PFG

Principal Financial Group Inc

PFG, USA

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 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 also offers 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.

https://www.principal.com

Stock Price

$ 0.00

0% decrease compared to yesterday.

Dividend

Frequency:

Quarterly

Rate:

0.79

Next Payout:

Dec 19, 2025

Yield:

3.5135 %
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Showing 2 of 10

Analyst Ratings & Sentiment

(Last Updated 2025-09-30)

Rating:

HOLD

Target Price:

$89.0833

Analyst Picks

Strong Buy

1

Buy

2

Hold

6

Sell

1

Strong Sell

2

Sentiment:

Bullish

Finn Analysis

(Last Updated 2025-09-30)

Health Score

Price to Earnings Ratio (P/E)

-

Very High

12.40

Low ≥ 50

High ≤ 10

Price to Book Ratio (P/B)

-

Low

1.75

Low ≤ 1

High ≥ 3

Return on Equity (ROE)

-

Very Low

1.83 %

Low ≤ 5%

High ≥ 25%

Return on Assets (ROA)

-

Very Low

0.06 %

Low ≤ 2%

High ≥ 10%

Free Cash Flow - Revenue % (FCF)

-

Very High

26.61 %

Low ≤ 5%

High ≥ 15%

Debt to Equity

-

Very Low

27.63

Low ≥ 1

High ≤ 0.3

Investors

* Institutions hold a combined 77.60% of the total shares of Principal Financial Group Inc

1.

Vanguard Group Inc

(12.2751%)

since

2025/06/30

2.

BlackRock Inc

(9.0692%)

since

2025/06/30

3.

Nippon Life Insurance Co.

(8.1416%)

since

2025/06/30

4.

Bank of America Corp

(5.5532%)

since

2025/06/30

5.

State Street Corp

(4.7998%)

since

2025/06/30

6.

Vanguard Total Stock Mkt Idx Inv

(3.1604%)

since

2025/07/31

7.

Geode Capital Management, LLC

(2.463%)

since

2025/06/30

8.

Vanguard 500 Index Investor

(2.2925%)

since

2025/07/31

9.

Vanguard Mid Cap Index Institutional

(2.2452%)

since

2025/07/31

10.

Victory Capital Management Inc.

(1.9279%)

since

2025/06/30

11.

Dimensional Fund Advisors, Inc.

(1.69%)

since

2025/06/30

12.

Northern Trust Corp

(1.5644%)

since

2025/06/30

13.

Morgan Stanley - Brokerage Accounts

(1.4243%)

since

2025/06/30

14.

Victory Sycamore Established Value R

(1.3328%)

since

2025/06/30

15.

NORGES BANK

(1.2834%)

since

2025/06/30

16.

Amvescap Plc.

(1.2302%)

since

2025/06/30

17.

Fidelity 500 Index

(1.1736%)

since

2025/07/31

18.

iShares Select Dividend ETF

(1.14%)

since

2025/08/31

19.

SPDR® S&P 500® ETF

(1.1209%)

since

2025/08/31

20.

iShares Core S&P 500 ETF

(1.1143%)

since

2025/08/31

21.

UBS Asset Mgmt Americas Inc

(0.9421%)

since

2025/06/30

22.

Vanguard Value Index Inv

(0.892%)

since

2025/07/31

23.

Goldman Sachs Group Inc

(0.8665%)

since

2025/06/30

24.

Invesco S&P 500® Equal Weight ETF

(0.8303%)

since

2025/08/29

25.

Amundi

(0.8041%)

since

2025/06/30

26.

Royal Bank of Canada

(0.78%)

since

2025/06/30

27.

Legal & General Group PLC

(0.7102%)

since

2025/06/30

28.

The Financial Select Sector SPDR® ETF

(0.6593%)

since

2025/08/31

29.

Charles Schwab Investment Management Inc

(0.6592%)

since

2025/06/30

30.

Vanguard Mid-Cap Value ETF

(0.6333%)

since

2025/07/31

31.

Bank of New York Mellon Corp

(0.6056%)

since

2025/06/30

32.

Vanguard Institutional Index I

(0.5601%)

since

2025/07/31

33.

UBS Group AG

(0.5597%)

since

2025/06/30

35.

DFA US Large Cap Value I

(0.5015%)

since

2025/07/31

36.

Vanguard Dividend Appreciation ETF

(0.4975%)

since

2025/07/31

37.

State St S&P 500® Indx SL Cl III

(0.4942%)

since

2025/08/31

38.

Vanguard High Dividend Yield ETF

(0.3832%)

since

2025/07/31

39.

iShares Russell Mid-Cap ETF

(0.3571%)

since

2025/08/31

40.

Blackrock Eq Idx Fund CF

(0.3555%)

since

2025/06/30

* Investors data is estimated based on stocks listed on Finnton that are currently held by Institution/Fund.

Earnings History

EPS ActualEPS EstimateEPS DifferenceSurprise Percent

Upcoming Earnings Release

Date

—

EPS Estimate

—

Latest Release

Date

2025-09-30

EPS Actual

2.1

EPS Estimate

2.17

EPS Difference

-0.07

Surprise Percent

-3.2258%

Investing Fit Scorecard

(Last Updated 2025-09-30)

Deep Value
Potential Value Candidate(5.5)
Defensive
Moderately Defensive(5)
Dividend
Decent Dividend Payer(4)
Economic Moat
Wide Moat Company(6.8)
GARP
Not Attractive for GARP(2.5)
Growth
Weak Growth Prospect(3)
Momentum
Strong Momentum(7)
Net Net
Not Undervalued (Net-Net)(3)
Quality
Moderate Quality(3.5)
Value
Undervalued(7)

Income Statement

(Last Updated 2025-09-30)

Revenue

$ 0

Cost Of Revenue

$ 0

Gross Profit

$ 0

Operating Expenses

$ 0

Operating Income

$ 0

Interest Expense

$ 0

Pretax Income

$ 0

Net Income

$ 0

Income Tax Expense

$ 0

EBITDA

$ 0

Total Other Income Expense Net

$ 0

Earnings Per Share

0

Dividends Per Share

0

Shares Outstanding

0

Operating Margin

0%

Trend

Balance Sheet

(Last Updated 2025-09-30)

Cash

$ 0

Short Term Investments

$ 0

Receivables

$ 0

Inventories

$ 0

Total Current Assets

$ 0

Property Plant Equipment

$ 0

Total Assets

$ 0

Payables

$ 0

Short Term Debt

$ 0

Long Term Debt

$ 0

Total Liabilities

$ 0

Equity

$ 0

Trend

Cash Flow

(Last Updated 2025-09-30)

Net Income

$ 0

Depreciation

$ 0

Change In Working Capital

$ 0

Cash From Operations

$ 0

Capital Expenditures

$ 0

Cash From Investing

$ 0

Cash From Financing

$ 0

Net Change In Cash

$ 0

Trend

Disclaimer: Finnton is a stock screener tool provided for informational and educational purposes only. The data, analysis, and insights offered on this website do not constitute financial, investment, tax, or legal advice. Users are solely responsible for their own investment decisions, and Finnton makes no guarantees regarding the accuracy, completeness, or reliability of the information provided. Past performance is not indicative of future results. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.