PRINCIPAL FINANCIAL GROUP INC(PFG)— Stock Profile, AI Score & Financials

Financials · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .

PRINCIPAL FINANCIAL GROUP INC (PFG) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. 13F Pro's AI-powered ranking engine scores PFG at 57.5/100 on a 32-signal composite quality model, placing it at rank #1,089 of 2,961 stocks — the top half of the AI-ranked universe. PFG scores in the top quartile across revenue scale (90.4), earnings quality (82.8), free cash flow (78.0). Areas of concern include revenue growth (30.4) and balance sheet strength (37.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), PRINCIPAL FINANCIAL GROUP INC reports quarterly revenue of $3.5B, net income of $424.6M, an operating margin of 12.0%. Top institutional holders of PFG by reported 13-F value include BlackRock, NIPPON LIFE INSURANCE, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. PFG trades on the Nasdaq exchange and files with the SEC under CIK 1126328. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PFG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for PRINCIPAL FINANCIAL GROUP INC directly from SEC EDGAR.

AI Quality Score

57.5/100

AI Rank

#1,089

Revenue

$3.5B

Net Income

$424.6M

Operating Margin

12.0%

PFG key financials by period

PRINCIPAL FINANCIAL GROUP INC reported revenue, net income and margins by fiscal period, from SEC filings.
PeriodFormRevenueNet incomeOperating margin
FY 202510-K$15.6B$1.2B
FY 202410-K$16.1B$1.6B
FY 202310-K$13.7B$623.2M
FY 202210-K$17.5B$4.8B
FY 202110-K$14.4B$1.6B
FY 202010-K$14.7B$1.4B

Institutions holding PFG

Institutional investors reporting a position in PRINCIPAL FINANCIAL GROUP INC on SEC Form 13F.
InstitutionSharesValueReported
BlackRock20,014,673$2.2B2026-06-30
NIPPON LIFE INSURANCE18,137,000$2.0B2026-06-30
VANGUARD CAPITAL MANAGEMENT13,479,468$1.5B2026-06-30
VANGUARD PORTFOLIO MANAGEMENT11,266,018$1.2B2026-06-30
STATE STREET10,264,856$1.1B2026-06-30
BANK OF AMERICA6,884,023$742.0M2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT6,502,068$700.8M2026-06-30
Capital World Investors6,040,005$651.0M2026-06-30
GEODE CAPITAL MANAGEMENT5,681,672$610.0M2026-06-30
DIMENSIONAL FUND ADVISORS3,923,279$422.9M2026-06-30
PFG

PRINCIPAL FINANCIAL GROUP INC

PFG
NasdaqLarge CapFinancials

13F Pro Quality Score

57.5/100

Rank #1,089 of 2,961 stocksTOP 50%

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

30.4/100

Profitability

70.2/100

Balance Sheet

37.1/100

Earnings Quality

82.8/100

Free Cash Flow

78.0/100

Institutional Flow

57.9/100

Revenue Scale

90.4/100

Dilution Risk

67.1/100

Price Chart

Email me the moment this company reports earnings
AI Research Report
Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.
Upgrade to Pro
Pro: 5 reports/month · Pro+: unlimitedOpinion, not investment advice. Do your own research.
Reading the latest SEC filing… (first load can take ~20s)

Key Metrics

Revenue

Q1 2026
EDGAR

$3.53B

Net Income

Q1 2026
EDGAR

$424.60M

EPS (Diluted)

Q1 2026
EDGAR

$1.93

Operating Margin

Q1 2026
EDGAR

12.0%

ROIC

Q1 2026
EDGAR

10.8%

Debt/Equity

Q1 2026
EDGAR

0.33

Top Institutional Holders

as of Q2 2026
$18.41B total

Financial Trends

Revenue & Net Income

Earnings Per Share

Loading ratio trend…