PFG · Principal Financial Group Inc
$113.98
-0.95 (-0.83%)
At close · Aug 14
Market Cap
$24.58B
Shares
216.01M
Income-statement, balance-sheet and cash-flow figures extracted from the company's SEC filings — 10-K annual and 10-Q quarterly reports — and standardised for comparison across periods.
Revenue
$15.63B
-3.1%
FY2025
Net Income
$1.19B
-24.6%
FY2025
Diluted EPS
$5.25
-21.4%
FY2025
Operating Cash Flow
$4.54B
-1.4%
FY2025
Chart any reported metric, KPI or segment over time — the full statement history lives here
Search above to add metrics — fundamentals, product and segment revenue, company KPIs, valuation.
| Line Item | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 | FY2015 | FY2014 | FY2013 | FY2012 | FY2011 | FY2010 | FY2009 | FY2008 | FY2007 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $15.46B | $15.63B | $16.13B | $13.67B | $17.54B | $14.43B | $14.74B | $16.22B | $14.24B | $14.09B | $12.39B | $11.96B | $10.48B | $9.29B | $9.22B | $8.67B | $9.2B | $8.85B | $9.94B | $10.91B | |
| $6.18B | $6.78B | $6.85B | $6.47B | $5.34B | $4.84B | $6.04B | $7.87B | $6.41B | $6.22B | $5.3B | $5.31B | $3.72B | $3.15B | $3.22B | $2.89B | $3.56B | $3.75B | $4.21B | $4.63B | |
| — | $72.9M | $66.1M | $68.6M | $70.7M | $75.3M | $73.5M | $62.8M | $53.9M | $45.4M | $44.5M | $42.5M | $49.9M | $48M | $22.7M | — | — | — | — | — | |
| — | $251.4M | $256.2M | $272.7M | $295.9M | $275.3M | $251.9M | $226.8M | $205.1M | $195.7M | $186.6M | $193M | $169.5M | $153.9M | $132.1M | $119.9M | $164.7M | $138.5M | $145M | $130.2M | |
| $22.7M | $27.7M | -$27.3M | -$72.2M | -$182.1M | $115.4M | $302.6M | -$52.8M | -$75.4M | $524.2M | $171.1M | -$51.1M | $14.7M | -$225.2M | $114.1M | -$122.3M | -$190.2M | -$398.3M | -$694.1M | -$328.8M | |
| $263.4M | $160.5M | $291.7M | $68.7M | $1.19B | $283.9M | $265M | $249.2M | $230.7M | -$72.3M | $229.9M | $177.6M | $318.5M | $187.9M | $134.6M | $198.3M | $104.9M | $100.1M | -$4.5M | $208.1M | |
| $1.56B | $1.19B | $1.57B | $623.2M | $4.76B | $1.58B | $1.4B | $1.39B | $1.55B | $2.31B | $1.32B | $1.23B | $1.14B | $912.7M | $806.6M | $638.3M | $662.9M | $622.7M | $458.1M | $860.3M | |
| — | 7.58% | 9.74% | 4.56% | 27.13% | 10.95% | 9.47% | 8.59% | 10.86% | 16.39% | 10.62% | 10.31% | 10.92% | 9.83% | 8.75% | 7.36% | 7.21% | 7.04% | 4.61% | 7.89% | |
| $43.9M | $70.4M | $26.9M | $46.9M | $40.6M | $46.8M | $32.7M | $49.9M | $7.2M | $14.1M | $45.3M | $19.2M | $32.3M | $23.4M | $18.8M | $36.2M | $17.9M | $23M | $7.7M | $24.2M | |
| $1.56B | $1.19B | $1.57B | $623.2M | $4.76B | $1.58B | $1.4B | $1.39B | $1.55B | $2.31B | $1.32B | $1.21B | $1.11B | $879.7M | $773.6M | $605.3M | $629.9M | $589.7M | $425.1M | $827.3M | |
| $2B | $2.22B | $1.69B | $2.16B | -$152.5M | $2.24B | $2.74B | $4B | -$284.7M | $3.15B | $1.53B | $311.4M | $1.01B | $455.6M | $1.18B | $598.2M | $2B | — | — | — | |
| USD/shares | — | $5.32 | $6.77 | $2.58 | $18.94 | $5.87 | $5.08 | $5.00 | $5.41 | $8.00 | $4.55 | $4.11 | $3.70 | $2.99 | $2.60 | $1.92 | $1.97 | $1.98 | $1.64 | $3.12 |
| USD/shares | — | $5.25 | $6.68 | $2.55 | $18.63 | $5.79 | $5.05 | $4.96 | $5.36 | $7.88 | $4.50 | $4.06 | $3.65 | $2.95 | $2.58 | $1.91 | $1.95 | $1.97 | $1.63 | $3.09 |
| shares | — | 222.8M | 232M | 241.3M | 251.1M | 269M | 274.7M | 278.6M | 285.8M | 288.9M | 289.4M | 294.4M | 294.7M | 294.6M | 297.5M | 314.5M | 320.3M | 297.3M | 259.3M | — |
| shares | — | 225.7M | 235.3M | 244.6M | 255.3M | 272.9M | 276.6M | 281M | 288.8M | 293.1M | 292.7M | 298M | 298.7M | 298.2M | 300.4M | 317.6M | 323M | 298.9M | 261.1M | — |
Italic rows are computed from reported lines — open a row's info icon for its formula. Values reflect the latest filing (restatements included); per-share figures on today's split basis. Click a value for its source filing.
TTM: trailing twelve months through the latest reported quarter — flows sum the last four quarters, balances take the latest. 3Y/5Y/10Y columns are trailing CAGR from the newest fiscal year; blank where an endpoint is missing or negative.
Capital Returned to Shareholders
Cash spent on share repurchases and dividends per fiscal year, as reported on the cash-flow statement. Across FY2007–FY2025: $9.32B in buybacks, $8.33B in dividends.
Price & Valuation
Multiples computed on the strict TTM/EV methodology — today's snapshot against peers, and each ratio recomputed as of past filing dates.
Valuation
EV/Revenue
1.58×
Peer median 4.88×
EV/EBIT
—
Peer median 14.94×
P/E (TTM)
16.32×
Peer median 20.22×
Peer medians compare against the 40 similar-size Asset Management companies (of 116 listed).
Valuation over time computed as of each quarter's filing date
Revenue Breakdown
Annual revenue as the company disaggregates it in its own XBRL filings. Years a component wasn't reported show a dash.
Share mode is each component's slice of the reported components that year — issuers rarely tag every revenue dollar, so slices need not sum to total revenue.
By Segment (USD)
| Component | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 |
|---|---|---|---|---|---|---|---|---|
| Segment Retirement And Income Solutions | $8,181,900,000 | $7,976,100,000 | $7,250,200,000 | $5,899,200,000 | $590,100,000 | $599,800,000 | $464,800,000 | $262,900,000 |
| Segment Benefits And Protection | $4,965,100,000 | $4,789,000,000 | $4,551,300,000 | $4,302,800,000 | $75,300,000 | — | — | — |
| Segment Principal Asset Management | $2,810,900,000 | $2,790,400,000 | $2,782,300,000 | $3,181,300,000 | $2,254,600,000 | — | — | — |
| Segment Corporate | $101,200,000 | $76,800,000 | $76,400,000 | $17,100,000 | $230,100,000 | $154,900,000 | $160,400,000 | $161,400,000 |
| Segment Principal Global Investors | — | — | — | $1,675,000,000 | $1,787,900,000 | $1,511,200,000 | $1,456,700,000 | $1,700,500,000 |
| Segment Principal International | — | — | — | $426,300,000 | $492,700,000 | $439,200,000 | $462,200,000 | $477,100,000 |
| Segment US Insurance Solutions | — | — | — | $80,100,000 | $75,300,000 | $63,200,000 | $65,900,000 | $57,000,000 |
By Geography (USD)
| Component | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 |
|---|---|---|---|---|---|---|
| Latin America | $314,400,000 | $362,600,000 | $323,500,000 | $351,500,000 | $370,800,000 | $318,900,000 |
| Asia | $111,900,000 | $128,800,000 | $115,900,000 | $111,000,000 | $106,300,000 | $108,300,000 |
| Corporate and Regional | $2,000,000 | $2,600,000 | $900,000 | $900,000 | $900,000 | $700,000 |
| Segment Geographical Area Eliminations | -$2,000,000 | -$1,300,000 | -$1,100,000 | -$1,200,000 | -$900,000 | -$1,500,000 |
By Product & Service (USD)
| Component | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 |
|---|---|---|---|---|---|---|---|---|
| Administrative Service | $587,500,000 | $651,100,000 | $539,500,000 | $537,000,000 | $576,700,000 | — | — | — |
| Commission Income | $545,500,000 | $485,600,000 | $375,800,000 | $367,400,000 | $389,600,000 | $316,600,000 | $320,200,000 | $316,100,000 |
| Financial Service Other | $99,300,000 | $89,100,000 | $87,700,000 | $332,300,000 | $354,400,000 | $275,800,000 | $266,600,000 | $496,400,000 |
| Deposit Account | $13,300,000 | $12,400,000 | $11,300,000 | $10,200,000 | $9,200,000 | — | — | — |
| Products and Services Eliminations | -$393,100,000 | -$344,800,000 | -$278,800,000 | -$279,200,000 | -$227,600,000 | -$220,800,000 | -$205,900,000 | -$190,100,000 |
| Management Service | — | — | — | $1,851,700,000 | $1,998,500,000 | $1,733,700,000 | $1,698,400,000 | $1,716,600,000 |
Key facts
CIK
1126328
CUSIP
74251V102
13F (30d)
853 filings
823 filers
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