Skip to main content
PFG logo

PFG · Principal Financial Group Inc

Track PFG — free
Market Cap
$25.42B
Shares
216.01M

Price & Indicators

Drag to pan · scroll to zoom
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$117.67 Open$115.81 Day$114.68–118.14 52W close$78.39–118.51 Avg vol 30d1.2M Short int10.0M · 4.6% float · 10.8d Short vol76% Last earningsJul 28, 2026 DataJan 2020–Sep 2026 Filing10-Q · Jul 29

Up next

Next earnings call
Oct 29, 2026 Est · unconfirmed · in 6 wks
filed Jul 29, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$15.46B
Trailing 12 months
Net income (TTM)
$1.56B
Trailing 12 months
Revenue growth YoY
-4.5%
Year over year
Operating margin
Trailing 12 months
P / E (TTM)
16.9
Trailing earnings · reciprocal yield 5.9%
FCF yield
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
$108.10M
Latest balance sheet
Dividend yield
Trailing 12 months
Shares change YoY
-3.7%
Year over year · fewer shares
Price change (1Y)
+43.9%
Trailing year
Short interest
4.6%
Latest settlement · 10.8 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Strong Buy
SellHoldBuy
Technical Strong Buy Momentum Very Strong Sentiment Neutral Fundamentals Strong Quant / Vol Very Low
Market backdrop VIX 14.8 · calm Equity put/call 0.58
Technical
price trend
Strong Buy
50 / 200-day cross No cross
Price vs 200-day avg +17%
above
Price vs 50-day avg +4%
above
RSI (14) 59
neutral
MACD trend Positive
52-week position 98%
near high
Momentum
relative strength
Very Strong
1-month return +6%
trailing
6-month return +35%
trailing
YTD return +33%
this year
Relative strength +15%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $113 › 200d $100 — 50d above 200d
Institutional flow Accumulating
+4% holders QoQ · +109 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
4.65% of float · ▲ +14.0% MoM · 10.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
954 holders — near 3-yr high, broad support
Squeeze score 69
elevated · 0–100
Fundamentals
Strong
Revenue growth −3%
Y/Y
EPS growth −21%
Y/Y
Valuation P/E 16.9
below peers
Buyback $1.5B
authorized
Balance sheet $477.0M
net cash
Quant / Vol
risk profile
Very Low
Volatility 22%
annualized · 1-yr
Max drawdown −13%
past year
ATR 2.2%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the 8-K filed Feb 9, 2026
Free capital flow conversion · 2026 Non-GAAP 75% – 85%
Capital deployment · 2026 $1.5B – $1.8B
Non-GAAP ROE · 2026 Non-GAAP 15% – 17%
Share repurchases · 2026 $800M – $1.1B
Prior guidance period ended · from the 8-K filed Jul 25, 2024
Common stock dividend · third quarter 2024 $0.72

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Buy
0 · 2 · 4
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+17% Bullish
Price vs 50-day avg
+4% Bullish
RSI (14)
59 Neutral
MACD trend
Positive Bullish
52-week position
98% Bullish
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $113 › 200d $100 — 50d above 200d
Institutional flow Accumulating
+4% holders QoQ · +109 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
4.65% of float · ▲ +14.0% MoM · 10.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
954 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $78 Now $118 · 98% Range high $119
vs 200-day avg +17% vs 50-day avg +4%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
PFG
Principal Financial Group Inc
this stock
$25.42B +33.4% -3.1% 16.9 4.6%
BLK
BlackRock, Inc.
$344.91B -0.1% +16.2% 25.4 0.6%
BX
Blackstone Inc.
$94.92B -18.9% +9.2% 28.4 2.9%
KKR
KKR & Co. Inc.
$88.70B -22.5% -11.0% 1.5%
BN
BROOKFIELD Corp /ON/
$83.40B -18.3% 1.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
954
% held
78.9%
Net QoQ
+1.7M sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
652
View
Short & Settlement
Short Interest Rising
Shares short
10.0M
Days to cover
10.8d
Change
+1.2M sh
View
Short Volume
Short vol %
76%
As of
Sep 18, 2026
Short Total
View
Fails to Deliver
FTD shares
76
Value
$8.6K
As of
Aug 19, 2026
View
Off-Exchange
Off-exchange %
46.7%
Week of
Aug 10, 2026
Off-exch Lit
View
Smart Money
Congressional Trades Buy
Member
Alan Armstrong
Amount
$1.0K–$15.0K
Traded
Mar 27, 2026
View
Financials
Financials
Revenue (FY)
$15.6B
Net income (FY)
$1.2B
EPS diluted
$5.25
View
Buybacks
Authorized
$1.5B
View
Filings
SEC Filings
Latest
8-K
Filed
Sep 10, 2026
This year
13
View
Proposed Sales
Value
$6.1M
Shares
55.1K
Filed
Sep 3, 2026
View
Earnings & Events
Earnings Calls
Last call
Jul 28, 2026
View
Investor Relations
Latest news
Principal® Completes Acquisition…
Published
Sep 1, 2026
View

Performance

5D 20D 120D MTD YTD
PFG +1.3% +6.5% +35.2% +6.8% +33.4%
SPY -0.3% -0.1% +20.1% -0.7% +11.7%
vs SPY +1.6% +6.6% +15.1% +7.5% +21.7%

Capital returns

Buyback program · as of Feb 1, 2025
Authorized
$1.50B
Spent (derived)
Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1126328 CUSIP 74251V102 13F (30d) 21 filings 19 filers Visit website Investor relations