Principal Financial Group
Principal Financial Group, Inc. (NASDAQ: PFG) is a global financial services leader offering retirement solutions, asset management, and workplace benefits and protection products to businesses, individuals, and institutional clients worldwide. The company operates through three primary reportable segments: Retirement… From the company’s description.
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) is a global financial services leader offering retirement solutions, asset management, and workplace benefits and protection products to businesses, individuals, and institutional clients worldwide. The company operates through three primary reportable segments: Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection, supported by a Corporate segment managing unallocated capital.
As of December 31, 2025, Principal Financial Group administers $1,814.6 billion in assets under administration, including $781.0 billion in assets under management. The Retirement and Income Solutions segment provides comprehensive retirement savings products and services including defined contribution plans, defined benefit plans, nonqualified executive benefit plans, individual annuities, registered index-linked annuities, pension risk transfer services, and trust and custody services through Principal Bank and Principal Trust Company. This segment serves over 42,000 defined contribution plans covering approximately 11.3 million eligible plan participants and over 1,600 defined benefit plans covering more than 371,000 participants.
The Principal Asset Management segment manages $593.9 billion in assets through global investment teams providing equity, fixed income, asset allocation, real estate, and alternative investment solutions to institutional, retirement, retail, and high net worth investors. The segment operates through local investment teams in Chile, Mexico, China, Hong Kong, Southeast Asia, and Latin America, with international pension operations focused on accumulation and income annuity products in emerging markets.
The Benefits and Protection segment, with roots dating to 1879, serves approximately 103,000 employer groups providing 321,000 total coverages to more than 3.3 million employees. This segment includes specialty benefits such as group dental, life, disability insurance, supplemental health coverage, and individual disability insurance, as well as life insurance solutions primarily targeting small and medium-sized businesses. The company maintains strong financial strength ratings from major rating agencies including A+ from A.M. Best and AA− from Fitch Ratings.
Principal Financial Group's 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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