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PFG
Principal Financial Group, Inc.
112.23
1 x 111.22
1 x 113.24
bid
ask
+
0.56
0.50%
5800 @ 05:24 PM
112.23 +0.00 (0.00%)
Ytd27.23%
1y38.80%
110.92
day range
112.83
75.00
52 week range
113.86
Open112.61Prev Close111.67Low110.92High112.83Mkt Cap24.12B
Vol1.05MAvg Vol1.30MEPS6.97P/E16.02Forward P/E10.90
Beta0.89Short Ratio8.42Inst. Own80.95%Dividend3.28Div Yield2.96
Ex Div Date06-01Earning07-2750-d Avg105.04200-d Avg92.431yr Est103.08
Earning
DateForEstimateReportedSurprisesurprise %
2026-04-232026-032.012.070.062.99%
2026-02-092025-122.232.19-0.04-1.79%
2025-10-272025-092.182.1-0.08-3.67%
2025-07-282025-061.982.160.189.09%
2025-04-242025-031.851.81-0.04-2.16%
2025-02-062024-121.951.94-0.01-0.51%
Upgrade / Downgrade
DateFirmActionFromTo
2026-07-09Wells FargoUpgradeEqual-WeightEqual-Weight
2026-07-07BarclaysUpgradeUnderweightUnderweight
2026-07-06Morgan StanleyUpgradeEqual-WeightEqual-Weight
2026-06-24Piper SandlerUpgradeOverweightOverweight
2026-06-24B of A SecuritiesDowngradeNeutralUnderperform
2026-05-21Morgan StanleyUpgradeEqual-WeightEqual-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
DateNameRelationQuantityDescription
2026-06-25AGRAWAL VIVEKOfficer46.54KStock Award(Grant)
2026-06-25BHATIA KAMALOfficer65.45KStock Award(Grant)
2026-06-25CARTER-MILLER JOCELYN E. CPADirector91.33KStock Award(Grant)
2026-06-25CHEONG WEE YEEOfficer66.82KStock Award(Grant)
2026-06-25FRIEDRICH AMY CHRISTINEOfficer113.01KStock Award(Grant)
2025-06-26HOUSTON DANIEL JOSEPHOfficer and Director446.55KStock Award(Grant)
Institution Ownership
Report DateOrganizationPositionValuePercentage
2026-03-30Blackrock Inc.20.32M2.27B7.30%
2026-03-30Nippon Life Insurance Company18.14M2.03B6.52%
2026-03-30Vanguard Capital Management LLC13.47M1.50B4.84%
2026-03-30Vanguard Portfolio Management LLC11.26M1.26B4.05%
2026-03-30State Street Corporation10.18M1.14B3.66%
2026-03-30Bank of America Corporation8.82M984.87M3.17%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-03-30VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund6.88M768.00M2.47%
2026-04-29Income Fund of America6.00M670.02M2.16%
2026-03-30VANGUARD INDEX FUNDS-Vanguard 500 Index Fund5.03M561.35M1.81%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund4.68M522.93M1.68%
2026-05-30iShares Trust-iShares Select Dividend ETF2.79M311.06M1.00%
2026-05-30iShares Trust-iShares Core S&P 500 ETF2.61M291.04M0.94%
Dividend
DividendDate
0.822026-06-01
0.82026-03-11
0.792025-12-03
0.782025-09-04
0.762025-06-02
0.752025-03-12