Listed

Principal Financial Group Inc

PFGNasdaqCIK 1126328FinancialsFiscal year ends Dec 31

Latest reported revenue, Q3 FY2026$4.62bnRevenue, Q3 FY2026, three months to 2026-09-30$4.62bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-10-29, accession 0001104659-26-120103.Report this figureThree months to Sep 30, 2026, from the 10-Q filed Oct 29, 2026.

Latest quarter: Q3 FY2026

Three months to Sep 30, 2026, against the same quarter a year earlier.

  • Revenue$4.62bnRevenue, Q3 FY2026, three months to 2026-09-30$4.62bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-10-29, accession 0001104659-26-120103.Report this figure+25.4% on a year earlier
  • Gross marginnot reported (Gross profit not reported)No year-earlier figure to compare
  • Operating marginnot reported (Operating income not reported)No year-earlier figure to compare
  • Net margin13.7%Net margin, Q3 FY2026, three months to 2026-09-30. net income / revenueNet income: $631.9m. XBRL concept us-gaap:NetIncomeLoss. 10-Q filed 2026-10-29, accession 0001104659-26-120103.Revenue: $4.62bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-10-29, accession 0001104659-26-120103.Report this figure+7.9 pts on a year earlier
  • Diluted EPS$2.91Diluted EPS, Q3 FY2026, three months to 2026-09-30$2.91 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-Q filed 2026-10-29, accession 0001104659-26-120103.Report this figure+206.3% on a year earlier
  • Free cash flownot reported (Capital expenditure not reported)No year-earlier figure to compare

Last eight quarters

Full statements
Revenue$4.62bnNet margin 13.7%
Diluted EPS$2.91, Q3 FY2026
Principal Financial Group Inc, key figures for the last eight quarters
Line itemUnitQ4 FY20242024-12-31Q1 FY20252025-03-31Q2 FY20252025-06-30Q3 FY20252025-09-30Q4 FY20252025-12-31Q1 FY20262026-03-31Q2 FY20262026-06-30Q3 FY20262026-09-30Shape over the periods
Revenue$m4,752Revenue, Q4 FY2024, three months to 2024-12-31$4.75bn. XBRL concept us-gaap:Revenues. 10-K filed 2026-02-18, accession 0001104659-26-017031. Derived: 12-month figure less the 9-month figure.Report this figure3,696Revenue, Q1 FY2025, three months to 2025-03-31$3.70bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-04-29, accession 0001104659-26-051384.Report this figure3,671Revenue, Q2 FY2025, three months to 2025-06-30$3.67bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-07-29, accession 0001104659-26-088071.Report this figure3,682Revenue, Q3 FY2025, three months to 2025-09-30$3.68bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-10-29, accession 0001104659-26-120103.Report this figure4,577Revenue, Q4 FY2025, three months to 2025-12-31$4.58bn. XBRL concept us-gaap:Revenues. 10-K filed 2026-02-18, accession 0001104659-26-017031. Derived: 12-month figure less the 9-month figure.Report this figure3,529Revenue, Q1 FY2026, three months to 2026-03-31$3.53bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-04-29, accession 0001104659-26-051384.Report this figure3,906Revenue, Q2 FY2026, three months to 2026-06-30$3.91bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-07-29, accession 0001104659-26-088071.Report this figure4,616Revenue, Q3 FY2026, three months to 2026-09-30$4.62bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-10-29, accession 0001104659-26-120103.Report this figure
Gross margin%not reported (Gross profit not reported)not reported (Gross profit not reported)not reported (Gross profit not reported)not reported (Gross profit not reported)not reported (Gross profit not reported)not reported (Gross profit not reported)not reported (Gross profit not reported)not reported (Gross profit not reported)
Operating margin%not reported (Operating income not reported)not reported (Operating income not reported)not reported (Operating income not reported)not reported (Operating income not reported)not reported (Operating income not reported)not reported (Operating income not reported)not reported (Operating income not reported)not reported (Operating income not reported)
Net margin%19.1%Net margin, Q4 FY2024, three months to 2024-12-31. net income / revenueNet income: $905.4m. XBRL concept us-gaap:NetIncomeLoss. 10-K filed 2026-02-18, accession 0001104659-26-017031. Derived: 12-month figure less the 9-month figure.Revenue: $4.75bn. XBRL concept us-gaap:Revenues. 10-K filed 2026-02-18, accession 0001104659-26-017031. Derived: 12-month figure less the 9-month figure.Report this figure1.3%Net margin, Q1 FY2025, three months to 2025-03-31. net income / revenueNet income: $48.1m. XBRL concept us-gaap:NetIncomeLoss. 10-Q filed 2026-04-29, accession 0001104659-26-051384.Revenue: $3.70bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-04-29, accession 0001104659-26-051384.Report this figure11.1%Net margin, Q2 FY2025, three months to 2025-06-30. net income / revenueNet income: $406.2m. XBRL concept us-gaap:NetIncomeLoss. 10-Q filed 2026-07-29, accession 0001104659-26-088071.Revenue: $3.67bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-07-29, accession 0001104659-26-088071.Report this figure5.8%Net margin, Q3 FY2025, three months to 2025-09-30. net income / revenueNet income: $213.8m. XBRL concept us-gaap:NetIncomeLoss. 10-Q filed 2026-10-29, accession 0001104659-26-120103.Revenue: $3.68bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-10-29, accession 0001104659-26-120103.Report this figure11.3%Net margin, Q4 FY2025, three months to 2025-12-31. net income / revenueNet income: $517.0m. XBRL concept us-gaap:NetIncomeLoss. 10-K filed 2026-02-18, accession 0001104659-26-017031. Derived: 12-month figure less the 9-month figure.Revenue: $4.58bn. XBRL concept us-gaap:Revenues. 10-K filed 2026-02-18, accession 0001104659-26-017031. Derived: 12-month figure less the 9-month figure.Report this figure12.0%Net margin, Q1 FY2026, three months to 2026-03-31. net income / revenueNet income: $424.6m. XBRL concept us-gaap:NetIncomeLoss. 10-Q filed 2026-04-29, accession 0001104659-26-051384.Revenue: $3.53bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-04-29, accession 0001104659-26-051384.Report this figure10.3%Net margin, Q2 FY2026, three months to 2026-06-30. net income / revenueNet income: $403.4m. XBRL concept us-gaap:NetIncomeLoss. 10-Q filed 2026-07-29, accession 0001104659-26-088071.Revenue: $3.91bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-07-29, accession 0001104659-26-088071.Report this figure13.7%Net margin, Q3 FY2026, three months to 2026-09-30. net income / revenueNet income: $631.9m. XBRL concept us-gaap:NetIncomeLoss. 10-Q filed 2026-10-29, accession 0001104659-26-120103.Revenue: $4.62bn. XBRL concept us-gaap:Revenues. 10-Q filed 2026-10-29, accession 0001104659-26-120103.Report this figure
Diluted EPS$ per sharenot reported (Diluted EPS not reported)0.21Diluted EPS, Q1 FY2025, three months to 2025-03-31$0.21 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-Q filed 2026-04-29, accession 0001104659-26-051384.Report this figure1.79Diluted EPS, Q2 FY2025, three months to 2025-06-30$1.79 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-Q filed 2026-07-29, accession 0001104659-26-088071.Report this figure0.95Diluted EPS, Q3 FY2025, three months to 2025-09-30$0.95 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-Q filed 2026-10-29, accession 0001104659-26-120103.Report this figurenot reported (Diluted EPS not reported)1.93Diluted EPS, Q1 FY2026, three months to 2026-03-31$1.93 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-Q filed 2026-04-29, accession 0001104659-26-051384.Report this figure1.84Diluted EPS, Q2 FY2026, three months to 2026-06-30$1.84 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-Q filed 2026-07-29, accession 0001104659-26-088071.Report this figure2.91Diluted EPS, Q3 FY2026, three months to 2026-09-30$2.91 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-Q filed 2026-10-29, accession 0001104659-26-120103.Report this figure
Free cash flow$mnot reported (Capital expenditure not reported)not reported (Capital expenditure not reported)not reported (Capital expenditure not reported)not reported (Capital expenditure not reported)not reported (Capital expenditure not reported)not reported (Capital expenditure not reported)not reported (Capital expenditure not reported)not reported (Capital expenditure not reported)

Focus or hover a figure to see its XBRL concept, period and filing; each links to that filing. A figure marked d is derived: a quarter computed from year-to-date figures, such as the fourth quarter as the fiscal year less the nine months before it. A ratio reads not reported when any input is missing.

Last five fiscal years

Revenue$15.63bnNet margin 7.6%
Diluted EPS$5.25, FY2025
Principal Financial Group Inc, key figures for the last five fiscal years
Line itemUnitFY20212021-12-31FY20222022-12-31FY20232023-12-31FY20242024-12-31FY20252025-12-31Shape over the periods
Revenue$bn14.4Revenue, FY2021, twelve months to 2021-12-31$14.43bn. XBRL concept us-gaap:Revenues. 10-K filed 2024-02-20, accession 0001104659-24-025516.Report this figure17.5Revenue, FY2022, twelve months to 2022-12-31$17.54bn. XBRL concept us-gaap:Revenues. 10-K filed 2025-02-19, accession 0001410578-25-000160.Report this figure13.7Revenue, FY2023, twelve months to 2023-12-31$13.67bn. XBRL concept us-gaap:Revenues. 10-K filed 2026-02-18, accession 0001104659-26-017031.Report this figure16.1Revenue, FY2024, twelve months to 2024-12-31$16.13bn. XBRL concept us-gaap:Revenues. 10-K filed 2026-02-18, accession 0001104659-26-017031.Report this figure15.6Revenue, FY2025, twelve months to 2025-12-31$15.63bn. XBRL concept us-gaap:Revenues. 10-K filed 2026-02-18, accession 0001104659-26-017031.Report this figure
Gross margin%not reported (Gross profit not reported)not reported (Gross profit not reported)not reported (Gross profit not reported)not reported (Gross profit not reported)not reported (Gross profit not reported)
Operating margin%not reported (Operating income not reported)not reported (Operating income not reported)not reported (Operating income not reported)not reported (Operating income not reported)not reported (Operating income not reported)
Net margin%11.0%Net margin, FY2021, twelve months to 2021-12-31. net income / revenueNet income: $1.58bn. XBRL concept us-gaap:NetIncomeLoss. 10-K filed 2024-02-20, accession 0001104659-24-025516.Revenue: $14.43bn. XBRL concept us-gaap:Revenues. 10-K filed 2024-02-20, accession 0001104659-24-025516.Report this figure27.1%Net margin, FY2022, twelve months to 2022-12-31. net income / revenueNet income: $4.76bn. XBRL concept us-gaap:NetIncomeLoss. 10-K filed 2025-02-19, accession 0001410578-25-000160.Revenue: $17.54bn. XBRL concept us-gaap:Revenues. 10-K filed 2025-02-19, accession 0001410578-25-000160.Report this figure4.6%Net margin, FY2023, twelve months to 2023-12-31. net income / revenueNet income: $623.2m. XBRL concept us-gaap:NetIncomeLoss. 10-K filed 2026-02-18, accession 0001104659-26-017031.Revenue: $13.67bn. XBRL concept us-gaap:Revenues. 10-K filed 2026-02-18, accession 0001104659-26-017031.Report this figure9.7%Net margin, FY2024, twelve months to 2024-12-31. net income / revenueNet income: $1.57bn. XBRL concept us-gaap:NetIncomeLoss. 10-K filed 2026-02-18, accession 0001104659-26-017031.Revenue: $16.13bn. XBRL concept us-gaap:Revenues. 10-K filed 2026-02-18, accession 0001104659-26-017031.Report this figure7.6%Net margin, FY2025, twelve months to 2025-12-31. net income / revenueNet income: $1.19bn. XBRL concept us-gaap:NetIncomeLoss. 10-K filed 2026-02-18, accession 0001104659-26-017031.Revenue: $15.63bn. XBRL concept us-gaap:Revenues. 10-K filed 2026-02-18, accession 0001104659-26-017031.Report this figure
Diluted EPS$ per share5.79Diluted EPS, FY2021, twelve months to 2021-12-31$5.79 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-K filed 2024-02-20, accession 0001104659-24-025516.Report this figure18.63Diluted EPS, FY2022, twelve months to 2022-12-31$18.63 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-K filed 2025-02-19, accession 0001410578-25-000160.Report this figure2.55Diluted EPS, FY2023, twelve months to 2023-12-31$2.55 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-K filed 2026-02-18, accession 0001104659-26-017031.Report this figure6.68Diluted EPS, FY2024, twelve months to 2024-12-31$6.68 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-K filed 2026-02-18, accession 0001104659-26-017031.Report this figure5.25Diluted EPS, FY2025, twelve months to 2025-12-31$5.25 per share. XBRL concept us-gaap:EarningsPerShareDiluted. 10-K filed 2026-02-18, accession 0001104659-26-017031.Report this figure
Free cash flow$bnnot reported (Capital expenditure not reported)not reported (Capital expenditure not reported)not reported (Capital expenditure not reported)not reported (Capital expenditure not reported)not reported (Capital expenditure not reported)

Focus or hover a figure to see its XBRL concept, period and filing; each links to that filing. A figure marked d is derived: a quarter computed from year-to-date figures, such as the fourth quarter as the fiscal year less the nine months before it. A ratio reads not reported when any input is missing.

Insider purchases and sales

All insider transactions

The last 20 open-market transactions reported on Form 4 (codes P and S). The reported price is the price per share the insider stated on the form: filing data, not a market price.

No open-market purchases or sales by insiders are in coverage from Nov 2024 to Oct 2026.

No open-market purchases or sales by insiders are in coverage for this company.

Funds that report holding it

All funds

From each manager's latest Form 13F, largest reported value first. Reported value is as filed at the quarter end: filing data, not a price. A put or call is an option position, not shares held.

Funds that report holding Principal Financial Group Inc
FundQuarter endedReported valueSharesPut or callChange on the quarter before
BlackRock, Inc.2026-06-30$2.16bn20,014,673Reduced−307,685
VANGUARD CAPITAL MANAGEMENT LLC2026-06-30$1.45bn13,479,468Added+5,260
VANGUARD PORTFOLIO MANAGEMENT LLC2026-06-30$1.21bn11,266,018Added+1,184
STATE STREET CORP2026-06-30$1.11bn10,264,856Added+85,014
BANK OF AMERICA CORP /DE/2026-06-30$742.0m6,884,023Reduced−1,935,429
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-30$700.8m6,502,068Added+578,132
Capital World Investors2026-06-30$651.0m6,040,005Added+13,124
GEODE CAPITAL MANAGEMENT, LLC2026-06-30$610.0m5,681,672Added+21,005
DIMENSIONAL FUND ADVISORS LP2026-06-30$422.9m3,923,279Added+36,770
Invesco Ltd.2026-06-30$406.5m3,771,641Added+229,659

Recent filings

All 3,516 filings

Reports and events: 10-K, 10-Q, 8-K, proxy statements and ownership schedules.

Principal Financial Group Inc, recent filings
FiledFormWhat it isAccession number
2026-10-2914:11 ET10-QQuarterly reportPeriod 2026-09-300001104659-26-120103
2026-10-2616:01 ET8-K2.02 Results of operations; 9.01 Financial statements and exhibits0001104659-26-118774
2026-10-1916:01 ET8-K7.01 Regulation FD disclosure0001104659-26-116869
2026-09-1017:36 ET8-K1.01 Entry into a material agreement; 2.03 New direct financial obligation; 9.01 Financial statements and exhibits0001104659-26-106416
2026-07-2914:34 ET10-QQuarterly reportPeriod 2026-06-300001104659-26-088071
2026-07-2716:10 ET8-K2.02 Results of operations; 9.01 Financial statements and exhibits0001104659-26-087091
2026-07-2016:01 ET8-K7.01 Regulation FD disclosure0001104659-26-085051
2026-06-0116:05 ET8-K1.01 Entry into a material agreement; 2.03 New direct financial obligation; 8.01 Other events; 9.01 Financial statements and exhibits0001104659-26-068908
2026-05-2016:00 ET8-K5.07 Shareholder vote results0001104659-26-064476
2026-04-2914:42 ET10-QQuarterly reportPeriod 2026-03-310001104659-26-051384

Latest annual report

Form 10-K for the fiscal year ended Dec 31, 2025Filed Feb 18, 2026. Its page lists the documents and the extracted sections, such as Business and Risk factors.

Forecast league

Not in this season’s league. The league lists companies whose quarter has ended and whose results are not yet filed.This season’s league

About the filer

CIK
1126328
Tickers
PFG
Exchange
Nasdaq
SIC code
6321 Accident & Health Insurance
Sector
Financials
Fiscal year ends
Dec 31
Incorporated in
DE
Filer category
Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 29, 2026, 14:19 ET. Listed shows no prices and gives no investment advice.