU Award |
176 |
- |
- |
| 2026-03-27 |
Muruzabal Claudio |
Director |
RSU Award |
124 |
- |
- |
| 2026-03-27 |
Cheong Wee Yee |
President - Asia & Middle East |
RSU Award |
667 |
- |
- |
| 2026-03-27 |
Mccullum Kenneth A. |
EVP - Chief Risk Officer |
RSU Award |
88 |
- |
- |
| 2026-03-27 |
Kay Kathleen B |
EVP-chief Information Officer |
RSU Award |
469 |
- |
- |
| 2026-03-27 |
Bhatia Kamal |
President and CEO - Pam |
RSU Award |
509 |
- |
- |
| 2026-03-27 |
Friedrich Amy Christine |
President - Benefits & Protect |
RSU Award |
707 |
- |
- |
| 2026-03-27 |
Rivera Alfredo |
Director |
RSU Award |
30 |
- |
- |
| 2026-03-27 |
Auerbach Jonathan |
Director |
RSU Award |
203 |
- |
- |
| 2026-03-27 |
Mills Scott |
Director |
RSU Award |
182 |
- |
- |
| 2026-03-27 |
Richer Clare Stack |
Director |
RSU Award |
174 |
- |
- |
| 2026-03-27 |
Nordin Diane C |
Director |
RSU Award |
264 |
- |
- |
| 2026-03-27 |
Pickerell Blair |
Director |
RSU Award |
340 |
- |
- |
| 2026-03-27 |
Mitchell H Elizabeth |
Director |
RSU Award |
100 |
- |
- |
| 2026-03-27 |
Strable-soethout Deanna D |
Chair, President and CEO |
RSU Award |
52 |
- |
- |
| 2026-03-27 |
Beams Mary E. |
Director |
RSU Award |
134 |
- |
- |
| 2026-03-27 |
Hochschild Roger C |
Director |
RSU Award |
262 |
- |
- |
| 2026-03-27 |
Littlefield Christopher J |
President - Ris |
RSU Award |
660 |
- |
- |
| 2026-03-27 |
Carter Miller Jocelyn |
Director |
RSU Award |
805 |
- |
- |
| 2026-02-09 |
Muruzabal Claudio |
Director |
Informative Buy |
5 |
$97.09 |
$485.45 |
| 2025-04-21 |
Muruzabal Claudio |
Director |
Informative Sell |
5 |
$70.05 |
$350.25 |
| 2025-01-02 |
Muruzabal Claudio |
Director |
Informative Buy |
5 |
$77.49 |
$387.45 |
| 2026-02-27 |
Pitz Joel |
EVP - CFO |
Tax Withholding of RSU |
42 |
$95.42 |
$4.01K |
