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PFG
Principal Financial Group, Inc.
100.19
9 x 99.68
9 x 100.83
bid
ask
-
0.31
0.31%
9 @ 04:00 AM
100.19 +0.00 (0.00%)
Ytd 13.58%
1y 26.98%
100.00
day range
101.50
75.00
52 week range
103.00
Open 100.79 Prev Close 100.50 Low 100.00 High 101.50 Mkt Cap 21.64B
Vol 956.13K Avg Vol 1.59M EPS 6.97 P/E 14.37 Forward P/E 9.88
Beta 0.90 Short Ratio 5.54 Inst. Own 79.39% Dividend 3.28 Div Yield 3.28
Ex Div Date 06-01 Earning 04-23 50-d Avg 93.23 200-d Avg 87.14 1yr Est 99.33
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
2026-04-27 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
2026-04-09 UBS Upgrade Neutral Neutral
2026-04-08 Barclays Upgrade Underweight Underweight
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)
2026-03-26 CARTER-MILLER JOCELYN E. CPA Director 88.49K Stock Award(Grant)
2026-04-30 CHEONG WEE YEE Officer 77.19K 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
2025-12-30 Blackrock Inc. 20.41M 2.05B 7.33%
2026-03-30 Nippon Life Insurance Company 18.14M 1.82B 6.52%
2026-03-30 Vanguard Capital Management LLC 13.47M 1.35B 4.84%
2026-03-30 Vanguard Portfolio Management LLC 11.26M 1.13B 4.05%
2025-12-30 State Street Corporation 10.51M 1.05B 3.78%
2025-12-30 Bank of America Corporation 8.40M 841.51M 3.02%
Fund Ownership
Report Date Organization Position Value Percentage
2025-12-30 VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund 6.87M 688.60M 2.47%
2026-03-30 Income Fund of America 6.00M 601.14M 2.16%
2025-12-30 VANGUARD INDEX FUNDS-Vanguard 500 Index Fund 5.04M 505.36M 1.81%
2025-12-30 VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund 4.78M 479.06M 1.72%
2026-03-30 iShares Trust-iShares Select Dividend ETF 2.82M 282.44M 1.01%
2026-03-30 iShares Trust-iShares Core S&P 500 ETF 2.54M 254.74M 0.91%
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