Stock Fundamentals

Company Information

Company Name
Principal Financial Group Inc
Sector
Financial Services
Industry
Asset Management
Exchange
NASDAQ
ISIN: US74251V1026
CIK: 0001126328
CUSIP: 74251V102
Currency: USD
Full Time Employees: 19,700
Phone: 515 247 5111
Fiscal Year End: December
IPO Date: Oct 23, 2001
Description:

Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection segments. The Retirement and Income Solutions segment provides retirement, and related financial products and services. This segment offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit plans, nonqualified executive benefit plans, employee stock ownership plans, equity compensation, and pension risk transfer services; individual retirement accounts; investment only products; and mutual funds, individual variable annuities, registered index-linked annuities, and bank products, as well as trust and custody services. The Principal Asset Management segment provides equity, fixed income, real estate, and other alternative investments, as well as fund offerings. This segment also offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans. The Benefits and Protection segment provides specialty benefits, such as specialty benefits group dental and vision insurance, group life and other insurance, and group and individual disability insurance, as well as administers group dental, disability, and vision benefits; and individual life insurance products comprising universal, variable universal, indexed universal, and term life insurance products. This segment serves insurance solutions for small and medium-sized businesses and their owners, as well as employees. The company was founded in 1879 and is based in Des Moines, Iowa.

Address:

711 High Street, Des Moines, IA, United States, 50392

Directors & Officers

Name Title Year Born
Ms. Deanna Dawnette Strable-Soethout President, CEO & Chair of the Board 1969
Mr. Joel Michael Pitz Executive VP & CFO 1974
Ms. Amy Christine Friedrich President of Benefits & Protection 1971
Mr. Christopher James Littlefield President of Retirement & Income Solutions 1967
Mr. Kamal Bhatia C.F.A. President & CEO of Principal Asset Management 1972
Ms. Kathleen B. Kay Executive VP & Chief Information Officer 1963
Mr. Humphrey Lee VP & Head of Investor Relations NA
Ms. Noreen M. Fierro Senior VP and Enterprise Chief Ethics & Compliance Officer 1965
Mr. George Djurasovic VP & Interim General Counsel 1971
Ms. Bethany A. Wood Executive VP & Chief Marketing Officer 1965

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 10, 2026 Ro Khanna N/A Sale N/A $89.73 N/A
Feb 09, 2026 Claudio Muruzabal N/A Purchase 5.00 $97.09 $485.45
Jan 30, 2026 Deanna D Strable-Soethout N/A Sale 7.34K $95.00 $697.30K
Jan 29, 2026 Deanna D Strable-Soethout N/A Sale 9.30K $95.12 $884.62K
Jan 29, 2026 Ro Khanna N/A Purchase N/A $94.76 N/A
Jan 22, 2026 Deanna D Strable-Soethout N/A Sale 8.03K $92.56 $742.79K
Jan 08, 2026 Deanna D Strable-Soethout N/A Sale 300.00 $92.50 $27.75K
Nov 12, 2025 Wee Yee Cheong N/A Sale 1.89K $85.04 $160.47K

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 26.97M Dec 31, 2025 12.46% $0.03 -0.60%
BlackRock Inc 20.32M Mar 31, 2026 9.39% $0.03 -0.45%
Nippon Life Insurance Co. 18.14M Mar 31, 2026 8.38% $32.01 0.00%
State Street Corp 10.18M Mar 31, 2026 4.70% $0.03 -3.14%
Bank of America Corp 8.82M Mar 31, 2026 4.07% $0.06 5.00%
Capital World Investors 6.03M Mar 31, 2026 2.78% $0.07 0.00%
Charles Schwab Investment Management Inc 5.92M Mar 31, 2026 2.74% $0.08 310.05%
Geode Capital Management, LLC 5.66M Mar 31, 2026 2.62% $0.03 1.52%
Dimensional Fund Advisors, Inc. 3.89M Mar 31, 2026 1.80% $0.07 3.17%
Amvescap Plc. 3.54M Mar 31, 2026 1.64% $0.05 7.83%
Northern Trust Corp 3.33M Mar 31, 2026 1.54% $0.04 -2.74%
NORGES BANK 3.10M Dec 31, 2025 1.43% $0.03 8.36%
Morgan Stanley - Brokerage Accounts 3.01M Mar 31, 2026 1.39% $0.02 -2.39%
The Goldman Sachs Group Inc 2.75M Mar 31, 2026 1.27% $0.03 10.21%
AQR Capital Management LLC 2.46M Mar 31, 2026 1.14% $0.10 4.62%
UBS Asset Mgmt Americas Inc 1.97M Mar 31, 2026 0.91% $0.04 -0.27%
Legal & General Group PLC 1.69M Mar 31, 2026 0.78% $0.04 3.37%
Deutsche Bank AG 1.38M Mar 31, 2026 0.64% $0.04 19.84%
Bank of New York Mellon Corp 1.19M Mar 31, 2026 0.55% $0.02 -1.92%
JPMorgan Chase & Co 1.19M Mar 31, 2026 0.55% $0.01 11.40%

Shares Statistics

Shares Outstanding: 216.01M
Shares Float: 214.58M
% Insiders: 108.90%
% Institutions: 8,108.70%
Short % Float: 4.79%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Total Stock Mkt Idx Inv 6.90M 3.19% ▲ 0.37% Apr 30, 2026
2 American Funds Income Fund of Amer A 6.00M 2.77% ▲ 0.00% Mar 31, 2026
3 Vanguard 500 Index Investor 5.13M 2.37% ▲ 1.83% Apr 30, 2026
4 Vanguard Mid Cap Index Institutional 4.70M 2.17% ▲ 0.27% Apr 30, 2026
5 Schwab US Dividend Equity ETF™ 4.57M 2.11% ▲ 0.09% Apr 30, 2026
6 iShares Select Dividend ETF 2.82M 1.30% ▲ 0.00% Apr 30, 2026
7 iShares Core S&P 500 ETF 2.56M 1.18% ▲ 0.29% Apr 30, 2026
8 Fidelity 500 Index 2.53M 1.17% ▼ 0.70% Mar 31, 2026
9 State Street® SPDR® S&P 500® ETF 2.35M 1.09% ▲ 0.33% Apr 30, 2026
10 Vanguard Value Index Inv 2.01M 0.93% ▲ 0.29% Apr 30, 2026

Valuation Metrics

Enterprise Value: $22.12B
Trailing P/E: 14.82
Forward P/E: 9.39

Financial Highlights

Market Cap: $22.32B
EBITDA: $2.19B
P/E Ratio: $14.82
PEG Ratio: $1.06
Book Value: $54.59
Dividend/Share: $3.13
Dividend Yield: 3.04%
Earnings/Share: $6.97
Profit Margin: 10.10%
Operating Margin: 14.80%
ROA (TTM): 0.38%
ROE (TTM): 13.39%
Revenue (TTM): $15.46B
Revenue/Share (TTM): $70.05
Earnings Growth (YOY): 819.00%
Revenue Growth (YOY): -4.50%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 30.39x 0.00x 0.96x 643.64x 0.02x
2024-12-31 52.50x 0.37x 0.96x 726.77x 1.91x
2023-12-31 57.70x 0.37x 0.96x 388.84x 3.95x
2022-12-31 0.53x 2.38x 0.97x 4,989.17x 3.90x
2021-12-31 34.77x 0.27x 0.95x 1,910.90x 1.99x
2020-12-31 983.28x 0.26x 0.95x 1,693.50x 2.24x
2019-12-31 796.17x 0.26x 0.95x 1,693.30x 1.99x
2018-12-31 1,503.48x 0.29x 0.95x N/A 1.66x
2017-12-31 45.67x 0.25x 0.95x N/A 1.31x
2016-12-31 43.83x 0.31x 0.95x N/A 1.79x
2015-12-31 13.38x 0.37x 0.96x N/A 2.14x
2014-12-31 50.30x 0.25x 0.95x 11.15x 1.54x
2013-12-31 15.93x 0.28x 0.95x 7.89x 2.15x
2012-12-31 76.89x 0.28x 0.94x 7.23x 2.48x
2011-12-31 26.88x 0.17x 0.93x N/A 1.69x
2010-12-31 17.94x 0.17x 0.93x 6.54x 1.78x
2009-12-31 23.51x 0.21x 0.94x N/A 1.90x
2008-12-31 5.67x 0.54x 0.98x N/A 2.19x
2007-12-31 5.00x 0.22x 0.95x N/A 1.34x
2006-12-31 25.57x 0.19x 0.95x N/A 1.04x
2005-12-31 4.97x 0.18x 0.94x N/A 1.12x
2004-12-31 2.17x 0.15x 0.93x N/A 0.94x
2003-12-31 2.40x 0.49x 0.93x N/A -17.80x
2002-12-31 4.78x 0.27x 0.93x N/A -6.44x
2001-12-31 1.08x 0.25x 0.92x N/A -18.29x
2000-12-31 1.08x 0.29x 0.93x N/A 1.54x

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