Equities

Principal Financial Group Inc

Principal Financial Group Inc

Actions
FinancialsInvestment Banking and Brokerage Services
  • Price (USD)85.45
  • Today's Change-0.55 / -0.64%
  • Shares traded950.42k
  • 1 Year change+23.73%
  • Beta1.1980
Data delayed at least 15 minutes, as of Nov 08 2024 21:00 GMT.
More ▼
Find More Stocks
Find More Stocks
Use our equities screener to discover other potential opportunities.
 
Equities ScreenerGo to the Equities Screener

Profile data is unavailable for this security.

About the company

Principal Financial Group, Inc. is a global financial company. The Company offers businesses, individuals and institutional clients a range of financial products and services, including retirement, asset management and insurance through its diverse family of financial services companies. The Company's segments include retirement and income solutions, principal asset management, and benefits and protection. The Retirement and Income Solutions segment offers workplace savings and retirement solutions, banking, trust and custodial services, individual variable annuities, and pension risk transfer, among others. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail and high net worth investors. The Benefits and Protection segment is organized into Specialty Benefits, which provides group dental, group life insurance, group disability insurance, supplemental health products, and individual disability insurance, and life insurance.

  • Revenue in USD (TTM)15.89bn
  • Net income in USD-206.10m
  • Incorporated2001
  • Employees19.80k
  • Location
    Principal Financial Group Inc711 High StreetDES MOINES 50392United StatesUSA
  • Phone+1 (515) 247-5111
  • Fax+1 (302) 636-5454
  • Websitehttps://www.principal.com/
More ▼

Mergers & acquisitions

Acquired companyDeal statusDateDate /
Deal status
PFG:NSQ since
announced
Transaction
value
Ascensus LLC-Employee Stock Ownership Plan BusinessAnnounced16 May 202416 May 2024Announced0.79%--
Data delayed at least 15 minutes, as of Nov 08 2024 21:00 GMT.

Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
Evercore Inc2.81bn320.59m11.76bn2.20k39.647.5530.974.197.797.7968.1540.920.8259--6.221,277,988.0010.4515.0314.2824.2098.9398.8012.6619.09----0.174427.88-12.103.24-46.39-7.52-9.669.57
Stifel Financial Corp5.75bn612.58m11.80bn9.00k20.822.4216.802.055.545.5451.9654.310.1497--5.14638,767.301.691.9310.2710.3398.9398.7411.3013.55--1.870.844717.9512.3310.06-22.344.92-13.6435.10
Houlihan Lokey Inc2.12bn334.37m12.91bn2.60k38.036.5935.316.094.884.8830.9828.160.7074--6.59815,129.6011.1611.9918.2020.81----15.7716.93--1,730.050.007439.575.8012.0410.2611.8158.2415.29
Ares Capital Corporation2.94bn1.58bn13.91bn2.80k8.281.0911.944.732.602.604.8219.770.1175--9.171,049,286.006.315.366.485.5351.0652.4153.7151.90----0.514583.5324.7114.35153.6712.15--4.51
Jefferies Financial Group Inc9.63bn526.20m14.69bn7.56k30.271.4621.631.532.362.3743.0848.890.1615--2.401,273,481.000.94541.671.603.2559.4171.165.8612.47----0.740226.284.499.39-66.29-2.06-67.6429.86
Equitable Holdings Inc15.73bn-370.00m14.84bn8.50k--9.01--0.9436-1.08-1.0847.8210.200.0562--1.541,850,235.000.07830.33290.0830.352555.9357.061.395.76--1.060.748658.7813.183.64-41.05-7.27-0.995227.03
Carlyle Group Inc5.32bn117.50m18.65bn2.20k176.343.3749.853.510.29680.296814.5615.510.2439--30.402,417,955.000.88736.061.259.1042.6766.093.6424.01--64.070.579842.09-33.234.08-149.67--16.300.8799
Principal Financial Group Inc15.89bn-206.10m19.54bn19.80k--1.74--1.23-0.8995-0.899567.2949.010.052----802,626.30-0.04710.6911---------0.904913.46--0.82490.255132.236.250.6711-86.90-16.622.024.36
Northern Trust Corp14.69bn1.63bn20.85bn23.30k13.101.768.871.428.038.0372.0064.320.0972----635,779.301.120.84987.056.6753.6384.8711.5017.65----0.915446.8250.3211.92-17.82-6.635.9610.63
LPL Financial Holdings Inc11.52bn1.01bn23.38bn8.79k23.488.4316.572.0313.3013.30152.2637.051.07--5.031,371,022.009.388.9912.9913.6898.9798.918.738.99--6.660.621312.1616.8814.1426.0819.4020.223.71
TPG Inc3.37bn8.81m23.73bn1.85k562.0033.41315.187.04-0.0302-0.030214.851.980.3766--12.781,822,474.00-0.5093---2.34-------1.3552.30--4.550.28195.7726.618.26-18.54-23.0829.56--
T Rowe Price Group Inc6.91bn2.04bn26.13bn7.91k12.882.559.973.789.139.1330.9146.140.5263--8.42874,158.9016.7020.6120.3324.90----31.7334.38----0.006745.19-0.433.7614.62-0.874412.8111.75
State Street Corp11.48bn1.93bn27.78bn52.57k14.971.219.962.206.336.3341.3287.79--------0.67880.8342--------16.7420.27------34.89117.4719.34-31.54-5.156.038.32
Data as of Nov 08 2024. Currency figures normalised to Principal Financial Group Inc's reporting currency: US Dollar USD

Institutional shareholders

42.73%Per cent of shares held by top holders
HolderShares% Held
The Vanguard Group, Inc.as of 30 Jun 202426.73m11.54%
Nissay Asset Management Corp.as of 30 Sep 202418.16m7.84%
BlackRock Fund Advisorsas of 30 Jun 202413.59m5.87%
SSgA Funds Management, Inc.as of 30 Jun 20249.56m4.13%
Managed Account Advisors LLCas of 30 Jun 20247.99m3.45%
Capital Research & Management Co. (Global Investors)as of 30 Jun 20246.60m2.85%
Geode Capital Management LLCas of 30 Jun 20245.43m2.34%
Wellington Management Co. LLPas of 30 Jun 20244.15m1.79%
Dimensional Fund Advisors LPas of 30 Jun 20243.41m1.47%
Northern Trust Investments, Inc.(Investment Management)as of 30 Jun 20243.32m1.43%
More ▼
Data from 30 Jun 2024 - 30 Sep 2024Source: FactSet Research Systems Inc.
Data Provided by LSEG
All markets data located on FT.com is subject to the FT Terms & Conditions
All content on FT.com is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by FT and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.
Any information that you receive via FT.com is at best delayed intraday data and not "real time". Share price information may be rounded up/down and therefore not entirely accurate. FT is not responsible for any use of content by you outside its scope as stated in the FT Terms & Conditions.