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
0
Funds holding %
of 7,321 funds
0
Analysts bullish %
of 7 analysts
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
Low target
$73
10%
downside
Avg. target
$84
4%
upside
High target
$101
25%
upside
7 analyst ratings
2 positive
29%
2 neutral
29%
3 negative
43%
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
Positive
Zacks Investment Research
1 day ago
PFG Outperforms Industry, Trades at Premium: How to Play the Stock?
Principal Financial gains from strong segment growth, a robust global retirement and long-term savings business, solid capital strength and rising dividends.
Neutral
Business Wire
2 days ago
Principal® Recommends Shareholders Reject “Mini-tender” Offer by Potemkin Limited
DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® (Nasdaq: PFG) announced today that it has received notice of an unsolicited mini-tender offer by Potemkin Limited (“Potemkin”) to purchase up to 100,000 shares of Principal Financial Group, Inc. common stock from Principal® shareholders. The offer is for approximately 0.0004 percent of Principal's shares of common stock outstanding as of the July 1, 2025, offer date. Potemkin's offer price of $51.70 per share is approximately 34.91 p.
Neutral
Business Wire
4 days ago
Principal® Recognized as “Best Place to Work for Disability Inclusion”
DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® was named to the list of the “Best Places to Work for Disability Inclusion” after earning a top score of 100 on a scale of zero to 100 on the 2025 Disability Equality Index®, the world's most comprehensive benchmarking tool for companies to measure workplace disability inclusion. “At Principal, we understand our success is built on creating an accessible and inclusive environment where every employee can thrive,” said Lisa Coulson, c.
Neutral
Business Wire
2 weeks ago
Principal to Announce Second Quarter 2025 Financial Results
DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® (Nasdaq: PFG) announced today that it will release second quarter 2025 financial results after U.S. markets close on Monday, July 28, 2025. On Tuesday, July 29, 2025, at 10 a.m. ET, Deanna Strable, president, and chief executive officer, and Joel Pitz, executive vice president and chief financial officer, will discuss the results during a live conference call. Other members of senior management will be available for a question-and-an.
Neutral
Business Wire
2 weeks ago
Principal® Employees Surpass 145,000 Volunteer Hours in Celebration of the Company's 145th Anniversary
DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® today announced the successful completion of its 145,000-hour global volunteerism goal, a milestone set in July of 2024 to celebrate the company's 145th anniversary and enduring commitment to building strong communities. One year later, that collective effort has resulted in 157,657 volunteer hours served to support more than 4,100 nonprofits and community organizations across the globe - a 50% increase in volunteer hours completed b.
Positive
Seeking Alpha
1 month ago
Time To Buy These 3 Super SWANs
In the stock market, there are always smart buys that can be made. Today's focus will be on a super-regional bank, a financial services company, and a consumer staple. The trio is priced anywhere from 10% to 30% below my fair value estimates.
Neutral
Business Wire
1 month ago
Gables Sugarloaf and Dunwoody Gables Rebrands as The Quinn Sugarloaf and The Cleo Dunwoody
ATLANTA--(BUSINESS WIRE)--Principal Asset Management℠ announces the rebranding of two established apartment communities in the metro Atlanta area. Gables Sugarloaf is now The Quinn Sugarloaf, and Dunwoody Gables is now The Cleo Dunwoody. These updates follow significant capital investment and reflect a renewed focus on serving a growing renter demographic. The ownership and management structure remains unchanged. Both communities will undergo renovations that build upon their established reputa.
Neutral
Business Wire
1 month ago
U.S. business confidence drops to lowest level since November 2020
DES MOINES, Iowa--(BUSINESS WIRE)--New research from Principal ®finds the Principal Financial Well-Being IndexSM at 6.02 out of 10, down sharply from 7.8 in November 2024, and the lowest level recorded since November 2020. The Index is scored on a 0 to 10 scale, where 0 reflects no confidence in business health and outlook, and 10 reflects complete confidence. Though the drop in optimism mimics the sentiment of businesses during the COVID pandemic, unique macroeconomic concerns of today and les.
Positive
Seeking Alpha
1 month ago
5 Upcoming Dividend Increases Including A Dividend King
I spotlight five companies with recent dividend increases, averaging a 5.4% hike and a 22-year growth streak, led by PepsiCo's 53-year record. My methodology combines U.S. Dividend Champions data and NASDAQ dividend updates, focusing on companies with at least five years of dividend growth. Despite strong dividend histories, none of these companies currently meet my high standards for portfolio inclusion, as I seek significant outperformance over SCHD.
Positive
Zacks Investment Research
1 month ago
PFG Outperforms Industry YTD, Trades Above 50-Day SMA: What's Next?
Principal Financial gains from strong segment growth, a robust global retirement and long-term savings business, solid capital strength and rising dividends.
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