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Principal Financial senior vice president Gary P. Scholten sells 26 July 2017

NEWS BITES - PEOPLE IN BUSINESS

Principal Financial (NYSE:PFG) Senior Vice President Gary P. Scholten sold 13,495 shares worth $US904,165 on July 25. The selling price was $US67.0.

HTTP link to original article

https://www.sec.gov/Archives/edgar/data/1126328/000112632817000196/xslF345X03/edgar.xml

Gary P. Scholten (Reported Selling; trailing 12 months)
MonthNo. of SharesPrice, USDValue, USD
July 26, 201713,49567.0904,165
June 16, 201721,95065.041,427,628
February 23, 201720,90063.11,318,790
Dec '1638,02960.112,285,940
November 14, 201613,00058.0754,000
Total107,37462.316,690,523

Original news release

Source: SEC

SECTION 1 BIOGRAPHY GARY P. SCHOLTEN, SENIOR VICE PRESIDENT

Mr. Gary P. Scholten is Executive Vice President, Chief Information Officer of Principal Financial Group Inc. He joined the company in 1980 as an assistant planning analyst. He held numerous management positions in information technology through 2002 when he was named senior vice president and chief information officer. Scholten is a fellow of the Life Office Management Institute and is past chair of the LOMA Individual Product Systems Committee. He chairs Principal Global Services, Private Limited, a wholly owned subsidiary of the Principal Financial Group located in Pune, India. Scholten currently serves on two Principal International Chilean Boards: Principal International de Chile S.A. and Principal Asset Management Chile S.A. Scholten has served as the chairman of the board for the Technology Association of Iowa. In 2011, he was appointed to serve on the Iowa Governor's Science, Technology, Engineering and Mathematics (STEM) Advisory Council, and joined the group's executive committee in 2013. Scholten received a bachelor's degree from the University of Northern Iowa.

SECTION 2 PRINCIPAL FINANCIAL GROUP, INC. SCORECARD (NYSE:PFG):

+ Principal Financial Group, Inc. is placed 206/2,584 in the BSS News Bites ranking of NYSE performers in the past year, a percentile ranking of 92.

2.1 Key Financials (All figures percent)

PFGRevenue GrowthEPS GrowthOperating MarginROE
20164.210.812.813.8
201513.511.21213.7
201413.823.720.711.2
2013-1.714.317.69.4

2.2 Moving Annual Return (Trailing 12 months):

PFGCloseDividendsCapital Gain / (Loss) %% YieldAnnual Return %
Last Traded Jul 26$US67.06$US1.7554.1458.2
1 Year ago$US43.51$US1.53(17.0)2.9-14
2 Years ago$US52.39$US1.426.52.99.4
3 Years ago$US49.18$US1.1231.2334.1
4 Years ago$US37.5088.0c663.969.9

2.3 Revenue and Net Profit

DescriptionAnnual ($US B)5 years Avg ($US B)5 years CAGR %
Total Revenue12.410.718.2
Operating Profit1.61.312.3
Net Profit1.31.116.3

CAGR = Compound Annual Growth Rate

2.4 Performance (All figures in %)

A 5-year track record of positive earnings

DescriptionAnnual5 years Avg
Operating Profit Margin12.817.5
Net Profit Margin11.014.7
Return on Equity13.811.3
Return on Assets0.60.5

2.5 High Performance Indicators:

DescriptionValueRank In Market
Price/MAP501.05In Top Quartile
Total Debt to Equity0.3In Top Quartile
Today's Turnover$US59 millionIn Top Quartile

2.6 Present Value of $US1000 invested in the past

PV$10001-week1-month1-year
PFG.NYSE1,0111,0651,596
S&P 500 Index1,0071,0201,142

2.7 Trailing Price Change %

Price Change %1-Month3-Month1-Year
PFG6.345.0454.14
Insurance sector4.375.2121.92
S&P 500 Index1.663.8614.31

2.8 Creation of shareholder value:

Since appointment as Senior Vice President: The present value of USD1,000 invested on the appointment date of February 26, 2014 at close price of $US41.63 is $US1,792, including a capital gain of $US611 and dividend reinvested of $US181.

- Market Capitalization has increased by $US6.2 billion from $US13.1 billion to $US19.3 billion since appointment. This increase comprises cumulative retained earnings of $US2.3 billion and Created Market Value of $US3.9 billion. The Created Market Value multiple, defined by the change in MCap for every USD1 of retained earnings is exemplary at 2.7.

2.9 Market Position

Principal Financial Group, Inc. (NYSE:PFG), NYSE's 14th largest Insurance company by market cap, soared $US23.79 (or 54.8%) in the trailing 12 months to July 25, 2017 to close at $US67.16. This means the stock has outperformed 92% of NYSE-listed stocks in the same period. Compared with the S&P 500 Index which has risen 14.2% over the same period, this is a relative price increase of 40.6%. Average daily volume of 1.3 million shares in the trailing year was 0.8 times average daily volume in the previous year. In the trailing 12 months the market cap has jumped $US6.4 billion.

2.10 Global Rank

Rank in the S&P 500 Index [out of 502 stocks]

DescriptionValueRank
MCap (US$)19.4B269
Total Assets (US$)228B24
Revenue (US$)12.5B190
Net Profit (US$)1.3B175
Return on Equity %13.8242
Net Profit Margin %11.0218
Price to Book2.599
Price Earnings14.981
Yield %2.6120
PV$1000 (1Year) US$1,59628
% Change YTD16.3166

SECTION 3 OTHER DIRECTORS OF PRINCIPAL FINANCIAL GROUP, INC.

Daniel Houston, Chief Executive Officer & President & Director

Terry J. Lillis, Chief Financial Officer

Elizabeth E. Tallett, Director

Roger C. Hochschild, Director

Scott M. Mills, Director

Jocelyn Carter-Miller, Director

Betsy J. Bernard, Director

Michael T. Dan, Director

Blair C. Pickerell, Director

Dennis H. Ferro, Director

Luca Maestri, Director

C. Daniel Gelatt, Director

Sandra L. Helton, Director

Karen E. Shaff, Company Secretary & Executive Vice President

Ralph C. Eucher, Executive Vice President

Timothy M. Dunbar, Executive Vice President

Gary P. Scholten, Senior Vice President

Gregory B. Elming, Senior Vice President

SECTION 4 PRINCIPAL FINANCIAL GROUP, INC. ACTIVITIES

Principal Financial Group, Inc. (PFG) is a provider of retirement savings, investment and insurance products and services. The Company's United States and international operations comprise of asset accumulation and asset management. In addition, the Company is also engaged in providing a range of individual and group life insurance, group health insurance, individual and group disability insurance and group dental and vision insurance. The Company operates in four business segments: U.S. Asset Accumulation, Global Asset Management, International Asset Management and Accumulation, and Life and Health Insurance.

SECTION 5 RECENT NEWS OF PRINCIPAL FINANCIAL GROUP, INC. DIRECTORS

17 July 2017

Principal Financial chief investment officer and executive vice president Timothy M. Dunbar awarded Phantom Stock Units

Principal Financial (NYSE:PFG) chief investment officer and executive vice president Timothy M. Dunbar, has been awarded Phantom Stock Units on 5 shares at a transaction price of $US66.10. The transaction date was July 14. The shares last traded at $US66.26.

05 July 2017

Principal Financial chairman of principal funds and president of retirement and investor services Nora M. Everett awarded shares

Principal Financial (NYSE:PFG) chairman of principal funds and president of retirement and investor services Nora M. Everett, was awarded 141 shares worth $US9,034 on June 30.

05 July 2017

Principal Financial chief risk officer and senior vice president Gregory B. Elming awarded shares

Principal Financial (NYSE:PFG) chief risk officer and senior vice president Gregory B. Elming, was awarded 26 shares worth $US1,666 on June 30.

05 July 2017

Principal Financial company secretary Karen E. Shaff awarded shares

Principal Financial (NYSE:PFG) company secretary Karen E. Shaff, was awarded 91 shares worth $US5,830 on June 30.

05 July 2017

Principal Financial president-principal international Luis Valdes awarded shares

Principal Financial (NYSE:PFG) president-principal international Luis Valdes, was awarded 144 shares worth $US9,226 on June 30.

05 July 2017

Principal Financial chief investment officer and executive vice president Timothy M. Dunbar awarded shares

Principal Financial (NYSE:PFG) chief investment officer and executive vice president Timothy M. Dunbar, was awarded 125 shares worth $US8,009 on June 30.

05 July 2017

Principal Financial senior vice president Gary P. Scholten awarded Phantom Stock Units

Principal Financial (NYSE:PFG) senior vice president Gary P. Scholten, has been awarded Phantom Stock Units on 9 shares at a transaction price of $US64.07. The exercise date is between July 01, 2017 and July 01, 2027. The transaction date was June 30. The shares last traded at $US64.25.

SECTION 6 RECENT REPORTED SELLING BY PRINCIPAL FINANCIAL GROUP, INC. DIRECTORS

11 July 2017

Principal Financial company secretary, executive vice president and general counsel Karen E. Shaff sells

Principal Financial (NYSE:PFG) Company Secretary, Executive Vice President and General Counsel Karen E. Shaff sold 30,500 shares worth $US1,982,500 on July 10. The selling price was $US65.0. The shares hit an 11-day high on the day.

07 July 2017

Principal Financial president-principal global investors James McCaughan sells

Principal Financial (NYSE:PFG) President-Principal Global Investors James McCaughan sold 60,816 shares worth $US3,918,375 on July 05. The selling price was $US64.43. The shares hit a five-day low on the day.

Source: www.BuySellSignals.com