4Filing Date: Mar 3, 2026

Principal Financial (PFG)

Statement of Changes in Beneficial Ownership

View SEC Filing
ACC: 0001126328-26-000050
Total Value$57.1K
Trades3
Insiders1

Transaction Details

Pitz Joel
EVP - CFO·Direct
Tax W/H · Dispose
Common Stock
Shares-556
Price$95.42
Total Value$53.1K
Shares Owned After43.04K
Transaction DateFeb 27, 2026
Footnotes ▸

Includes 10022 shares acquired pursuant to the Principal Financial Group, Inc. Employee Stock Purchase Plan.

Pitz Joel
EVP - CFO·Indirect · By Spouse
Tax W/H · Dispose
Common Stock
Shares-42
Price$95.42
Total Value$4.0K
Shares Owned After2.74K
Transaction DateFeb 27, 2026
Footnotes ▸

Includes 2447 shares acquired pursuant to the Principal Financial Group, Inc. Employee Stock Purchase Plan.

Pitz Joel
EVP - CFO·Indirect · By 401(k)
Common Stock
Shares0
Price-
Total Value$0
Shares Owned After1.32K

Post-Transaction Holdings

Pitz Joel · EVP - CFO
SecuritySharesChange
Common Stock45.78K-598 (-1.29%)
Original SEC Filing Textexpand_more
=== SEC Form 4 — Statement of Changes in Beneficial Ownership === Document Type: 4 Period of Report: 2026-02-27 10b5-1 Pre-arranged Plan: No --- Issuer --- Name: PRINCIPAL FINANCIAL GROUP INC (PFG) CIK: 0001126328 --- Reporting Owner --- Name: Pitz Joel CIK: 0002035227 Role: Officer (EVP - CFO) --- Non-Derivative Transactions --- [Transaction #1] Security: Common Stock Date: 2026-02-27 | Code: F (Payment of exercise/tax) Shares: -556 | Price: $95.42 Total Value: $53,053.52 Shares Owned After: 43,038 | Ownership: D (Direct) Footnotes: [F1] Includes 10022 shares acquired pursuant to the Principal Financial Group, Inc. Employee Stock Purchase Plan. [Transaction #2] Security: Common Stock Date: 2026-02-27 | Code: F (Payment of exercise/tax) Shares: -42 | Price: $95.42 Total Value: $4,007.64 Shares Owned After: 2,740 | Ownership: I (Indirect) | Nature: By Spouse Footnotes: [F2] Includes 2447 shares acquired pursuant to the Principal Financial Group, Inc. Employee Stock Purchase Plan. --- Holdings --- [Holding #1] Security: Common Stock Ownership: I (Indirect) [Holding #2] Security: Common Stock Ownership: I (Indirect) --- Footnotes (Complete Index) --- F1: Includes 10022 shares acquired pursuant to the Principal Financial Group, Inc. Employee Stock Purchase Plan. F2: Includes 2447 shares acquired pursuant to the Principal Financial Group, Inc. Employee Stock Purchase Plan. --- Signature --- /s/ Chris Agbe-Davies as Attorney-in-Fact (2026-03-03)

keid analysis is for reference only and does not constitute investment advice.