Principal Financial Group
PFG
Market cap $18.7B

83.04 USD

-2.04

2.40%

Updated Mar 28, 12:30 PM EDT

1 day

-2.40%

5 days

-1.32%

1 month

-6.74%

3 months

7.52%

6 months

-3.33%

Year to date

7.30%

1 year

-3.79%

5 years

150.05%

10 years

61.90%

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

Financials Accident & Health Insurance

0

Funds holding %

of 7,390 funds

0

Analysts bullish %

of 7 analysts

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

147% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $8.69M

50% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 3 (+1) [Q4]

17% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 78

0.69% more ownership

Funds ownership: 70.36% [Q3] → 71.05% (+0.69%) [Q4]

0% less funds holding

Funds holding: 772 [Q3] → 771 (-1) [Q4]

1% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 269

5% less capital invested

Capital invested by funds: $14B [Q3] → $13.4B (-$642M) [Q4]

See Fund Rankings

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$74

11%

downside

Avg. target

$88

6%

upside

High target

$93

12%

upside

7 analyst ratings

2 positive

29%

3 neutral

43%

2 negative

29%

Wells Fargo Elyse Greenspan 66% 1-year accuracy 79 / 119 met price target	11%downside $74	Underweight Maintained	19 Feb 2025
Keefe, Bruyette & Woods Ryan Krueger 81% 1-year accuracy 17 / 21 met price target	11%upside $92	Market Perform Maintained	12 Feb 2025
Piper Sandler John Barnidge 73% 1-year accuracy 35 / 48 met price target	12%upside $93	Overweight Maintained	10 Feb 2025
Barclays Alex Scott 58% 1-year accuracy 43 / 74 met price target	4%downside $80	Underweight Maintained	7 Feb 2025
BMO Capital Jack Matten 100% 1-year accuracy 6 / 6 met price target	12%upside $93	Market Perform Initiated	23 Jan 2025

See Analyst Rankings

Financial journalist opinion

Based on 4 articles about PFG published over the past 30 days

Zacks Investment Research

PFG Stock Trades Above 50-Day SMA: What Should Investors Do?

Principal Financial gains from strategic acquisitions, favorable growth estimates, financial stability and effective capital deployment.

PFG Stock Trades Above 50-Day SMA: What Should Investors Do?

Principal Asset Management Extends Relationship with SS&C

WINDSOR, Conn. , March 25, 2025 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Principal Asset Management has extended its transfer agency relationship with SS&C.

Principal Asset Management Extends Relationship with SS&C

Nearly 80% of Retirement Savers Restart Contributions After Stopping Due to a Financial Setback

DES MOINES, Iowa--(BUSINESS WIRE)--Principal survey finds retirement savers are determined to recover after financial setbacks force them to reduce, pause, or withdraw contributions.

Nearly 80% of Retirement Savers Restart Contributions After Stopping Due to a Financial Setback

Principal® closes $3.64 billion capital raise for Data Center Growth & Income Fund

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Asset Management℠, the investment management unit of Principal Financial Group®, reached the final investor close on February 28 for its Principal Data Center Growth & Income Fund (the Fund), which is dedicated to the development of a portfolio of hyperscale data center projects across the United States. The Fund raised $3.64 billion, well in excess of the target from a diverse global investor base. This is the third discretionary data center-foc.

Principal® closes $3.64 billion capital raise for Data Center Growth & Income Fund

Zacks Investment Research

Principal Financial (PFG) Could Be a Great Choice

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Principal Financial (PFG) have what it takes?

Principal Financial (PFG) Could Be a Great Choice

Zacks Investment Research

Are You Looking for a High-Growth Dividend Stock?

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Principal Financial (PFG) have what it takes?

Are You Looking for a High-Growth Dividend Stock?

Principal Financial Group, Inc. (PFG) Q4 2024 Earnings Call Transcript

Principal Financial Group, Inc. (NASDAQ:PFG ) Q4 2024 Earnings Conference Call February 7, 2025 9:00 AM ET Company Participants Humphrey Lee – Vice President, Investor Relations Deanna Strable – Chief Executive Officer Joel Pitz – Interim Chief Financial Officer Kamal Bhatia – President and Chief Executive Officer-Principal Asset Management Chris Littlefield – President, Retirement and Income Solutions Amy Friedrich – President, Benefits and Protection Conference Call Participants Ryan Krueger – KBW Joel Hurwitz – Dowling & Partners Wilma Burdis – Raymond James Alex Scott – Barclays Jimmy Bhullar – JPMorgan Jack Matten – BMO Capital Markets John Barnidge – Piper Sandler Suneet Kamath – Jefferies Operator Good morning and welcome to the Principal Financial Group Fourth Quarter 2024 Financial Results and 2025 Outlook Conference Call. There will be a question-and-answer period after the speakers have completed their prepared remarks.

Principal Financial Group, Inc. (PFG) Q4 2024 Earnings Call Transcript

Zacks Investment Research

Principal Financial Q4 Earnings Miss, Revenues Up Y/Y, Dividend Raised

PFG's Q4 results reflect reduced expenses, improved performances across Specialty Benefits, Benefits and Protection and Investment Management segments.

Principal Financial Q4 Earnings Miss, Revenues Up Y/Y, Dividend Raised

Zacks Investment Research

Principal Financial (PFG) Reports Q4 Earnings: What Key Metrics Have to Say

The headline numbers for Principal Financial (PFG) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Principal Financial (PFG) Reports Q4 Earnings: What Key Metrics Have to Say

Zacks Investment Research

Principal Financial (PFG) Q4 Earnings Lag Estimates

Principal Financial (PFG) came out with quarterly earnings of $1.94 per share, missing the Zacks Consensus Estimate of $1.95 per share. This compares to earnings of $1.83 per share a year ago.

Principal Financial (PFG) Q4 Earnings Lag Estimates

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