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
| Security | Shares | Change |
|---|---|---|
| Common Stock | 45.78K | -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)