PFG — PRINCIPAL FINANCIAL GROUP INC

Nasdaq · Financials · Insurance · CIK 1126328 ·
Last close
$112.23
Market Cap
$24.24B
52W High
$113.86
52W Low
$89.90
ADV30
1,381,682
Next earnings
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.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Mar 2026 3,529,100,000 424,600,000 332,704,500,000 4,054,000,000 320,311,700,000
Dec 2025 4,576,700,000 517,000,000 341,376,500,000 4,431,000,000 328,985,200,000
Sep 2025 3,681,600,000 213,800,000 334,491,800,000 5,137,100,000 322,363,800,000
Jun 2025 3,671,300,000 406,200,000 323,103,800,000 3,659,000,000 311,245,300,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$3,746,500,000
Investing CF
$-4,142,900,000
Financing CF
$574,700,000
CapEx
$-115,400,000
Dividends Paid
$-688,500,000
Buybacks
$-897,400,000
EPS Diluted TTM
$4.88
As of
2026-05-10

Balance + Analyst (yfinance extras)

Retained Earnings
$18,318,900,000
Inventory
Receivables
$22,388,200,000
ST Investments
$27,610,600,000
EBIT TTM
Pretax Income TTM
$1,868,900,000
Interest Exp TTM
Analysts
12

Yahoo Snapshot (yfinance, live)

Total Revenue
$15,458,700,288
EBITDA
$2,187,099,904
Free Cash Flow
$1,457,624,960
Enterprise Value
$23,527,503,872
Total Cash
$5,338,999,808
Total Debt
$4,166,899,968
Shares Out
216,012,384
Trailing EPS
$6.97
Book Value
$54.59
ROE
13.4%
ROA
0.4%
Div Yield
2.94%

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Dec 2025 15,625,500,000 1,185,100,000 341,376,500,000 328,985,200,000 4,536,700,000
Dec 2024 16,127,700,000 1,571,000,000 313,663,600,000 302,194,600,000 4,602,900,000
Dec 2023 13,665,800,000 623,200,000 305,046,700,000 293,836,100,000 3,792,400,000
Dec 2022 17,536,100,000 4,756,900,000 290,867,000,000 280,587,200,000 3,172,900,000

TTM Snapshot

Revenues TTM
NetIncome TTM
OpCashFlow TTM
Assets (Latest)
Forward EPS
$10.29

Peers — same industry

TickerNameMarket CapLastDaily %
MKL MARKEL GROUP INC. $24.40B $1949.75
L LOEWS CORP $23.66B $114.99
BRO BROWN & BROWN, INC. $22.93B $67.66
MET-PE METLIFE INC $22.27B $22.57
WRB BERKLEY W R CORP $26.87B $72.19

News headlines (Yahoo Finance, 1h cache)

Are You Looking for a High-Growth Dividend Stock?
2026-07-08 15:45 · Yahoo
Principal® Expands Custody Solutions Program for Regional and Community Banks
2026-07-08 13:00 · Yahoo
Prairie Wealth Advisors Names Mike Finnegan Chief Investment Officer
2026-07-08 12:58 · Yahoo
Principal® to Acquire Employee Benefits Company Beam Benefits
2026-07-07 20:05 · Yahoo
Is PPSAX a Strong Bond Fund Right Now?
2026-07-07 11:00 · Yahoo
Principal Financial, Reinsurance Group of America, MetLife Seen Backed by Q2 Trends, Morgan Stanley Says
2026-07-06 16:03 · Yahoo
Earnings Preview: What to Expect From Principal Financial’s Report
2026-07-03 05:23 · Yahoo
Principal to Announce Second Quarter 2026 Financial Results
2026-07-01 13:00 · Yahoo
Nuveen, TIAA and Principal® Expand Access to Guaranteed Lifetime Income, Marking the Milestone with Bobby Bonilla on His Annual Payday
2026-07-01 12:32 · Yahoo
What Principal Financial Group (PFG)'s New Lifetime Income Suite Expansion Means For Shareholders
2026-07-01 08:21 · Yahoo

Recent Insider Activity

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