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Metrics as of 10/16/2026, 02:09 PM (Berlin time), refresh in progress.

Principal Financial Group Stock

Principal Financial Group, Inc.

PFGNASDAQKern
US$108.81
-0.1% today

Company data

Sector
Financial Services
Industry
Asset Management
Country
United States
CEO
Deanna Dawnette Strable-Soethout
Employees
19,700
Market cap
$23.3 B
IPO
23/10/2001

Principal Financial Group, Inc. (PFG) operates in the financial services and asset management sector, offering financial products to both corporations and individual investors. Headquartered in Des Moines, the U.S.-based company organizes its portfolio into Retirement and Income Solutions, Principal Asset Management,…

AI-generated company profile based on the figures on this page, last updated on 01/10/2026. Not investment advice.

Principal Financial Group stock: price history

16/10/25+38.6 %16/10/26

1D

-0.3%

1W

+1.3%

1M

-6.9%

6M

+12.9%

YTD

+23.1%

1Y

+38.6%

2Y

+19.2%

5Y

+58.2%

10Y

+107.6%

Next earnings date

Next earnings date

26/10/2026 (in 9 days)

Volatility around earnings

~35% weaker price swings than usual

Principal Financial Group stock scores

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Deterministically calculated from financial metrics, not investment advice. Updated nightly, last on 17/10/2026.

Business model & megatrends

Business model

Robust business model that benefits noticeably from at least one megatrend.

Why this value? Details with Pro only.

Principal Financial Group Inc. is a U.S. financial services company operating in the segments of retirement solutions, asset management, and insurance. The offering targets institutional clients, companies, and individuals and comprises solutions for retirement planning, global investment strategies, and life insurance. By combining investment management fees and insurance premiums, the business model is designed to generate recurring revenue. The company has a long history and serves both the U.S. market and select emerging markets.

Revenue model
Mixed
Recurring revenue
High
Pricing power
Moderate
Moat
Narrow
Moat type
Switching costs
Capital intensity
Low
Customer concentration
Unknown

Ask the agents about Principal Financial Group

Analyst assessment of Principal Financial Group

PRICE TARGET LOW

US$86.00

CONSENSUS

US$108.33

MEDIAN

US$108.00

PRICE TARGET HIGH

US$128.00

0

STRONG BUY

5

BUY

14

HOLD

6

SELL

0

STRONG SELL

25

TOTAL · Hold

As of: 15/10/2026

ANALYST FIRMRATINGACTIONDATE
JP MorganNeutralmaintain15/10/2026
Wells FargoEqual Weightmaintain12/10/2026
Keefe, Bruyette & WoodsMarket Performmaintain09/10/2026
BarclaysUnderweightmaintain07/10/2026
Piper SandlerOverweightmaintain28/09/2026
UBSNeutralmaintain10/09/2026
JP MorganNeutralmaintain03/08/2026
B of A SecuritiesUnderperformmaintain28/07/2026

Principal Financial Group stock metrics

P/E

15.46

P/B

1.96

EV/EBITDA

8.24

RETURN ON EQUITY

3.3%

NET MARGIN

10.3%

DEBT/EQUITY

0.36

DIVIDEND YIELD

3.0%

AS OF

30/06/2026

Free float & liquidity

FREE FLOAT

99.4%

FLOAT SHARES

212,785,756

AVG. DAILY VOLUME (30D)

1,309,945

Insider transactions (SEC)

ROLETRANSACTIONSHARESPRICEPLAN TYPEDATE

Mitchell H Elizabeth

DirectorGrant78–Spontaneous29/09/2026

RIVERA ALFREDO

DirectorGrant113–Spontaneous29/09/2026

Brown Timothy W.

OfficerGrant163–Spontaneous29/09/2026

Agrawal Vivek

OfficerGrant226–Spontaneous29/09/2026

Cheong Wee Yee

OfficerGrant354–Spontaneous29/09/2026
Page 1 / 16

Attention

Price since yesterday: -0.3%

Search (Google Trends)

18/0902/1017/10

Institutional holders

FUND / INSTITUTIONSHARESCHANGEAS OF
WEDGE CAPITAL MANAGEMENT L L P/NC312,953-34,19330/09/2026
Sound Income Strategies, LLC220,590-2,07930/09/2026
Assenagon Asset Management S.A.165,521+159,36930/09/2026
Mn Services Vermogensbeheer B.V.63,715+030/09/2026
IFM Investors Pty Ltd58,257+7,80030/09/2026
Page 1 / 3

Dividends

EX-DATEPAY DATEAMOUNTYIELD
03/09/202625/09/2026US$0.842.7 %
01/06/202626/06/2026US$0.823.1 %
11/03/202627/03/2026US$0.803.5 %
03/12/202519/12/2025US$0.793.6 %
04/09/202526/09/2025US$0.783.7 %
Page 1 / 8

Comparable stocks

Frequently asked questions about Principal Financial Group stock

What does Principal Financial Group do?

Principal Financial Group, Inc. is a company in the Financial Services sector, Asset Management industry, headquartered in United States.

The CEO is Deanna Dawnette Strable-Soethout, the company employs around 19,700 people.

The IPO was on 23/10/2001; the stock trades on NASDAQ under the ticker PFG.

What do analysts say about Principal Financial Group stock?

25 analysts rate the stock, the consensus is Hold (as of 15/10/2026).

The average price target is US$108.33, ranging from US$86.00 to US$128.00, with a median of US$108.00.

This is an external assessment, not a statement by Market Jury.

When does Principal Financial Group report next?

The next earnings date is 26/10/2026.

Around past earnings, price swings were roughly -35% stronger than usual.

Does Principal Financial Group pay a dividend?

Yes. The last dividend was US$0.84 per share, ex-date 03/09/2026, paid on 25/09/2026.

The dividend yield is 3.0% (as of 30/06/2026).

Which stocks are comparable to Principal Financial Group?

Comparable stocks include BlackRock, Blackstone, KKR &, Apollo Global Management, State Street, Ameriprise Financial, Ares Management and Northern Trust.

How can I get Principal Financial Group stock analyzed?

Clicking "Analyze stock" lets five strategies assess Principal Financial Group against fixed, published rules and judge it bullish, neutral or bearish. The jury states where it disagrees. A free account starts with 5 credits, a quick check costs 1 credit, a full analysis 2 credits.

Not investment advice. Past performance is not an indicator of future results.