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Principal Financial Group, Inc. (PFG)

77.64
+1.31
+(1.71%)
As of 11:59:20 AM EDT. Market Open.
Loading Chart for PFG
  • Previous Close 76.34
  • Open 76.95
  • Bid 77.53 x 300
  • Ask 77.85 x 100
  • Day's Range 76.81 - 77.85
  • 52 Week Range 68.39 - 91.98
  • Volume 357,882
  • Avg. Volume 1,667,033
  • Market Cap (intraday) 17.407B
  • Beta (5Y Monthly) 1.01
  • PE Ratio (TTM) 16.63
  • EPS (TTM) 4.67
  • Earnings Date Jul 23, 2025 - Jul 28, 2025
  • Forward Dividend & Yield 3.04 (3.98%)
  • Ex-Dividend Date Jun 2, 2025
  • 1y Target Est 81.00

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 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 also offers 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.

www.principal.com

19,700

Full Time Employees

December 31

Fiscal Year Ends

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Performance Overview: PFG

Trailing total returns as of 5/7/2025, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

PFG
1.22%
S&P 500 (^GSPC)
4.53%

1-Year Return

PFG
2.47%
S&P 500 (^GSPC)
8.24%

3-Year Return

PFG
22.65%
S&P 500 (^GSPC)
36.18%

5-Year Return

PFG
158.56%
S&P 500 (^GSPC)
94.88%

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Statistics: PFG

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Valuation Measures

Annual
As of 5/6/2025
  • Market Cap

    17.11B

  • Enterprise Value

    17.59B

  • Trailing P/E

    16.35

  • Forward P/E

    9.58

  • PEG Ratio (5yr expected)

    --

  • Price/Sales (ttm)

    1.13

  • Price/Book (mrq)

    1.53

  • Enterprise Value/Revenue

    1.12

  • Enterprise Value/EBITDA

    --

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    6.89%

  • Return on Assets (ttm)

    0.28%

  • Return on Equity (ttm)

    9.73%

  • Revenue (ttm)

    15.77B

  • Net Income Avi to Common (ttm)

    1.09B

  • Diluted EPS (ttm)

    4.67

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    5.21B

  • Total Debt/Equity (mrq)

    38.20%

  • Levered Free Cash Flow (ttm)

    1.55B

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