Principal Financial Group PFG · USD
Financials · Insurance · US listing · 🇺🇸 United States
S&P 500
115.39
+4.04%
Close of 9 Nov 2026, in USD
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About Principal Financial Group
From its filings with the US Securities and Exchange Commission
Principal Financial Group is based in Des Moines, Iowa and is incorporated in Delaware. Its shares trade on Nasdaq under the ticker PFG. It is a member of the S&P 500. The SEC classifies its business as accident & health insurance. In the fiscal year to 31 December 2025, it reported revenue of $15.63bn and net income of $1.19bn. At that date it held total assets of $341.38bn and shareholders' equity of $11.88bn.
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.
Quoted from its 10-K, filed 18 Feb 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Financials
- Industry
- Insurance
- Listed since
- 23 Oct 2001
- Employees
- 19,700
- Website
- principal.com ↗
- Head office
- 711 HIGH STREET, DES MOINES, IA, 50392
- Incorporated in
- DE
- Classification
- Accident & Health Insurance
- Filer status
- Large accelerated filer
Leadership
Pay as last reported
- Ms. Deanna Strable-SoethoutChairman of the Board, President, Chief Executive Officer, since 2016$6.4m
- Mr. Daniel HoustonExecutive Chairman of the Board, since 2006$16.4m
- Mr. Joel PitzExecutive Vice President, Chief Financial Officer$1.8m
- Mr. Kamal BhatiaPresident and Chief Executive Officer of Principal Asset Management and Principal Life$5.3m
- Ms. Amy FriedrichPresident of Benefits and Protection$4.4m
- Mr. Christopher LittlefieldPresident - Retirement and Income Solutions$4.6m
- Ms. Kathleen KayExecutive Vice President, Chief Information Officer of the Company and Principal Life
- Mr. Kenneth MccullumExecutive Vice President, Chief Risk Officer
- Ms. Natalie LamarqueExecutive Vice President, General Counsel, Secretary$5.7m
- Mr. Vivek AgrawalExecutive Vice President and Chief Growth Officer and Principal Life$5.3m
- Mr. Thomas CheongExecutive Vice President, President of Principal Asia
- Mr. Scott MillsLead Independent Director$364,959
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 70
- Environment
- 78
- Social
- 79
- Governance
- 54
- Direct emissions (scope 1)
- 5,014.8 t
- Energy emissions (scope 2)
- 16,960.9 t
- Value chain emissions (scope 3)
- 356,631.52 t
- Women in the workforce
- 53%
- Carbon reduction policy
- Yes
- Human rights policy
- Yes
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Diversified Business Portfolio: Principal Financial Group Inc operates in diverse financial service sectors including retirement plans, investment management, insurance, and more, which spreads risk and enhances stability.
- Strong Market Presence: The company has a well-established brand with a global reach. Its strong market presence and reputation contribute to a large customer base.
- Robust Distribution Network: Principal Financial Group Inc has a wide distribution network that enables effective market penetration and customer acquisition.
Weaknesses
- Dependence on Investment Markets: The company's performance is influenced by the condition of investment markets. Economic downturns or market volatility can negatively impact its financial results.
- Intense Competition: Principal Financial Group Inc faces fierce competition in various sectors from both established players and emerging fintech companies. This competitive landscape may hamper its market share and growth prospects.
- Regulatory Compliance: Being a financial services provider, the company must adhere to strict regulatory requirements and changes, which can increase operational costs and pose compliance risks.
Opportunities
- Growing Global Retirement Market: With an aging population and the increasing importance of retirement planning, Principal Financial Group Inc can capitalize on the growing demand for retirement-centric financial services and solutions.
- Expansion in Emerging Markets: The company can seize opportunities in emerging markets where the demand for financial services, such as insurance and investment products, is rapidly increasing.
- Technological Advancements: Embracing technology and innovation can enable Principal Financial Group Inc to enhance operational efficiency, offer personalized services, and attract tech-savvy customers.
Threats
- Economic Uncertainty: Fluctuations in global economies and financial markets pose a threat to Principal Financial Group Inc's profitability and investment returns.
- Changing Customer Preferences: Evolving customer preferences and expectations require the company to adapt and innovate continually in order to meet changing market demands.
- Cybersecurity Risks: As the reliance on technology increases, the company faces the constant threat of cyber attacks and data breaches, which can damage its reputation and undermine customer trust.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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