Principal Financial Group
About: Principal Financial Group Inc is a financial services provider. It offers various financial products and services including retirement, asset management, and workplace benefits and protection solutions to individuals and institutional clients. The company, along with its subsidiaries, operates in the following reportable segments; Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. Maximum revenue is generated from the Retirement and Income Solutions segment which provides workplace savings and retirement solutions, banking, trust and custodial services, individual variable annuities (including RILAs), pension risk transfer, and investment services to businesses, their employees, and other individuals.
Employees: 19,700
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
120% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 56
33% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 4 (+1) [Q1 2025]
16% more repeat investments, than reductions
Existing positions increased: 299 | Existing positions reduced: 257
15% more call options, than puts
Call options by funds: $15.6M | Put options by funds: $13.6M
10% more capital invested
Capital invested by funds: $12.6B [Q4 2024] → $13.8B (+$1.25B) [Q1 2025]
7% more funds holding
Funds holding: 775 [Q4 2024] → 826 (+51) [Q1 2025]
1.69% more ownership
Funds ownership: 71.11% [Q4 2024] → 72.8% (+1.69%) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Morgan Stanley Bob Huang | 7%downside $75 | Underweight Maintained | 14 Jul 2025 |
Wells Fargo Elyse Greenspan | 10%downside $73 | Underweight Maintained | 10 Jul 2025 |
Keefe, Bruyette & Woods Ryan Krueger | 11%upside $90 | Market Perform Maintained | 9 Jul 2025 |
JP Morgan Jimmy Bhullar | 25%upside $101 | Overweight Maintained | 8 Jul 2025 |
Barclays Alex Scott | 1%downside $80 | Underweight Maintained | 7 Jul 2025 |
Financial journalist opinion
Based on 5 articles about PFG published over the past 30 days









