Empfehlung
12,7
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
26.9
2 neu, 7 erhöht, -34970K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | PRINCIPAL FINANCIAL GROUP INC |
|---|---|
| Ticker | PFG |
| CIK | 0001126328 |
Branche
| SIC-Code | 6321 |
|---|---|
| Beschreibung | Accident & Health Insurance |
Wertpapier
| CUSIP | 46090e103 |
|---|---|
| ISIN | US46090E1038 |
| Typ | Common Stock |
| Titel | Invesco QQQ Trust |
Status
| Zuletzt geprüft | 2026-03-20 22:25:34.257239 |
|---|
Finanzkennzahlen (SEC XBRL)
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2025-12-31 | 10-K | 15,625,500,000 | 1,185,100,000 | 5.25 | 341,376,500,000 | 11,883,900,000 |
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| HWG Holdings LP | 58,199 | 0 | 58,199 | 32,104,896 | Neu | +100,0% | |
| Moloney Securities Asset Management, LLC | 42,486 | 29,993 | 12,493 | 25,507,146 | Aufgestockt | +41,7% | |
| Wealth Group Ltd | 24,629 | 0 | 24,629 | 13,586,585 | Neu | +100,0% | |
| Ancora Advisors LLC | 16,792 | 19,608 | -2,816 | 10,315,229 | Reduziert | -14,4% | |
| COZAD ASSET MANAGEMENT INC | 14,550 | 14,580 | -30 | 8,938,110 | Reduziert | -0,2% | |
| JMG Financial Group, Ltd. | 12,725 | 12,834 | -109 | 7,816,943 | Reduziert | -0,8% | |
| EdgeRock Capital LLC | 12,842 | 0 | 12,842 | 7,709,657 | Neu | +100,0% | |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 9,486 | 9,511 | -25 | 5,827,413 | Reduziert | -0,3% | |
| Asset Management Advisors, LLC | 20,340 | 20,350 | -10 | 4,941,603 | Reduziert | 0,0% | |
| SVB WEALTH LLC | 6,587 | 7,198 | -611 | 4,046,460 | Reduziert | -8,5% | |
| BBR PARTNERS, LLC | 4,079 | 3,956 | 123 | 2,506,019 | Aufgestockt | +3,1% | |
| Sageworth Trust Co | 2,791 | 2,401 | 390 | 1,714,539 | Aufgestockt | +16,2% | |
| PRINCIPAL FINANCIAL GROUP INC | 994 | 0 | 994 | 610,253 | Neu | +100,0% | |
| SPINNAKER TRUST | 2,384 | 2,384 | 0 | 579,193 | Unverändert | 0,0% | |
| Councilmark Asset Management, LLC | 850 | 0 | 850 | 510,314 | Neu | +100,0% | |
| Corundum Group, Inc. | 706 | 715 | -9 | 433,703 | Reduziert | -1,3% | |
| NORTH STAR ASSET MANAGEMENT INC | 655 | 460 | 195 | 402,373 | Aufgestockt | +42,4% | |
| Mengis Capital Management, Inc. | 608 | 565 | 43 | 373,500 | Aufgestockt | +7,6% | |
| Douglass Winthrop Advisors, LLC | 437 | 437 | 0 | 262,362 | Unverändert | 0,0% | |
| CAPITAL COUNSEL LLC/NY | 404 | 404 | 0 | 248,181 | Unverändert | 0,0% | |
| Pinnacle Holdings, LLC | 617 | 612 | 5 | 242,991 | Aufgestockt | +0,8% | |
| JOHN G ULLMAN & ASSOCIATES INC | 379 | 379 | 0 | 232,823 | Unverändert | 0,0% | |
| Pettee Investors, Inc. | 765 | 765 | 0 | 213,871 | Unverändert | 0,0% | |
| SOL Capital Management CO | 37,990 | 37,059 | 931 | 23,338 | Aufgestockt | +2,5% | |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 37,087 | 37,177 | -90 | 22,783 | Reduziert | -0,2% | |
| SENTINEL TRUST CO LBA | 19,802 | 19,802 | 0 | 12,165 | Unverändert | 0,0% | |
| Bollard Group LLC | 18,531 | 0 | 18,531 | 10,223 | Neu | +100,0% | |
| HANTZ FINANCIAL SERVICES, INC. | 6,540 | 6,437 | 103 | 4,011 | Aufgestockt | +1,6% | |
| SlateStone Wealth, LLC | 5,780 | 6,197 | -417 | 3,551 | Reduziert | -6,7% | |
| SONATA CAPITAL GROUP INC | 1,946 | 1,946 | 0 | 1,168 | Unverändert | 0,0% | |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 1,413 | 1,545 | -132 | 868 | Reduziert | -8,5% | |
| BOSTON RESEARCH & MANAGEMENT INC | 844 | 844 | 0 | 518 | Unverändert | 0,0% | |
| Tufton Capital Management | 616 | 601 | 15 | 378 | Aufgestockt | +2,5% | |
| NFC Investments, LLC | 450 | 450 | 0 | 276 | Unverändert | 0,0% |
Insider-Transaktionen (12 Monate)
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-01-30 | STRABLE-SOETHOUT DEANNA D | Officer, President and CEO | Open Market Sale | -7,340 | 95.00 | -697,300.00 | -138,7% | |
| 2026-01-29 | STRABLE-SOETHOUT DEANNA D | Officer, President and CEO | Open Market Sale | -9,300 | 95.12 | -884,616.00 | -176,0% | |
| 2026-01-22 | STRABLE-SOETHOUT DEANNA D | Officer, President and CEO | Open Market Sale | -8,025 | 92.56 | -742,794.00 | -147,8% | |
| 2026-01-08 | STRABLE-SOETHOUT DEANNA D | Officer, President and CEO | Open Market Sale | -300 | 92.50 | -27,750.00 | -5,5% | |
| 2025-11-12 | Cheong Wee Yee | Officer, EVP, Principal Asia | Open Market Sale | -1,887 | 85.04 | -160,470.48 | -31,9% |
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Ancora Advisors LLC | 16,792 | 10,315,229 | 21.03 |
| COZAD ASSET MANAGEMENT INC | 14,550 | 8,938,110 | 18.22 |
| JMG Financial Group, Ltd. | 12,725 | 7,816,943 | 15.94 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 9,486 | 5,827,413 | 11.88 |
| Asset Management Advisors, LLC | 20,340 | 4,941,603 | 10.07 |
| SVB WEALTH LLC | 6,587 | 4,046,460 | 8.25 |
| BBR PARTNERS, LLC | 4,079 | 2,506,019 | 5.11 |
| Sageworth Trust Co | 2,791 | 1,714,539 | 3.50 |
| PRINCIPAL FINANCIAL GROUP INC | 994 | 610,253 | 1.24 |
| SPINNAKER TRUST | 2,384 | 579,193 | 1.18 |
| Corundum Group, Inc. | 706 | 433,703 | 0.88 |
| NORTH STAR ASSET MANAGEMENT INC | 655 | 402,373 | 0.82 |
| Mengis Capital Management, Inc. | 608 | 373,500 | 0.76 |
| CAPITAL COUNSEL LLC/NY | 404 | 248,181 | 0.51 |
| JOHN G ULLMAN & ASSOCIATES INC | 379 | 232,823 | 0.47 |
| SOL Capital Management CO | 37,990 | 23,338 | 0.05 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 37,087 | 22,783 | 0.05 |
| SENTINEL TRUST CO LBA | 19,802 | 12,165 | 0.02 |
| HANTZ FINANCIAL SERVICES, INC. | 6,540 | 4,011 | 0.01 |
| SlateStone Wealth, LLC | 5,780 | 3,551 | 0.01 |