Principal Financial Group

PFG

Market cap $18.2B

Overview Fund Activity

81.78 USD

+0.92

1.14%

At close Updated Sep 18, 4:00 PM EDT

Pre-market

After hours

81.78

0.00

0%

1 day

1.14%

5 days

-0.24%

1 month

5.25%

3 months

7.65%

6 months

-1.75%

Year to date

5.67%

1 year

-2.33%

5 years

103.64%

10 years

70.2%

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 Asset Management

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 7 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

38% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $8.31M

25% more funds holding in top 10

Funds holding in top 10: 4 [Q1] → 5 (+1) [Q2]

17% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 268

0.74% more ownership

Funds ownership: 72.82% [Q1] → 73.56% (+0.74%) [Q2]

4% less funds holding

Funds holding: 831 [Q1] → 800 (-31) [Q2]

5% less capital invested

Capital invested by funds: $13.8B [Q1] → $13.1B (-$750M) [Q2]

15% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 97

See Fund Rankings

Research analyst outlook

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

Low target

$72

12% downside

Avg. target

$85

4% upside

High target

$101

24% upside

7 analyst ratings

2 positive

29%

2 neutral

29%

3 negative

43%

Morgan Stanley Bob Huang	$77	Underweight Maintained	18 Aug 2025
Keefe, Bruyette & Woods Ryan Krueger	$88	Market Perform Maintained	4 Aug 2025
Wells Fargo Elyse Greenspan	$72	Underweight Maintained	30 Jul 2025
UBS John Nadel	$87	Neutral Maintained	29 Jul 2025
JP Morgan Jimmy Bhullar	$101	Overweight Maintained	8 Jul 2025
Barclays Alex Scott	$80	Underweight Maintained	7 Jul 2025
Piper Sandler John Barnidge	$89	Overweight Maintained	3 Jul 2025

See Analyst Rankings

Financial journalist opinion

Based on 7 articles about PFG published over the past 30 days

Zacks Investment Research

This is Why Principal Financial (PFG) is a Great 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?

This is Why Principal Financial (PFG) is a Great Dividend Stock

Principal Financial Group, Inc. (PFG) Presents At KBW Insurance Conference 2025 Transcript

Principal Financial Group, Inc. (NASDAQ:PFG ) KBW Insurance Conference 2025 September 4, 2025 3:05 PM EDT Company Participants Amy Friedrich - President of Benefits & Protection Conference Call Participants Ryan Krueger - Keefe, Bruyette, & Woods, Inc., Research Division Presentation Ryan Krueger Managing Director of Equity Research All right. I'm Ryan Krueger, Life Insurance Analyst at KBW.

Principal Financial Group, Inc. (PFG) Presents At KBW Insurance Conference 2025 Transcript

Tariffs and Policy Uncertainty Dampen 12-month Economic Outlook for U.S. Businesses

DES MOINES, Iowa--(BUSINESS WIRE)--U.S. business confidence remains near historic survey lows according to new Principal Financial Well-Being IndexSM research, despite a modest rebound from a post-pandemic low reported in April 2025. The Index climbed to 6.80 out of 10 in August, up from 6.02 in April, but remains far below the 8.08 recorded a year ago, as policy changes and new tariffs continue to dampen expectations for the year ahead. While the Index saw a modest uptick, driven by improved o.

Tariffs and Policy Uncertainty Dampen 12-month Economic Outlook for U.S. Businesses

8 Upcoming Dividend Increases

I focus on companies with consistent annual dividend increases, as they signal financial strength and reliable cash flow for long-term investors. This week's highlighted stocks averaged a 7% dividend increase and an 11-year streak, with Autoliv standing out for a 21% hike. My strategy prioritizes holdings that outperform the Schwab U.S. Dividend Equity ETF (SCHD) and deliver both income and capital appreciation.

8 Upcoming Dividend Increases

Zacks Investment Research

Principal Financial Trades Above 200-Day SMA: Time to Hold PFG Stock?

PFG gains from strong segment growth, a robust global retirement and long-term savings business, solid capital strength and rising dividends.

Principal Financial Trades Above 200-Day SMA: Time to Hold PFG Stock?

Zacks Investment Research

Principal Financial (PFG) Up 0.5% Since Last Earnings Report: Can It Continue?

Principal Financial (PFG) reported earnings 30 days ago. What's next for the stock?

Principal Financial (PFG) Up 0.5% Since Last Earnings Report: Can It Continue?

Deanna Strable Elected Principal® Board Chair

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® (Nasdaq: PFG) today announced that Deanna Strable, president and chief executive officer, has been elected chair of the board by the company's board of directors, effective September 2, 2025. Strable succeeds Dan Houston, who will conclude his service on the board of directors after serving as chair since 2016. Houston served as president and CEO of Principal through January 7, 2025, and held many impactful leadership positions durin.

Deanna Strable Elected Principal® Board Chair

Amy Friedrich President of Benefits & Protection to Speak at 2025 KBW Insurance Conference

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® (Nasdaq: PFG) announced today that Amy Friedrich, president of Benefits & Protection, will participate in a fireside chat at the KBW Insurance Conference on Thursday, Sept. 4, 2025, beginning at approximately 3:05 p.m. Eastern Time. Friedrich will participate in a question-and-answer session covering a variety of industry and company specific topics. The fireside chat will be available live at principal.com/investor via audio web.

Amy Friedrich President of Benefits & Protection to Speak at 2025 KBW Insurance Conference

Zacks Investment Research

5 Multiline Insurers Stocks to Watch Amid Increased Digitalization

Better pricing, product redesigns and technological advancements are expected to aid Zacks Multiline Insurance industry players like AIG, PRU, PFG, EG and AIZ.

5 Multiline Insurers Stocks to Watch Amid Increased Digitalization

Principal Financial Group, Inc. (PFG) Q2 2025 Earnings Call Transcript

Principal Financial Group, Inc.(NASDAQ:PFG ) Q2 2025 Earnings Conference Call July 29, 2025 10:00 AM ET Company Participants Amy Christine Friedrich - President of Benefits & Protection Christopher James Littlefield - President of Retirement & Income Solutions Deanna Dawnette Strable-Soethout - President, CEO & Director Humphrey Lee - VP & Head of Investor Relations Joel Michael Pitz - Executive VP & CFO Kamal Bhatia - President & CEO of Principal Asset Management Conference Call Participants Jack Matten - BMO Capital Markets Equity Research Jamminder Singh Bhullar - JPMorgan Chase & Co, Research Division Joel Robert Hurwitz - Dowling & Partners Securities, LLC John Bakewell Barnidge - Piper Sandler & Co., Research Division Ryan Joel Krueger - Keefe, Bruyette, & Woods, Inc., Research Division Suneet Laxman L. Kamath - Jefferies LLC, Research Division Taylor Alexander Scott - Barclays Bank PLC, Research Division Thomas George Gallagher - Evercore ISI Institutional Equities, Research Division Wesley Collin Carmichael - Autonomous Research US LP Operator Good morning, and welcome to the Principal Financial Group Second Quarter 2025 Financial Results Conference Call.

Principal Financial Group, Inc. (PFG) Q2 2025 Earnings Call Transcript

See News Rankings

Charts implemented using Lightweight Charts™