PFG — PRINCIPAL FINANCIAL GROUP INC

Nasdaq · Financials · Insurance · CIK 1126328 ·
Last close
$110.22
Market Cap
$23.81B
52W High
$112.07
52W Low
$84.28
ADV30
1,088,584
Next earnings
2026-07-27
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.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Mar 2026 3,529,100,000 424,600,000 332,704,500,000 4,054,000,000 320,311,700,000
Dec 2025 4,576,700,000 517,000,000 341,376,500,000 4,431,000,000 328,985,200,000
Sep 2025 3,681,600,000 213,800,000 334,491,800,000 5,137,100,000 322,363,800,000
Jun 2025 3,671,300,000 406,200,000 323,103,800,000 3,659,000,000 311,245,300,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$3,746,500,000
Investing CF
$-4,142,900,000
Financing CF
$574,700,000
CapEx
$-115,400,000
Dividends Paid
$-688,500,000
Buybacks
$-897,400,000
EPS Diluted TTM
$4.88
As of
2026-05-10

Balance + Analyst (yfinance extras)

Retained Earnings
$18,318,900,000
Inventory
Receivables
$22,388,200,000
ST Investments
$27,610,600,000
EBIT TTM
Pretax Income TTM
$1,868,900,000
Interest Exp TTM
Analysts
12

Yahoo Snapshot (yfinance, live)

Total Revenue
$15,458,700,288
EBITDA
$2,187,099,904
Free Cash Flow
$1,457,624,960
Enterprise Value
$23,419,496,448
Total Cash
$5,338,999,808
Total Debt
$4,166,899,968
Shares Out
216,012,384
Trailing EPS
$6.97
Book Value
$54.59
ROE
13.4%
ROA
0.4%
Div Yield
2.95%

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Dec 2025 15,625,500,000 1,185,100,000 341,376,500,000 328,985,200,000 4,536,700,000
Dec 2024 16,127,700,000 1,571,000,000 313,663,600,000 302,194,600,000 4,602,900,000
Dec 2023 13,665,800,000 623,200,000 305,046,700,000 293,836,100,000 3,792,400,000
Dec 2022 17,536,100,000 4,756,900,000 290,867,000,000 280,587,200,000 3,172,900,000

TTM Snapshot

Revenues TTM
NetIncome TTM
OpCashFlow TTM
Assets (Latest)
Forward EPS
$10.21

Max Pain — expiry 2026-07-17 (volume-derived — Yahoo OI feed degraded)

max pain strike: $85.00 · spot: $110.22 · call volume: 59 · put volume: 550
Expected Move to 2026-07-17: ±$6.10 (5.53%) — implied range $104.12$116.32 · ATM straddle on $110.00 strike

Peers — same industry

TickerNameMarket CapLastDaily %
MKL MARKEL GROUP INC. $23.38B $1868.43
WTW WILLIS TOWERS WATSON PLC $24.56B $260.03
WRB BERKLEY W R CORP $25.35B $68.09
L LOEWS CORP $22.16B $107.68
MET-PE METLIFE INC $22.01B $22.30

News headlines (Yahoo Finance, 1h cache)

Principal Financial Group Stock: Is PFG Outperforming the Financial Sector?
2026-06-17 04:27 · Yahoo
Principal Asset Management® Launches Fixed Income ETF Suite
2026-06-15 13:00 · Yahoo
Is State Street (STT) One of the Most Undervalued Quality Stocks to Invest In?
2026-06-13 19:12 · Yahoo
Is CPHYX a Strong Bond Fund Right Now?
2026-06-11 11:00 · Yahoo
AM Best Assigns Issue Credit Rating to Principal Financial Group, Inc.’s New Senior Unsecured Notes
2026-06-09 16:26 · Yahoo
Assessing State Street (STT) Valuation After New Principal Funds Servicing Win Draws Investor Attention
2026-06-09 16:11 · Yahoo
State Street Expands Investment Servicing Relationship with Principal Financial Group®
2026-06-04 12:30 · Yahoo
Assessing Principal Financial Group (PFG) Valuation After Strong 1 Year Share Price Return
2026-06-03 08:08 · Yahoo
PFG Stock Trading at a Discount to Industry at 1.88X: Time to Hold?
2026-05-29 16:50 · Yahoo
MGIC Investment Lags Industry, Trades at a Discount: Time to Hold?
2026-05-29 16:47 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.