PFG — Principal Financial Group Inc price, chart and key statistics
Technical analysis2
Overlay lines0
Addendum charts0
Key stats#
Data provided bySource: Twelve DataPrice data
- Price
- $110.91
- YTD price return
- +25.73%
- YTD total return
- +28.85%
- Market cap
- 23.6B
- Enterprise value
- 23.8B
- Shares outstanding
- 212.4M
- 52W low
- $80.00
- 52W high
- $121.18
- From 52W high
- -8.48%
- From 52W low
- +38.64%
- 52W range
- 75%$80.00–$121
- Beta
- 0.87
Volume
- Rel volume
- 0.90×
- 30D volume
- 1.3M
- 30D $ vol
- 143.2M
Insider trading
- Insider net 1W
- none
- Insider net 1M
- none
- Insider net 3M
- none
- Insider net 1Y
- −$5.2M
Form 4 transactions by trade date, as filed; latest on file 2026-05-21.
Fundamentals
- Sales (ttm)
- 16.6B
- Sales/share
- $78.29
- EPS (ttm)
- $9.00
- FCF (ttm)
- 5.4B
- FCF/share
- $25.20
- Book value/share
- $55.64
- Net margin
- 11.89%
- ROE
- 16.73%
- ROA
- 0.58%
- Debt / equity
- 0.37×
Growth (CAGR, ttm) · 10Y
- Sales
- +5.24%+5.59%+3.59%+3.59%
- Net income
- +25.66%+10.16%+2.93%+4.67%
- FCF
- +28.32%+11.05%+15.53%+3.40%
- Shares
- -3.33%-3.78%-4.34%-2.99%
Per-share growth (CAGR, ttm) · 10Y
- EPS
- +30.47%+14.35%+7.71%+7.75%
- Sales/share
- +8.87%+9.73%+8.29%+6.78%
- FCF/share
- +32.75%+15.42%+20.77%+6.58%
- Book value/share
- +4.79%+7.52%-1.70%+4.02%
- Dividend/share
- +7.62%+7.56%+6.15%+7.62%
- Price
- +34.56%+16.32%+9.97%+7.63%
- Total return
- +39.20%+20.51%+13.92%+11.69%
Fundamentals end at the last reported quarter; price and total return end at the latest close.
Valuation
- P/E (ttm)
- 12.3×
- Fwd P/E
- 11.0×
- P/S (ttm)
- 1.4×
- P/B (mrq)
- 2.0×
- P/FCF (ttm)
- 4.4×
- EV/Sales (ttm)
- 1.4×
- FCF yield (ttm)
- 22.72%
- Dividend yield (fwd)Div yield
- 3.03%
- Dividend yield (ttm)
- 2.93%
- Dividend/share (fwd)
- $3.36
- Buyback yield (realized, 1y)
- 3.33%
- Shareholder yield (realized, 1y)
- 7.17%
- Buyback yield (cash, ttm)
- 3.89%
- Shareholder yield (cash, ttm)
- 6.87%
Vs own 10Y history
- P/E
- 61st
- P/S
- 85th
- P/B
- 94th
- P/FCF
- 43rd
Bar = where today’s multiple sits in PFG’s own 10-year range:near a decade-low (cheap)→mid-range→near a decade-high (rich).
Performance · price returntotal return · as of 2026-11-06#
Data provided bySource: Twelve DataFundamentals#
Net income
5Y CAGR −3.2%10Y CAGR −0.4%YoY +195.6%EPS (diluted)
5Y CAGR +0.8%10Y CAGR +2.6%YoY +206.3%Free cash flow
5Y CAGR +4.3%10Y CAGR +0.5%YoY +51.0%TTM: operating cash flow $5.5B, capex −$182.9M
Q3 2026: operating cash flow $1.5B, capex −$47.1M
Shares (diluted)
5Y −18.4%10Y −24.3%YoY −3.7%Dividend per share
5Y CAGR +6.4%10Y CAGR +7.5%YoY +7.7%About Principal Financial Group#
Data provided bySource: Twelve DataPrincipal Financial Group Inc. is a financial services company that provides retirement, investment management, and insurance solutions for businesses, individuals, and institutional clients. Its offerings span retirement plan administration, income solutions, asset management, employee benefits, and protection products designed to support savings, investing, and risk management needs. Principal Financial Group serves employers, retirement plan participants, and investors through a mix of workplace benefits, managed investment products, and insurance coverage across multiple markets. The company’s business is organized around retirement and income solutions, principal asset management, and benefits and protection, making it a significant provider of long-term financial planning and protection services in the global financial sector.
Des Moines, IA·19,700 employees·Asset Management·principal.com·As of Oct 28, 2026
Recent filings#
- Oct 26Earnings · Earnings release — EPS $2.22 vs $2.46 est. (−9.8%); revenue $4.62B (+25% y/y) 1.7%
- Jul 27Earnings · Earnings release — EPS $2.50 vs $2.33 est. (+7.3%); revenue $3.91B (+6% y/y) 2.5%
ETFs holding PFG#
39 of the 193 ETFs ChartRow carries live hold PFG. The 8 largest positions, by the weight each fund filed in its latest SEC N-PORT report (May 26 to Aug 26).
| Fund | Name | Filed weight |
|---|---|---|
| SPYD | SPDR Portfolio S&P 500 High Dividend ETF | 1.4% |
| DVY | iShares Select Dividend ETF | 1.4% |
| SPLV | Invesco S&P 500 Low Volatility ETF | 0.9% |
| SCHD | Schwab U.S. Dividend Equity ETF | 0.5% |
| VOE | Vanguard Mid-Cap Value ETF | 0.4% |
| XLF | Financial Select Sector SPDR Fund | 0.3% |
| VFH | Vanguard Financials ETF | 0.3% |
| IWS | iShares Russell Mid-Cap Value ETF | 0.2% |
Related Financials#
Data provided bySource: Twelve Data| Ticker | Name | 1M | 1D |
|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc. | +12.93% | -0.25% |
| JPM | JPMorgan Chase & Co. | +0.97% | -0.84% |
| V | Visa Inc. | +14.03% | +0.01% |
| MA | Mastercard Incorporated | +15.20% | -0.49% |
| BAC | Bank of America Corporation | -8.63% | -0.68% |
| HSBC | HSBC Holdings plc. | -10.78% | -1.14% |
| MS | Morgan Stanley | -5.02% | -0.55% |
| RY | Royal Bank Of Canada | +2.45% | -1.28% |
