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Insider · CIK 0001094589

Principal Financial Services Inc

ownerother

Files at PDSRX (Principal Real Asset Fund). First filing Oct 25, 2024, latest Apr 30, 2025.

Principal Financial Services Inc files SEC Form 4 as 10% owner at PDSRX (Principal Real Asset Fund). Since Oct 25, 2024, Principal Financial Services Inc has reported 0 open-market buys worth $0 and 2 open-market sells worth $264M, the latest filed on Apr 30, 2025.

A track record needs three past buys with six months of prices behind them; Principal Financial Services Inc has 0, so none is measured yet.

The newest scored trade: sold $257M of PDSRX on Apr 28, 2025, filed Apr 30, 2025, scored 53 (moderate).

Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
0 / 2
$0 bought, $264M sold

Where the trades landed

Last year at the company this insider has traded most, with each buy and sell on the bar it happened.

PDSRX: Principal Real Asset Fund

PDSRXOct 9, 2026 · close 28.19

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™

Signals

This insider’s open-market buys and sells, scored.

ScoreCompanyValueHoldingsPrice contextFiled
53Moderate
PDSRXsell
Principal Real Asset Fund
$257M
9,732,946 shares
-107%-
47Moderate
PDSRXsell
Principal Real Asset Fund
$7.0M
265,756 shares
-27%-

Transactions

Every row this insider has filed, 4 in all, newest first.

DateCompanyTransactionSharesPriceValueHoldings afterFiled
Apr 28, 2025PDSRX
Principal Real Asset Fund
SOpen-market sale
Class Y Shares of beneficial interest
-9,082,230$26.41$240M0Apr 30, 2025
Apr 28, 2025PDSRX
Principal Real Asset Fund
SOpen-market sale
Class A Shares of beneficial interest
-322,425$25.92$8.4M0Apr 30, 2025
Apr 28, 2025PDSRX
Principal Real Asset Fund
SOpen-market sale
Institutional Class Shares of beneficial interest
-328,291$26.09$8.6M0Apr 30, 2025
Oct 24, 2024PDSRX
Principal Real Asset Fund
SOpen-market sale
Class Y Shares of beneficial interest
-265,756$26.34$7.0M704,331Oct 25, 2024

Questions about Principal Financial Services Inc

Answered from the filings on this page, as of the latest one.

Is Principal Financial Services Inc buying or selling?

Not in the last 12 months. Principal Financial Services Inc's latest open-market trade on SEC Form 4 was sold $257M of PDSRX on Apr 28, 2025.

How did Principal Financial Services Inc's past buys perform?

Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Principal Financial Services Inc has 0.

Where does Principal Financial Services Inc file Form 4?

Principal Financial Services Inc has filed Form 4 at PDSRX (Principal Real Asset Fund). A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.