- Direction
- Stable
- Own history
- 83th
- Peers
- 83th
- Persistence
- TRANSIENT
· Accident & Health Insurance
RESEARCH SNAPSHOTPRINCIPAL FINANCIAL GROUP INC's latest supported as-filed period reports revenue of $4.6B. Every value below links to its SEC accession and metric lineage.
No material rule-based research observation currently meets GrossPattern's Insight value threshold. Current state, direction, and filing evidence remain available below.
Separate current dimensions—not a universal score or investment ranking.
A multidimensional view of the latest comparable filing—not a composite score or recommendation.
Level · gp.fundamentals.cash
Raw value $4.5B · CORE
Yoy · gp.insurance.policy_benefits
Raw value 18.05% · OPTIONAL
Level · gp.fundamentals.gross_debt
Raw value $4.3B · OPTIONAL
Yoy · gp.fundamentals.net_income
Raw value 195.56% · CORE
Yoy · gp.insurance.premiums
Raw value 23.82% · CORE
Yoy · gp.fundamentals.revenue
Raw value 25.39% · CORE
Business direction, financial quality, capital allocation, and governance evidence remain separate—never collapsed into a recommendation score.
Interpretation boundary Direction describes measurable company fundamentals. Governance reports observable evidence only; it does not grade management character or predict stock returns.
Latest available comparable states within 180 days, normalized with robust median/MAD statistics.
The most important deterministic changes, ranked by magnitude, issuer history, persistence, and accounting profile.
Short-term borrowings changed +1266.2% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes. Relative percentage is de-emphasized because the comparison has a low base. This reverses 2 consecutive comparable moves in the opposite direction.
Each point keeps the date investors could first observe it and its accession.
PFG · as filed with the SEC · reported-date aware
Direct SEC links, filing dates, report periods, and amendment flags.
0001104659-26-120103SEC ↗8-KOct 26, 2026Period Oct 26, 20260001104659-26-118774SEC ↗8-KOct 19, 2026Period Oct 19, 20260001104659-26-116869SEC ↗4Sep 29, 2026Period Sep 25, 20260001126328-26-000224SEC ↗4Sep 29, 2026Period Sep 25, 20260001126328-26-000223SEC ↗4Sep 29, 2026Period Sep 25, 20260001126328-26-000222SEC ↗4Sep 29, 2026Period Sep 25, 20260001126328-26-000221SEC ↗Transaction semantics distinguish purchases, sales, awards, exercises, withholding, and derivatives.
| Filed / transacted | Reporting owner | Semantics | Shares | Price | Notional | Source |
|---|---|---|---|---|---|---|
| Sep 25, 2026Filed Sep 29, 2026 | HOCHSCHILD ROGER CDirector | Grant Or AwardDirect | 285 | $0 | $0 | Form 4 ↗ |
| Sep 25, 2026Filed Sep 29, 2026 | Auerbach JonathanDirector | Grant Or AwardDirect | 161 | $0 | $0 | Form 4 ↗ |
| Sep 25, 2026Filed Sep 29, 2026 | Pickerell BlairDirector | Grant Or AwardDirect | 273 | $0 | $0 | Form 4 ↗ |
| Sep 25, 2026Filed Sep 29, 2026 | Carter Miller JocelynDirector | Grant Or AwardDirect | 648 | $0 | $0 | Form 4 ↗ |
| Sep 25, 2026Filed Sep 29, 2026 | Cheong Wee YeePresident - Asia & Middle East |
GrossPattern stores immutable raw artifacts, accession-scoped facts, parser and metric versions, dependency edges, quality state, and channel-specific publication rights. A restricted or unknown ancestor blocks the page and API automatically.
SEC source policy ↗Policy benefits and claims changed +18.1% from the comparable as-filed period.
Net income changed +195.6% from the comparable as-filed period.
Premiums earned changed +23.8% from the comparable as-filed period.
Cash & equivalents changed -13.4% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes. This reverses 2 consecutive comparable moves in the opposite direction.
Cash / debt changed -2802 basis points from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes. This reverses 2 consecutive comparable moves in the opposite direction.
Gross debt changed +10.2% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
Method note “Materiality” here is an analytical magnitude band, not a legal conclusion. Full filing-text semantic changes remain unpublished while excerpt rights and review thresholds are unresolved.
Latest supported period in this snapshot: 2026-09-30. Duration facts use direct quarterly or annual SEC contexts; GrossPattern does not manufacture missing Q4 values.
0001126328-26-000216| Grant Or AwardDirect |
| 354 |
| $0 |
| $0 |
| Form 4 ↗ |
| Sep 25, 2026Filed Sep 29, 2026 | LITTLEFIELD CHRISTOPHER JPresident - RIS | Grant Or AwardDirect | 538 | $0 | $0 | Form 4 ↗ |
| Sep 25, 2026Filed Sep 29, 2026 | McCullum Kenneth A.EVP - Chief Risk Officer | Grant Or AwardDirect | 71 | $0 | $0 | Form 4 ↗ |
| Sep 25, 2026Filed Sep 29, 2026 | Pitz JoelEVP & CFO | Grant Or AwardIndirect | 2 | $0 | $0 | Form 4 ↗ |
| Sep 25, 2026Filed Sep 29, 2026 | Pitz JoelEVP & CFO | Grant Or AwardDirect | 226 | $0 | $0 | Form 4 ↗ |
| Sep 25, 2026Filed Sep 29, 2026 | HOCHSCHILD ROGER CDirector | Grant Or AwardDirect | 218 | $115 | $25,020 | Form 4 ↗ |
| Sep 3, 2026Filed Sep 8, 2026 | STRABLE-SOETHOUT DEANNA DChair, President and CEO | Grant Or AwardDirect | 18,380 | $64 | $1.2M | Form 4 ↗ |
| Sep 3, 2026Filed Sep 8, 2026 | STRABLE-SOETHOUT DEANNA DChair, President and CEO | Grant Or AwardDirect | 18,380 | $64 | $1.2M | Form 4 ↗ |
| Sep 3, 2026Filed Sep 8, 2026 | STRABLE-SOETHOUT DEANNA DChair, President and CEO | Grant Or AwardDirect | 18,380 | $64 | $1.2M | Form 4 ↗ |
| Sep 3, 2026Filed Sep 8, 2026 | STRABLE-SOETHOUT DEANNA DChair, President and CEO | Disposition To IssuerDirect | 55,140 | $121 | $6.6M | Form 4 ↗ |
| Sep 3, 2026Filed Sep 8, 2026 | STRABLE-SOETHOUT DEANNA DChair, President and CEO | Option ExerciseDirect | 18,380 | $64 | $1.2M | Form 4 ↗ |
| Sep 3, 2026Filed Sep 8, 2026 | STRABLE-SOETHOUT DEANNA DChair, President and CEO | Option ExerciseDirect | 18,380 | $64 | $1.2M | Form 4 ↗ |
| Sep 3, 2026Filed Sep 8, 2026 | STRABLE-SOETHOUT DEANNA DChair, President and CEO | Option ExerciseDirect | 18,380 | $64 | $1.2M | Form 4 ↗ |
| Aug 7, 2026Filed Aug 11, 2026 | Friedrich Amy ChristinePresident - Benefits & Protect | Disposition To IssuerDirect | 35,680 | $114 | $4.1M | Form 4 ↗ |
| Aug 7, 2026Filed Aug 11, 2026 | Friedrich Amy ChristinePresident - Benefits & Protect | Option ExerciseDirect | 11,893 | $64 | $760,914 | Form 4 ↗ |
| Aug 7, 2026Filed Aug 11, 2026 | Friedrich Amy ChristinePresident - Benefits & Protect | Option ExerciseDirect | 11,893 | $64 | $760,914 | Form 4 ↗ |