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PFG
Principal Financial Group, Inc.
109.57
1 x 104.07
1 x 116.27
bid
ask
-
0.65
0.59%
1 @ 06:18 PM
108.29 -1.28 (1.17%)
Ytd 24.21%
1y 44.23%
108.95
day range
111.29
75.53
52 week range
111.17
Open 111.01 Prev Close 110.22 Low 108.95 High 111.29 Mkt Cap 23.67B
Vol 2.53M Avg Vol 1.36M EPS 6.97 P/E 15.72 Forward P/E 10.73
Beta 0.90 Short Ratio 8.76 Inst. Own 81.10% Dividend 3.28 Div Yield 2.95
Ex Div Date 06-01 Earning 07-27 50-d Avg 101.57 200-d Avg 90.71 1yr Est 101.50
Earning
Date For Estimate Reported Surprise surprise %
2026-04-23 2026-03 2.01 2.07 0.06 2.99%
2026-02-09 2025-12 2.23 2.19 -0.04 -1.79%
2025-10-27 2025-09 2.18 2.1 -0.08 -3.67%
2025-07-28 2025-06 1.98 2.16 0.18 9.09%
2025-04-24 2025-03 1.85 1.81 -0.04 -2.16%
2025-02-06 2024-12 1.95 1.94 -0.01 -0.51%
Upgrade / Downgrade
Date Firm Action From To
2026-05-21 Morgan Stanley Upgrade Equal-Weight Equal-Weight
2026-05-19 Raymond James Downgrade Strong Buy Outperform
2026-04-27 Evercore ISI Group Upgrade In-Line In-Line
2026-04-24 Barclays Upgrade Underweight Underweight
2026-04-14 B of A Securities Upgrade Neutral Neutral
2026-04-10 Wells Fargo Upgrade Equal-Weight Equal-Weight
Profile
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.
Insider Holder
Date Name Relation Quantity Description
2026-03-26 AGRAWAL VIVEK Officer 46.30K Stock Award(Grant)
2026-03-26 BHATIA KAMAL Officer 65.02K Stock Award(Grant)
2026-05-18 CARTER-MILLER JOCELYN E. CPA Director 90.66K Stock Award(Grant)
2026-05-20 CHEONG WEE YEE Officer 66.44K Sale
2026-03-26 FRIEDRICH AMY CHRISTINE Officer 112.34K Stock Award(Grant)
2025-06-26 HOUSTON DANIEL JOSEPH Officer and Director 446.55K Stock Award(Grant)
Institution Ownership
Report Date Organization Position Value Percentage
2026-03-30 Blackrock Inc. 20.32M 2.23B 7.30%
2026-03-30 Nippon Life Insurance Company 18.14M 1.99B 6.52%
2026-03-30 Vanguard Capital Management LLC 13.47M 1.48B 4.84%
2026-03-30 Vanguard Portfolio Management LLC 11.26M 1.23B 4.05%
2026-03-30 State Street Corporation 10.18M 1.12B 3.66%
2026-03-30 Bank of America Corporation 8.82M 966.35M 3.17%
Fund Ownership
Report Date Organization Position Value Percentage
2026-03-30 VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund 6.88M 753.56M 2.47%
2026-03-30 Income Fund of America 6.00M 657.42M 2.16%
2026-03-30 VANGUARD INDEX FUNDS-Vanguard 500 Index Fund 5.03M 550.79M 1.81%
2026-03-30 VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund 4.68M 513.10M 1.68%
2026-04-29 iShares Trust-iShares Select Dividend ETF 2.82M 308.56M 1.01%
2026-04-29 iShares Trust-iShares Core S&P 500 ETF 2.56M 280.37M 0.92%
Dividend
Dividend Date
0.82 2026-06-01
0.8 2026-03-11
0.79 2025-12-03
0.78 2025-09-04
0.76 2025-06-02
0.75 2025-03-12