PFG · NASDAQ
Financial Services · Asset Management
$113.65
+1.62%
Close on Oct 29, 2026
Research data through 2026-10-28
Long-term research evidence only. No price targets, no trading signals, no recommendations.
Free research · no account required
Research data through Oct 28, 2026. Research is updated periodically, not in real time.
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Not currently available
Not currently available. Pro Investor Academy holds no current Quality measurement for this company.
Quality research measures durability of the business itself from stored fundamentals: balance-sheet strength, profitability consistency and cash generation. It is a research reading, not a prediction of future returns.
How this is measured—
Not currently available
Not currently available. Pro Investor Academy holds no current Fundamental Momentum measurement for this company.
Fundamental Momentum research measures the direction of recently reported company fundamentals compared with the company's own history. It describes reported change, not future price movement.
How this is measured88
of 100 · stored research reading
Stored Capital Returns research reads 88 of 100, recorded as exceptional. Stored records show 13 consecutive years of dividend payments. Share count has been reduced at about 4.4% a year in the stored window.
Capital Returns research measures how a company has actually returned cash to shareholders: dividend record, buyback effectiveness, dilution control and how those payments were funded.
How this is measuredStored ratios recorded at the last research date (2026-10-28). Valuation Intelligence remains research context and is not a validated allocation signal.
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Plain-English definitions, with the formula and the limitations of each measure.
In the company’s own words
Principal Financial Group, Inc. ("PFG") is a leader in global financial services offering businesses, individuals and institutional clients a wide range of financial products and services, including retirement, asset management and workplace benefits and protection solutions through our diverse family of financial services companies. We had $1,814.6 billion in assets under administration ("AUA"), including $781.0 billion in assets under management ("AUM") as of December 31, 2025.
Our global asset management businesses serve a broad range of institutional, retirement, high net worth, and retail investors worldwide. Our focused investment teams provide diverse, long-term investment capabilities including equity, fixed income, real estate, and other alternative investments, as well as fund offerings. Our international asset management and accumulation businesses focus on the opportunities created as aging populations around the world drive increased demand for retirement accumulation, retirement asset management and retirement income management solutions.
In the U.S., we offer a broad array of retirement and employee benefit and insurance solutions to meet the needs of the business owner and their employees. We are a leading provider of defined contribution plans, nonqualified plans, defined benefit plans and pension risk transfer services. We are also a leading employee stock ownership plan ("ESOP") consultant. In addition, we are one of the largest providers of specialty benefits and insurance solutions for business owners and their employees. We believe small and medium-sized businesses are an underserved market, offering attractive growth opportunities in the retirement and employee benefit markets.
We also have a Corporate segment, which consists of the assets and activities that have not been allocated to any other segment.
Quoted from the business section of this company’s 10-K filed February 18, 2026. Read the filing
General research only. Not personalized advice. Public filings may be delayed, amended, incomplete, or reflect positions that have changed since the reporting date.
