PFG - Principal Financial Group - Stock & Dividends
Exchange: USA Stocks • Country: United States • Currency: USD • Type: Common Stock • ISIN: US74251V1026
Retirement plans, Insurance products, Investment management
Principal Financial Group Inc is a leading financial services company that provides a wide range of retirement, asset management, and insurance products and services to individuals, businesses, and institutional clients globally.
The company operates through three main segments: Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. The Retirement and Income Solutions segment offers a comprehensive suite of retirement products and services, including defined contribution plans, such as 401(k) and 403(b) plans, as well as individual retirement accounts, investment-only products, and mutual funds. Additionally, it provides pension risk transfer services, equity compensation, and employee stock ownership plans, among others.
The Principal Asset Management segment is a global asset manager that offers a diverse range of investment strategies, including equity, fixed income, real estate, and alternative investments. It also provides asset allocation, stable value management, and structured investment strategies to help clients achieve their investment goals. Furthermore, it offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products in various markets, including Brazil, Chile, Mexico, Asia, China, Hong Kong, and Southeast Asia.
The Benefits and Protection segment specializes in providing specialty benefits, such as group dental and vision insurance, group life insurance, and group and individual disability insurance. It also administers group dental, disability, and vision benefits, and offers individual life insurance products, including universal, variable universal, indexed universal, and term life insurance products. Moreover, it provides insurance solutions for small and medium-sized businesses and their owners, as well as employees.
With a rich history dating back to 1879, Principal Financial Group Inc is headquartered in Des Moines, Iowa, and has established itself as a trusted partner for individuals and businesses seeking to secure their financial futures. You can learn more about the company's products and services at https://www.principal.com.
Drawdown (Underwater) Chart
![Drawdown / Underwater Chart for PFG - Principal Financial Group - Stock & Dividends](https://www.valueray.com/images/drawdown_chart/PFG.NASDAQ_drawdown.png)
Overall Trend and Yearly Seasonality
![Drawdown / Underwater Chart for PFG - Principal Financial Group - Stock & Dividends](https://www.valueray.com/images/chart/PFG.NASDAQ_seasonality.png)
PFG Stock Overview
Market Cap in USD | 18,689m |
Sector | Financial Services |
Industry | Asset Management |
GiC SubIndustry | Life & Health Insurance |
TER | 0.00% |
IPO / Inception | 2001-10-23 |
PFG Stock Ratings
Growth 5y | 62.0 |
Fundamental | 5.03 |
Dividend | 66.3 |
Rel. Performance vs Sector | -0.98 |
Analysts | 3.00/5 |
Fair Price Momentum | 78.39 USD |
Fair Price DCF | 438.61 USD |
PFG Dividends
Dividend Yield 12m | 3.60% |
Yield on Cost 5y | 6.05% |
Dividends CAGR 5y | 3.59% |
Payout Consistency | 97.7% |
PFG Growth Ratios
Growth 12m | 6.55% |
Growth Correlation 12m | 69% |
Growth Correlation 3m | -7% |
CAGR 5y | 10.91% |
CAGR/Mean DD 5y | 0.92 |
Sharpe Ratio 12m | 0.07 |
Alpha vs SP500 12m | -26.50 |
Beta vs SP500 5y weekly | 1.56 |
ValueRay RSI | 42.46 |
Volatility GJR Garch 1y | 23.39% |
Price / SMA 50 | -2.07% |
Price / SMA 200 | -1.17% |
Current Volume | 1198.9k |
Average Volume 20d | 1088.1k |
External Links for PFG Stock
Wall Street Journal • Benzinga • Yahoo Finance
Tweets
X • Stocktwits
Fund Manager Positions
Dataroma • Stockcircle
As of September 08, 2024, the stock is trading at USD 77.53 with a total of 1,198,919 shares traded.
Over the past week, the price has changed by -3.93%, over one month by +6.62%, over three months by -1.46% and over the past year by +6.71%.
According to ValueRays Forecast Model, PFG Principal Financial Group will be worth about 87.1 in September 2025. The stock is currently trading at 77.53. This means that the stock has a potential upside of +12.37%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 84.9 | 9.52 |
Analysts Target Price | 75.6 | -2.46 |
ValueRay Target Price | 87.1 | 12.4 |