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Principal Financial Group, Inc. Stock AnalysisComprehensive stock analysis for Principal Financial Group, Inc. (PFG) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisPFG
PFG
Principal Financial Group, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
PFG
Home🔹Stocks🔹Principal Financial Group, Inc.

Principal Financial Group, Inc.

🇺🇸PFG•NASDAQ

Principal Financial Group, Inc.

🇺🇸PFG•NASDAQ
Market cap
$24.87B
Sentiment

Your view on PFG

Mkt Cap
$24.87B
Sentiment
Your view
PFG
Principal Financial Group, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
PFG
Company Overview

Overview

What the company does, where it operates, and who runs it.

About Principal Financial Group, Inc.

Industry
Asset Management
Sector
Financial Services
CEO
Deanna Dawnette Strable-Soethout
Headquarters
711 High Street, Des Moines, IA, US
Industry
Asset Management
Sector
Financial Services
CEO
Deanna Dawnette Strable-Soethout
Headquarters
711 High Street, Des Moines, IA, US
Description

Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions segments.

The Retirement and Income Solutions segment provides a portfolio of asset accumulation products and services for retirement savings and income.

It offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit pension plans, nonqualified executive benefit plans, employee stock ownership plans, equity compensation, and pension risk transfer services; individual retirement accounts; investment only products; and mutual funds, individual variable annuities, and bank products.

The Principal Global Investors segment provides equity, fixed income, real estate, and other alternative investments, as well as asset allocation, stable value management, and other structured investment strategies.

The Principal International segment offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans in Brazil, Chile, Mexico, China, Hong Kong Special Administrative Region, India, and Southeast Asia. The U.S. Insurance Solutions segment provides specialty benefits, such as group dental and vision insurance, group life insurance, and group and individual disability insurance, as well as administers group dental, disability, and vision benefits; and individual life insurance products comprising universal, variable universal, indexed universal, and term life insurance products in the United States.

It also offers insurance solutions for small and medium-sized businesses and their owners, as well as executives. Principal Financial Group, Inc. was founded in 1879 and is based in Des Moines, Iowa.

FRC Research

Media

Infographics, videos, and posts covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks it is worth vs. the current price.

FRC's fair value estimate for Principal Financial Group, Inc., and the rating behind it. PFG last traded at $116.17, 16.5× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for Principal Financial Group, Inc.. Starting points for Principal Financial Group, Inc.: P/E 16.5, EPS $7.07, beta 0.87 — an Asset Management name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for Principal Financial Group, Inc.. Principal Financial Group, Inc. paid $3.25 per share over the last year — a 2.8% yield at the current $116.17 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for Principal Financial Group, Inc.. Trailing twelve-month EPS for Principal Financial Group, Inc. stands at $7.07. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for Principal Financial Group, Inc.. Principal Financial Group, Inc. has reported as a listed company since 2001. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

Principal Financial Group, Inc. valued side by side against its closest peers. Principal Financial Group, Inc. is measured against Asset Management peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Premium

Which funds and firms own the stock.

Which institutions hold Principal Financial Group, Inc., and how their positions are changing. At a $24.87B market value, institutional positions materially move Principal Financial Group, Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.

Insider Trading

Premium

Recent buying and selling by company executives.

Buying and selling by Principal Financial Group, Inc. executives and directors. Shares of Principal Financial Group, Inc. have traded between $68.39 and $90.31 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.

Senate Trading

Premium

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming Principal Financial Group, Inc.. Principal Financial Group, Inc. is a $24.87B Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.

House Trading

Premium

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming Principal Financial Group, Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.

News

Latest headlines and market coverage.

Latest headlines and company announcements for Principal Financial Group, Inc.. Coverage tracks Principal Financial Group, Inc. within Asset Management (Financial Services). Press releases and market coverage, newest first.

Peer companies

  • AEG — Aegon Ltd.
  • BNT — Brookfield Wealth Solutions Ltd.
  • CRBG — Corebridge Financial, Inc.
  • EG — Everest Re Group, Ltd.
  • EQH — Equitable Holdings, Inc.
  • FNF — Fidelity National Financial, Inc.
  • KEY — KeyCorp
  • L — Loews Corporation

More Asset Management companies

  • SOLCF — SOL Global Investments Corp.
  • SOR.AX — Strategic Elements Ltd
  • SPME — Sound Point Meridian Capital, Inc.
  • SRXXF — SPARX Group Co., Ltd.
  • SSPLF — Safe Supply Streaming Co. Ltd.
  • SSSS — SuRo Capital Corp.
  • STCGF — Stack Capital Group Inc.
  • STCK.TO — Stack Capital Group Inc.
  • STEP — StepStone Group Inc.
  • STJPF — St. James's Place plc
  • STT — State Street Corporation
  • SVCTF — Senvest Capital Inc.

ETFs holding Principal Financial Group, Inc.

  • DDIV — First Trust Dorsey Wright Momentum & Dividend ETF (3.53%)
  • PFI — Invesco Dorsey Wright Financial Momentum ETF (3.37%)
  • DIVY — Sound Equity Dividend Income ETF (3.26%)
  • DVOL — First Trust Dorsey Wright Momentum & Low Volatility ETF (3.09%)
  • DVLU — First Trust Dorsey Wright Momentum & Value ETF (3.06%)
  • SAMM — Strategas Macro Momentum ETF (2.52%)
  • IAK — iShares US Insurance ETF (2.42%)
  • QDIV — Global X - S&P 500 Quality Dividend ETF (2.02%)

News

Latest Market News