PFG
PRINCIPAL FINANCIAL GROUP INCCompany Information
- Company Name
- PRINCIPAL FINANCIAL GROUP INC
- CIK
- CIK0001126328
- Category
- Large accelerated filer
- Ticker: Exchange
- PFG: Nasdaq
- Fiscal Year End
- December 31
- Owner Organization
- 02 Finance
- SIC
- 6321
- SIC Description
- Accident & Health Insurance
- Ticker
- PFG
SEC filing data through
Insider Sentiment
- Last purchase
- 2026-02-09
- Last sale
- 2026-05-21
- Shares purchased (TTM)
- 5
- Shares sold (TTM)
- 44,649.99
Institutional Sentiment
- As of
- 2026-06-30
- Institutional shares owned
- 156,314,523
- Shares outstanding
- 217,200,000
- Ownership
- 71.97%
Earnings Market Reaction
- Filing date
- 2026-04-29
- Price on filing date
- —
- 1-month reaction
- 4.24%
- 3-month reaction
- 15.29%
Balance Sheet
Values in millions ($)| Line item | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 | Subscriber-only column | Subscriber-only column | Subscriber-only column | Subscriber-only column | Subscriber-only column | Trend |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt Securities Available For Sale Excluding Accrued Interest | 72,910 | 73,361 | 71,323 | 70,558 | 69,727 | 68,251 | 69,148 | 65,769 | 65,691 | 65,673 | 61,582 | 64,242 | ||||||
| Trading Securities Debt | 1,269 | 1,244 | 1,357 | 1,235 | 1,307 | 1,023 | 859 | 786 | 878 | 836 | 722 | 707 | ||||||
Assets | ||||||||||||||||||
| Assets | 332,705 | 341,377 | 334,492 | 323,104 | 313,003 | 313,664 | 322,858 | 308,777 | 308,684 | 305,047 | 287,948 | 299,187 | ||||||
| Equity Securities Fv Ni Current And Noncurrent | 2,342 | 2,237 | 1,649 | 1,588 | 2,429 | 2,295 | 1,582 | 1,513 | 1,489 | 1,478 | 1,760 | 1,830 | ||||||
| Mortgage Loans On Real Estate Commercial And Consumer Net | 21,128 | 21,008 | 20,681 | 20,664 | 20,261 | 20,484 | 20,015 | 20,253 | 20,295 | 20,143 | 20,229 | 20,409 | ||||||
| Real Estate Investments | 2,407 | 2,410 | -109 | 2,496 | 2,480 | 2,465 | -9 | 2,433 | 2,364 | 2,345 | -30 | 2,351 | ||||||
| Loans Insurance Policy | 873 | 867 | 871 | 874 | 876 | 868 | 837 | 818 | 819 | 809 | 799 | 807 | ||||||
| Other Investments | 9,929 | 9,775 | 9,340 | 8,712 | 8,215 | 7,990 | 7,782 | 7,585 | 7,378 | 7,036 | 6,569 | 6,446 | ||||||
| Investments | 110,858 | 110,902 | 107,608 | 106,127 | 105,295 | 103,376 | 102,648 | 99,157 | 98,913 | 98,320 | 93,983 | 96,792 | ||||||
| Cash And Cash Equivalents At Carrying Value | 4,054 | 4,431 | 5,137 | 3,659 | 3,876 | 4,212 | 6,175 | 4,817 | 4,168 | 4,708 | 4,564 | 4,074 | ||||||
| Accrued Investment Income Receivable | 911 | 871 | 899 | 878 | 887 | 829 | 840 | 823 | 839 | 786 | 819 | 778 | ||||||
| Premiums And Other Receivables Net | 3,643 | 3,895 | 3,772 | 3,790 | 3,726 | 3,772 | 3,730 | 3,990 | 3,920 | 3,999 | 3,897 | 3,858 | ||||||
| Deferred Policy Acquisition Costs | 4,090 | 4,072 | 4,057 | 4,048 | 4,034 | 4,007 | 3,992 | 3,973 | 3,966 | 3,951 | 3,948 | 3,950 | ||||||
| Market Risk Benefit Asset Amount | 164 | 197 | 188 | 180 | 159 | 200 | 163 | 212 | 202 | 153 | 173 | 149 | ||||||
| Property Plant And Equipment And Finance Lease Right Of Use Asset After Accumulated Depreciation And Amortization | 715 | 701 | 716 | 725 | 743 | 769 | 798 | 806 | 914 | 938 | 958 | 958 | ||||||
| Goodwill | 1,588 | 1,601 | 1,578 | 1,583 | 1,567 | 1,550 | 1,597 | 1,570 | 1,569 | 1,609 | 1,594 | 1,638 | ||||||
| Intangible Assets Net Excluding Goodwill | 1,273 | 1,267 | 1,269 | 1,283 | 1,291 | 1,390 | 1,424 | 1,419 | 1,436 | 1,470 | 1,480 | 1,518 | ||||||
| Separate Account Assets | 185,788 | 193,623 | 189,252 | 180,728 | 171,266 | 173,327 | 180,654 | 171,400 | 171,788 | 167,606 | 155,478 | 164,211 | ||||||
| Other Assets | 876 | 818 | 760 | 768 | 767 | 743 | 779 | 876 | 872 | 896 | 834 | 964 | ||||||
| Liability For Future Policy Benefits And Unpaid Claims And Claims Adjustment Expense | 50,938 | 51,750 | 50,732 | 49,946 | 49,359 | 48,179 | 49,833 | 46,988 | 46,096 | 46,827 | 42,686 | 44,324 | ||||||
| Market Risk Benefit Liability Amount | 81 | 67 | 69 | 69 | 80 | 62 | 96 | 69 | 100 | 133 | 113 | 136 | ||||||
| Other Policyholder Funds | 950 | 941 | 944 | 936 | 933 | 966 | 911 | 887 | 880 | 917 | 946 | 944 | ||||||
| Short Term Borrowings | 18 | 28 | 13 | 24 | 29 | 153 | 37 | 50 | 51 | 61 | 24 | 26 | ||||||
| Long Term Debt | 3,928 | 3,926 | 3,925 | 3,923 | 4,321 | 3,955 | 3,933 | 3,932 | 3,932 | 3,931 | 3,930 | 3,993 | ||||||
Liabilities | ||||||||||||||||||
| Accrued Income Taxes | 46 | 30 | 26 | 19 | 8 | 9 | 9 | 10 | 8 | 12 | 10 | 8 | ||||||
| Liabilities | 320,312 | 328,985 | 322,364 | 311,245 | 301,408 | 302,195 | 311,265 | 297,441 | 297,082 | 293,836 | 276,966 | 288,531 | ||||||
| Deferred Income Tax Liabilities Net | 1,864 | 1,856 | 1,794 | 1,769 | 1,787 | 1,706 | 1,770 | 1,740 | 1,729 | 1,613 | 1,481 | 1,406 | ||||||
| Separate Accounts Liability | 185,788 | 193,623 | 189,252 | 180,728 | 171,266 | 173,327 | 180,654 | 171,400 | 171,788 | 167,606 | 155,478 | 164,211 | ||||||
| Funds Held Under Reinsurance Agreements Liability | 17,453 | 17,783 | 18,113 | 18,011 | 18,212 | 18,104 | 19,076 | 18,555 | 19,060 | 19,630 | 18,558 | 19,922 | ||||||
| Other Liabilities | 13,346 | 13,602 | 13,074 | 12,427 | 12,146 | 12,634 | 12,445 | 12,129 | 11,435 | 11,606 | 11,436 | 11,182 | ||||||
| Redeemable Noncontrolling Interest Equity Carrying Amount | 544 | 474 | 410 | 391 | 327 | 338 | 312 | 277 | 371 | 249 | 260 | 267 | ||||||
Stockholders Equity Including Portion Attributable To Noncontrolling Interest | ||||||||||||||||||
| Common Stock Value | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | ||||||
| Additional Paid In Capital | 11,350 | 11,275 | 11,239 | 11,203 | 11,158 | 11,101 | 11,045 | 11,006 | 10,954 | 10,909 | 10,870 | 10,832 | ||||||
| Retained Earnings Accumulated Deficit | 18,319 | 18,071 | 17,730 | 17,693 | 17,459 | 17,584 | 16,847 | 17,235 | 17,051 | 16,684 | 17,717 | 16,630 | ||||||
| Accumulated Other Comprehensive Income Loss Net Of Tax | -4,344 | -4,188 | -4,307 | -4,713 | -4,786 | -5,225 | -4,585 | -5,412 | -5,256 | -5,345 | -6,841 | -6,245 | ||||||
| Treasury Stock Common Value | -13,515 | -13,279 | -13,001 | -12,772 | -12,619 | -12,378 | -12,075 | -11,821 | -11,568 | -11,336 | -11,080 | -10,877 | ||||||
| Stockholders Equity | 11,849 | 11,917 | 11,718 | 11,467 | 11,217 | 11,131 | 11,281 | 11,013 | 11,230 | 10,962 | 10,672 | 10,390 | ||||||
| Minority Interest | 33 | 33 | 52 | 52 | 52 | 45 | 44 | 46 | 45 | 46 | 51 | 45 | ||||||
| Liabilities And Stockholders Equity | 332,705 | 341,377 | 334,492 | 323,104 | 313,003 | 313,664 | 322,858 | 308,777 | 308,684 | 305,047 | 287,948 | 299,187 | ||||||
| Variable Interest Entity Primary Beneficiary | 178 | 185 | -14 | -13 | 208 | 206 | 16 | -29 | 188 | 81 | -708 | -6 | ||||||
| Common Stock Par Or Stated Value Per Share | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | ||||||
| Common Stock Shares Authorized | 2,500 | 2,500 | 2,500 | 2,500 | 2,500 | 2,500 | 2,500 | 2,500 | 2,500 | 2,500 | 2,500 | 2,500 | ||||||
| Common Stock Shares Issued | 499 | 497 | 497 | 497 | 496 | 495 | 494 | 494 | 494 | 492 | 492 | 492 | ||||||
| Shares Outstanding | 216 | 217 | 221 | 223 | 225 | 226 | 229 | 232 | 235 | 236 | 240 | 242 | ||||||
| Treasury Stock Common Shares | 282 | 280 | 276 | 273 | 271 | 269 | 265 | 262 | 259 | 256 | 252 | 250 | ||||||
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Recent filings
- 10-QFiled
- 10-KFiled
- 10-QFiled
- 10-QFiled
- 10-QFiled
- 10-KFiled
- 10-QFiled
- 10-QFiled
- 10-QFiled
- 10-KFiled
- 10-QFiled
- 10-QFiled
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Start 7-day free trialPRINCIPAL FINANCIAL GROUP INC (PFG) — SEC Financial Statements & Analysis
PRINCIPAL FINANCIAL GROUP INC (PFG) is a accident & health insurance company, incorporated in DE. PRINCIPAL FINANCIAL GROUP INC trades on Nasdaq as: PFG. PRINCIPAL FINANCIAL GROUP INC (PFG)'s most recent SEC filing is a Form 10-Q for the period ended 2026-03-31, filed with the SEC on 2026-04-29. Based on that filing, PRINCIPAL FINANCIAL GROUP INC carries a market cap of $19.42B, a P/E ratio of 12.43x, a P/B ratio of 1.64x, a P/S ratio of 1.26x, an enterprise value of $19.31B, and an EV/EBITDA multiple of 10.58x. On profitability, it posts a gross margin of 48.54%, an operating margin of 0.00%, a net margin of 10.10%, a Return on Equity (ROE) of 13.51%, and a Return on Invested Capital (ROIC) of 13.01%. Per share, it reports EPS of $7.19, diluted EPS of $7.09, free cash flow per share of $17.25, and a dividend per share of $3.17. Over the trailing year, it posted revenue growth of -1.98% year-over-year, net income growth of 43.65% year-over-year, and EPS growth of 49.27% year-over-year. On the balance sheet, it maintains free cash flow of $3.75B (TTM) and net debt of $-108.10M. Figures sourced from SEC EDGAR.
- Market Cap
- $19.42B
- P/E TTM
- 12.43x
- EPS TTM
- $7.19
- P/B TTM
- 1.64x
- ROE TTM
- 13.51%
- Free Cash Flow TTM
- $3.75B
- Net Revenue TTM Growth 1Y
- -1.98%
Data as of 2026-03-31 · Source: SEC EDGAR
Frequently Asked Questions
What industry is PRINCIPAL FINANCIAL GROUP INC in?
PRINCIPAL FINANCIAL GROUP INC (PFG) operates in the Accident & Health Insurance industry.
What exchange does PFG trade on?
PRINCIPAL FINANCIAL GROUP INC (PFG) trades on the Nasdaq.
Where is PRINCIPAL FINANCIAL GROUP INC incorporated?
PRINCIPAL FINANCIAL GROUP INC is incorporated in DE.
When was PRINCIPAL FINANCIAL GROUP INC (PFG)'s most recent SEC filing?
PRINCIPAL FINANCIAL GROUP INC (PFG)'s most recent SEC filing is a Form 10-Q for the period ended 2026-03-31, filed with the SEC on 2026-04-29.
What is PFG's market cap?
PRINCIPAL FINANCIAL GROUP INC (PFG) has a market capitalization of $19.42B as of 2026-03-31.
What is PFG's P/E ratio?
PRINCIPAL FINANCIAL GROUP INC (PFG)'s trailing twelve month P/E ratio is 12.43x as of 2026-03-31.
What is PFG's EPS (earnings per share)?
PRINCIPAL FINANCIAL GROUP INC (PFG)'s trailing twelve month EPS is $7.19 as of 2026-03-31.
What is PFG's ROE (return on equity)?
PRINCIPAL FINANCIAL GROUP INC (PFG)'s trailing twelve month Return on Equity (ROE) is 13.51% as of 2026-03-31.
What is PFG's ROIC (return on invested capital)?
PRINCIPAL FINANCIAL GROUP INC (PFG)'s trailing twelve month Return on Invested Capital (ROIC) is 13.01% as of 2026-03-31.
What is PFG's EV/EBITDA?
PRINCIPAL FINANCIAL GROUP INC (PFG)'s trailing twelve month EV/EBITDA is 10.58x as of 2026-03-31.