8-K Announcements
6Material company update
Apr 23, 2026·SEC
Material company update
Apr 20, 2026·SEC
Material company update
Feb 9, 2026·SEC
Principal Financial Group, Inc.(PFG)Earnings, Financials & Key Ratios
PFG•NASDAQ•Insurance & Managed Care
$100.87
$21.86B mkt cap·19.2× P/E·Price updated May 6, 2026
SectorFinancial ServicesIndustryDiversified InsuranceSub-IndustryLife, annuity and benefits insurers
AboutPrincipal 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 Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and Income Solutions segment provides a portfolio of asset accumulation products and services for retirement savings and income. It offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit pension 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, and bank products. The Principal Global Investors segment provides equity, fixed income, real estate, and other alternative investments, as well as asset allocation, stable value management, and other structured investment strategies. The Principal International segment offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans in Brazil, Chile, Mexico, China, Hong Kong Special Administrative Region, India, and Southeast Asia. The U.S. Insurance Solutions segment provides specialty benefits, such as group dental and vision insurance, group life 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 in the United States. It also offers insurance solutions for small and medium-sized businesses and their owners, as well as executives. Principal Financial Group, Inc. was founded in 1879 and is based in Des Moines, Iowa.Show more
- Revenue$15.63B-3.1%
- Combined Ratio90.94%+3.0%
- Net Income$1.19B-24.6%
- Return on Equity9.93%-28.3%
- Medical Cost Ratio54.81%+0.7%
- Operating Margin9.06%-22.7%
- Net Margin7.58%-22.1%
- ROA0.36%-28.8%
- Equity / Assets3.63%-0.7%
- Book Value per Share54.90+8.3%
- Tangible BV/Share24.16-35.9%
- Debt/Equity0.34-5.3%
PFG Key Insights
Principal Financial Group, Inc. (PFG) fundamental analysis — strengths, weaknesses & financial health based on data analysis
✓Strengths
- ✓Profitable underwriting: 90.9% combined ratio
- ✓17 consecutive years of dividend growth
- ✓Low loss ratio of 54.8%
- ✓Healthy dividend yield of 3.0%
- ✓Trading near 52-week high
✗Weaknesses
No significant weaknesses identified
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
PFG Price & Volume
Principal Financial Group, Inc. (PFG) stock price & volume — 10-year historical chart
Loading chart...
PFG Growth Metrics
Principal Financial Group, Inc. (PFG) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years2.71%
5 Years1.17%
3 Years-3.77%
TTM-3.11%
Profit CAGR
10 Years-0.4%
5 Years-3.22%
3 Years-37.08%
TTM-24.56%
EPS CAGR
10 Years2.6%
5 Years0.78%
3 Years-34.44%
TTM-21.26%
Return on Capital
10 Years0.76%
5 Years0.8%
3 Years0.43%
Last Year0.43%
PFG Recent Earnings
Principal Financial Group, Inc. (PFG) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 5/12 qtrs (42%)●Beat Revenue 6/12 qtrs (50%)
Q2 2026Latest
Apr 23, 2026EPS
$2.07
Est $2.01
+3.0%
Revenue
$3.5B
Est $4.1B
-14.6%
Q1 2026
Feb 9, 2026EPS
$2.19
Est $2.23
-1.8%
Revenue
$4.5B
Est $4.1B
+8.1%
Q4 2025
Oct 27, 2025EPS
$2.10
Est $2.20
-4.5%
Revenue
$3.7B
Est $4.1B
-11.2%
Q3 2025
Jul 28, 2025EPS
$2.16
Est $1.97
+9.6%
Revenue
$3.7B
Est $4.0B
-7.8%
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 23, 2026 | $2.07vs $2.01+3.0% | $3.5Bvs $4.1B-14.6% |
| Q1 2026 | Feb 9, 2026 | $2.19vs $2.23-1.8% | $4.5Bvs $4.1B+8.1% |
| Q4 2025 | Oct 27, 2025 | $2.10vs $2.20-4.5% | $3.7Bvs $4.1B-11.2% |
| Q3 2025 | Jul 28, 2025 | $2.16vs $1.97+9.6% | $3.7Bvs $4.0B-7.8% |
Based on last 12 quarters of dataView full earnings history →
PFG Peer Comparison
Principal Financial Group, Inc. (PFG) competitors in Life, annuity and benefits insurers — business model, growth, and fundamentals comparison
| Company | Market Cap | Stock Price | P/E Ratio (TTM) | Revenue Growth 1Y | Net Margin | Return on Equity (ROE) | FCF Yield | Debt / Equity |
|---|---|---|---|---|---|---|---|---|
 MET | 52.79B | 79.90 | 13.45 | 3.29% | 5.43% | 13.16% | 28.63% | 0.68 |
 PRU | 34.89B | 100.27 | 9.81 | -14.01% | 5.87% | 10.54% | 17.97% | 0.94 |
 LNC | 6.4B | 37.54 | 2.04 | 53.61% | 11.43% | 20.18% | 0.77 | |
 UNM | 13.05B | 80.83 | 18.89 | 2.07% | 5.87% | 7.07% | 4.25% | 0.35 |
 VOYA | 7.71B | 83.11 | 13.15 | -6.88% | 8.72% | 9.68% | 16.71% | 0.30 |
 EQH | 12.4B | 44.04 | -9.12 | -6.21% | -12.55% | -49.32% | 5.48% | 3.67 |
 BEN | 15.83B | 30.46 | 33.47 | 3.45% | 5.98% | 5.64% | 5.76% | 0.94 |
 IVZ | 11.92B | 26.83 | -16.77 | 5.11% | -4.42% | -1.74% | 12.09% | 0.78 |
Compare PFG vs Peers
Principal Financial Group, Inc. (PFG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
PFG Income Statement
Principal Financial Group, Inc. (PFG) annual income statement — 10-year revenue, gross profit & net income history
10Y historyFree accessUpdated daily
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 14.09B | 14.24B | 16.22B | 14.74B | 14.43B | 17.54B | 13.67B | 16.13B | 15.63B |
| Revenue Growth % | 13.71% | 1.02% | 13.94% | -9.13% | -2.13% | 21.54% | -22.07% | 18.02% | -3.11% |
| Medical Costs & Claims | 7.82B | 8.19B | 9.91B | 8.28B | 7.35B | 6.49B | 7.77B | 8.77B | 8.56B |
| Medical Cost Ratio % | 55.51% | 57.54% | 61.06% | 56.18% | 50.96% | 37.02% | 56.83% | 54.41% | 54.81% |
| Gross Profit | 6.27B▲ 0% | 6.04B▼ 3.6% | 6.32B▲ 4.5% | 6.46B▲ 2.3% | 7.08B▲ 9.5% | 11.04B▲ 56.1% | 5.9B▼ 46.6% | 7.35B▲ 24.6% | 7.06B▼ 4.0% |
| Gross Margin % | 44.49% | 42.46% | 38.94% | 43.82% | 49.04% | 62.98% | 43.17% | 45.59% | 45.19% |
| Gross Profit Growth % | 14.41% | -3.6% | 4.49% | 2.28% | 9.53% | 56.08% | -46.58% | 24.63% | -3.98% |
| Operating Expenses | 4.02B | 4.26B | 4.62B | 4.77B | 5.16B | 5.06B | 5.16B | 5.46B | 5.64B |
| OpEx / Revenue % | 28.51% | 29.92% | 28.5% | 32.33% | 35.8% | 28.84% | 37.77% | 33.88% | 36.13% |
| Depreciation & Amortization | 195.7M | 205.1M | 226.8M | 251.9M | 275.3M | 295.9M | 272.7M | 256.2M | 251.4M |
| Combined Ratio % | 84.02% | 87.47% | 89.56% | 88.51% | 86.76% | 65.86% | 94.59% | 88.28% | 90.94% |
| Operating Income | 2.25B▲ 0% | 1.78B▼ 20.8% | 1.69B▼ 5.1% | 1.69B▲ 0.0% | 1.91B▲ 12.8% | 5.99B▲ 213.3% | 738.8M▼ 87.7% | 1.89B▲ 155.8% | 1.42B▼ 25.1% |
| Operating Margin % | 15.98% | 12.53% | 10.44% | 11.49% | 13.24% | 34.14% | 5.41% | 11.72% | 9.06% |
| Operating Income Growth % | 41.5% | -20.77% | -5.11% | 0.01% | 12.84% | 213.31% | -87.66% | 155.77% | -25.06% |
| EBITDA | 2.45B | 1.99B | 1.92B | 1.95B | 2.19B | 6.28B | 1.01B | 2.15B | 1.67B |
| EBITDA Margin % | 17.37% | 13.97% | 11.84% | 13.2% | 15.15% | 35.83% | 7.4% | 13.31% | 10.67% |
| Interest Expense | 0 | 0 | 0 | 1M | 1M | 1.2M | 1.9M | 2.6M | 2.2M |
| Non-Operating Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -2.2M |
| Pretax Income | 2.25B▲ 0% | 1.78B▼ 20.8% | 1.69B▼ 5.1% | 1.69B▲ 0.0% | 1.91B▲ 12.8% | 5.99B▲ 213.3% | 738.8M▼ 87.7% | 1.89B▲ 155.8% | 1.42B▼ 25.1% |
| Pretax Margin % | 15.98% | 12.53% | 10.44% | 11.49% | 13.24% | 34.14% | 5.41% | 11.72% | 9.06% |
| Income Tax | -72.3M | 230.7M | 249.2M | 265M | 283.9M | 1.19B | 68.7M | 291.7M | 160.5M |
| Effective Tax Rate % | -3.21% | 12.93% | 14.72% | 15.65% | 14.86% | 19.87% | 9.3% | 15.44% | 11.33% |
| Net Income | 2.31B▲ 0% | 1.55B▼ 33.1% | 1.39B▼ 9.8% | 1.4B▲ 0.1% | 1.58B▲ 13.2% | 4.76B▲ 201.0% | 623.2M▼ 86.9% | 1.57B▲ 152.1% | 1.19B▼ 24.6% |
| Net Margin % | 16.39% | 10.86% | 8.59% | 9.47% | 10.95% | 27.13% | 4.56% | 9.74% | 7.58% |
| Net Income Growth % | 75.5% | -33.06% | -9.85% | 0.11% | 13.21% | 201.03% | -86.9% | 152.09% | -24.56% |
| EPS (Diluted) | 7.88▲ 0% | 5.35▼ 32.1% | 4.96▼ 7.3% | 5.05▲ 1.8% | 5.79▲ 14.7% | 18.63▲ 221.8% | 2.55▼ 86.3% | 6.68▲ 162.0% | 5.25▼ 21.4% |
| EPS Growth % | 75.11% | -32.11% | -7.29% | 1.81% | 14.65% | 221.76% | -86.31% | 161.96% | -21.41% |
| EPS (Basic) | 8.00 | 5.41 | 5.00 | 5.08 | 5.87 | 18.94 | 2.58 | 6.77 | 5.32 |
| Diluted Shares Outstanding | 293.2M | 288.8M | 281M | 276.6M | 272.9M | 255.3M | 244.6M | 226.23M | 225.7M |
PFG Balance Sheet
Principal Financial Group, Inc. (PFG) balance sheet — assets, liabilities & shareholders' equity
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Total Assets | 253.94B | 243.04B | 291.05B | 313.47B | 304.66B | 303B | 305.05B | 313.66B | 341.38B |
| Asset Growth % | 11.37% | -4.29% | 19.76% | 7.7% | -2.81% | -0.54% | 0.67% | 2.82% | 8.84% |
| Total Investment Assets | 82.1B | 84.77B | 142.77B | 159.97B | 108.91B | 128.25B | 98.32B | 103.38B | 110.9B |
| Long-Term Investments | 61.82B | 62.59B | 72.66B | 81.26B | 80.92B | 65.36B | 67.99B | 71.57B | 81.84B |
| Short-Term Investments | 59.48B | 60.11B | 70.11B | 78.71B | 78.15B | 62.89B | 65.67B | 25.73B | 29.06B |
| Total Current Assets | 2.57B | 64.5B | 74.36B | 83.28B | 0 | 10.92B | 0 | 0 | 4.43B |
| Cash & Equivalents | 2.47B | 2.98B | 2.52B | 2.85B | 2.33B | 4.85B | 4.71B | 4.21B | 4.43B |
| Receivables | 0 | 1.41B | 1.74B | 1.72B | 1.84B | 25.38B | 24.61B | 23.26B | 3.89B |
| Other Current Assets | 0 | 0 | 7.29B | 0 | -82.33B | 12.45B | -94.99B | -53.2B | -32.95B |
| Goodwill & Intangibles | 2.38B | 2.42B | 3.48B | 3.43B | 3.23B | 3.13B | 3.08B | 2.94B | 6.94B |
| Goodwill | 1.07B | 1.1B | 1.69B | 1.71B | 1.63B | 1.6B | 1.61B | 1.55B | 1.6B |
| Intangible Assets | 1.31B | 1.32B | 1.79B | 1.72B | 1.6B | 1.53B | 1.47B | 1.39B | 5.34B |
| PP&E (Net) | 759.5M | 767.3M | 967.7M | 1.02B | 1.04B | 996.1M | 938.4M | 769.4M | 701.4M |
| Other Assets | -61.82B | -958.4M | -1.8B | -2.33B | -85.19B | -66.57B | -72B | -75.28B | -85.91B |
| Total Liabilities | 240.92B | 231.19B | 276.1B | 296.6B | 288.2B | 292.7B | 293.84B | 302.19B | 328.99B |
| Total Debt | 3.22B | 3.3B | 3.83B | 4.36B | 4.36B | 4.08B | 3.99B | 4.11B | 4.2B |
| Net Debt | 747.1M | 325M | 1.31B | 1.51B | 2.03B | -770.3M | -715.7M | -103.9M | -227.1M |
| Long-Term Debt | 3.18B | 3.26B | 3.73B | 4.28B | 4.28B | 4B | 3.93B | 3.96B | 3.66B |
| Short-Term Debt | 39.5M | 42.9M | 93.4M | 84.7M | 79.8M | 80.7M | 61.1M | 152.7M | 442.8M |
| Total Current Liabilities | 56.2M | 42.9M | 93.4M | 84.7M | 0 | 20.54B | 0 | 0 | 1.88B |
| Accounts Payable | 0 | 0 | 0 | 0 | 0 | 20.44B | 0 | 0 | 0 |
| Deferred Revenue | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Current Liabilities | -56.2M | -68.2M | -16.2M | -22.3M | -95.3M | 0 | -19.7B | -18.27B | 1.44B |
| Deferred Taxes | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K |
| Other Liabilities | 236.65B | 226.9B | 0 | 0 | -6.6B | 257.4B | -5.54B | -5.66B | 304.17B |
| Total Equity | 13.02B▲ 0% | 11.85B▼ 9.0% | 14.95B▲ 26.2% | 16.87B▲ 12.9% | 16.46B▼ 2.5% | 10.3B▼ 37.4% | 11.21B▲ 8.8% | 11.47B▲ 2.3% | 12.39B▲ 8.0% |
| Equity Growth % | 25.33% | -9.03% | 26.2% | 12.86% | -2.46% | -37.39% | 8.79% | 2.31% | 8.04% |
| Shareholders Equity | 12.85B | 11.39B | 14.62B | 16.56B | 16.07B | 10B | 10.92B | 11.09B | 11.88B |
| Minority Interest | 173.9M | 457.2M | 332.7M | 314M | 388.9M | 303.1M | 294.6M | 382.6M | 507.4M |
| Retained Earnings | 9.48B | 10.29B | 11.07B | 11.84B | 12.88B | 17.04B | 16.68B | 17.58B | 18.07B |
| Common Stock | 4.7M | 4.8M | 4.8M | 4.8M | 4.8M | 4.9M | 4.9M | 4.9M | 5M |
| Accumulated OCI | 165.5M | -1.57B | 1.04B | 2.38B | 1.61B | -7.2B | -5.35B | -5.22B | -4.19B |
| Return on Equity (ROE) | 19.73% | 12.44% | 10.41% | 8.77% | 9.48% | 35.55% | 5.79% | 13.85% | 9.93% |
| Return on Assets (ROA) | 0.96% | 0.62% | 0.52% | 0.46% | 0.51% | 1.57% | 0.21% | 0.51% | 0.36% |
| Equity / Assets | 5.13% | 4.87% | 5.14% | 5.38% | 5.4% | 3.4% | 3.68% | 3.66% | 3.63% |
| Debt / Equity | 0.25x | 0.28x | 0.26x | 0.26x | 0.26x | 0.40x | 0.36x | 0.36x | 0.34x |
| Book Value per Share | 44.42 | 41.02 | 53.21 | 61.00 | 60.31 | 40.36 | 45.83 | 50.70 | 54.90 |
| Tangible BV per Share | 36.29 | 32.66 | 40.82 | 48.59 | 48.48 | 28.10 | 33.25 | 37.70 | 24.16 |
PFG Cash Flow Statement
Principal Financial Group, Inc. (PFG) cash flow — operating, investing & free cash flow history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | 4.19B | 5.16B | 5.49B | 3.74B | 3.22B | 3.17B | 3.79B | 4.6B | 4.54B |
| Operating CF Growth % | 8.56% | 23.13% | 6.53% | -31.94% | -13.9% | -1.43% | 19.52% | 21.37% | -1.44% |
| Operating CF / Revenue % | 29.72% | 36.22% | 33.86% | 25.36% | 22.31% | 18.09% | 27.75% | 28.54% | 29.03% |
| Net Income | 2.32B | 1.55B | 1.44B | 1.43B | 1.76B | 4.85B | 623.2M | 1.6B | 1.19B |
| Depreciation & Amortization | 195.7M | 205.1M | 226.8M | 251.9M | 275.3M | 295.9M | 272.7M | 256.2M | 0 |
| Stock-Based Compensation | 82.7M | 77.4M | 82.6M | 87.2M | 96.1M | 91.3M | 99.4M | 108.7M | 0 |
| Deferred Taxes | -357.8M | 276.7M | 312.3M | 99.7M | 149M | 0 | 0 | 0 | 0 |
| Other Non-Cash Items | -486M | -434.7M | -433M | -210M | -605.9M | -4.45B | 7.7M | -21.4M | 749.5M |
| Working Capital Changes | 2.43B | 3.48B | 3.86B | 2.08B | 1.55B | 2.38B | 2.79B | 2.66B | 2.6B |
| Cash from Investing | -4.05B | -5.7B | -7.69B | -5.03B | -5.66B | 1.06B | -1.35B | -5.4B | -4.14B |
| Capital Expenditures | -164.8M | -92.3M | -132.4M | -108.8M | -129.9M | -116.3M | -102M | -68.8M | 0 |
| Acquisitions | -13.3M | -184.7M | -1.21B | -1.4M | 27M | -9.2M | 0 | 0 | 0 |
| Purchase of Investments | -13.44B | -14.21B | -14.63B | -15.78B | -16.73B | -19.42B | -12.34B | 0 | 0 |
| Sale/Maturity of Investments | 10.16B | 10.03B | 9.46B | 11.86B | 13.7B | 21.58B | 11.08B | 0 | 0 |
| Other Investing | -602.4M | -1.24B | -1.18B | -999.2M | -2.52B | -978.6M | 12.3M | -5.33B | -4.14B |
| Cash from Financing | -384M | 1.05B | 1.73B | 1.62B | 1.92B | -1.72B | -2.59B | 300.3M | -181.8M |
| Dividends Paid | -540M | -598.6M | -606M | -614.5M | -654.1M | -642.3M | -625.5M | -658.4M | -684M |
| Share Repurchases | -220.4M | -671.6M | -281M | -307M | -937.2M | -1.7B | -740.4M | -1.04B | -902.7M |
| Stock Issued | 162.5M | 64M | 37.7M | 42.8M | 86.7M | 181.7M | 57.8M | 67.7M | 43.7M |
| Debt Issuance (Net) | -1000K | 1000K | 1000K | 1000K | 1000K | -1000K | -1000K | 1000K | -1000K |
| Other Financing | 283.1M | 2.23B | 2.09B | 2.01B | 3.5B | 725.9M | -1.19B | 1.81B | 1.77B |
| Net Change in Cash | -248.8M▲ 0% | 506.7M▲ 303.7% | -461.6M▼ 191.1% | 333.9M▲ 172.3% | -517.8M▼ 255.1% | 2.52B▲ 585.9% | -140.3M▼ 105.6% | -495.8M▼ 253.4% | 219.1M▲ 144.2% |
| Exchange Rate Effect | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash at Beginning | 2.72B | 2.47B | 2.98B | 2.52B | 2.85B | 2.33B | 4.85B | 4.71B | 4.21B |
| Cash at End | 2.47B | 2.98B | 2.52B | 2.85B | 2.33B | 4.85B | 4.71B | 4.21B | 4.43B |
| Free Cash Flow | 4.02B▲ 0% | 5.06B▲ 25.9% | 5.36B▲ 5.9% | 3.63B▼ 32.3% | 3.09B▼ 14.9% | 3.06B▼ 1.0% | 3.69B▲ 20.7% | 4.53B▲ 22.9% | 4.44B▼ 2.1% |
| FCF Growth % | 8.65% | 25.87% | 5.86% | -32.29% | -14.9% | -1.05% | 20.74% | 22.86% | -2.1% |
| FCF Margin % | 28.55% | 35.57% | 33.05% | 24.62% | 21.41% | 17.43% | 27% | 28.11% | 28.41% |
| FCF per Share | 13.72 | 17.54 | 19.08 | 13.12 | 11.32 | 11.97 | 15.09 | 20.04 | 19.67 |
PFG Key Ratios
Principal Financial Group, Inc. (PFG) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Combined Ratio | 87.16% | 84.02% | 87.47% | 89.56% | 88.51% | 86.76% | 65.86% | 94.59% | 88.28% | 90.94% |
| Medical Cost Ratio | 55.78% | 55.51% | 57.54% | 61.06% | 56.18% | 50.96% | 37.02% | 56.83% | 54.41% | 54.81% |
| Return on Equity (ROE) | 13.26% | 19.73% | 12.44% | 10.41% | 8.77% | 9.48% | 35.55% | 5.79% | 13.85% | 9.93% |
| Return on Assets (ROA) | 0.59% | 0.96% | 0.62% | 0.52% | 0.46% | 0.51% | 1.57% | 0.21% | 0.51% | 0.36% |
| Equity / Assets | 4.56% | 5.13% | 4.87% | 5.14% | 5.38% | 5.4% | 3.4% | 3.68% | 3.66% | 3.63% |
| Book Value / Share | 35.5 | 44.42 | 41.02 | 53.21 | 61 | 60.31 | 40.36 | 45.83 | 50.7 | 54.9 |
| Debt / Equity | 0.31x | 0.25x | 0.28x | 0.26x | 0.26x | 0.26x | 0.40x | 0.36x | 0.36x | 0.34x |
| Revenue Growth | 3.59% | 13.71% | 1.02% | 13.94% | -9.13% | -2.13% | 21.54% | -22.07% | 18.02% | -3.11% |
PFG SEC Filings & Documents
Principal Financial Group, Inc. (PFG) SEC filings — annual & quarterly reports (10-K, 10-Q)
PFG Frequently Asked Questions
Principal Financial Group, Inc. (PFG) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
Principal Financial Group, Inc. (PFG) saw revenue decline by 3.1% over the past year.
Yes, Principal Financial Group, Inc. (PFG) is profitable, generating $1.19B in net income for fiscal year 2025 (7.6% net margin).
Dividend & Returns
Yes, Principal Financial Group, Inc. (PFG) pays a dividend with a yield of 3.00%. This makes it attractive for income-focused investors.
Principal Financial Group, Inc. (PFG) has a return on equity (ROE) of 9.9%. This is below average, suggesting room for improvement.
Industry Metrics
Principal Financial Group, Inc. (PFG) has a combined ratio of 90.9%. A ratio below 100% indicates underwriting profitability.
Explore More PFG
Principal Financial Group, Inc. (PFG) financial analysis — history, returns, DCA and operating performance tools
Full PFG Stock Analysis
Analyst verdict, bull/bear case, risk factors and peer comparison
Total Return Calculator
Historical returns with dividends reinvested
DCA Calculator
Dollar cost averaging vs lump sum
Dividend History
Yield, growth, payout safety & DRIP
Earnings History
EPS trends, net income & profitability
Price History
Long-term charts & historical price data
Revenue History
Sales growth patterns & revenue breakdown
Financial Ratios
30 years of market, efficiency and balance-sheet ratios
Valuation
DCF intrinsic value, peer multiples & estimates