SherpaBonds
US74251VAT98 · Corp · USDInvestment Grade · A-

Principal Financial Group Inc 5.38% 2033/03

Principal Financial Group IncUnited StatesGLOBALSenior Unsecured
SHARE
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MID PRICE
103.38
par = 100
YIELD TO MAT.
4.92%
semi-annual
COUPON
5.380%
semi-annual · fixed
MATURITY
2033-03-15
bullet · 6.84y
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
5.65 y
1bp ↑ ≈ -0.056% P&L
Convexity
38.24
higher = more curvature
Years to maturity
6.84 y
YTM source
Ingested
Market signals · funds disclosing this bond
SignalCategoryExposureLast moveWeightAs of
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
NPORT
Mutual Fund$18.2M—0.03%2025-08-31
Vanguard Intermediate-Term Corporate Bond
Vanguard
US Corporate Intermediate$17.0M—0.03%2026-03-31
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND
NPORT
Mutual Fund$5.2M—0.01%2025-10-31
Vanguard Intermediate-Term Bond
Vanguard
US Aggregate Intermediate$4.0M—0.01%2026-03-31
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND
NPORT
Mutual Fund$3.7M—0.01%2025-09-30
iShares 5-10 Year Investment Grade Corporate Bond
iShares
US IG Corporate$2.9M▼ $9K0.02%2026-05-07
BlackRock Systematic Multi-Strategy
NPORT
Mutual Fund$2.8M—0.03%2025-09-30
iShares 5-10 Year Investment Grade Corporate Bond
NPORT
Mutual Fund$2.7M—0.02%2025-08-31
iShares Core U.S. Aggregate Bond
iShares
US Aggregate$2.4M▼ $9K0.00%2026-05-07
iShares Core U.S. Aggregate Bond
NPORT
Mutual Fund$2.4M—0.00%2025-08-31
VANGUARD TOTAL BOND MARKET INDEX FUND
NPORT
Mutual Fund$2.2M▲ $110K0.00%2025-12-31
Vanguard Total Bond Market
Vanguard
US Aggregate$2.1M—0.00%2026-03-31
VANGUARD TOTAL BOND MARKET II INDEX FUND
NPORT
Mutual Fund$2.1M—0.00%2025-09-30
Schwab 5-10 Year Corporate Bond
NPORT
Mutual Fund$1.9M—0.02%2025-09-30
iShares iBonds Dec 2033 Term Corporate
NPORT
Mutual Fund$1.5M—0.16%2025-10-31
iShares iBonds Dec 2033 Term Corporate
iShares
iBonds Corporate$1.4M—0.14%2026-05-06
iShares iBonds Dec 2033 Term Corporate
iShares
iBonds 2033 Corporate$1.4M▲ $3K0.14%2026-05-08
Fidelity U.S. Bond Index
NPORT
Mutual Fund$1.2M—0.00%2025-08-31
Federated Hermes Intermediate Corporate Bond
NPORT
Mutual Fund$1.0M—0.24%2025-10-31
Impax Core Bond
NPORT
Mutual Fund$1.0M—0.12%2025-09-30
iShares Broad USD Investment Grade Corporate Bond
iShares
US Broad IG Corporate$868K▲ $1K0.01%2026-05-08
Nuveen Bond Index
NPORT
Mutual Fund$779K—0.00%2025-09-30
SPDR Portfolio Intermediate Term Corporate Bond
SPDR
US IG Corporate Intermediate$704K▲ $9490.01%2026-05-05
iShares Broad USD Investment Grade Corporate Bond
NPORT
Mutual Fund$656K—0.00%2025-08-31
SPDR Portfolio Intermediate Term Corporate Bond
NPORT
Mutual Fund$611K—0.01%2025-09-30
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Price history

Sherpa Signal

AS OF 2026-05-08

Institutional footprint · signal-level holdings

63/ 100Broad ownership
Interpretation. Moderate institutional footprint, with net distribution
HOLDERS
57
unchanged in 7d
AGGREGATE EXPOSURE
$85.4M
USD across all
TOP CONCENTRATION
21.3%
largest holder
FLOW
▼ $999K
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
103,378 USD
PRICE
103.38

RFQ routing · coming soon

Security details

VIA OPENFIGI
Canonical
PFG 5 3/8 03/15/33
FIGI
BBG01FRDVKX2
CUSIP
74251VAT9
ISIN
US74251VAT98
Type
Corp
Issued
2023-03-08
Face value
100 USD
Ticker
PFG 5.375 03/15/33
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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HEURISTIC

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