Principal Financial Group, Inc. · NASDAQ (us_market)
Financial Services · Asset Management · United States
Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection segments. The Retirement and Income Solutions segment provides retirement, and related financial products and services. This segment offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit plans, nonqualified executive benefit plans, employee stock ownership plans, equity compensation, and pension risk transfer services; individual retirement accounts; investment only products; and mutual funds, individual variable annuities, registered index-linked annuities, and bank products, as well as trust and custody services. The Principal Asset Management segment provides equity, fixed income, real estate, and other alternative investments, as well as fund offerings. This segment also offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans. The Benefits and Protection segment provides specialty benefits, such as specialty benefits group dental and vision insurance, group life and other insurance, and group and individual disability insurance, as well as administers group dental, disability, and vision benefits; and individual life insurance products comprising universal, variable universal, indexed universal, and term life insurance products. This segment serves insurance solutions for small and medium-sized businesses and their owners, as well as employees. The company was founded in 1879 and is based in Des Moines, Iowa.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2025-02-28$89.04 RISE2025-04-08$69.56 PEAK2025-05-12$81.70 73d | -21.9% 39d | Missed | Missed | — | — | +17.5% 34d | Missed |
DROP2024-10-17$91.26 RISE2024-12-18$74.91 PEAK2025-02-28$89.04 134d | -17.9% 62d | Missed | Missed | — | — | +18.9% 72d | Missed |
DROP2024-07-17$87.46 RISE2024-08-05$72.94 PEAK2024-10-17$91.26 92d | -16.6% 19d | Missed | Missed | — | — | +25.1% 73d | Missed |
DROP2023-07-26$84.10 RISE2023-10-25$66.88 PEAK2024-01-05$80.82 163d | -20.5% 91d | Missed | Missed | — | — | +20.8% 72d | Missed |
DROP2023-01-30$93.39 RISE2023-05-31$65.46 PEAK2023-07-26$84.10 177d | -29.9% 121d | Missed | Missed | — | — | +28.5% 56d | Missed |
DROP2022-04-20$76.21 RISE2022-07-14$61.13 PEAK2022-09-12$79.78 145d | -19.8% 85d | Missed | Missed | — | — | +30.5% 60d | Missed |
DROP2022-02-09$78.95 RISE2022-03-07$64.37 PEAK2022-04-20$76.21 70d | -18.5% 26d | Missed | Missed | — | — | +18.4% 44d | Missed |
DROP2020-08-11$46.18 RISE2020-10-28$38.25 PEAK2021-01-19$54.32 161d | -17.2% 78d | Missed | Missed | — | — | +42.0% 83d | Missed |
DROP2020-06-08$48.72 RISE2020-09-23$37.79 PEAK2020-11-24$52.60 169d | -22.4% 107d | 2020-06-29 $40.35 | 2020-11-24 $52.60 | 73Deep Value | 51Value Trap Risk | +39.2% 62d | +30.4% Held 148d |
DROP2020-01-17$57.08 RISE2020-03-23$24.16 PEAK2020-06-08$48.72 143d | -57.7% 66d | 2020-03-09 $35.41 | 2020-06-08 $48.72 | 77Deep Value | 65Deep Value | +101.7% 77d | +37.6% Held 91d |
Principal Financial targets long-term growth through retirement, asset management and benefits businesses supported by strong capital levels.
MTG benefits from strong mortgage insurance growth, rising insurance in force and improving capital strength despite housing risks.
Principal Financial’s shares have surged past the broader benchmark and sector peers, but analysts are cautious on the stock’s growth potential.
Principal Financial’s shares have surged past the broader benchmark and sector peers, but analysts are cautious on the stock’s growth potential.
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Morgan Stanley analyst Bob Huang maintains Principal Financial Group (NASDAQ:PFG) with a Equal-Weight and raises the price target from $95 to $107.
Raymond James analyst Wilma Burdis downgrades Principal Financial Group (NASDAQ:PFG) from Strong Buy to Outperform and raises the price target from $99 to $111.
DALLAS, May 14, 2026--Balefire Wealth, a purpose-driven registered investment adviser serving ultra-high-net-worth families, founders, executives, and institutions nationwide, announced Sarah Schmitz has joined the Balefire Wealth team as a Senior Corporate Solutions Advisor. Schmitz joins from a distinguished career spanning more than 25 years in retirement plan consulting and employee benefits — including senior roles at Principal Financial Group, True North, and Encana Corporation — bringing
Principal Financial Group (NasdaqGS:PFG) has announced an integration with Employee Navigator. The move is intended to streamline benefits enrollment and evidence of insurability for employers and employees. The integration focuses on automating administrative steps to improve efficiency in Principal's group benefits business. For investors watching NasdaqGS:PFG, this news sits alongside a share price of $100.5 and a record of returns that some will consider when judging execution on...
Principal Financial Group (NasdaqGS:PFG) has announced an integration with Employee Navigator. The move is intended to streamline benefits enrollment and evidence of insurability for employers and employees. The integration focuses on automating administrative steps to improve efficiency in Principal's group benefits business. For investors watching NasdaqGS:PFG, this news sits alongside a share price of $100.5 and a record of returns that some will consider when judging execution on...
DES MOINES, Iowa, May 07, 2026--Principal Financial Group® announced the launch of a new integration with Employee Navigator, a leading benefits administration platform, to streamline evidence of insurability (EOI) during employee benefits enrollment. Available to active Employee Navigator clients, the integration reflects continued investment by Principal to further simplify benefits administration and enhance the enrollment experience for employers and employees alike.
DES MOINES, Iowa, May 06, 2026--Against a backdrop of renewed inflationary pressure, escalating global conflict, and price volatility across energy and financial markets, U.S. business leaders have moved from early-year optimism to proceeding with greater caution as they work to maintain stability through ongoing uncertainty. The latest Principal Financial Well‑Being Index℠, a quarterly measure of business sentiment and financial health, finds business optimism declined in March as rising macroe
OLDWICK, N.J., April 28, 2026--AM Best has affirmed the Financial Strength Rating of A+ (Superior) and the Long-Term Issuer Credit Ratings (Long-Term ICRs) of "aa" (Superior) of Principal Life Insurance Company and Principal National Life Insurance Company. Both are life insurance operating companies of Principal Financial Group, Inc. (PFG) [NASDAQ: PFG] and collectively referred to as Principal. Concurrently, AM Best has affirmed the Long-Term ICRs of "a" (Excellent) of Principal Financial Serv
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DES MOINES, Iowa, April 28, 2026--Principal Financial Group® (Nasdaq: PFG) announced today Tim Brown will join the company as executive vice president, general counsel, and secretary, effective June 8, 2026. Brown will lead legal, government relations, and compliance, and serve as corporate secretary to the Principal® Board of Directors.
Event context and recent share performance Principal Financial Group (PFG) drew attention after recent price moves, with the stock last closing at $99.74. Investors are weighing this against its reported 1 year total return of 40.24% and 5 year total return of 85.16%. See our latest analysis for Principal Financial Group. The recent 14.63% 1-month share price return, on top of a 40.24% 1-year total shareholder return, points to momentum building as investors reassess Principal Financial...
Event context and recent share performance Principal Financial Group (PFG) drew attention after recent price moves, with the stock last closing at $99.74. Investors are weighing this against its reported 1 year total return of 40.24% and 5 year total return of 85.16%. See our latest analysis for Principal Financial Group. The recent 14.63% 1-month share price return, on top of a 40.24% 1-year total shareholder return, points to momentum building as investors reassess Principal Financial...
Principal Financial Group (NASDAQ:PFG) reported a strong start to 2026, highlighting double-digit earnings growth, margin expansion, and improved underwriting and mortality experience in its first-quarter earnings call. Management also pointed to momentum across its strategic growth drivers—retireme
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| PFG | +2.50% | +8.13% | +17.47% | +33.03% |
| XLF | -0.65% | +0.55% | -5.82% | +1.22% |
| Alpha (stock − sector) | +3.16% | +7.58% | +23.29% | +31.82% |
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| StateStreet | passive | 10.18M | $917.31M | 0.03% | Trimmed-3.1% | 2026-03-31 |
| FidelityFMR | fundamental | 543.9K | $49.01M | 0.00% | Trimmed-10.9% | 2026-03-31 |
| TwoSigma | quant | 304.8K | $27.46M | 0.02% | Added+16.2% | 2026-03-31 |
| Bridgewater | macro | 220.9K | $19.91M | 0.09% | Trimmed-53.5% | 2026-03-31 |
| Wellington | fundamental | 14.4K | $1.30M | 0.00% | New | 2026-03-31 |
| DEShaw | quant | 11.7K | $1.05M | 0.00% | Trimmed-43.6% | 2026-03-31 |
| TRowePrice | fundamental | 284.0K | $25.59K | 0.00% | Trimmed-5.4% | 2026-03-31 |
| Filed | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-05-22 | Cheong Wee Yee | President - Asia & Middle East | S Open-market sale | 7,534 | $103.16 | −$777.2K |
| 2026-05-22 | Cheong Wee Yee | President - Asia & Middle East | S Open-market sale | 3,211 | $103.06 | −$330.9K |
| 2026-05-21 | Auerbach Jonathan | Director | A Grant / award | 2,175 | — | +$0 |
| 2026-05-21 | Mills Scott | Director | A Grant / award | 2,175 | — | +$0 |
| 2026-05-21 | HOCHSCHILD ROGER C | Director | A Grant / award | 2,175 | — | +$0 |
| 2026-05-21 | Carter Miller Jocelyn | Director | A Grant / award | 2,175 | — | +$0 |
| 2026-05-21 | Muruzabal Claudio | Director | A Grant / award | 2,175 | — | +$0 |
| 2026-05-21 | Nordin Diane C | Director | A Grant / award | 2,175 | — | +$0 |
| 2026-05-21 | Mitchell H Elizabeth | Director | A Grant / award | 2,175 | — | +$0 |
| 2026-05-21 | Pickerell Blair | Director | A Grant / award | 2,175 | — | +$0 |
| 2026-05-21 | Richer Clare Stack | Director | A Grant / award | 2,175 | — | +$0 |
| 2026-05-21 | RIVERA ALFREDO | Director | A Grant / award | 2,175 | — | +$0 |
| 2026-05-21 | Beams Mary E. | Director | A Grant / award | 2,175 | — | +$0 |
| 2026-05-04 | Cheong Wee Yee | President - Asia & Middle East | S Open-market sale | 9,183 | $101.26 | −$929.9K |
| 2026-05-04 | Cheong Wee Yee | President - Asia & Middle East | S Open-market sale | 4,737 | $101.01 | −$478.5K |
| 2026-04-30 | Djurasovic George | Interim General Counsel | S Open-market sale | 1 | $99.63 | −$99 |
| 2026-04-30 | Djurasovic George | Interim General Counsel | S Open-market sale | 2,571 | $100.83 | −$259.2K |
| 2026-04-30 | Cheong Wee Yee | President - Asia & Middle East | S Open-market sale | 1,080 | $101.00 | −$109.1K |
| 2026-03-31 | Agrawal Vivek | EVP & Chief Growth Officer | A Grant / award | 278 | — | +$0 |
| 2026-03-31 | Bhatia Kamal | President and CEO - PAM | A Grant / award | 509 | — | +$0 |
| 2026-03-31 | Cheong Wee Yee | President - Asia & Middle East | A Grant / award | 667 | — | +$0 |
| 2026-03-31 | Djurasovic George | Interim General Counsel | A Grant / award | 176 | — | +$0 |
| 2026-03-31 | Friedrich Amy Christine | President - Benefits & Protect | A Grant / award | 707 | — | +$0 |
| 2026-03-31 | Kay Kathleen B | EVP-Chief Information Officer | A Grant / award | 469 | — | +$0 |
| 2026-03-31 | LITTLEFIELD CHRISTOPHER J | President - RIS | A Grant / award | 660 | — | +$0 |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-07-27upcoming | 2.31 | — | — |
| 2026-04-23 | 2.01 | 2.07 | +2.94% |
| 2026-02-09 | 2.22 | 2.19 | -1.57% |
| 2025-10-27 | 2.20 | 2.10 | -4.54% |
| 2025-07-28 | 1.97 | 2.16 | +9.57% |
| 2025-04-24 | 1.83 | 1.81 | -1.04% |
| 2025-02-06 | 1.93 | 1.94 | +0.36% |
| 2024-10-24 | 2.01 | 1.76 | -12.25% |
| 2024-07-25 | 1.85 | 1.63 | -11.67% |
| 2024-04-24 | 1.73 | 1.65 | -4.76% |
| 2024-02-12 | 1.69 | 1.83 | +8.24% |
| 2023-10-26 | 1.62 | 1.72 | +6.12% |
| 2023-07-27 | 1.65 | 1.53 | -7.04% |
| 2023-04-27 | 1.49 | 1.48 | -0.58% |
| 2023-01-30 | 1.54 | 1.70 | +10.42% |
| 2022-10-27 | 1.45 | 1.69 | +16.88% |