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Principal Financial Group, Inc. PFG SPX

Financial Services · Asset Management · United States
https://www.principal.com
Company Profile ↓
$112.92
+44.62% 1Y
Mkt Cap$24.39B
P/E16.20
P/B2.04
Div. Yield2.95%
52W High$113.61
52W Low$72.85
Book Value$54.59
EPS (TTM)$6.97

Company Overview

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 Asset Management, and Benefits and Protection segments. The Retirement and Income Solutions segment provides retirement, and related financial products and services. This segment offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit 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, registered index-linked annuities, and bank products, as well as trust and custody services. The Principal Asset Management segment provides equity, fixed income, real estate, and other alternative investments, as well as fund offerings. This segment also offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans. The Benefits and Protection segment provides specialty benefits, such as specialty benefits group dental and vision insurance, group life and other 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. This segment serves insurance solutions for small and medium-sized businesses and their owners, as well as employees. The company was founded in 1879 and is based in Des Moines, Iowa.

Why Investors Should Care

Reasonable Valuation

Trades at an undemanding P/E of 16.2.

Conservative Balance Sheet

Carries low leverage with a debt-to-equity ratio of 0.34.

Dividend Income

Offers a dividend yield of 2.95%.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $15.63B (-3.1% YoY); net profit $1.19B.
  • Trailing 12 Months Year-on-year growth — revenue -4.5%, earnings +819.0%.
  • 5-Year Trend Long-term compounding — revenue CAGR 2.0%, profit CAGR 1.8%.

Growth & Price Performance

Compounded Sales Growth

5 Years:2.02%
1 Year:-4.50%

Compounded Profit Growth

5 Years:1.80%
1 Year:819.00%

Stock Price Performance

1 Year:+44.62%
6 Months:+27.20%
3 Months:+21.67%
1 Month:+2.94%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 98% of range
$72.85 $113.61
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)61.62 · Neutral
Price Performance
1M+2.94%
3M+21.67%
6M+27.20%
1Y+44.62%
Valuation vs Sector

P/E of 16.20 is above the sector median of 13.30 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Attractive dividend yield of 2.95%.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
16.20
Industry PE
13.30
Forward P/E
11.06
PEG Ratio
1.06
Book Value
$54.59
Price to Book
2.04
P/S
1.55
EV/EBITDA
10.70
Dividend Yield
2.95%

Growth (CAGR)

Revenue 5Y
2.02%
Profit 5Y
1.80%
Revenue (YoY)
-4.50%
Earnings (YoY)
819.00%

Profitability & Returns

ROCE
-
ROE
13.39%
ROA
0.38%
Profit Margin
10.10%
Op Margin
14.80%
Gross Margin
47.61%
EPS (Latest Qtr)
$1.93
EPS (TTM)
$6.97

Balance Sheet & Liquidity

Debt/Equity
0.34
Quick Ratio
0.32
Current Ratio
1.53
Debt
$4.17B
Total Assets
$332.70B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
1.10%
Chg in Prom Hold
0.02%
FII / Inst Holding
81.05%
Chg in FII Hold
-0.07%

Financial Snapshot

Enterprise Value
$24.39B
Total Revenue (TTM)
$15.46B
EBITDA
$2.19B
Free Cash Flow
$1.46B
Operating Cash Flow
$3.75B
Shares Outstanding
216.01M
Gross Margin
47.61%
Payout Ratio
44.91%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 PFG Principal Financial Group, Inc. SPX 112.92 16.20 $24.39B 2.95% - 13.39% 2.02% 1.80%
2 JPM JPMorgan Chase & Co. SPX 342.89 16.42 $918.78B 1.87% - 16.47% 5.35% 7.56%
3 BRK-B Berkshire Hathaway Inc. SPX 491.09 14.61 $686.70B 0.00% - 10.50% 4.18% 9.44%
4 V Visa Inc. SPX 356.02 31.01 $590.89B 0.83% 37.15% 60.35% 14.33% 13.04%
5 MA Mastercard Incorporated SPX 538.02 31.10 $471.86B 0.71% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPX 60.62 15.04 $430.20B 2.00% - 10.64% 6.00% 3.49%
7 MS Morgan Stanley SPX 227.67 20.62 $359.10B 1.87% - 16.39% 3.76% 9.66%
8 GS The Goldman Sachs Group, Inc. SPX 1,140.00 20.83 $336.31B 1.69% - 14.55% - 2.21%
9 WFC Wells Fargo & Company SPX 85.29 13.18 $261.00B 2.11% - 12.03% 4.02% 15.98%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2015Jun 2015Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Mar 2026
Revenue 2.66B3.26B3.24B2.81B3.04B3.03B2.82B3.51B3.05B3.18B4.63B3.24B2.88B3.23B4.35B3.77B3.74B3.97B4.46B4.05B4.55B3.11B3.31B3.77B3.21B3.54B3.42B3.10B6.66B4.63B2.82B3.56B4.60B4.05B4.31B3.01B3.70B3.67B3.68B3.53B
Net Income 422.40M257.60M300.40M-368.00M322.30M308.20M-348.90M309.50M810.20M841.80M397.10M456.60M456.30M236.50M429.90M386.30M277.10M300.90M288.90M398.30M236.00M472.60M517.10M361.80M359.90M338.70M3.12B1.32B-140.10M388.80M1.25B532.50M353.10M-220.00M48.10M406.20M213.80M424.60M
Diluted EPS 1.390.811.010.861.251.101.061.091.191.062.762.871.361.581.590.831.531.370.981.071.041.450.851.701.871.321.321.2812.175.22-0.581.585.102.221.49-0.950.211.790.951.93

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 10.91B9.94B8.85B9.20B8.67B9.22B9.29B10.48B11.96B12.39B14.09B14.24B16.22B14.74B14.43B17.54B13.67B16.13B15.63B
Net Income 860.30M458.10M622.70M662.90M638.30M806.60M912.70M1.14B1.23B1.32B2.31B1.55B1.39B1.40B1.58B4.76B623.20M1.57B1.19B
Diluted EPS 3.091.631.971.951.912.582.953.654.064.507.885.364.965.055.7918.632.556.685.25

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2006Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --128.18B137.76B145.63B147.36B161.83B208.19B219.09B218.66B228.01B253.94B243.04B276.09B296.63B304.66B290.87B305.05B313.66B341.38B
Total Equity 7.92B7.52B2.47B7.89B9.73B9.02B9.68B9.68B10.18B9.31B10.23B12.85B11.39B14.62B16.56B16.07B9.98B10.92B11.09B11.88B
Cash & Equivalents -1.34B2.61B2.24B1.88B2.83B4.18B2.37B1.86B2.56B2.72B2.47B2.98B2.52B2.85B2.33B4.85B4.71B4.21B4.43B
Long Term Debt --1.29B1.58B1.58B1.56B2.67B2.60B2.53B3.27B3.13B3.18B3.26B3.73B4.28B4.28B4.00B3.93B3.96B3.93B
Total Liabilities --125.61B129.74B135.75B137.97B152.07B198.17B208.80B209.20B217.62B240.92B231.19B261.14B279.75B288.20B280.59B293.84B302.19B328.99B

Cash Flows (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow --------4.38B3.86B4.19B5.16B5.49B3.71B3.25B3.17B3.79B4.60B4.54B
Investing Cash Flow ---------3.17B-5.15B-4.05B-5.70B-7.69B-5.00B-5.69B1.06B-1.35B-5.40B-4.14B
Financing Cash Flow ---------508.60M1.45B-384.00M1.05B1.73B1.62B1.92B-1.72B-2.59B300.30M-181.80M
Share Buybacks 756.30M6.40M4.10M2.60M556.40M272.70M153.60M222.70M300.60M277.30M220.40M671.60M281.00M307.00M937.20M1.66B740.40M1.04B902.70M

Ratios (Annual)

Figures in %.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % -------------------
Operating Margin % -------------------
Net Margin % 7.9%4.6%7.0%7.2%7.4%8.8%9.8%10.9%10.3%10.6%16.4%10.9%8.6%9.5%11.0%27.1%4.6%9.7%7.6%
ROE % 11.4%18.5%7.9%6.8%7.1%8.3%9.4%11.2%13.3%12.9%18.0%13.6%9.5%8.4%9.8%47.7%5.7%14.2%10.0%
ROCE % -------------------

Shareholding Pattern

Insiders
1.10%
Institutions
81.05%
Public Float
81.95%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 7.30% 20.32M $2.28B
2 Nippon Life Insurance Company 6.52% 18.14M $2.03B
3 Vanguard Capital Management LLC 4.84% 13.47M $1.51B
4 Vanguard Portfolio Management LLC 4.05% 11.26M $1.26B
5 State Street Corporation 3.66% 10.18M $1.14B
6 Bank of America Corporation 3.17% 8.82M $987.95M
7 Capital World Investors 2.17% 6.03M $675.13M
8 Charles Schwab Investment Management, Inc. 2.13% 5.92M $663.60M
9 Geode Capital Management, LLC 2.03% 5.66M $634.11M
10 Dimensional Fund Advisors LP 1.40% 3.89M $435.37M

Analyst View

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Latest News

Recent headlines for PFG

Google News ue, 16 Jun 2026

Principal Financial Group Stock: Is PFG Outperforming the Financial Sector? - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMiogFBVV95cUxPVDhRemo1VzJxbmpZM0dGVEpsb3pWYUtLcjJDMy1jdHNGdVlHaVc0ZlNHVlI3WXRyOWFlXy1JSWZ3elJzdTFDeTdhekFqMjVFSXdDajUwdTRkaW0zZHpwVFNaSXM4VmpjUmh0R0RaazFzMjdJcHM2VWVDTm1CcW5FMzNWNTNkd2h2Ujc4dT…

Google News Mon, 13 Jul 2026

PFG Maintained by Evercore ISI Group -- Price Target Raised to $114 - GuruFocus

<a href="https://news.google.com/rss/articles/CBMipAFBVV95cUxPYUpEUENjdWZ2T2dVdGdqVjUtYm5tWm4zcVEyODdjalM5WDcydFVnUE9OQURTMW1meVBGcFV1OEYzOXA5OE1yNXhYVmxCS2lTTGlzUGNXVjlIU1hSTDJ2dnB4NnJtbFJvX0F4MVRoNkZIV05aWXJlNlNTUnFETlVmZzllUkMzRy1Nek9CYU…

Google News Sun, 12 Jul 2026

Will Embedding Lifetime Income in Target Date Defaults Change Principal Financial Group's (PFG) Retirement Narrative? - simplywall.st

<a href="https://news.google.com/rss/articles/CBMi3AFBVV95cUxQUVBHXzROUEhoWE9oc1JjbDc3ZWFRUngxbVhVOXhiUTNpVDlfOC1MMXFqa1E3dVVKSzUyQVVQLWRndmp1VDNRRkdhRWpUdE9lamR3WjV2bC1vT0pZbFFVZkNqSGhHMExHRXg1dUREXzhHbGhYdXNUNEJvcGk3Vzl5T1ZYbW9ybXhjMGpBV1…

Google News Mon, 13 Jul 2026

Principal Financial Group (NASDAQ:PFG) Price Target Raised to $112.00 at Keefe, Bruyette & Woods - MarketBeat

<a href="https://news.google.com/rss/articles/CBMi2gFBVV95cUxQdklLeHNKZGJvUUkwb1pFVjFkM3czMVlaQ2lxRjM4b0xEaWk4ZmVhWGNOQml4amEzS0otMmozTE9JRTJqcTBiMzg0ZmVDYTRJVHhQZ3AwcW14OHdCLVRwZUJHM09nOXMxeFJ0bDFIeEZfcmd0X2ZpSGhJZm9UVFFlMndvSUxDMU9NNC14TE…

Google News Wed, 08 Jul 2026

Principal courts regional banks with custody services tied to client retention - Stock Titan

<a href="https://news.google.com/rss/articles/CBMitAFBVV95cUxOUXlzZ2FFdTQtaUlXMENPRzgxV21aVkM4QzcxU0RGUlBlczE3Vlc0M09JUkYxOGM0Z01UbkF1cUZpV1UxLWdvQklEOV80N09NTmtndXlyR192cFJwN1ZHNnZWMUsxWmltMUhTUHRyeW15THE5TEwwRVRMX2djUHNYbWctcXFhR2Q0Vm96TV…

Google News Fri, 29 May 2026

PFG Stock Trading at a Discount to Industry at 1.88X: Time to Hold? - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMiogFBVV95cUxPNnBZOXdUc0otR0ZmdFF0Tm1qZnVHVkloTFh0eXdkME5ldVVRX0xicWNIOF9acWlWSk9lcnRPTk81YWd1NXBXZXU4TndWbFhXNlJKQl9HVVpRRFc4WkIyNWtaYTh5TURlZWtzcDRKMm1OLXYyZ0xJYUpqOFNnLVF5cEs3TnlDN20wR3BYTl…

PFG — Frequently Asked Questions

What is the current share price of Principal Financial Group, Inc. (PFG)?

As of 2026-07-14 21:23 PDT, Principal Financial Group, Inc. (PFG) trades at $112.92 on NasdaqGS. Its 52-week range is $72.85 to $113.61.

What is the market capitalisation of PFG?

Principal Financial Group, Inc. (PFG) has a market capitalisation of $24.39B on NasdaqGS.

What is the P/E ratio of PFG?

PFG trades at a trailing price-to-earnings (P/E) ratio of 16.20. The industry average P/E is 13.30. Its price-to-book (P/B) ratio is 2.04.

Does PFG pay a dividend?

Principal Financial Group, Inc. (PFG) currently offers a dividend yield of 2.95%.

What is the return on equity (ROE) of PFG?

PFG has a return on equity (ROE) of 13.39%.

Is PFG a good stock to buy?

This page provides a data-driven analysis of Principal Financial Group, Inc. (PFG), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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