Principal Financial Group
Principal Financial Group, Inc. (Nasdaq: PFG) provides retirement, asset management, workplace benefits and protection products and services to businesses, individuals and institutional clients. Its reportable segments are Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection,… From the company’s description.
In fiscal 2025, Principal Financial Group reported revenue of $15.63B, down 3.1% from fiscal 2024, and net income of $1.26B. Its operating margin was 11.7%, and operations generated $4.54B in cash. Over the twelve months to Jun 30, 2026, revenue was $15.69B.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Principal Financial Group does
In the company’s own words
Principal Financial Group, Inc. (Nasdaq: PFG) provides retirement, asset management, workplace benefits and protection products and services to businesses, individuals and institutional clients. Its reportable segments are Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection, alongside a Corporate segment for unallocated assets and activities. Retirement and Income Solutions serves U.S. employers and plan participants with retirement plans, annuities, pension risk transfer, investment-only products, and trust and custody services. Principal Asset Management offers investment strategies across equity, fixed income, real estate and other alternatives to institutional, retirement, retail and high-net-worth investors. Benefits and Protection provides group insurance, individual disability and life insurance, and business-owner solutions, mainly to small and medium-sized businesses and their employees. The company also offers pension accumulation and asset management through international businesses and joint ventures. Its brands include Principal Advantage, Principal Funds and Principal Bank. As of December 31, 2025, it had $1.8 trillion in assets under administration, including $781.0 billion in assets under management. Its website is www.principal.com.
Company details
- Sector
- Financials
- Industry (SIC)
- Accident & Health Insurance
- Headquarters
- DES MOINES, IA
- Fiscal year end
- December
- CIK
- 1126328
- SIC
- 6321
Financial performance, year by year
Fiscal 2013–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Principal Financial Group — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Principal Financial Group’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Principal Financial Group’s bonds, as funds hold them
Funds report holding 11 issues of Principal Financial Group’s debt, $422.61M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 4.06%, maturing 2026 to 2053.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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