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PFG
PRINCIPAL FINANCIAL GROUP, INC.
NASDAQ
$109.36
▼ DOWN 0.73% (-0.80)

KEY STATISTICS

Market Cap$23.35 B
52w High$116.61
52w Low$77.90
Dividend Yield2.85%
FrequencyQuarterly
P/E12.84
Volume1.22M
Shares Out.214.10M

COMPANY

LEADERSHIP

Deanna Dawnette Strable-Soethout
CHIEF EXECUTIVE
Deanna Dawnette Strable-Soethout

COMPENSATION 2026

Salary$990,769
Stock Awards$8,870,708
Incentive Plan Pay$3,091,200
All Other Comp.$184,168
Total$13,827,887

ABOUT

SECTOR
Financial Services
WENT PUBLIC
October 23, 2001
METHOD OF GOING PUBLIC
N/A
FULL TIME EMPLOYEES
19,700

PRICE TARGET

Target High$125.00
Target Low$92.00
Target Median$107.00
Target Consensus$105.78

UPCOMING EARNINGS

DateOct 26, 2026
DayMonday
Rev. Est.$4.25B
OCT
26
MON

PRICE

$109.36 ▼ DOWN 0.73% (−$0.80)
$109$110$1109:30 AM10:35 AM11:40 AM12:44 PM1:49 PM2:54 PM3:59 PM109.36

About Principal Financial Group, Inc.

https://www.principal.com ↗

Principal Financial Group offers global retirement, asset management, and insurance solutions for individuals, businesses, and institutions across segments including retirement, global investments, international markets, and U.S. insurance.

INDUSTRY

Asset Management

A SERVICE PRINCIPAL FINANCIAL GROUP, INC. IS KNOWN FOR

Retirement and Benefit Plan Services

Principal Financial Group specializes in providing businesses with comprehensive retirement and employee benefit plan services, emphasizing expertise to simplify financial planning and benefits decisions for business leaders.

COMPETITORS

COMPETITOR
AMP COMPARE
EQH COMPARE
LNC COMPARE
PRU COMPARE
VOYA COMPARE

Revenue by Products

IconPRODUCTQ3-2025Q4-2025Q1-2026Q2-2026
Segment Retirement and Investor Services$1.89B $2.5B ▲$1.52B ▼$1.88B ▲
Benefits and Protection$1.26B $1.24B ▼$1.25B ▲$1.27B ▲
Principal Asset Management$727.1M $693.6M ▼$683.3M ▼$791.4M ▲
Corporate$77.9M $89.1M ▲$87.6M ▼$92.5M ▲

Revenue by Geography

MapREGIONQ2-2014Q3-2014Q1-2018Q2-2018
Segment US Insurance Solutions$811.4M $821M ▲— —
Latin America— — $92.5M $96.5M ▲
Asia— — $28.7M $26.7M ▼
Segment Geographical Area Eliminations— — -$400K -$400K

ETFS HOLDING THIS STOCK

ETFS HOLDING
882
LISTED HERE
26
RANKED BY POSITION SIZE
VTS.AX
0.03% · 6.9M
SCHD
0.53% · 5.4M
DVY
1.30% · 2.8M
SPY
0.03% · 2.4M
RSP
0.19% · 1.7M
AVLV
0.35% · 683.9K
DFAC
0.08% · 345.6K
FVL
0.42% · 307.2K
XEWG.L
0.19% · 280.7K
GSLC
0.16% · 216.4K
CGMM
0.43% · 145.3K
FUSP.L
0.71% · 136.1K
JHMM
0.21% · 114.6K
FLQM
0.69% · 97.6K
QDF
0.39% · 89.5K
SYLD
0.94% · 87.3K
CDC
1.21% · 80.5K
NUMV
1.67% · 79.0K
XZ
XZME.F
0.09% · 73.9K
DLN
0.12% · 69.1K
SEAC.DE
0.11% · 68.3K
ZSP.TO
0.03% · 60.7K
AFTY
1.53% · 59.5K
FDV
0.67% · 54.8K
MWRU.L
0.03% · 46.4K
HMWD.L
0.03% · 45.0K

INSTITUTIONAL OWNERSHIP

SHARES OWNED
66.59%
HOLDERS
1,348
TOP 12 OF 1,348 · RANKED BY POSITION SIZE
Vanguard Group Inc
27.1M sh · $2.25B
Blackrock, Inc.
20.4M sh · $1.8B
Blackrock Inc.
19.8M sh · $1.55B
Nippon Life Insurance Co
18.1M sh · $1.5B
State Street Corp
10.6M sh · $875.53M
Bank Of America Corp /De/
8.8M sh · $794.72M
Blackrock Institutional Trust Company, N.A.
7.7M sh · $446.02M
Charles Schwab Investment Management Inc
6.5M sh · $700.79M
Sixth Street Partners Management Company, L.P.
6.5M sh · $700.79M
Capital World Investors
6.0M sh · $650.99M
Geode Capital Management, LLC
5.7M sh · $609.99M
Blackrock Fund Advisors
5.3M sh · $307.34M

RATINGS SNAPSHOT

Overall rating: B+

DCFROEROAD/EP/EP/B
Discounted Cash Flow5
Return On Equity4
Return On Assets2
Debt To Equity3
Price To Earnings2
Price To Book2
Overall Score3

TRADES BY CONGRESS

HOUSE TRADES
Lisa McClain
Lisa McClain
Purchase
2025-06-17
 Ro Khanna
Ro Khanna
Purchase
2023-11-03
 Kurt Schrader
Kurt Schrader
Purchase
2022-11-11
 Dean Phillips
Dean Phillips
Purchase
2020-04-02

INSIDER TRADES

★
OFFICER: PRESIDENT - BENEFITS & PROTECT
Friedrich Amy Christine
Sale · 11.9K shares
2026-08-07
★
OFFICER: PRESIDENT - BENEFITS & PROTECT
Friedrich Amy Christine
Purchase · 35.7K shares
2026-08-07
★
DIRECTOR
RIVERA ALFREDO
Purchase · 25 shares
2026-06-26
★
DIRECTOR
HOCHSCHILD ROGER C
Purchase · 294 shares
2026-06-26

MOST RECENT ANALYST GRADES

GRADE SUMMARY
NEUTRAL 2
EQUAL WEIGHT 2
UNDERPERFORM 1
IN LINE 1
MARKET PERFORM 1
HOLD 1
UNDERWEIGHT 1
OVERWEIGHT 1
OUTPERFORM 1
11 GRADES IN THE LAST 12 MONTHS
JP Morgan NEUTRAL B of A Securities UNDERPERFORM Evercore ISI Group IN LINE Wells Fargo EQUAL WEIGHT Keefe, Bruyette & Woods MARKET PERFORM Jefferies HOLD Barclays UNDERWEIGHT Morgan Stanley EQUAL WEIGHT

SECTORS PEERS

PEERPRICE
RF$29.29COMPARE
KEY$21.18COMPARE
L$108.09COMPARE
EG$379.99COMPARE
UNM$91.77COMPARE
CRBG$32.12COMPARE
AEG$9.18COMPARE
EQH$49.35COMPARE