PFGPrincipal Financial Group
Price
+35%1YEnd-of-day closes, not the intraday tick.
A mixed picture: the questions disagree
Quality shaky, nothing alarming, demanding price, growth steady, the market undecided.
Principal Financial Group, Inc. (“PFG”) is a leader in global financial services offering businesses, individuals and institutional clients a wide range of financial products and services, including retirement, asset management and workplace benefits and protection solutions through our diverse family of financial services companies. We had $1,814.6 billion in assets under administration (“AUA”), including $781.0 billion in assets under management (“AUM”) as of December 31, 2025.
In the company’s own words · 10-K filed Feb 18, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Principal Financial Group (PFG) reported revenue of $3.53B in Q1 2026 (quarter ended Mar 31, 2026), down 4.5% from the same quarter a year earlier. That came with net income of $425M (12% of revenue). For the full year FY2025, revenue was $15.6B (−3.1% year on year) and net income $1.19B. Its largest segment in Jun 2026 was Segment Retirement And Income Solutions at $1.88B, 48% of the disclosed total, ahead of Segment Benefits And Protection at 32%. The next results filing is expected around Oct 26, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Sep 10, 2026On September 9, 2026, Principal Financial Group, Inc. (the “Company”), Principal Financial Services, Inc., a wholly-owned subsidiary of the Company (“PFSI”), and Principal Life Insurance Company, a wholly-owned subsidiary of the Company (the “Borrower”, and together with the Company and PFSI, the “Loan Parties”) …Material agreement entered · Form 8-K
- Jul 27, 2026877-909-1105, lee.humphrey@principal.com.Earnings release · press release
- Jun 1, 2026On June 1, 2026, Principal Financial Group, Inc. (the “Company”) issued $400,000,000 aggregate principal amount of its 5.300% Senior Notes due 2037 (the “Notes”)Material agreement entered · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Jun 2026 · $3.95BThe company’s own SEC segment disclosure.
- Segment Retirement And Income Solutions$1.88B48%
- Segment Benefits And Protection$1.27B32%
- Segment Principal Asset Management$791.4M20%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Asset Management
The closest names by size in the same industry