4Filing Date: Feb 25, 2026
Principal Financial (PFG)
Statement of Changes in Beneficial Ownership
View SEC Filing
ACC: 0001126328-26-000030
Total Value$0
Trades3
Insiders1
Transaction Details
Pitz Joel
EVP - CFO·Direct
Grant · Acquire
Common Stock
Shares+2.69K
Price$0.00
Total Value$0
Shares Owned After43.68K
Transaction DateFeb 23, 2026
Footnotes ▸
Settlement of performance-based restricted stock units granted 2/27/2023. | Includes 10022 shares acquired pursuant to the Principal Financial Group, Inc. Employee Stock Purchase Plan.
Pitz Joel
EVP - CFO·Direct
Grant · Acquire
Common Stock
Shares+7.98K
Price$0.00
Total Value$0
Shares Owned After40.99K
Transaction DateFeb 23, 2026
Footnotes ▸
Grant of restricted stock units. | Includes 10022 shares acquired pursuant to the Principal Financial Group, Inc. Employee Stock Purchase Plan.
Pitz Joel
EVP - CFO·Indirect · By Spouse
Common Stock
Shares0
Price-
Total Value$0
Shares Owned After2.78K
Footnotes ▸
Includes 2447 shares acquired pursuant to the Principal Financial Group, Inc. Employee Stock Purchase Plan.
Post-Transaction Holdings
Pitz Joel · EVP - CFO
| Security | Shares | Change |
|---|---|---|
| Common Stock | 46.47K | +10.67K (29.80%) |
Original SEC Filing Textexpand_more
=== SEC Form 4 — Statement of Changes in Beneficial Ownership ===
Document Type: 4
Period of Report: 2026-02-23
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: 2026-02-23 | Code: A (Grant or award)
Shares: +7,978 | Price: $0.00
Shares Owned After: 40,993 | Ownership: D (Direct)
Footnotes:
[F1] Grant of restricted stock units.
[F2] Includes 10022 shares acquired pursuant to the Principal Financial Group, Inc. Employee Stock Purchase Plan.
[Transaction #2]
Security: Common Stock
Date: 2026-02-23 | Code: A (Grant or award)
Shares: +2,690 | Price: $0.00
Shares Owned After: 43,683 | Ownership: D (Direct)
Footnotes:
[F4] Settlement of performance-based restricted stock units granted 2/27/2023.
[F2] Includes 10022 shares acquired pursuant to the Principal Financial Group, Inc. Employee Stock Purchase Plan.
--- Holdings ---
[Holding #1]
Security: Common Stock
Ownership: I (Indirect)
Footnotes:
[F3] Includes 2447 shares acquired pursuant to the Principal Financial Group, Inc. Employee Stock Purchase Plan.
[Holding #2]
Security: Common Stock
Ownership: I (Indirect)
[Holding #3]
Security: Common Stock
Ownership: I (Indirect)
--- Footnotes (Complete Index) ---
F1: Grant of restricted stock units.
F2: Includes 10022 shares acquired pursuant to the Principal Financial Group, Inc. Employee Stock Purchase Plan.
F3: Includes 2447 shares acquired pursuant to the Principal Financial Group, Inc. Employee Stock Purchase Plan.
F4: Settlement of performance-based restricted stock units granted 2/27/2023.
--- Signature ---
/s/ Chris Agbe-Davies as Attorney-in-Fact (2026-02-25)