SherpaBonds
US74251VAR33 · Corp · USDInvestment Grade · A-

Principal Financial Group Inc 3.70% 2029/05

Principal Financial Group IncUnited StatesGLOBALSenior Unsecured
SHARE
▶ Start radio
MID PRICE
99.51
par = 100
YIELD TO MAT.
4.51%
semi-annual
COUPON
3.700%
semi-annual · fixed
MATURITY
2029-05-15
bullet · 3.01y
OUTSTANDING
—
not disclosed
AS OF
2026-05-08

Sign up free to see prices on this bond

Free accounts get 40 bond price views per month — 4× the anonymous quota. Pro is unlimited.

Sign inSign up free

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
2.76 y
1bp ↑ ≈ -0.028% P&L
Convexity
9.32
higher = more curvature
Years to maturity
3.01 y
YTM source
Ingested
Market signals · funds disclosing this bond
SignalCategoryExposureLast moveWeightAs of
Dimensional Short-Duration Fixed Income
NPORT
Mutual Fund$8.0M—0.14%2025-10-31
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND
NPORT
Mutual Fund$7.0M—0.01%2025-10-31
iShares iBonds Dec 2029 Term Corporate
iShares
iBonds 2029 Corporate$5.0M▲ $5K0.13%2026-05-08
iShares iBonds Dec 2029 Term Corporate
NPORT
Mutual Fund$3.6M—0.12%2025-10-31
Invesco BulletShares 2029 Corporate Bond
Invesco
BulletShares 2029 Corporate$3.6M▲ $1K0.13%2026-05-05
iShares 1-5 Year Investment Grade Corporate Bond
iShares
US IG Corporate 1-5Y$3.4M▲ $3K0.02%2026-05-08
iShares 1-5 Year Investment Grade Corporate Bond
NPORT
Mutual Fund$3.2M—0.01%2025-08-31
iShares Core U.S. Aggregate Bond
iShares
US Aggregate$3.1M▲ $3K0.00%2026-05-08
Invesco BulletShares 2029 Corporate Bond
NPORT
Mutual Fund$3.0M—0.13%2025-08-31
VANGUARD TOTAL BOND MARKET II INDEX FUND
NPORT
Mutual Fund$2.9M—0.00%2025-09-30
iShares Core U.S. Aggregate Bond
NPORT
Mutual Fund$2.9M—0.00%2025-08-31
SPDR Portfolio Intermediate Term Corporate Bond
NPORT
Mutual Fund$1.8M—0.02%2025-09-30
Strategic Advisers Fidelity Core Income
NPORT
Mutual Fund$1.7M—0.00%2025-08-31
Avantis Short-Term Fixed Income
NPORT
Mutual Fund$1.7M—0.25%2025-08-31
iShares Broad USD Investment Grade Corporate Bond
NPORT
Mutual Fund$1.4M—0.01%2025-08-31
PRAXIS IMPACT BOND FUND
NPORT
Mutual Fund$1.2M—0.11%2025-09-30
SPDR Portfolio Intermediate Term Corporate Bond
SPDR
US IG Corporate Intermediate$1.0M▼ $1.3M0.01%2026-05-05
iShares Core Universal USD Bond
iShares
US Aggregate$671K▼ $8910.00%2026-05-07
iShares Broad USD Investment Grade Corporate Bond
iShares
US Broad IG Corporate$610K▲ $5310.00%2026-05-08
DFA Short-Duration Real Return Portfolio
NPORT
Mutual Fund$589K—0.03%2025-10-31
VANGUARD BALANCED INDEX FUND
NPORT
Mutual Fund$490K—0.00%2025-09-30
Fidelity Corporate Bond
NPORT
Mutual Fund$468K—0.02%2025-08-31
iShares 0-5 Year Investment Grade Corporate Bond
iShares
US IG Corporate$442K▼ $3910.02%2026-05-07
iShares 0-5 Year Investment Grade Corporate Bond
NPORT
Mutual Fund$427K—0.02%2025-10-31
Dimensional Core Fixed Income
NPORT
Mutual Fund$426K—0.01%2025-10-31
Subscribe to reveal which signals are holding this bond.Subscribe →

Price history

Sherpa Signal

AS OF 2026-05-08

Institutional footprint · signal-level holdings

69/ 100Broad ownership
Interpretation. Moderate institutional footprint, holding
HOLDERS
78
unchanged in 7d
AGGREGATE EXPOSURE
$65.7M
USD across all
TOP CONCENTRATION
12.1%
largest holder
FLOW
▲ $135K
unchanged 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
99,512 USD
PRICE
99.51

RFQ routing · coming soon

Security details

VIA OPENFIGI
Canonical
PFG 3.7 05/15/29
FIGI
BBG00P34F7M6
CUSIP
74251VAR3
ISIN
US74251VAR33
Type
Corp
Issued
2019-05-10
Face value
100 USD
Ticker
PFG 3.7 05/15/29
Sec. type
GLOBAL
Seniority
Senior Unsecured

Issuer curve

PFG · 9 PTS

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

Bonds like this

HEURISTIC

Same currency & sector, maturity within 7 years. Ranked by overlapping institutional owners, issuer match, and rating distance.

Principal Financial Group Inc 2.13% 06/2030
Principal Financial Group Inc
2030-06
4.62%
+11 bps yield+1y duration4 signals in commonSame issuer
Principal Financial Group Inc 6.05% 10/2036
Principal Financial Group Inc
2036-10
5.14%
+63 bps yield+7y duration4 signals in commonSame issuer
Principal Financial Group Inc 4.63% 09/2042
Principal Financial Group Inc
2042-09
5.80%
+129 bps yield+13y duration4 signals in commonSame issuer
Principal Financial Group Inc 4.3% 11/2046
Principal Financial Group Inc
2046-11
5.80%
+129 bps yield+18y duration4 signals in commonSame issuer
Principal Financial Group Inc 4.35% 05/2043
Principal Financial Group Inc
2043-05
5.81%
+130 bps yield+14y duration4 signals in commonSame issuer
Principal Financial Group Inc 5.38% 03/2033
Principal Financial Group Inc
2033-03
4.92%
+41 bps yield+4y duration2 signals in commonSame issuer