Stock

Principal Financial Group, Inc. (PFG)

NASDAQ · Financial Services · Asset Management

Profile

Principal Financial Group, Inc.

Exchange
NASDAQ
Ticker
PFG
Sector
Financial Services
Industry
Asset Management
Country
US

Principal Financial Group, Inc. engages in the investment management offering business. It offers financial products and services to businesses, individuals, and institutional clients. It operates its business through the following segments: Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. The Retirement and Income Solutions Segment offers a comprehensive portfolio of products and services for retirement savings along with select products for retirement income. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail and high net worth investors in the U.S. and select emerging markets. The Benefits and Protection segment includes selling individual life insurance products. The company was founded by Edward A. Temple in 1879 and is headquartered in Des Moines, IA.

Key facts

Principal Financial Group, Inc.: key facts

  • Principal Financial Group, Inc. (NASDAQ: PFG) is a Asset Management company in the Financial Services sector.
  • In fiscal 2025, Principal Financial Group, Inc. reported revenue of $15.6B and net income of $1.2B.
  • Revenue grew 2.0% a year over the last 4 fiscal years.
  • Free cash flow was positive in 5 of the last 5 fiscal years.
  • Net income was positive in 5 of the last 5 fiscal years.
  • Over the last twelve months, revenue was $12.1B and net income was $2.0B.

MonkScore

Principal Financial Group, Inc.'s MonkScore

MonkScore

MonkScore range: 20–30

as of October 2026

Sector rank: 633 of 850 in Financial Services

How this score is madeDisclaimer

Pillar ranges

  • Growth30–40
  • Profitability20–30
  • Quality40–50
  • Market Conviction30–40
  • Safety40–50

The MonkScore runs from 0 to 100. Each range is one of ten 10-point groups, from 0–10 to 90–100.

Each pillar's range uses the same ten groups. The exact score and the pillar scores are in the MonkStreet app.

Fundamentals

Figures from the statements

Principal Financial Group, Inc.'s annual figures and the last twelve months, in USD. Last report: 30 September 2026.

FigureLast 12 monthsFY 2025FY 2024FY 2023FY 2022FY 2021
Revenue$12.1B$15.6B$16.1B$13.7B$17.5B$14.4B
Gross profit$6.1B$7.1B$7.4B$5.9B$11.0B$7.1B
Operating income$1.7B$1.4B$1.9B$738.8M$6.0B$1.9B
Net income$2.0B$1.2B$1.6B$623.2M$4.8B$1.6B
Operating cash flow$5.5B$4.5B$4.6B$3.8B$3.2B$3.2B
Capital expenditure-$182.9M-$98.0M-$68.8M-$102.0M-$116.3M-$129.9M
Free cash flow$5.4B$4.4B$4.5B$3.7B$3.1B$3.1B
Total debt$4.5B$4.0B$4.1B$4.0B$4.1B$4.7B
Cash$4.5B$4.4B$4.2B$4.7B$4.8B$2.3B

Revenue growth a year

1-year
-3.1%
3-year
-3.8%
4-year
2.0%

Compound growth between fiscal years.

Peers

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Page built on 31 October 2026.