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PFG · Principal Financial Group Inc

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$111.96 -2.01 (-1.76%) At close · Sep 30
Market Cap
$24.79B
Shares
216.01M
Volume · Sep 30 1.23M Avg daily vol (3M) 1.38M

Price & Indicators

Drag to pan · scroll to zoom
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$113.97 Open$114.05 Day$112.58–114.64 52W close$78.39–118.51 Avg vol 30d1.3M Short int9.5M · 4.4% float · 6.4d Short vol65% Last earningsJul 28, 2026 DataJan 2020–Sep 2026 Filing10-Q · Jul 29

Up next

Next earnings call
Oct 29, 2026 Est · unconfirmed · in 4 wks
filed Jul 29, 2026
call held Jul 28, 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)
16.4
Trailing earnings · reciprocal yield 6.1%
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)
+38.2%
Trailing year
Short interest
4.4%
Latest settlement · 6.4 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Strong Buy
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Bullish Fundamentals Strong Quant / Vol Very Low
Market backdrop VIX 16 · calm Equity put/call 0.38
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +13%
above
Price vs 50-day avg +0%
above
RSI (14) 48
neutral
MACD trend Negative
52-week position 89%
near high
Momentum
relative strength
Very Strong
1-month return +3%
trailing
6-month return +21%
trailing
YTD return +29%
this year
Relative strength +8%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $114 › 200d $101 — 50d above 200d
Institutional flow Accumulating
+5% holders QoQ · +110 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
4.38% of float · ▼ -5.8% MoM · 6.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
963 holders — near 3-yr high, broad support
Squeeze score 63
elevated · 0–100
Fundamentals
Strong
Revenue growth −3%
Y/Y
EPS growth −21%
Y/Y
Valuation P/E 16.5
below peers
Buyback $1.5B
authorized
Balance sheet $477.0M
net cash
Quant / Vol
risk profile
Very Low
Volatility 23%
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

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

Technicals

trend & momentum for long-term holders Buy
1 · 2 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+13% Bullish
Price vs 50-day avg
+0% Bullish
RSI (14)
48 Neutral
MACD trend
Negative Bearish
52-week position
89% Bullish
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $114 › 200d $101 — 50d above 200d
Institutional flow Accumulating
+5% holders QoQ · +110 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
4.38% of float · ▼ -5.8% MoM · 6.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
963 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $78 Now $114 · 89% Range high $119
vs 200-day avg +13% vs 50-day avg +0%

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
$24.79B +29.2% -3.1% 16.5 4.4%
BLK
BlackRock, Inc.
$347.03B -0.2% +16.2% 25.6 0.6%
KKR
KKR & Co. Inc.
$86.77B -26.9% -11.0% — 1.5%
BX
Blackstone Inc.
$85.57B -26.0% +9.2% 25.6 2.6%
BN
BROOKFIELD Corp /ON/
$81.46B -20.5% — — 0.9%

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
963
% held
79.1%
Net QoQ
+2.2M sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
650
View
Short & Settlement
Short Interest Falling
Shares short
9.5M
Days to cover
6.4d
Change
-581.4K sh
View
Short Volume
Short vol %
65%
As of
Sep 30, 2026
Short Total
View
Fails to Deliver
FTD shares
3
Value
$345
As of
Sep 11, 2026
View
Off-Exchange
Off-exchange %
40.0%
Week of
Aug 24, 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 +0.3% +3.5% +21.0% +3.5% +29.2%
SPY -1.2% -0.4% +13.1% -0.4% +12.1%
vs SPY +1.5% +3.8% +7.9% +3.8% +17.1%

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 17 filers Visit website Investor relations