PRINCIPAL FINANCIAL GROUP INC(PFG)Stock Analysis
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Rank #1,449 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
PFG Stock Analysis & AI Quality Score
AI stock analysis and institutional research for PRINCIPAL FINANCIAL GROUP INC (PFG), a Financials sector company. 13F Pro's AI-powered ranking engine scores PFG at 50.6/100 on a 32-signal composite quality model, placing it at rank #1,449 of 2,879 stocks — the bottom half of the AI-ranked universe. PFG scores in the top quartile across institutional flow (92.6), revenue scale (89.8), free cash flow (84.6). Areas of concern include earnings quality (2.5) and revenue growth (21.3), 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,, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO 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. PRINCIPAL FINANCIAL GROUP INC's 13F Pro composite quality score has ranged between 8 and 68 since 2021, currently 50.6 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$3.5B
Net Income
Q1 2026
$424.6M
Free Cash Flow
Q1 2026
$187.1M
Operating Margin
Q1 2026
12.0%
D/E Ratio
Q1 2026
0.33
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+18.0% YoYNet Income
+152.1% YoYEPS (Diluted)
+162.0% YoYTotal Assets
+2.8% YoYTotal Debt
+2.9% YoYOp. Cash Flow
+21.4% YoY| Metric | FY 2024 | FY 2023 | FY 2022 | FY 2020 | FY 2019 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $16.13B +18.0% | $13.67B -22.1% | $17.54B +19.0% | $14.74B -9.1% | $16.22B +13.9% | $14.24B |
| Net Income | $1.57B +152.1% | $623.2M -86.9% | $4.76B +240.8% | $1.40B +0.1% | $1.39B -9.8% | $1.55B |
| EPS (Diluted) | $6.68 +162.0% | $2.55 -86.3% | $18.63 +268.9% | $5.05 +1.8% | $4.96 -7.5% | $5.36 |
| Total Assets | $313.66B +2.8% | $305.05B +5.0% | $290.58B -2.0% | $296.63B +7.4% | $276.09B +13.6% | $243.04B |
| Total Debt | $4.11B +2.9% | $3.99B -2.1% | $4.08B -6.6% | $4.36B +14.0% | $3.83B +15.9% | $3.30B |
| Operating Cash Flow | $4.60B +21.4% | $3.79B +19.5% | $3.17B -14.5% | $3.71B -32.5% | $5.49B +6.5% | $5.16B |
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Available Research
13F Pro tracks comprehensive data for PRINCIPAL FINANCIAL GROUP INC including:
Top Institutional Holders of PFG
BlackRock, Inc.
$1.8B20,322,358 shVANGUARD CAPITAL MANAGEMENT LLC
$1.2B13,474,208 shVANGUARD PORTFOLIO MANAGEMENT LLC
$1.0B11,264,834 shSTATE STREET CORP
$917.3M10,179,842 shBANK OF AMERICA CORP /DE/
$794.7M8,819,452 shCapital World Investors
$543.1M6,026,881 shCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$533.8M5,923,936 shGEODE CAPITAL MANAGEMENT, LLC
$508.2M5,660,667 shDIMENSIONAL FUND ADVISORS LP
$350.2M3,886,509 shInvesco Ltd.
$319.2M3,541,982 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.8B | 20,322,358 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.2B | 13,474,208 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0B | 11,264,834 |
| STATE STREET CORP | $917.3M | 10,179,842 |
| BANK OF AMERICA CORP /DE/ | $794.7M | 8,819,452 |
| Capital World Investors | $543.1M | 6,026,881 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $533.8M | 5,923,936 |
| GEODE CAPITAL MANAGEMENT, LLC | $508.2M | 5,660,667 |
| DIMENSIONAL FUND ADVISORS LP | $350.2M | 3,886,509 |
| Invesco Ltd. | $319.2M | 3,541,982 |
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Popular Research
Is PFG a good stock to buy?
13F Pro's AI-powered analysis of PRINCIPAL FINANCIAL GROUP INC (PFG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PFG are available on the PFG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own PFG?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling PFG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of PRINCIPAL FINANCIAL GROUP INC's investment landscape.