PFG 📈 Principal Financial - Overview

Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US74251V1026

PFG: Retirement, Insurance, Asset Management, Mutual Funds, Annuities, Life Insurance

Principal Financial Group Inc, a leading financial services company, offers a diverse range of products and services to individuals, businesses, and institutional clients globally. The company's operations are divided into three main segments: Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection.

The Retirement and Income Solutions segment is dedicated to providing retirement and related financial products and services. This includes a comprehensive suite of offerings for defined contribution plans, such as 401(k) and 403(b) plans, as well as defined benefit plans, nonqualified executive benefit plans, and employee stock ownership plans. Additionally, the segment offers individual retirement accounts, investment-only products, mutual funds, individual variable annuities, registered index-linked annuities, and bank products, along with trust and custody services.

The Principal Asset Management segment is responsible for managing a wide range of investments, including equities, fixed income, real estate, and alternative investments. The segment's expertise extends to asset allocation, stable value management, and structured investment strategies. It also provides pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products. Furthermore, the segment offers voluntary savings plans in several countries, including Brazil, Chile, Mexico, China, Hong Kong, and Southeast Asia.

The Benefits and Protection segment focuses on providing specialty benefits, such as group dental and vision insurance, group life insurance, and group and individual disability insurance. The segment 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, the segment provides insurance solutions tailored to 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 and reliable partner for individuals and businesses seeking financial security and growth. For more information, please visit their website at https://www.principal.com.

Additional Sources for PFG Stock

PFG Stock Overview

Market Cap in USD 19,920m
Sector Financial Services
Industry Asset Management
GiC Industry Insurance
TER 0.00%
IPO / Inception 2001-10-23

PFG Stock Ratings

Growth 5y 71.2%
Fundamental 0.63%
Dividend 65.0%
Rel. Performance Sector -1.83
Analysts 3.08/5
Fair Price Momentum 89.39 USD
Fair Price DCF 453.36 USD

PFG Dividends

Dividend Yield 12m 3.34%
Yield on Cost 5y 6.54%
Annual Growth 5y 3.59%
Payout Consistency 97.72%

PFG Growth Ratios

Growth Correlation 3m 41.2%
Growth Correlation 12m 67%
Growth Correlation 5y 90.9%
CAGR 5y 14.41%
CAGR/Mean DD 5y 1.23
Sharpe Ratio 12m 0.69
Alpha -27.54
Beta 1.38
Volatility 20.94%
Current Volume 1046.9k
Average Volume 20d 1204k
What is the price of PFG stocks?
As of December 03, 2024, the stock is trading at USD 85.42 with a total of 1,046,935 shares traded.
Over the past week, the price has changed by -1.03%, over one month by +5.62%, over three months by +7.05% and over the past year by +17.76%.
Is Principal Financial a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Principal Financial is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 0.63 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of PFG as of December 2024 is 89.39. This means that PFG is currently overvalued and has a potential downside of 4.65%.
Is PFG a buy, sell or hold?
Principal Financial has received a consensus analysts rating of 3.08. Therefor, it is recommend to hold PFG.
  • Strong Buy: 1
  • Buy: 0
  • Hold: 10
  • Sell: 1
  • Strong Sell: 0
What are the forecast for PFG stock price target?
According to ValueRays Forecast Model, PFG Principal Financial will be worth about 99.2 in December 2025. The stock is currently trading at 85.42. This means that the stock has a potential upside of +16.17%.
Issuer Forecast Upside
Wallstreet Target Price 89.9 5.3%
Analysts Target Price 75.6 -11.5%
ValueRay Target Price 99.2 16.2%