Company Profile: Principal Financial Group, Inc. (PFG)
PFG insider trades (13 months) →$112.66 −0.13% vs. previous close · Market cap $23.93B
Today's multi-factor rank: 52 of 461 · see the ranking
Market and Valuation
Price & Market
52-Week Range
Volume
Valuation Multiples
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 29, 2026. The P/E is the price divided by that EPS.
Dividends
Valuation Context
P/E vs sector (indicative)
Loading historical OHLCV database...
Financial Statements TTM (Trailing 12 Months)
Income Statement
Margins
Per Share
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 29, 2026. The P/E is the price divided by that EPS.
Balance Sheet & Liquidity
Cash Flows
Profitability
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 29, 2026. The P/E is the price divided by that EPS.
Growth and Margins
Per Share
Cash Flows (TTM)
EPS Surprise History - Last 4 Quarters
Actual vs. Analyst Estimates · Green = beat expectations · Red = missed
| Quarter | Period | Actual EPS | Estimated EPS | Difference | Surprise % | Currency |
|---|
Ownership Structure
Ownership Distribution
Shares & Short Interest
Governance Score (1=Best, 10=Worst)
Top Institutional Holders
Position Change: ▲ Increased · ▼ Reduced · = Unchanged
| Organization | Report Date | % Shares | No. Shares | Value (USD) | Change % |
|---|
Top Mutual Funds
Position Change: ▲ Increased ▼ Decreased = Unchanged
| Fund | Report Date | % Shares | No. Shares | Value (USD) | Change % |
|---|
Recent Insider Trades
| Executive / Insider | Title | Date | Action | Shares |
|---|
Options Chain
CALLS
| Strike | Last | Bid | Ask | Vol. | O.I. | IV |
|---|
PUTS
| Strike | Last | Bid | Ask | Vol. | O.I. | IV |
|---|
Principal Financial Group, Inc. (PFG) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
| Type | Date | Official link |
|---|---|---|
| 10-Q | 2026-10-29 | View filing ↗ |
| 8-K | 2026-10-26 | View filing ↗ |
| 8-K | 2026-10-19 | View filing ↗ |
| 8-K | 2026-09-10 | View filing ↗ |
| 10-Q | 2026-07-29 | View filing ↗ |
| 8-K | 2026-07-27 | View filing ↗ |
| 8-K | 2026-07-20 | View filing ↗ |
| 11-K | 2026-06-24 | View filing ↗ |
| 8-K | 2026-06-01 | View filing ↗ |
| 8-K | 2026-05-20 | View filing ↗ |
Company and Executive Profile
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.
General Information
Key Executives
| Name | Title | Age | Total pay |
|---|---|---|---|
| Ms. Deanna Dawnette Strable-Soethout | President, CEO & Chair of the Board | 56 | 4.27M |
| Mr. Joel Michael Pitz | Executive VP & CFO | 51 | 1.36M |
| Ms. Amy Christine Friedrich | President of Benefits & Protection | 54 | 2.25M |
| Mr. Christopher James Littlefield | President of Retirement & Income Solutions | 58 | 3.22M |
| Mr. Kamal Bhatia C.F.A. | President & CEO of Principal Asset Management | 53 | 5.06M |
| Ms. Kathleen B. Kay | Executive VP & Chief Information Officer | 62 | - |
| Mr. Humphrey Lee | VP & Head of Investor Relations | - | - |
| Ms. Noreen M. Fierro | Senior VP and Enterprise Chief Ethics & Compliance Officer | 60 | - |
You have seen the engine room
A free account saves your simulator portfolios, your personal portfolio and your Academy progress, synced across devices. And, if you switch it on, the email alert the same day an insider buys stock in their own company.