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%
| Period | Form | Revenue | Net income | Operating margin |
|---|---|---|---|---|
| FY 2025 | 10-K | $15.6B | $1.2B | — |
| FY 2024 | 10-K | $16.1B | $1.6B | — |
| FY 2023 | 10-K | $13.7B | $623.2M | — |
| FY 2022 | 10-K | $17.5B | $4.8B | — |
| FY 2021 | 10-K | $14.4B | $1.6B | — |
| FY 2020 | 10-K | $14.7B | $1.4B | — |
| Institution | Shares | Value | Reported |
|---|---|---|---|
| BlackRock | 20,014,673 | $2.2B | 2026-06-30 |
| NIPPON LIFE INSURANCE | 18,137,000 | $2.0B | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT | 13,479,468 | $1.5B | 2026-06-30 |
| VANGUARD PORTFOLIO MANAGEMENT | 11,266,018 | $1.2B | 2026-06-30 |
| STATE STREET | 10,264,856 | $1.1B | 2026-06-30 |
| BANK OF AMERICA | 6,884,023 | $742.0M | 2026-06-30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | 6,502,068 | $700.8M | 2026-06-30 |
| Capital World Investors | 6,040,005 | $651.0M | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT | 5,681,672 | $610.0M | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS | 3,923,279 | $422.9M | 2026-06-30 |
13F Pro Quality Score
Rank #1,089 of 2,961 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
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