PRINCIPAL FINANCIAL GROUP INC
PRINCIPAL FINANCIAL GROUP INC
Insider Sentiment (TTM):
Last Purchase:2026-02-09Last Sale:2026-05-21Shares Purchased (TTM):5Shares Sold (TTM):44,649.99
Institutional Sentiment:
As of:2026-03-31Institutional Shares Owned:146,409,579Shares Outstanding:217,200,000Institutional Ownership Pct.:67.41%
Earnings Market Reaction:
Filing Date:2026-04-29Price on Filing Date:N/APrevious Close:N/A% Change:N/A
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Financial Statements
Values in Millions ($) | 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 | Financial statements beyond 3 years are for subscribers only. Unlock 17+ years of income statements, balance sheets, and cash flow statements Start 7-day free trial |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Debt Securities Available For Sale Excluding Accru… | 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 Consu… | 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 Rig… | 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 Cl… | 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… | 544 | 474 | 410 | 391 | 327 | 338 | 312 | 277 | 371 | 249 | 260 | 267 | |||||
Stockholders Equity Inclu… | |||||||||||||||||
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… | -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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Earnings Market Reaction
| Fiscal Year | Q1 1 Month | Q1 2 Month | Q1 3 Month | Q2 1 Month | Q2 2 Month | Q2 3 Month | Q3 1 Month | Q3 2 Month | Q3 3 Month | Q4 1 Month | Q4 2 Month | Q4 3 Month |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.24% | 10.85% | 15.29% | - | - | - | - | - | - | - | - | - |
| 2025 | 3.86% | 4.34% | 10.40% | 5.39% | 7.73% | 3.67% | 2.26% | 8.93% | 8.35% | -6.33% | 0.19% | 9.69% |
| 2024 | 2.97% | 1.08% | 7.01% | -2.49% | 5.97% | 11.97% | 1.50% | -7.70% | -2.50% | -3.08% | -14.99% | -7.62% |
| 2023 | -2.71% | 4.30% | 20.52% | -2.69% | -4.20% | -12.48% | 8.01% | 18.38% | 17.51% | 3.70% | 0.27% | 5.47% |
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Performance and Valuation Metrics
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Metrics | 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 | Metric history beyond 3 years is for subscribers only. Unlock 17+ years of history across 90+ calculated metrics Start 7-day free trial |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Efficiency & Turnover | |||||||||||||||||
| Days Sales Outstanding TTM | 87.00 | 89.54 | 86.65 | 93.83 | 88.48 | 87.93 | 98.96 | 91.50 | 95.02 | 105.93 | 106.38 | 110.15 | |||||
| Receivables Turnover TTM | 4.20 | 4.08 | 4.21 | 3.89 | 4.13 | 4.15 | 3.69 | 3.99 | 3.84 | 3.45 | 3.43 | 3.31 | |||||
Per Share Metrics | |||||||||||||||||
| Diluted EPS TTM | 7.09 | 5.25 | 7.18 | 5.14 | 4.75 | 6.68 | -0.72 | 5.51 | 5.58 | 2.74 | 6.03 | 6.25 | |||||
| Free Cash Flow Per Share TTM | 17.25 | 20.36 | 19.12 | 19.40 | 22.01 | 19.72 | 17.60 | 17.15 | 15.60 | 15.72 | 16.64 | 17.03 | |||||
| Dividend Per Share TTM | 3.17 | 3.07 | 3.05 | 2.99 | 2.95 | 2.84 | 2.82 | 2.75 | 2.68 | 2.59 | 2.58 | 2.57 | |||||
Margin Metrics | |||||||||||||||||
| Gross Profit Margin TTM | 48.54% | 45.19% | 48.29% | 47.23% | 47.86% | 49.95% | 40.32% | 46.80% | 45.75% | 43.01% | 48.93% | 48.38% | |||||
| Operating Profit Margin TTM | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | |||||
| Net Profit Margin TTM | 10.10% | 7.58% | 10.24% | 7.69% | 6.89% | 9.74% | -1.18% | 8.33% | 8.97% | 4.90% | 10.42% | 10.84% | |||||
Growth Metrics | |||||||||||||||||
| Net Revenue Growth (1Y) | -1.98% | -3.11% | 12.33% | -3.34% | 5.84% | 18.02% | -0.42% | 10.61% | -13.67% | -22.07% | -23.55% | -18.07% | |||||
| Net Income Growth (1Y) | 43.65% | -24.56% | -1,077.46% | -10.79% | -18.67% | 134.44% | -111.24% | -14.96% | -68.77% | -85.91% | -72.21% | -64.71% | |||||
| EPS Growth (1Y) | 49.27% | -21.45% | -1,113.94% | -6.93% | -14.96% | 143.84% | -111.75% | -11.72% | -67.79% | -85.34% | -71.41% | -63.27% | |||||
Valuation Metrics | |||||||||||||||||
| P/E TTM | 12.43 | 16.31 | 11.10 | 14.75 | 16.73 | 10.82 | -112.38 | 13.08 | 14.05 | 25.90 | 10.69 | 10.78 | |||||
| P/B TTM | 1.64 | 1.62 | 1.53 | 1.50 | 1.61 | 1.53 | 1.65 | 1.54 | 1.67 | 1.58 | 1.47 | 1.59 | |||||
| P/S TTM | 1.26 | 1.24 | 1.14 | 1.13 | 1.15 | 1.05 | 1.32 | 1.09 | 1.26 | 1.27 | 1.11 | 1.17 | |||||
| Market Cap | 19.42B | 19.32B | 17.96B | 17.17B | 18.19B | 17.00B | 18.60B | 17.06B | 18.78B | 17.35B | 15.74B | 16.53B | |||||
| Enterprise Value | 19.31B | 18.85B | 16.76B | 17.46B | 18.66B | 16.89B | 16.40B | 16.23B | 18.60B | 16.64B | 15.13B | 16.48B | |||||
Calculated Values | |||||||||||||||||
| Free Cash Flow TTM | 3.75B | 4.54B | 4.25B | 4.35B | 4.97B | 4.57B | 4.06B | 4.01B | 3.68B | 3.79B | 4.01B | 4.13B | |||||
| Net Debt | -108.10M | -477.00M | -1.20B | 288.10M | 474.50M | -103.90M | -2.20B | -834.50M | -186.20M | -715.70M | -610.30M | -54.70M | |||||
Per-Share and Margin | |||||||||||||||||
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Turnover Ratios and Averages | |||||||||||||||||
| Average Assets | |||||||||||||||||
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| Inventory Turnover TTM | |||||||||||||||||
| Payables Turnover TTM | |||||||||||||||||
| Days Inventory Outstanding TTM | |||||||||||||||||
| Days Payables Outstanding TTM | |||||||||||||||||
| Cash Conversion Cycle TTM | |||||||||||||||||
| Working Capital to Revenue | |||||||||||||||||
| Deferred Revenue to Revenue | |||||||||||||||||
Growth Rates | |||||||||||||||||
| Total Assets Growth (1Y) | |||||||||||||||||
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| Total Assets Growth (5Y) | |||||||||||||||||
| Dividends Paid Growth (1Y) | |||||||||||||||||
| Dividends Paid Growth (3Y) | |||||||||||||||||
| Dividends Paid Growth (5Y) | |||||||||||||||||
| EPS Growth (3Y) | |||||||||||||||||
| EPS Growth (5Y) | |||||||||||||||||
| Net Income Growth (3Y) | |||||||||||||||||
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| Net Profit Margin Growth (1Y) | |||||||||||||||||
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| Net Profit Margin Growth (5Y) | |||||||||||||||||
| Net Revenue Growth (3Y) | |||||||||||||||||
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| Deferred Revenue Growth (1Y) | |||||||||||||||||
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Credit, Liquidity, Returns, Payout | |||||||||||||||||
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| Net Working Capital | |||||||||||||||||
| Debt to EBITDA TTM | |||||||||||||||||
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| Net Debt to Equity | |||||||||||||||||
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| ROA TTM | |||||||||||||||||
| ROE TTM | |||||||||||||||||
| NOPAT TTM | |||||||||||||||||
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| Effective Tax Rate TTM | |||||||||||||||||
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| Dilution Ratio | |||||||||||||||||
| Retained Earnings to Equity | |||||||||||||||||
| Treasury Stock to Equity | |||||||||||||||||
| Treasury Stock Change (1Y) | |||||||||||||||||
| Accrued to Current Liabilities | |||||||||||||||||
| NCAV | |||||||||||||||||
| NCAV Per Share TTM | |||||||||||||||||
Valuation Ratios | |||||||||||||||||
| P/CF TTM | |||||||||||||||||
| Dividend Yield TTM | |||||||||||||||||
| Free Cash Flow Yield TTM | |||||||||||||||||
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| Stock Compensation TTM | |||||||||||||||||
| Adjusted Net Income TTM | |||||||||||||||||
| Billings TTM | |||||||||||||||||
| Total Debt | |||||||||||||||||
| Invested Capital | |||||||||||||||||
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Insider Transactions
2026-05-21Sale
Owner: Cheong, Wee Yee
Title: President - Asia & Middle East
Shares: 7,534
Price/Share: $103.16
Value: $777,207.44
Shares Owned: 66,443
Relationship: Officer
Ownership: Direct
2026-05-01Sale
Owner: Cheong, Wee Yee
Title: President - Asia & Middle East
Shares: 9,183
Price/Share: $101.26
Value: $929,870.58
Shares Owned: 77,188
Relationship: Officer
Ownership: Direct
2026-04-30Sale
Owner: Djurasovic, George
Title: Interim General Counsel
Shares: 1
Price/Share: $99.63
Value: $98.63
Shares Owned: 21,905
Relationship: Officer
Ownership: Direct
2026-04-29Sale
Owner: Cheong, Wee Yee
Title: President - Asia & Middle East
Shares: 1,080
Price/Share: $101.00
Value: $109,080.00
Shares Owned: 91,108
Relationship: Officer
Ownership: Direct
2026-02-09Purchase
Owner: Muruzabal, Claudio
Title: -
Shares: 5
Price/Share: $97.09
Value: $485.45
Shares Owned: 11,203
Relationship: Director
Ownership: Direct
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Institutional Ownership
No data available for chart
2026-03-31
67.41%
Inst. Shares: 146,409,579
Shares Outstanding: 217,200,000
2025-12-31
62.25%
Inst. Shares: 138,692,749
Shares Outstanding: 222,800,000
2025-09-30
62.34%
Inst. Shares: 138,636,246
Shares Outstanding: 222,400,000
2025-06-30
64.00%
Inst. Shares: 143,429,569
Shares Outstanding: 224,100,000
2025-03-31
63.18%
Inst. Shares: 142,601,657
Shares Outstanding: 225,700,000
PRINCIPAL 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. Based on its latest SEC filing (Form 10-Q, period ending 2026-03-31), PRINCIPAL FINANCIAL GROUP INC reported a -1.98% year-over-year revenue growth, a Gross Profit Margin of 48.54% (TTM), a Price-to-Sales (P/S) ratio of 1.26x (TTM), a Price-to-Book (P/B) ratio of 1.64x (TTM), at a market cap of $19.42B. Figures below are sourced from SEC EDGAR, as-filed.
- Net Revenue TTM Growth 1Y
- -1.98%
- Gross Profit Margin TTM
- 48.54%
- P/S TTM
- 1.26x
- P/B TTM
- 1.64x
- Market Cap
- $19.42B
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 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 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.