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PFG
Principal Financial Group, Inc.
109.41
1 x 109.36
1 x 109.45
bid
ask
-
2.66
2.37%
11:56 AM
timesize
Ytd24.03%
1y38.94%
107.86
day range
111.69
75.00
52 week range
114.90
Open111.32Prev Close112.06Low107.86High111.69Mkt Cap24.21B
Vol626.05KAvg Vol1.32MEPS8.52P/E13.15Forward P/E9.39
Beta0.89Short Ratio6.25Inst. Own80.89%Dividend3.28Div Yield2.88
Ex Div Date06-01Earning07-2750-d Avg106.81200-d Avg93.511yr Est106.08
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
2026-07-10JefferiesUpgradeHoldHold
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
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
2025-12-30Vanguard Group Inc26.97M0.0012.48%
2026-03-30BlackRock Inc20.32M0.009.41%
2026-06-29Nippon Life Insurance Co.18.14M0.008.40%
2026-03-30Vanguard Capital Management, LLC13.47M0.006.24%
2026-03-30Vanguard Portfolio Management, LLC11.26M0.005.21%
2026-03-30State Street Corp10.18M0.004.71%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-06-29Vanguard Total Stock Mkt Idx Inv6.86M0.003.17%
2026-06-29American Funds Income Fd of Amer A6.00M0.002.78%
2026-06-29Vanguard 500 Index Investor5.10M0.002.36%
2026-06-29Schwab US Dividend Equity ETF™4.99M0.002.31%
2026-06-29Vanguard Mid Cap Index Institutional4.68M0.002.17%
2026-06-29iShares Select Dividend ETF2.80M0.001.30%
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