SherpaBonds
US74251VAF94 · Corp · USDInvestment Grade · A-

Principal Financial Group Inc 4.63% 2042/09

Principal Financial Group IncUnited StatesGLOBALSenior Unsecured
SHARE
▶ Start radio
MID PRICE
88.36
par = 100
YIELD TO MAT.
5.80%
semi-annual
COUPON
4.630%
semi-annual · fixed
MATURITY
2042-09-15
bullet · 16.34y
OUTSTANDING
—
not disclosed
AS OF
2026-05-08

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About this bond

AI BRIEF · GROUNDED IN STRUCTURED DATA
About the issuer

Principal Financial Group, Inc. (PFG) is an American global financial investment management and insurance company headquartered in Des Moines, Iowa, United States.

Source: Wikipedia →

Risk analytics

SEMI-ANNUAL · BULLET · PAR 100
Modified duration
10.87 y
1bp ↑ ≈ -0.109% P&L
Convexity
154.93
higher = more curvature
Years to maturity
16.34 y
YTM source
Ingested
Market signals · funds disclosing this bond
SignalCategoryExposureLast moveWeightAs of
VANGUARD TOTAL BOND MARKET INDEX FUND
NPORT
Mutual Fund$5.4M▼ $98K0.00%2025-12-31
Vanguard Total Bond Market
Vanguard
US Aggregate$5.3M—0.00%2026-03-31
VANGUARD TOTAL BOND MARKET II INDEX FUND
NPORT
Mutual Fund$3.1M—0.00%2025-09-30
iShares Core U.S. Aggregate Bond
iShares
US Aggregate$1.6M▼ $6K0.00%2026-05-07
iShares Core U.S. Aggregate Bond
NPORT
Mutual Fund$1.6M—0.00%2025-08-31
VANGUARD LONG-TERM BOND INDEX FUND
NPORT
Mutual Fund$1.5M—0.02%2025-09-30
Vanguard Long-Term Bond
Vanguard
US Aggregate Long$1.5M—0.02%2026-03-31
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND
NPORT
Mutual Fund$1.1M—0.01%2025-08-31
Vanguard Long-Term Corporate Bond
Vanguard
US Corporate Long$856K—0.01%2026-03-31
iShares Broad USD Investment Grade Corporate Bond
iShares
US Broad IG Corporate$691K▲ $3K0.00%2026-05-08
iShares Broad USD Investment Grade Corporate Bond
NPORT
Mutual Fund$608K—0.00%2025-08-31
iShares Core Universal USD Bond
iShares
US Aggregate$550K▼ $2K0.00%2026-05-07
iShares Core Universal USD Bond
NPORT
Mutual Fund$523K—0.00%2025-10-31
VANGUARD BALANCED INDEX FUND
NPORT
Mutual Fund$457K—0.00%2025-09-30
Dimensional Global Sustainability Fixed Income
NPORT
Mutual Fund$353K—0.06%2025-10-31
iShares 10+ Year Investment Grade Corporate Bond
iShares
US IG Corporate$323K▼ $5310.01%2026-05-07
Calvert Core Bond
NPORT
Mutual Fund$283K—0.02%2025-09-30
SPDR Portfolio Long Term Corporate Bond
SPDR
US IG Corporate Long$271K▲ $1K0.02%2026-05-05
iShares 10+ Year Investment Grade Corporate Bond
NPORT
Mutual Fund$256K—0.01%2025-08-31
PGIM Total Return Bond
NPORT
Mutual Fund$252K—0.00%2025-10-31
iShares U.S. Long Credit Bond Index
NPORT
Mutual Fund$229K—0.01%2025-10-31
Dimensional Core Fixed Income
NPORT
Mutual Fund$214K—0.00%2025-10-31
SPDR Portfolio Aggregate Bond
NPORT
Mutual Fund$165K—0.00%2025-09-30
iShares ESG Aware U.S. Aggregate Bond
iShares
US ESG Aggregate$158K▲ $4960.00%2026-05-08
SPDR Portfolio Aggregate Bond
SPDR
US Aggregate$157K▲ $7920.00%2026-05-05
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Price history

Sherpa Signal

AS OF 2026-05-08

Institutional footprint · signal-level holdings

53/ 100Active coverage
Interpretation. Moderate institutional footprint, with net distribution
HOLDERS
50
▼ 1 signal in 7d
AGGREGATE EXPOSURE
$29.3M
USD across all
TOP CONCENTRATION
18.4%
largest holder
FLOW
▼ $1.6M
▼ 1 signal in 7d

Sherpa Signal is derived from a panel of tracked institutional portfolios. Names of individual holders are not disclosed.

100K PAR NOTIONAL · MARKET VALUE
88,357 USD
PRICE
88.36

RFQ routing · coming soon

Security details

VIA OPENFIGI
Canonical
PFG 4 5/8 09/15/42
FIGI
BBG003C77756
CUSIP
74251VAF9
ISIN
US74251VAF94
Type
Corp
Issued
2012-09-10
Face value
100 USD
Ticker
PFG 4.625 09/15/42
Sec. type
GLOBAL
Seniority
Senior Unsecured

Issuer curve

PFG · 9 PTS

Yield (%) plotted against years-to-maturity. This bond highlighted in amber.

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