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Home CompaniesPrincipal Financial Group Inc

Principal Financial Group Inc

Financial Services Asset Management
PortfolioPortfolio WatchlistWatchlist
Company price
114.595 USD -0.10 ( 0.08%)
Last update at 2026-11-12T15:44:00Z
VOLUME
65802
Market Cap
19013.23M
P/E
15.36

Momentum Score

…

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. It 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 asset allocation, stable value management, and other structured investment strategies. It also offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans in Brazil, Chile, Mexico, Asia, China, Hong Kong Special Administrative Region, and Southeast Asia. The Benefits and Protection segment provides specialty benefits, such as group dental and vision insurance, group life 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. It also offers insurance solutions for small and medium-sized businesses and their owners, as well as employees. Principal Financial Group, Inc. was founded in 1879 and is based in Des Moines, Iowa.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
114.00
Low
115.99
High
52 Week Price Range
63.61
Low
86.79
High

Momentum Score

…
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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High

Key Metrics*

Previous Close
114.69
Dividend Yield
3.45%
Revenue TTM
14900.10M
Revenue Per Share
62.23
Gross Profit TTM
11026.00M
Debt / Equity
0.37
ROE
12.08%
Net Debt
-715.70M
ROCE
2.11%
Diluted EPS TTM
5.28

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Type yearly yearly yearly yearly yearly
Date 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Income before tax 6060.10M 2083.60M 1693.50M 1693.30M 1784.40M
Minority interest 40.60M 46.80M 314.00M -49.90M -7.20M
Net income 4811.60M 1710.60M 1395.80M 1394.20M 1546.50M
Selling general administrative - - 4646.50M 4503.90M 4136.70M
Gross profit 17491.60M 14262.70M 14741.70M 16222.10M 14237.20M
Reconciled depreciation 295.90M 275.30M 251.90M 226.80M 205.10M
Ebit 6019.50M 2036.80M 1660.80M 1643.40M 1777.20M
Ebitda 6315.40M 2312.10M 1912.70M 1870.20M 1982.30M
Depreciation and amortization 295.90M 275.30M 251.90M 226.80M 205.10M
Non operating income net other - - 302.60M -52.80M -75.40M
Operating income 6019.50M 2036.80M 1660.80M 1643.40M 1777.20M
Other operating expenses 11431.50M 12179.10M 13048.20M 14528.80M 12452.80M
Interest expense - 0.00M 0.00M 0.00M 0.00M
Tax provision 1207.90M 326.20M 265.00M 249.20M 230.70M
Interest income - - - 1.00M -
Income tax expense 1207.90M 326.20M 265.00M 249.20M 230.70M
Total revenue 17491.60M 14262.70M 14741.70M 16222.10M 14237.20M
Total operating expenses 4965.90M -12225.90M -13080.90M -14578.70M -12460.00M
Cost of revenue - - -8281.50M -9905.80M -8192.50M
Total other income expense net 40.60M 46.80M 32.70M 49.90M 7.20M
Net income from continuing ops 4852.20M 1757.40M 1428.50M 32616.70M 27333.80M
Net income applicable to common shares 4811.60M 1710.60M 1395.80M 1394.20M 1546.50M
Breakdown 2023-12-31 2022-12-31 2021-12-31 2020-12-31 2019-12-31
Type yearly yearly yearly yearly yearly
Date 2023-12-31 2022-12-31 2021-12-31 2020-12-31 2019-12-31
Total assets 305000.00M 303004.80M 321214.70M 313472.90M 291050.70M
Intangible assets 1469.80M 1533.30M 1600.60M 1723.00M 1786.70M
Other current assets 10606.10M 22998.40M 137138.20M 127635.00M 25191.50M
Total liab 293836.10M 292700.00M 304700.00M 296600.00M 276100.00M
Total stockholder equity 10916.00M 10001.70M 16125.80M 16558.90M 14618.00M
Deferred long term liab - 1206.80M 2320.20M 2330.80M 1796.60M
Other current liab 11.90M 19.20M -79.80M -84.70M -93.40M
Common stock 4.90M 4.90M 4.80M 4.80M 4.80M
Capital stock 4.90M 4.90M 4.80M 4.80M 4.80M
Retained earnings 16683.50M 17042.30M 12884.50M 11838.00M 11074.30M
Other liab - 253655.00M 283823.40M 272172.30M 254164.40M
Good will 1608.50M 1598.20M 1627.60M 1711.00M 1693.80M
Other assets 292325.10M 287953.30M 153695.70M 144480.20M 139578.60M
Cash 4707.70M 4848.00M 2332.00M 2849.80M 2515.90M
Total current liabilities 19702.50M 20536.00M 79.80M 84.70M 93.40M
Net debt -715.70M -770.30M 2028.00M 1514.10M 1311.60M
Short term debt 61.10M 80.70M 79.80M 84.70M 93.40M
Short long term debt 61.10M 80.70M 79.80M 84.70M 93.40M
Short long term debt total 3992.00M 4077.70M 4360.00M 4363.90M 3827.50M
Other stockholder equity -20327.20M 153.50M 1625.60M 2333.00M 2501.00M
Property plant equipment - 996.10M 1038.00M 1019.00M 967.70M
Total current assets 4707.70M 10923.90M 82328.90M 83283.90M 74362.40M
Long term investments 67987.40M 95831.40M 109601.70M 107017.50M 97038.00M
Net tangible assets - 7132.20M 13173.70M 13380.50M 11402.40M
Short term investments 22486.80M 62889.90M 78154.50M 78710.30M 70106.20M
Net receivables 24610.50M 26312.90M 1842.40M 1723.80M 1740.30M
Long term debt 3930.90M 24433.10M 4280.20M 4279.20M 3734.10M
Inventory -57703.40M - - - -
Accounts payable 19629.50M 20436.10M 15.50M 22.30M 16.20M
Noncontrolling interest in consolidated entity - 41.10M 56.40M 58.40M 67.80M
Accumulated other comprehensive income 14554.80M -7199.00M 1610.90M 2383.10M 1037.90M
Common stock total equity - 4.90M 4.80M 4.80M 4.80M
Retained earnings total equity - 17042.30M 12884.50M 11838.00M 11074.30M
Treasury stock - - -8925.80M -7988.60M -7681.60M
Non currrent assets other -65650.20M -66566.00M -2320.20M -2330.80M -1796.60M
Non current assets total 7967.20M 4127.60M 85190.10M 85708.80M 77109.70M
Long term debt total - 24433.10M 4280.20M 4279.20M 3734.10M
Breakdown 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Type yearly yearly yearly yearly yearly
Date 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Investments -20714.40M -19250.20M 15713.40M 14137.10M 13909.80M
Change to liabilities 0.00M 0.00M 0.00M 0.00M 0.00M
Total cashflows from investing activities 1058.50M -5658.10M -5025.80M -7688.50M -5702.50M
Net borrowings -336.30M -31.50M 30.90M 26.90M 65.90M
Total cash from financing activities -1715.40M 1921.50M 1621.10M 1733.70M 1052.70M
Change to operating activities 5319.40M 1315.80M 1657.30M 4022.00M 3343.90M
Net income 4852.20M 1757.40M 1428.50M 1444.10M 1553.70M
Change in cash 2516.00M -517.80M 333.90M -461.60M 506.70M
Begin period cash flow 2332.00M 2849.80M 2515.90M 2977.50M 2470.80M
End period cash flow 4848.00M 2332.00M 2849.80M 2515.90M 2977.50M
Total cash from operating activities 3172.90M 3218.80M 3738.60M 5493.20M 5156.50M
Issuance of capital stock 181.70M 86.70M 42.80M 37.70M 64.00M
Depreciation 295.90M 275.30M 251.90M 226.80M 205.10M
Other cashflows from investing activities 21889.20M 13722.00M 2.30M 96.30M 63.50M
Dividends paid 642.30M 654.10M 614.50M 606.00M 598.60M
Change to account receivables -3630.00M -100.90M 16.40M -247.60M 37.80M
Sale purchase of stock -1695.00M -937.20M -307.00M -281.00M -671.60M
Other cashflows from financing activities 742.20M 3427.90M 2578.20M 2615.20M 2260.20M
Change to netincome -1679.30M 1461.40M 2310.10M 4049.10M 3602.80M
Capital expenditures 116.30M 129.90M 108.80M 132.40M 92.30M
Cash and cash equivalents changes 2516.00M -517.80M 333.90M -461.60M 506.70M
Change in working capital 2379.50M 1546.90M 2081.30M 3860.40M 3478.30M
Stock based compensation 91.30M 96.10M 87.60M 82.60M 77.40M
Other non cash items -4446.00M -605.90M -210.40M -433.00M -434.70M
Free cash flow 3056.60M 3088.90M 3629.80M 5360.80M 5064.20M

Peer Comparison*

Sector: Financial Services Industry: Asset Management

Stock Name
Change
(USD)
Price
(USD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
PFG
Principal Financial Group Inc		 -0.10
0.08%		 114.59 15.36 10.57 1.37 1.72 1.32
BLK
BlackRock Inc		 2.63
0.21%		 1228.94 26.25 19.57 6.33 2.90 6.35
BX
Blackstone Group Inc		 -1.80
1.48%		 120.20 33.20 20.12 11.05 11.56 9.14
IVSBF
Investor AB ser. B		 0.01
0.01%		 43.59 4.67 3.83 3.78 1.13 4.15
KKR
KKR & Co. Inc.		 -1.70
1.70%		 98.35 32.68 13.66 3.58 3.22 0.68

Profile*

Principal Financial Group Inc

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. It 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 asset allocation, stable value management, and other structured investment strategies. It also offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans in Brazil, Chile, Mexico, Asia, China, Hong Kong Special Administrative Region, and Southeast Asia. The Benefits and Protection segment provides specialty benefits, such as group dental and vision insurance, group life 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. It also offers insurance solutions for small and medium-sized businesses and their owners, as well as employees. Principal Financial Group, Inc. was founded in 1879 and is based in Des Moines, Iowa.

711 High Street, Des Moines, IA, United States, 50392

515 247 5111

https://www.principal.com

19800

Name Title Year Born
Mr. Daniel Joseph Houston Chairman, CEO & Pres 1962
Ms. Deanna Dawnette Strable-Soethout Exec. VP & CFO 1969
Mr. Patrick Gregory Halter Pres & CEO of Principal Asset Management 1960
Ms. Amy Christine Friedrich Pres of United States Insurance Solutions 1971
Ms. Kathleen B. Kay Exec. VP & Chief Information Officer 1963
Mr. Humphrey Lee VP & Head of Investor Relations NA
Ms. Noreen M. Fierro Sr. VP & Chief Compliance Officer 1965
Ms. Natalie Lamarque EVP, Gen. Counsel & Company Sec. NA
Ms. Bethany A. Wood Exec. VP & Chief Marketing Officer NA
Mr. Jon N. Couture Exec. VP & Chief HR Officer 1966

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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