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Principal Financial Group

PFG

Principal Financial Group is a global financial services leader providing retirement, asset management, and workplace benefits solutions.

Market cap
$23.92B+31.7%
Revenue$15.5B-2.0%
Net income$1.6B+43.7%
EPS (diluted)$6.97+50.9%
Trailing twelve months · change vs. prior year

Earnings

Next report

Jul 27, 2026 (In 2 weeks)
Revenue estimate$4.1B
EPS estimate$2.32

Financials

Q1 2026

Income statement

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Revenue$3.5B-4.5%
Net income$424.6M+783%
EPS (diluted)$1.93+819%

Balance sheet

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Cash & equivalents$4.1B+4.6%
Total debt$3.9B-9.3%
Total equity$11.8B+5.3%
Total assets$332.70B+6.3%

Cash flow

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Operating cash flow$187.1M-80.9%

Valuation & ratios

Valuation

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Market cap$23.92B+31.7%
Enterprise value$23.81B+29.1%
P/E15.3×-0.6×
P/S1.6×+0.3×

Profitability

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Net margin10.1%+3.2pp

Returns & leverage

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Return on equity13.6%+3.9pp
Debt / equity0.3×-0.1×

Segments

By segment

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Segment Retirement And Income Solutions$1.5B-26.8%
Segment Benefits And Protection$1.3B+3.3%
Segment Principal Asset Management$683.3M-0.5%
Segment Corporate-$163.1M+2.6%

Competitors

Profile

Principal Financial Group is a global financial services leader providing retirement, asset management, and workplace benefits solutions. The company specializes in serving small and medium-sized businesses, institutional clients, and individual investors through a diverse suite of investment and protection products designed for long-term financial security.

Competitive position

A leading provider of retirement solutions and ESOP consulting with a significant global footprint in asset management.

GeographiesUnited States, Global
Customer segmentsSmall and Medium-sized Businesses, Institutional Clients, Retail Investors
Business modelAsset-based fees, Insurance premiums, Professional services and consulting
SuppliersCapital markets, Technology infrastructure providers, Regulatory bodies, Actuarial data providers
CustomersCorporate HR departments, Individual retirement savers, Pension fund trustees, Independent financial advisors
Listed2001
Employees19.8K
CEODeanna Dawnette Strable-Soethout
FilingsSEC EDGAR

Questions, answered.

What is Principal Financial Group's market cap?
Principal Financial Group (PFG) has a market capitalization of $23.9B and trades on NASDAQ.
What is Principal Financial Group's revenue and profitability?
Principal Financial Group generated $15.5B in trailing twelve-month revenue with net income of $1.6B, representing a net margin of 10.1%. These figures are based on the Q1 2026 filing.
Who are Principal Financial Group's competitors?
Principal Financial Group's key competitors include Prudential Financial, MetLife, BlackRock, and others. These companies compete in similar markets and product categories.
What subsidiaries does Principal Financial Group have?
Principal Financial Group's subsidiaries include Principal Global Investors, Principal Life Insurance Company.
Where is Principal Financial Group headquartered?
Principal Financial Group is headquartered in United States of America and employs approximately 19,800 people. It has been publicly traded since 2001.