Principal Financial Group IncPFG

NasdaqFinanceAccident & Health Insurance
Price (close)
$114.15
Market cap
$24.7B
P/E
15.8x
Revenue (TTM)
$15.5B
Net income
$1.6B
Dividend yield
2.85%
1-year total return
44.9%
Net margin
10.1%
Revenue growth
-2.0%
Debt / equity
0.33x

What Principal Financial Group Inc does.

Principal Financial Group, Inc. (“PFG”) is a leader in global financial services offering businesses, individuals and institutional clients a wide range of financial products and services, including retirement, asset management and workplace benefits and protection solutions through our diverse family of financial services companies. We had $1,814.6 billion in assets under administration (“AUA”), including $781.0 billion in assets under management (“AUM”) as of December 31, 2025.

Our global asset management businesses serve a broad range of institutional, retirement, high net worth, and retail investors worldwide. Our focused investment teams provide diverse, long-term investment capabilities including equity, fixed income, real estate, and other alternative investments, as well as fund offerings. Our international asset management and accumulation businesses focus on the opportunities created as aging populations around the world drive increased demand for retirement accumulation, retirement asset management and retirement income management solutions.

In the U.S., we offer a broad array of retirement and employee benefit and insurance solutions to meet the needs of the business owner and their employees. We are a leading provider of defined contribution plans, nonqualified plans, defined benefit plans and pension risk transfer services. We are also a leading employee stock ownership plan (“ESOP”) consultant. In addition, we are one of the largest providers of specialty benefits and insurance solutions for business owners and their employees. We believe small and medium-sized businesses are an underserved market, offering attractive growth opportunities in the retirement and employee benefit markets.

Revenue and profit, by fiscal year.

Fiscal year202020212022202320242025
Revenue$14.7B$14.4B$17.5B$13.7B$16.1B$15.6B
Net income$1.4B$1.6B$4.8B$623.2M$1.6B$1.2B

More on PFG.

Figures from Principal Financial Group Inc's filings with the U.S. SEC, standardised automatically; prices are end-of-day closes. Not financial advice.