PFG
Principal Financial Group IncNASDAQ
Financial Services • Asset Management
Updated 1 day ago
Coverage limited
Factor tilt: Momentum-tilted Large Cap
$107.64-0.19%
Close Oct 13, 2026
- Market cap
- $23.25B
- 1 month
- -7.9%
- 3 months
- -4.7%
- 1 year
- +35.5%
- 52-week range
- $78.39$118.51
- Dividend, last 12 mo
- $3.25 · 3.02% yield
- Last ex-date
- Sep 3, 2026 · $0.84
- Dividend growth
- 3 years in a row
- Next-quarter EPS estimate
- $2.50Quarter to Sep 30, 2026 · 9 analysts · revenue $4.3B
- Short interest
- 3.9% of float8.2M shares · settled Sep 30, 2026 · -12.8% since Sep 15, 2026 · FINRA
Fundamentals · trailing 12 months to Jun 30, 2026
- Revenue
- $15.69B
- Net income
- $1.55B
- Free cash flow
- —
- Book value
- $12.14B
- Total debt
- —
- P/E
- 15×
- Price / sales
- 1.5×
- Price / book
- 1.9×
- FCF yield
- —
- Net margin
- +9.9%
EODHD (TTM) · as of Oct 13, 2026
End-of-day close from stored market data, not a live quote.
Portfolio context
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Loading market dates
No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
Smart money context
Holder IQ: LOW
89 top institutions tracked
as of 2026-Q2 (filed 2026-09-23)
Last 13F trend: unchanged (light)
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Sentiment: unknown
No recent insider trades detected.
Red flags: 0
Largest 13-F holders · Q2 2026
961 filers reported a long position in PFG for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| BlackRock, Inc. | $2.2B | 20M | -1.5% |
| NIPPON LIFE INSURANCE CO | $2B | 18.1M | Unchanged |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.5B | 13.5M | 0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2B | 11.3M | 0% |
| STATE STREET CORP | $1.1B | 10.3M | +0.8% |
| BANK OF AMERICA CORP /DE/ | $742M | 6.9M | -21.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $700.8M | 6.5M | +9.8% |
| Capital World Investors | $651M | 6M | +0.2% |
| GEODE CAPITAL MANAGEMENT, LLC | $610M | 5.7M | +0.4% |
| DIMENSIONAL FUND ADVISORS LP | $422.9M | 3.9M | +0.9% |
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