PFG · Principal Financial Group Inc
Price
Snapshot
50 fields · last close| Market Cap | $23.30B |
| P/E | 14.95 |
| Float | 211.5M |
| Beta | 0.90 |
| Volatility | 22.5% |
| Exchange | NASDAQ |
| Sector | Insurance |
| Cap tier | Large cap |
| Macro sensitivity | Moderate |
| Clavix score | 83.5 |
| Price | 107.77 |
| Change | −0.96% |
| Prev Close | 108.81 |
| Open | 109.23 |
| Day Low | 108.35 |
| Day High | 110.47 |
| Avg Vol | 1 |
| Avg $ Vol | $131.9M |
| 52W High | 121.18 |
| 52W Low | 77.90 |
| 52W Pos | 69.0% |
| From High | −11.07% |
| From Low | +38.34% |
| Max DD 1Y | −12.75% |
| Spread | 0.10% |
| Liquidity | Normal |
| SMA 20 | −3.11% |
| SMA 50 | −4.42% |
| SMA 200 | +5.06% |
| RSI (14) | 41.0 |
| Vol 30D | 17.4% |
| Vol 90D | 22.5% |
| 1Y Range | 78–121 |
| Daily bars | 536 |
| Perf Week | +1.46% |
| Perf Month | −6.15% |
| Perf Quarter | −2.90% |
| Perf Half Y | +13.14% |
| Perf Year | +34.50% |
| Perf YTD | +20.52% |
| Prev Day | −0.96% |
| Clavix | A- |
| Debt / Eq | 0.33 |
| Curr Ratio | — |
| Int Cover | 3.1× |
| FCF Margin | 29.0% |
| Rev Growth | −3.1% |
| Profit | Profitable |
| Leverage | Low |
| Sector rank | 16 / 31 |
What PFG does
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.
Clavix risk grade
regraded every trading dayPFG grades A-, 83.5 of 100. Steadiest on Macro Resilience (70), most exposed on Sector Resilience (57, mixed). 1 of the 4 weighted dimensions sit above the Insurance median. Ranks 16 of 31 in Insurance by Clavix score.
How rough the ride is
| PFG | Insurance median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 0.90 | 0.50 |
| Volatilityannualized | 22.5% | 12.5% |
| Max drawdown, past yearworst peak-to-trough fall | −12.7% | — |
| Typical daily movemedian absolute daily change | 0.89% | — |
| Days beyond ±3%of the last 252 sessions | 8 (3%) | — |
How its days are spread
Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.
52-week range
The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.
Drawdown from the 1-year peak
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| PFG | Insurance median | |
|---|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 0.90 | 0.50 |
| Macro sensitivityrate, dollar and credit exposure bucket | Moderate | Low 74% of 31 |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Insurance names sit in each bucket.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| PFG | |
|---|---|
| 1 week | +1.5% |
| 1 month | −6.1% |
| Year to date | +20.5% |
| 1 year | +34.5% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| PFG | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30 since 23 Jul |
| Average score0 most bearish, 100 most bullish | 64 |
| Bullish · bearisharticles above 60 · below 40 | 20 · 2 |
| Directionarticles whose tone is improving vs worsening | 20 ↑ 2 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Balance sheet, against the sector
The shaded band is the middle half of the 31 Insurance names Clavix covers; the tick is the sector median.
Growth
| PFG | |
|---|---|
| Revenue growthyear over year | −3.1% |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the Insurance median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Recent news
most recent scored articles · the chip is the article’s score · click to openPrincipal Financial Group pays a quarterly dividend of $0.84 per share, a 3.08% yield. Its annualized dividend is 9.1% higher than the prior year, and the company pays out about 37% of earnings as dividends, with expectations for materially higher 2026 earnings per share.
The article notes the share price is down 6.15% over the past month and 4.51% over 90 days, though it remains up 21.68% year to date.
Equity analysts at DOWLING & PARTN lowered their FY2026 earnings per share estimates for Principal Financial Group in a research note dated Tuesday, October 13th. Analyst J. Hurwitz issued the revised estimate; the article text is truncated and no further details are available.
Principal Asset Management hired Drew Fung from Clarion Partners as managing director of portfolio management focused on commercial real estate debt investing, with emphasis on high-yield and structured debt strategies. Fung previously led Clarion's CRE debt group for 14 years and has originated more than $3.5 billion in mezzanine and structured debt investments over a nearly 40-year career.
On September 9, 2026, Principal Financial Group and two of its subsidiaries signed a new five-year credit facility with a bank syndicate led by Wells Fargo, replacing the revolving credit line they had since October 2022. The new agreement updates the pricing grid, extends the maturity to five years out, removes a prior credit spread adjustment on Term SOFR borrowings, and adds flexibility on certain loan covenants.
Nearest peers by size
Insurance| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| BRO | Brown & Brown Inc | B | $23.22B | 19.27 | 0.54 | Compare |
| MKL | Markel Group Inc | A- | $22.92B | 10.03 | 0.60 | Compare |
| L | Loews Corp | A | $22.59B | 13.39 | 0.50 | Compare |
| CINF | Cincinnati Financial Corp | A- | $26.28B | 7.90 | 0.51 | Compare |
| WRB | W. R. Berkley Corp | A- | $27.23B | 14.40 | 0.23 | Compare |
| RGA | Reinsurance Group of America Inc | A- | $17.42B | 11.54 | 0.42 | Compare |
| WTW | Willis Towers Watson PLC | B+ | $31.74B | 18.38 | 0.45 | Compare |
| ACGL | Arch Capital Group Ltd | A- | $34.56B | 7.36 | 0.22 | Compare |
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