Luis E. Valdes - Net Worth and Insider Trading

Luis E. Valdes Net Worth

The estimated net worth of Luis E. Valdes is at least $5 Million dollars as of 2024-11-05. Luis E. Valdes is the Pres - Int'l Asset Mgmt&Accum of Principal Financial Group Inc and owns about 58,223 shares of Principal Financial Group Inc (PFG) stock worth over $5 Million. Details can be seen in Luis E. Valdes's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Luis E. Valdes has not made any transactions after 2019-07-18 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Luis E. Valdes

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Luis E. Valdes Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Luis E. Valdes owns 1 companies in total, including Principal Financial Group Inc (PFG) .

Click here to see the complete history of Luis E. Valdes’s form 4 insider trades.

Insider Ownership Summary of Luis E. Valdes

Ticker Comapny Transaction Date Type of Owner
PFG Principal Financial Group Inc 2023-05-16 Executive Chairman & Latam

Luis E. Valdes Latest Holdings Summary

Luis E. Valdes currently owns a total of 1 stock. Luis E. Valdes owns 58,223 shares of Principal Financial Group Inc (PFG) as of July 18, 2019, with a value of $5 Million.

Latest Holdings of Luis E. Valdes

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
PFG Principal Financial Group Inc 2019-07-18 58,223 81.99 4,773,704

Holding Weightings of Luis E. Valdes


Luis E. Valdes Form 4 Trading Tracker

According to the SEC Form 4 filings, Luis E. Valdes has made a total of 0 transactions in Principal Financial Group Inc (PFG) over the past 5 years. The most-recent trade in Principal Financial Group Inc is the sale of 11,829 shares on July 18, 2019, which brought Luis E. Valdes around $704,299.

Insider Trading History of Luis E. Valdes

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Luis E. Valdes Trading Performance

GuruFocus tracks the stock performance after each of Luis E. Valdes's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Luis E. Valdes is 2.71%. GuruFocus also compares Luis E. Valdes's trading performance to market benchmark return within the same time period. The performance of stocks bought by Luis E. Valdes within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Luis E. Valdes's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Luis E. Valdes

Average Return

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Average return per transaction

Outperforming Transactions

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1 out of 1 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -4.77 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -6.52 LIMIT LIMIT LIMIT LIMIT LIMIT

Luis E. Valdes Ownership Network

Ownership Network List of Luis E. Valdes

No Data

Ownership Network Relation of Luis E. Valdes

Insider Network Chart

Luis E. Valdes Owned Company Details

What does Principal Financial Group Inc do?

Who are the key executives at Principal Financial Group Inc?

Luis E. Valdes is the Executive Chairman & Latam of Principal Financial Group Inc. Other key executives at Principal Financial Group Inc include EVP & Principal Asia Wee Yee Cheong , EVP & Principal Latin American Roberto Walker , and President - RIS Renee V. Schaaf .

Principal Financial Group Inc (PFG) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Principal Financial Group Inc (PFG) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Principal Financial Group Inc (PFG) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Principal Financial Group Inc (PFG)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Principal Financial Group Inc Insider Transactions

No Available Data

Luis E. Valdes Mailing Address

Above is the net worth, insider trading, and ownership report for Luis E. Valdes. You might contact Luis E. Valdes via mailing address: 711 High Street, Des Moines Ia 50392-0300.