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Principal Financial Grp.

PFG$103.622026-05-29
D
Quality Score
66/100

Retirement & Asset Mgmt. A spread-and-fee balance sheet: premiums and deposits invested against long-duration policyholder liabilities, plus fee income.

Data: statutory filings · derived · public filings (XBRL) · public filings (10-K) · market data· latest filing 2026-04-29· price 2026-05-29independently sourced

Profile
Market Cap$22.8B
Enterprise Value$22.7B
Total Assets$332.7B
Total Equity$11.8B
Shares Out0.2B
Revenue (TTM)$15.5B
SectorRetirement & Asset Mgmt
Margins (TTM)
Gross--
EBITDA--
Operating--
Net10.6%
FCF--
Financial Health
Total Cash$4.1B
Total Debt$3.9B
Net Debt$-0.1B
Debt/Equity0.3x
ND/EBITDA--
Valuation (TTM)
P/E21.1x
P/B1.9x
EV/Sales1.5x
P/OCF9.3x
P/FCFn/m
EV/EBITn/m

Deep Dive Summary

1

Read an insurer through its balance sheet and investment spread, not a retailer's margin lens: net investment income, reserve adequacy, and capital strength matter more than a single operating-margin number.

2

Regulatory solvency capital — the regulator's lens, normalized cross-regime — is on the **Capital & Ratings** tab.