Principal Financial Group (PFG) Stock Price

Principal Financial Group Price

NASDAQ·CLOSED
114.18USD-0.99 (-0.86 %)
Market closed

Revenue has compounded at 2.4% per year over the past 19 years to 15.63 B USD. Earnings per share have grown at 1.6% per year over the last 19 years. Principal Financial Group's net margin stands at 7.6%, down from 11.0% several years earlier. Principal Financial Group currently offers a dividend yield of about 2.70%. The payout ratio is around 58% of earnings. The dividend has grown at 7.4% per year over the past 19 years. Analysts set a median price target of 94.35 USD, implying 17.4% below the current price. Of 20 analysts, 2 rate the stock a buy — an overall Hold consensus. The stock trades about 51% above its 52-week low.

Principal Financial Group stock price

Volume
Ex-Dividend
Details

Stock Price

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How to Read This Chart

This chart tracks the historical stock price of Principal Financial Group over time. You can switch between daily, weekly, and monthly views and select custom time ranges — from a single day to the full available history. Use the toggle to view price changes in absolute currency terms or as a percentage change relative to the starting date.

Total Return vs. Price Return

The "Total Return" toggle includes reinvested dividends on top of the pure price movement. This is critical because dividends can account for a significant portion of long-term returns. Historically, roughly 40 % of the S&P 500's total return has come from dividends. Always compare total return when evaluating a stock's real performance against a benchmark.

Intraday Price Data

When viewing a one-day time frame, the chart displays real-time intraday price movements. This is useful for observing how Principal Financial Group stock reacts to market openings, earnings releases, or breaking news throughout the trading session.

What to Look For

Look for long-term trends (sustained upward or downward movements over months and years), support and resistance levels (price zones where the stock repeatedly bounces or reverses), and volatility (how much the price fluctuates day to day). Comparing Principal Financial Group's price chart to a market index like the S&P 500 can reveal whether the stock is outperforming or underperforming the broader market.

Principal Financial Group Stock Price History
DatePrincipal Financial Group Price
8/5/2026114.18 USD
8/4/2026115.17 USD
8/3/2026115.13 USD
7/31/2026113.70 USD
7/30/2026113.95 USD
7/29/2026114.60 USD
7/27/2026111.07 USD
7/23/2026107.32 USD
7/22/2026108.25 USD
7/21/2026109.57 USD
7/20/2026112.06 USD
7/17/2026113.95 USD
7/16/2026113.12 USD
7/15/2026112.96 USD
7/14/2026112.92 USD
7/13/2026113.20 USD
7/10/2026112.23 USD
7/9/2026111.67 USD
7/8/2026111.86 USD
7/7/2026112.88 USD
7/6/2026112.10 USD
7/2/2026110.87 USD
7/1/2026108.93 USD
6/30/2026107.78 USD
6/29/2026107.25 USD
6/26/2026107.75 USD
6/25/2026105.44 USD
6/24/2026106.70 USD
6/23/2026112.36 USD
6/22/2026111.90 USD
6/18/2026109.92 USD
6/17/2026111.33 USD
6/16/2026111.35 USD
6/15/2026111.43 USD
6/12/2026111.44 USD
6/11/2026108.74 USD
6/10/2026108.21 USD
6/9/2026106.66 USD
6/8/2026105.03 USD
6/5/2026104.56 USD
6/4/2026103.15 USD
6/3/2026101.74 USD
6/2/2026103.60 USD
6/1/2026103.52 USD
5/29/2026104.60 USD
5/28/2026104.52 USD
5/27/2026104.32 USD
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5/22/2026104.06 USD
5/21/2026102.89 USD
5/20/2026102.35 USD
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5/18/2026102.40 USD
5/15/2026100.53 USD
5/14/2026100.77 USD
5/13/2026100.42 USD
5/12/2026100.84 USD
5/11/2026100.19 USD
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5/6/2026101.55 USD
5/5/2026100.87 USD
5/4/202699.46 USD
5/1/2026101.09 USD
4/30/2026100.91 USD
4/29/202699.63 USD
4/28/2026100.06 USD
4/27/202699.74 USD
4/24/202699.34 USD
4/23/202697.00 USD
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4/21/202695.73 USD
4/20/202696.19 USD
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4/10/202691.80 USD
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4/6/202691.11 USD
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4/1/202690.08 USD
3/31/202690.11 USD
3/30/202688.23 USD
3/27/202687.01 USD
3/26/202688.94 USD
3/25/202688.72 USD
3/24/202687.72 USD
3/23/202686.55 USD
3/20/202685.07 USD
3/19/202685.90 USD
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3/17/202687.73 USD
3/16/202686.51 USD
3/13/202685.83 USD
3/12/202686.19 USD
3/11/202688.20 USD
3/10/202689.73 USD
3/9/202690.61 USD
3/6/202692.26 USD
3/5/202693.51 USD
3/4/202693.50 USD
3/3/202693.67 USD
3/2/202695.83 USD
2/27/202695.42 USD
2/26/202697.50 USD
2/25/202694.68 USD
2/24/202694.85 USD
2/23/202692.69 USD
2/20/202695.76 USD
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2/18/202692.45 USD
2/17/202691.98 USD
2/13/202690.39 USD
2/12/202690.51 USD
2/11/202692.81 USD
2/10/202693.64 USD
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1/30/202694.72 USD
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1/20/202688.81 USD
1/16/202688.48 USD
1/15/202690.98 USD
1/14/202691.21 USD
1/13/202689.02 USD
1/12/202690.20 USD
1/9/202690.30 USD
1/8/202691.73 USD
1/7/202690.88 USD
1/6/202691.80 USD
1/5/202690.51 USD
1/2/202689.42 USD
12/31/202588.21 USD
12/30/202588.90 USD
12/29/202589.04 USD
12/26/202589.38 USD
12/24/202589.59 USD
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12/22/202589.24 USD
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12/18/202589.34 USD
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12/9/202588.21 USD
12/8/202586.88 USD
12/5/202587.52 USD
12/4/202585.93 USD
12/3/202585.94 USD
12/2/202584.32 USD
12/1/202584.45 USD
11/28/202584.82 USD
11/26/202584.60 USD
11/25/202584.69 USD
11/24/202584.56 USD
11/21/202584.29 USD
11/20/202582.36 USD
11/19/202583.11 USD
11/18/202582.19 USD
11/17/202581.01 USD
11/14/202584.47 USD
11/13/202584.62 USD
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11/11/202584.38 USD
11/10/202583.58 USD
11/7/202582.86 USD
11/6/202582.44 USD
11/5/202581.16 USD
11/4/202582.06 USD
11/3/202583.02 USD
10/31/202584.04 USD
10/30/202582.74 USD
10/29/202582.43 USD
10/28/202582.20 USD
10/27/202579.57 USD
10/24/202579.94 USD
10/23/202579.44 USD
10/22/202579.14 USD
10/21/202579.39 USD
10/20/202578.97 USD
10/17/202578.74 USD
10/16/202578.39 USD
10/15/202580.90 USD
10/14/202581.29 USD
10/13/202579.67 USD
10/10/202579.43 USD
10/9/202582.69 USD
10/8/202581.77 USD
10/7/202583.57 USD
10/6/202584.18 USD
10/3/202584.17 USD
10/2/202584.26 USD
10/1/202583.04 USD
9/30/202582.91 USD
9/29/202582.47 USD
9/28/202582.47 USD
9/25/202582.62 USD
9/24/202581.50 USD
9/23/202582.40 USD
9/22/202582.21 USD
9/19/202581.72 USD
9/18/202581.78 USD
9/17/202580.86 USD
9/16/202580.09 USD
9/15/202582.95 USD
9/12/202582.85 USD
9/11/202582.08 USD
9/10/202580.07 USD
9/9/202580.07 USD
9/8/202579.71 USD
9/5/202579.82 USD
9/4/202581.30 USD
9/3/202580.18 USD
9/2/202579.94 USD
8/29/202580.53 USD
8/28/202580.22 USD
8/27/202580.84 USD
8/26/202580.55 USD
8/25/202580.28 USD
8/22/202580.81 USD
8/21/202578.67 USD
8/20/202578.72 USD
8/19/202578.60 USD
8/18/202577.70 USD
8/15/202577.71 USD
8/14/202578.09 USD
8/13/202578.34 USD
8/12/202577.24 USD
8/11/202576.48 USD
8/8/202576.57 USD
8/7/202575.60 USD
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Principal Financial Group Revenue, EBIT, Net Income

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  • Max

Revenue
EBIT
Net Income
Details
Date
Revenue
EBIT
Net Income
Jan 1, 2022
17.54 B USD
5.99 B USD
4.76 B USD
Jan 1, 2023
13.67 B USD
738.80 M USD
623.20 M USD
Jan 1, 2024
16.13 B USD
1.89 B USD
1.57 B USD
Jan 1, 2025
15.63 B USD
1.42 B USD
1.19 B USD
Jan 1, 2026 (e)
16.38 B USD
2.41 B USD
2.13 B USD
Jan 1, 2027 (e)
17.85 B USD
2.63 B USD
2.34 B USD
Jan 1, 2028 (e)
18.69 B USD
2.75 B USD
2.53 B USD
Jan 1, 2029 (e)
19.71 B USD
2.90 B USD
2.76 B USD

Principal Financial Group Income Statement, Balance Sheet, Cash Flow Statement

Last updated Aug 7, 2026, 4:59 AM
 
REVENUEB USD
REVENUE GROWTH%
GROSS MARGIN%
GROSS INCOMEB USD
EBITB USD
EBIT MARGIN%
NET INCOMEB USD
NET INCOME GROWTH%
DIV.USD
DIV. GROWTH%
SHARESM
2014201520162017201820192020202120222023202420252026e2027e2028e2029e
10.4811.9612.3914.0914.2416.2214.7414.4317.5413.6716.1315.6316.3817.8518.6919.71
12.7914.193.5913.711.0213.94-9.13-2.1321.55-22.0718.02-3.114.818.994.695.47
50.0744.0244.2144.4942.4538.9343.8249.0462.9843.1845.5945.1945.1945.1945.1945.19
5.255.275.486.276.046.326.467.0811.045.907.357.067.408.078.448.91
1.491.431.592.251.781.691.691.915.990.741.891.422.412.632.752.90
14.2611.9512.8415.9812.5310.4411.4813.2434.145.4011.719.0614.7214.7114.7214.71
1.141.231.322.311.551.391.401.584.760.621.571.192.132.342.532.76
25.447.876.6575.53-33.07-9.830.0713.26201.01-86.90152.17-24.5779.6610.058.159.08
1.601.501.612.332.102.182.242.442.562.602.853.083.283.503.73–
32.23-6.257.3344.72-9.873.812.758.934.921.569.628.076.496.716.57–
300.04296.20292.00294.03285.20281.71277.20268.40243.50236.44231.20222.40222.40222.40222.40222.40
Details

Income Statement Key Figures

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Revenue and Revenue Growth

Revenue is the starting point of every income statement — it measures the total sales Principal Financial Group generates from its core business. Revenue growth (expressed as year-over-year percentage change) is one of the most important indicators of business momentum. Sustained growth above 10 % annually is generally considered strong, while declining revenue is a serious warning sign that demands investigation.

Gross Margin

Gross margin = (Revenue − Cost of Goods Sold) ÷ Revenue. It reveals what percentage of each dollar of revenue Principal Financial Group retains after direct production costs. High gross margins (above 50 %) are typical of asset-light businesses like software and brands, while capital-intensive industries like manufacturing often operate below 30 %. Compare Principal Financial Group's gross margin to industry peers and track it over time to spot improving or deteriorating pricing power.

EBIT and EBIT Margin

EBIT measures operating profit — what remains after subtracting all operating expenses (including R&D, sales, and administrative costs) from gross profit. The EBIT margin shows this as a percentage of revenue. Because it excludes interest and taxes, EBIT allows fair comparisons between companies with different debt levels and tax jurisdictions. A rising EBIT margin indicates improving operational efficiency.

Net Income and Earnings Per Share (EPS)

Net income is the company's final profit after all expenses, interest, and taxes. Dividing net income by the number of shares outstanding gives you EPS — the single most influential metric in stock valuation. Consistent EPS growth is the primary driver of long-term stock price appreciation. Always check whether EPS growth comes from genuine profit improvement or from share buybacks reducing the share count.

Shares Outstanding

The total number of shares Principal Financial Group has issued. A declining share count (through buybacks) boosts EPS and signals management confidence. A rising share count (through stock issuance) dilutes existing shareholders. Always monitor this number alongside EPS to get the full picture of per-share value creation.

Analyst Estimates

The projected figures represent consensus estimates from professional analysts. Compare these forecasts against Principal Financial Group's historical growth rates to assess whether expectations are realistic. A company that consistently beats consensus estimates tends to see its stock price rewarded over time, while repeated misses erode investor confidence.

Principal Financial Group stock margins

The Principal Financial Group margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Principal Financial Group. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Principal Financial Group.

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Gross margin
EBIT margin
Profit margin
Details
Date
Gross margin
EBIT margin
Profit margin
Jan 1, 2021
49.04 %
13.24 %
10.95 %
Jan 1, 2022
62.98 %
34.14 %
27.13 %
Jan 1, 2023
43.17 %
5.41 %
4.56 %
Jan 1, 2024
45.59 %
11.72 %
9.74 %
Jan 1, 2025
45.19 %
9.06 %
7.58 %
Jan 1, 2026 (e)
45.19 %
14.72 %
13.00 %
Jan 1, 2027 (e)
45.19 %
14.72 %
13.13 %
Jan 1, 2028 (e)
45.19 %
14.72 %
13.56 %

Principal Financial Group Stock Revenue, EBIT, Earnings per Share

The Principal Financial Group earnings per share therefore indicates how much revenue Principal Financial Group has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

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  • Max

Revenue per Share
EBIT per share
Earnings per Share
Details
Date
Revenue per Share
EBIT per share
Earnings per Share
Jan 1, 2021
53.75 USD
7.12 USD
5.89 USD
Jan 1, 2022
72.02 USD
24.59 USD
19.54 USD
Jan 1, 2023
57.80 USD
3.12 USD
2.64 USD
Jan 1, 2024
69.76 USD
8.17 USD
6.79 USD
Jan 1, 2025
70.26 USD
6.37 USD
5.33 USD
Jan 1, 2026 (e)
72.56 USD
10.84 USD
9.44 USD
Jan 1, 2027 (e)
79.09 USD
11.81 USD
10.38 USD
Jan 1, 2028 (e)
82.80 USD
12.37 USD
11.23 USD

Principal Financial Group business model & stock analysis

Principal Financial Group Inc is a global company specializing in investment management, asset management, retirement insurance, and insurance. With its headquarters in Des Moines, Iowa, USA, this company has over 18 million customers in over 70 countries.

Principal Financial Group SWOT Analysis

Strengths

1. Diversified Business Portfolio: Principal Financial Group Inc operates in diverse financial service sectors including retirement plans, investment management, insurance, and more, which spreads risk and enhances stability.

2. Strong Market Presence: The company has a well-established brand with a global reach. Its strong market presence and reputation contribute to a large customer base.

3. Robust Distribution Network: Principal Financial Group Inc has a wide distribution network that enables effective market penetration and customer acquisition.

Weaknesses

1. Dependence on Investment Markets: The company's performance is influenced by the condition of investment markets. Economic downturns or market volatility can negatively impact its financial results.

2. Intense Competition: Principal Financial Group Inc faces fierce competition in various sectors from both established players and emerging fintech companies. This competitive landscape may hamper its market share and growth prospects.

3. Regulatory Compliance: Being a financial services provider, the company must adhere to strict regulatory requirements and changes, which can increase operational costs and pose compliance risks.

Opportunities

1. Growing Global Retirement Market: With an aging population and the increasing importance of retirement planning, Principal Financial Group Inc can capitalize on the growing demand for retirement-centric financial services and solutions.

2. Expansion in Emerging Markets: The company can seize opportunities in emerging markets where the demand for financial services, such as insurance and investment products, is rapidly increasing.

3. Technological Advancements: Embracing technology and innovation can enable Principal Financial Group Inc to enhance operational efficiency, offer personalized services, and attract tech-savvy customers.

Threats

1. Economic Uncertainty: Fluctuations in global economies and financial markets pose a threat to Principal Financial Group Inc's profitability and investment returns.

2. Changing Customer Preferences: Evolving customer preferences and expectations require the company to adapt and innovate continually in order to meet changing market demands.

3. Cybersecurity Risks: As the reliance on technology increases, the company faces the constant threat of cyber attacks and data breaches, which can damage its reputation and undermine customer trust.

Principal Financial Group Employees

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  • Max

Principal Financial Group Employees
Details
Date
Principal Financial Group Employees
Jan 1, 2018
- Employees
Jan 1, 2019
- Employees
Jan 1, 2020
- Employees
Jan 1, 2021
- Employees
Jan 1, 2022
- Employees
Jan 1, 2023
- Employees
Jan 1, 2024
- Employees
Jan 1, 2025
- Employees

Principal Financial Group Segments

Principal Financial Group Eulerpool Fair Value

Details

Fair Value Estimate

ⓘ

What Is Fair Value?

Fair value is an estimate of what a stock is truly "worth" based on its financial fundamentals, independent of the current market price. If the calculated fair value is above the current share price, the stock may be undervalued — and vice versa. This chart shows three different fair value approaches so you can cross-check them against each other.

Earnings-Based Fair Value

Calculated by multiplying the current earnings per share (EPS) by the average historical P/E ratio over a selected multi-year period. The smoothing over several years filters out temporary spikes or dips. If this fair value exceeds the market price, it suggests the stock is cheap relative to its earning power.

Example: Fair Value (Earnings) 2022 = EPS 2022 × Average P/E 2019–2021

Revenue-Based Fair Value

Derived by multiplying revenue per share by the average historical price-to-sales ratio. This method is particularly useful for companies with volatile or temporarily depressed earnings, as revenue tends to be more stable than profits. It answers: "At what price has the market historically valued each dollar of this company's sales?"

Example: Fair Value (Revenue) 2022 = Revenue per Share 2022 × Average P/S 2019–2021

Dividend-Based Fair Value

Calculated by dividing the dividend per share by the average historical dividend yield. This approach is most relevant for mature, consistently dividend-paying companies. If the resulting fair value is higher than the current price, it implies the stock offers a better yield than its historical average.

Example: Fair Value (Dividend) 2022 = Dividend per Share 2022 ÷ Average Yield 2019–2021

How to Use This Chart

When all three fair value lines converge above the current price, it strengthens the case that the stock is undervalued. When they diverge, investigate why — it may indicate a structural shift in margins, payout policy, or growth rate. The forward estimates on the right extend the analysis using projected fundamentals, helping you assess whether the current price already reflects future growth expectations.

Principal Financial Group historical P/E ratio, EBIT multiple, and P/S ratio

Principal Financial Group annual returns

Details

Annual Return

ⓘ

What This Chart Shows

This chart breaks down 's total annual return into two components: price return (gains or losses from stock price movement) and dividend return (income received from dividend payments). Together, they represent the total return an investor would have earned in each calendar year.

Price Return

Price return measures the percentage change in 's stock price from January 1st to December 31st of each year. Positive bars indicate the stock appreciated; negative bars show a decline. This is the component most investors focus on, but it tells only part of the story — especially for dividend-paying stocks.

Dividend Return

Dividend return represents the income generated from dividends paid during the year, expressed as a percentage of the starting stock price. While it may seem small in any single year (typically 1–4 % for established companies), dividends compound significantly over decades and have historically contributed roughly 40 % of total stock market returns.

What to Look For

Examine how many years showed positive vs. negative returns to gauge consistency. A stock with mostly positive years and small drawdowns suggests lower risk. Also compare 's annual returns to a benchmark index — consistently outperforming the market is a hallmark of a strong investment. Pay attention to the worst years: understanding downside risk is just as important as chasing upside potential.

Principal Financial Group shares outstanding

The number of shares of Principal Financial Group was 222.4 M in 2025. This indicates how many shares Principal Financial Group is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

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Number of stocks
Details
Date
Number of stocks
Jan 1, 2021
268.40 M Stocks
Jan 1, 2022
243.50 M Stocks
Jan 1, 2023
236.44 M Stocks
Jan 1, 2024
231.20 M Stocks
Jan 1, 2025
222.40 M Stocks
Jan 1, 2026 (e)
222.40 M Stocks
Jan 1, 2027 (e)
222.40 M Stocks
Jan 1, 2028 (e)
222.40 M Stocks

Principal Financial Group Dividend History

25 years of dividend payments · 7 consecutive increases

YearAnnual DividendYoY ChangePayments
20262.46USDYTD—3×
Mar 11, 20260.80USD↑ 1.3%1/3
Jun 1, 20260.82USD↑ 2.5%2/3
Sep 3, 2026Declared0.84USD↑ 2.4%3/3
20253.08USD↑ 8.1%4×
Mar 12, 20250.75USD↑ 2.7%1/4
Jun 2, 20250.76USD↑ 1.3%2/4
Sep 4, 20250.78USD↑ 2.6%3/4
Dec 3, 20250.79USD↑ 1.3%4/4
20242.85USD↑ 9.6%4×
20232.60USD↑ 1.6%4×
20222.56USD↑ 4.9%4×
20212.44USD↑ 8.9%4×
20202.24USD↑ 2.8%4×
20192.18USD↑ 3.8%4×
20182.10USD↓ 9.9%4×
20172.33USD↑ 44.7%5×

Principal Financial Group dividend history and estimates

In 2025, Principal Financial Group paid a dividend amounting to 3.08 USD. Dividend means that Principal Financial Group distributes a portion of its profits to its owners.

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Dividend
Dividend (Estimate)
Details
Date
Dividend
Dividend (Estimate)
Jan 1, 2021
2.44 USD
0.00 USD
Jan 1, 2022
2.56 USD
0.00 USD
Jan 1, 2023
2.60 USD
0.00 USD
Jan 1, 2024
2.85 USD
0.00 USD
Jan 1, 2025
3.08 USD
0.00 USD
Jan 1, 2026 (e)
2.46 USD
0.82 USD
Jan 1, 2027 (e)
0.00 USD
3.50 USD
Jan 1, 2028 (e)
0.00 USD
3.73 USD

Principal Financial Group dividend payout ratio

In 2025, Principal Financial Group had a payout ratio of 57.80%. The payout ratio indicates the percentage of the company's profits that Principal Financial Group distributes as dividends.

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Payout ratio
Details
Date
Payout ratio
Jan 1, 2021
41.44 %
Jan 1, 2022
13.10 %
Jan 1, 2023
98.64 %
Jan 1, 2024
41.94 %
Jan 1, 2025
57.80 %
Jan 1, 2026 (e)
34.76 %
Jan 1, 2027 (e)
33.66 %
Jan 1, 2028 (e)
33.18 %

Current Principal Financial Group forecasts and price targets in August 2026

Analyst Price Targets 2026
Δ MOM Price Target
0.00 %
Buy
10.00 % (2)
Hold
55.00 % (11)
Sell
35.00 % (7)
12M Price Target
94.35
Last Price
115.41
Currency
USD
12M Return Potential
-18.25 %
LTM Return
0 %

Principal Financial Group Analyst Rating Actions

DateFirmActionRatingReliability
7/28/2026
Evercore ISI Group
Evercore ISI Group
MaintainedIn Line62
7/28/2026
B of A Securities
B of A Securities
MaintainedUnderperform70
7/22/2026
Wells Fargo
Wells Fargo
MaintainedEqual Weight56
7/21/2026
JP Morgan
JP Morgan
MaintainedNeutral80
7/13/2026
Keefe, Bruyette & Woods
Keefe, Bruyette & Woods
MaintainedMarket Perform–
7/13/2026
Evercore ISI Group
Evercore ISI Group
MaintainedIn Line62
7/10/2026
Jefferies
Jefferies
MaintainedHold47
7/9/2026
Wells Fargo
Wells Fargo
MaintainedEqual Weight56
7/7/2026
Barclays
Barclays
MaintainedUnderweight33
7/6/2026
Morgan Stanley
Morgan Stanley
MaintainedEqual Weight60

Eulerpool Reliability Score (0–100): measures how often a firm’s bullish or bearish calls were directionally correct three months later, blended with the average return following its calls. Every rating we record is stored permanently and scores update continuously; firms with fewer than 3 measured calls are not scored yet.

Principal Financial Group Earnings Calls

2025

Principal Financial Group Earnings Estimates & Surprises

DateEPS estimateEPS ActualRevenue EstimatePrice reactionQuarterly report
7/27/20262.34USD-4.15 BUSD-2026 Q2
4/23/20262.10USD-4.18 BUSD-2026 Q1
2/9/20262.25USD-4.07 BUSD-2025 Q4
4/25/20241.71USD-3.56 BUSD-2024 Q1
1/29/20241.70USD-3.66 BUSD-2023 Q4
8/7/20231.80USD-3.27 BUSD-2023 Q2
4/26/20231.68USD-3.05 BUSD-2023 Q1
2/6/20231.56USD-3.41 BUSD-2022 Q4
10/27/20221.46USD-3.21 BUSD-2022 Q3
8/8/20221.40USD-3.39 BUSD-2022 Q2
...

EESG©

Eulerpool ESG Scorecard© for the Principal Financial Group stock

70/100
78
Environment
79
Social
54
Governance
E

Environment

20
Scope 1 - Direct Emissions5,014.8
Scope 2 - Indirect emissions from purchased energy16,960.9
Scope 3 - Indirect emissions within the value chain356,631.52
Total CO₂ emissions21,975.7
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather—
Pesticides—
Palm Oil—
Tobacco
Genetically modified organisms
Climate concept—
Sustainable forestry—
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency
S

Social

20
Percentage of female employees53
Percentage of women in management—
Percentage of Asian employees4.67
Share of Asian management3.31
Percentage of Hispanic/Latino employees4.95
Hispano/Latino Management share1.52
Percentage of Black employees5.27
Black Management Share2.13
Percentage of white employees83.29
White Management Share91.64
Adult content
Alcohol
Weapons—
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept—
Occupational health and safety
Catholic
G

Governance (Corporate Governance)

4
Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Principal Financial Group shareholder structure

% Name
11.90168%
The Vanguard Group, Inc.
The Vanguard Group, Inc.
9.00415%
BLACKROCK, INC.
BLACKROCK, INC.
8.03589%
Nippon Life Insurance Company
Nippon Life Insurance Company
8.03589%
NIPPON LIFE INSURANCE CO
NIPPON LIFE INSURANCE CO
6.26360%
BlackRock Institutional Trust Company, N.A.
BlackRock Institutional Trust Company, N.A.
5.96996%
VANGUARD CAPITAL MANAGEMENT LLC
VANGUARD CAPITAL MANAGEMENT LLC
...

Principal Financial Group Beneficial Ownership Filings (SEC 13D/G)

Free Float
99.4%
Float Shares
-
Shares Outstanding
-
StakeHolderFiling
12.26%
for The Provident Bank 401(k) Savings Plan and The Provident Bank Employee Stock Ownership Plan
for The Provident Bank 401(k) Savings Plan and The Provident Bank Employee Stock Ownership Plan
SEC ↗
11.70%
Invista Capital Management, LLC
Invista Capital Management, LLC
SEC ↗
10.89%
The Vanguard Group - 23-1945930
The Vanguard Group - 23-1945930
SEC ↗
10.80%
Delaware Charter Guarantee & Trust Company dba Principal Trust Company as Directed Trustee for the A
Delaware Charter Guarantee & Trust Company dba Principal Trust Company as Directed Trustee for the A
SEC ↗
9.88%
Principal Life Insurance Company
Principal Life Insurance Company
SEC ↗
9.50%
Delaware Charter Guarantee & Trust Company on behalf of FB Bancorp Inc
Delaware Charter Guarantee & Trust Company on behalf of FB Bancorp Inc
SEC ↗
9.17%
for the Generations Bank 401(k) Plan and Generations Bank Employee Stock Ownership Plan.
for the Generations Bank 401(k) Plan and Generations Bank Employee Stock Ownership Plan.
SEC ↗
9.10%
for the Griffon Corporation Employee Stock Ownership Plan.
for the Griffon Corporation Employee Stock Ownership Plan.
SEC ↗
9.00%
BlackRock, Inc.
BlackRock, Inc.
SEC ↗
9.00%
Delaware Charter Guarantee & Trust Company dba Principal Trust Company as Directed Trustee for the F
Delaware Charter Guarantee & Trust Company dba Principal Trust Company as Directed Trustee for the F
SEC ↗

Principal Financial Group Executives and Management Board

22 members · avg. age 60 · 41 % women

DS

Ms. Deanna Strable-Soethout (56)

Chairman of the Board, President, Chief Executive Officer · since 2016

6.43 M USD

Management

NL

Ms. Natalie Lamarque (48)

Executive Vice President, General Counsel, Secretary

5.73 M USD
VA

Mr. Vivek Agrawal (57)

Executive Vice President and Chief Growth Officer and Principal Life

5.32 M USD
KB

Mr. Kamal Bhatia (53)

President and Chief Executive Officer of Principal Asset Management and Principal Life

5.27 M USD
CL

Mr. Christopher Littlefield (58)

President - Retirement and Income Solutions

4.62 M USD
AF

Ms. Amy Friedrich (54)

President of Benefits and Protection

4.43 M USD
JP

Mr. Joel Pitz (52)

Executive Vice President, Chief Financial Officer

1.84 M USD

Board of Directors

DH

Mr. Daniel Houston (63)

Executive Chairman of the Board · since 2006

16.44 M USD
SM

Mr. Scott Mills (56)

Lead Independent Director

364,959.00 USD
DN

Ms. Diane Nordin (66)

Independent Director

349,959.00 USD
CR

Ms. Clare Richer (66)

Independent Director

349,959.00 USD
JC

Ms. Jocelyn Carter-Miller (67)

Independent Director

339,959.00 USD
RH

Mr. Roger Hochschild (60)

Independent Director

339,959.00 USD

Principal Financial Group Supply Chain

Principal Financial Group Supply Chain

Correlation: how closely stock prices move together

Same directionNo relationOpposite
7 companies
#Nameβ 1YTrend
1
Associated Banc
Supplier·Customer
0.58
0.66
0.80
0.45
0.91
0.91
0.99
2
AXA
Supplier
0.21
0.73
0.85
0.49
0.92
0.83
1.09
3
Cinda International Holdings Limited
Customer
0.23
-0.65
0.54
0.18
0.80
0.68
—
4
Cinda Hldgs
Customer
0.23
-0.65
0.54
0.18
0.80
0.68
—
5
Medallia
Supplier
0.42
-0.20
0.61
-0.09
-0.22
0.47
—
#Nameβ 1YTrend
1
Prophecy Intl Holdings
Supplier
0.67
0.42
0.18
0.15
-0.30
—
—
2
China Construction Bank H
Supplier·Customer
0.15
-0.64
0.20
-0.11
0.34
0.10
—

Frequently asked questions about Principal Financial Group

The business model of Principal Financial Group Inc revolves around providing financial products and services to individuals, businesses, and institutional clients. As a leading global investment management and retirement solutions provider, Principal aims to help customers achieve their financial goals through a diverse range of offerings. The company offers retirement and investment products, asset management services, insurance solutions, and banking services. Principal's commitment to innovation, expertise, and customer-centric approach has earned them a strong reputation in the financial industry. By continually adapting to the evolving market trends and customer needs, Principal Financial Group Inc aims to deliver exceptional value and build long-term relationships with its clients.

Principal Financial Group Inc is primarily active in the financial services industry.

The main competitors of Principal Financial Group Inc in the market include prominent companies such as American International Group (AIG), MetLife Inc, Prudential Financial Inc, and Ameriprise Financial Inc. These companies also operate within the financial services industry and offer similar products and services to individual and institutional clients. However, Principal Financial Group Inc has established a strong presence and reputation in the market, with its comprehensive portfolio of investment, retirement, and insurance solutions, making it a top contender.

Principal Financial Group Inc, founded in 1879, is a leading global financial company based in Des Moines, Iowa. With a rich history spanning over a century, Principal has established itself as a trusted provider of financial services, retirement solutions, and asset management expertise. Its diverse portfolio includes offerings in retirement planning, investment management, insurance solutions, and banking services. Principal is renowned for its commitment to helping individuals and institutions around the world achieve financial security and success. Its strong track record, innovative solutions, and customer-centric approach have solidified Principal Financial Group Inc's position as a prominent player in the financial industry.

The Principal Financial Group Inc has achieved several significant milestones throughout its history. Since its inception, the company has become one of the leading global investment management firms, serving both individual and institutional clients. It has consistently expanded its product offerings and services, providing comprehensive solutions in retirement planning, investment management, and insurance. The company has also established a strong presence in international markets, enabling it to cater to a global client base. Principal Financial Group Inc has received numerous industry accolades and recognition for its financial strength, innovative strategies, and commitment to customer satisfaction. These achievements reflect the company's dedication to delivering exceptional financial solutions and driving long-term value for its stakeholders.

Principal Financial Group Inc is primarily present in the United States. As one of the leading global financial investment management companies, Principal Financial Group Inc focuses on providing retirement, asset management, and insurance solutions to individuals and businesses. With its headquarters based in Des Moines, Iowa, Principal Financial Group Inc operates in various states across the US, serving millions of customers. The company's wide range of financial products and services enables it to support clients in achieving their long-term financial goals, making Principal Financial Group Inc a prominent player in the American financial industry.

Principal Financial Group Inc represents a values-driven corporate philosophy focused on delivering financial security and stability to its clients. With a commitment to integrity, innovation, and collaboration, Principal aims to empower individuals and businesses to achieve their financial goals and navigate life's uncertainties. The company's core values include excellence, people-centeredness, and responsible business practices. By providing a wide array of financial products and services, Principal Financial Group Inc strives to create a strong foundation for its customers, ensuring a secure and prosperous future.

Analysts currently set an average price target of 95.45 USD for the Principal Financial Group stock (median: 94.35 USD), implying -17.3 % versus the latest price. The consensus is based on 20 analyst ratings.

Principal Financial Group Analyst Price Targets 2026

20 analysts currently rate the Principal Financial Group stock: 2 recommend buying, 11 holding and 7 selling. For 2026, analysts expect Principal Financial Group to generate revenue of 16.38 B USD and earnings per share of 9.58 USD.

Principal Financial Group Analyst Price Targets 2026

Converted at the current exchange rate, the Principal Financial Group share trades at 99.03 EUR (114.18 USD).

The Principal Financial Group share (PFG) is listed on 7 stock exchanges, including: NASDAQ (PFG), Frankfurt (PG4.F), München (PG4.MU), Düsseldorf (PG4.DU), London (0KO5.L), London (0KO5.L), SIX (Zürich) (PG4.SW).

The Principal Financial Group, Inc. is a financial services company headquartered in Des Moines, Iowa. It was founded in 1879 and currently employs over 18,000 employees in 18 countries worldwide. The business model of Principal Financial Group is based on providing a variety of financial services to individuals, businesses, and institutional clients. This includes investment and asset management, retirement and pension plans, insurance, as well as brokerage and consulting services. The company's "Principal Global Investors" division offers investment and asset management services, utilizing a wide range of investment strategies and products including stocks, bonds, real estate, and alternative investments. Additionally, the company offers specialized investment products such as Exchange Traded Funds (ETFs). The "Principal International" division of the company provides retirement and pension plans for individuals and groups, drawing on extensive expertise in customer service, fund management, and risk management. Offered products include employer plans such as 401(k) or pension plans, as well as individual retirement accounts and retirement plans. The "Principal U.S." division of the company also offers retirement and pension plans, primarily targeting small business owners and individual customers. The company provides various types of insurance, investment products, and planning services to meet the specific needs of these customers. Additionally, the company also offers brokerage and consulting services. Overall, the business model of Principal Financial Group is based on the combination of investment and asset management services, retirement and pension services, as well as insurance and consulting services. The company benefits from being able to offer its customers a wide range of products and services to protect and promote their financial interests.

The expected revenue of Principal Financial Group is 16.38 B USD. This figure is based on current financial data and reflects the company's business performance.

The expected profit of Principal Financial Group is 2.13 B USD. The net profit reflects the company's profitability after deducting all expenses.

The price-to-earnings ratio (P/E) of Principal Financial Group is currently 11.93. The P/E ratio compares the current share price to the earnings per share and helps investors assess the valuation of the Principal Financial Group stock.

The price-to-sales ratio (P/S) of Principal Financial Group is currently 1.55. The P/S ratio compares the market capitalization to the annual revenue and serves as a valuation metric for the Principal Financial Group stock.

The Eulerpool Quality Score for Principal Financial Group is 3/10.

The ISIN of Principal Financial Group is US74251V1026. The ISIN (International Securities Identification Number) is a globally unique identifier for securities.

The WKN of Principal Financial Group is 694660. The WKN (Wertpapierkennnummer) is a six-digit German security identification number.

The ticker of Principal Financial Group is PFG. The ticker symbol is used to trade Principal Financial Group shares on the stock exchange.

Over the past 12 months, Principal Financial Group paid a dividend of 3.08 USD . This corresponds to a dividend yield of about 2.70 %. For the coming 12 months, Principal Financial Group is expected to pay a dividend of 3.50 USD.

The current dividend yield of Principal Financial Group is 2.70 %.

Principal Financial Group pays a dividend, distributed in the months of , , , .

Principal Financial Group paid dividends every year for the past 24 years.

For the upcoming 12 months, dividends amounting to 3.50 USD are expected. This corresponds to a dividend yield of 3.06 %.

Principal Financial Group is assigned to the 'Finance' sector.

To receive the latest dividend of Principal Financial Group from amounting to 0.84 USD, you needed to have the stock in your portfolio before the ex-date on .

The last dividend was paid out on .

In the year 2025, Principal Financial Group distributed 2.85 USD as dividends.

The dividends of Principal Financial Group are distributed in USD.

All fundamentals and in-depth analysis of Principal Financial Group

Our stock analysis for Principal Financial Group stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Principal Financial Group. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.

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