# Principal Financial Group Inc: overview

PFG · Nasdaq · CIK 1126328 · [Financials](/sectors/financials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/pfg.md) · [Financials](/companies/pfg/financials.md) · [Filings](/companies/pfg/filings.md) · [Insiders](/companies/pfg/insiders.md)

Latest reported revenue: [$4.62bn](/filings/0001104659-26-120103.md) for Q3 FY2026, three months to 2026-09-30, from the 10-Q filed Oct 29, 2026 (XBRL us-gaap:Revenues, accession 0001104659-26-120103).

## Last eight quarters

| Line item | Unit | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) | Q3 FY2026 (2026-09-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [4,752 d](/filings/0001104659-26-017031.md) | [3,696](/filings/0001104659-26-051384.md) | [3,671](/filings/0001104659-26-088071.md) | [3,682](/filings/0001104659-26-120103.md) | [4,577 d](/filings/0001104659-26-017031.md) | [3,529](/filings/0001104659-26-051384.md) | [3,906](/filings/0001104659-26-088071.md) | [4,616](/filings/0001104659-26-120103.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Net margin | % | [19.1% d](/filings/0001104659-26-017031.md) | [1.3%](/filings/0001104659-26-051384.md) | [11.1%](/filings/0001104659-26-088071.md) | [5.8%](/filings/0001104659-26-120103.md) | [11.3% d](/filings/0001104659-26-017031.md) | [12.0%](/filings/0001104659-26-051384.md) | [10.3%](/filings/0001104659-26-088071.md) | [13.7%](/filings/0001104659-26-120103.md) |
| Diluted EPS | $ per share | not reported | [0.21](/filings/0001104659-26-051384.md) | [1.79](/filings/0001104659-26-088071.md) | [0.95](/filings/0001104659-26-120103.md) | not reported | [1.93](/filings/0001104659-26-051384.md) | [1.84](/filings/0001104659-26-088071.md) | [2.91](/filings/0001104659-26-120103.md) |
| Free cash flow | $m | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |

- Revenue. XBRL Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities. Derived values: 12-month figure less the 9-month figure; 6-month figure less the 3-month figure; 9-month figure less the 6-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $bn | [14.4](/filings/0001104659-24-025516.md) | [17.5](/filings/0001410578-25-000160.md) | [13.7](/filings/0001104659-26-017031.md) | [16.1](/filings/0001104659-26-017031.md) | [15.6](/filings/0001104659-26-017031.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | not reported | not reported | not reported | not reported | not reported |
| Net margin | % | [11.0%](/filings/0001104659-24-025516.md) | [27.1%](/filings/0001410578-25-000160.md) | [4.6%](/filings/0001104659-26-017031.md) | [9.7%](/filings/0001104659-26-017031.md) | [7.6%](/filings/0001104659-26-017031.md) |
| Diluted EPS | $ per share | [5.79](/filings/0001104659-24-025516.md) | [18.63](/filings/0001410578-25-000160.md) | [2.55](/filings/0001104659-26-017031.md) | [6.68](/filings/0001104659-26-017031.md) | [5.25](/filings/0001104659-26-017031.md) |
| Free cash flow | $bn | not reported | not reported | not reported | not reported | not reported |

- Revenue. XBRL Revenue: us-gaap:Revenues.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:Revenues.
- Operating margin (operating income / revenue). XBRL Revenue: us-gaap:Revenues.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/pfg/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $2.16bn | 20,014,673 |  | Reduced −307,685 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $1.45bn | 13,479,468 |  | Added +5,260 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $1.21bn | 11,266,018 |  | Added +1,184 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $1.11bn | 10,264,856 |  | Added +85,014 |
| [BANK OF AMERICA CORP /DE/](/funds/70858.md) | 2026-06-30 | $742.0m | 6,884,023 |  | Reduced −1,935,429 |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT INC](/funds/884546.md) | 2026-06-30 | $700.8m | 6,502,068 |  | Added +578,132 |
| [Capital World Investors](/funds/1422849.md) | 2026-06-30 | $651.0m | 6,040,005 |  | Added +13,124 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $610.0m | 5,681,672 |  | Added +21,005 |
| [DIMENSIONAL FUND ADVISORS LP](/funds/354204.md) | 2026-06-30 | $422.9m | 3,923,279 |  | Added +36,770 |
| [Invesco Ltd.](/funds/914208.md) | 2026-06-30 | $406.5m | 3,771,641 |  | Added +229,659 |

## Recent filings

[All 3,517 filings](/companies/pfg/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-29 | 14:11 ET | [10-Q](/filings/0001104659-26-120103.md) | Quarterly report, period 2026-09-30 | 0001104659-26-120103 |
| 2026-10-26 | 16:01 ET | [8-K](/filings/0001104659-26-118774.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001104659-26-118774 |
| 2026-10-19 | 16:01 ET | [8-K](/filings/0001104659-26-116869.md) | 7.01 Regulation FD disclosure | 0001104659-26-116869 |
| 2026-09-10 | 17:36 ET | [8-K](/filings/0001104659-26-106416.md) | 1.01 Entry into a material agreement; 2.03 New direct financial obligation; 9.01 Financial statements and exhibits | 0001104659-26-106416 |
| 2026-07-29 | 14:34 ET | [10-Q](/filings/0001104659-26-088071.md) | Quarterly report, period 2026-06-30 | 0001104659-26-088071 |
| 2026-07-27 | 16:10 ET | [8-K](/filings/0001104659-26-087091.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001104659-26-087091 |
| 2026-07-20 | 16:01 ET | [8-K](/filings/0001104659-26-085051.md) | 7.01 Regulation FD disclosure | 0001104659-26-085051 |
| 2026-06-01 | 16:05 ET | [8-K](/filings/0001104659-26-068908.md) | 1.01 Entry into a material agreement; 2.03 New direct financial obligation; 8.01 Other events; 9.01 Financial statements and exhibits | 0001104659-26-068908 |
| 2026-05-20 | 16:00 ET | [8-K](/filings/0001104659-26-064476.md) | 5.07 Shareholder vote results | 0001104659-26-064476 |
| 2026-04-29 | 14:42 ET | [10-Q](/filings/0001104659-26-051384.md) | Quarterly report, period 2026-03-31 | 0001104659-26-051384 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001104659-26-017031.md), filed Feb 18, 2026.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 1126328
- Tickers: PFG
- Exchange: Nasdaq
- SIC code: 6321 Accident & Health Insurance
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Nov 2, 2026, 15:31 ET. No prices; not investment advice.