Principal Financial Group (PFG) Stock Insights
PFG$111.84-0.14 -0.13%
$23.95B
Market Cap
15.91
P/E
11.97
Forward P/E
49
Score
Principal Financial Group (PFG) Stock Insights
PFG price $111.84 -0.14 -0.13%
- Ticker
- PFG
- Price
- $111.84
- Change
- -0.14 -0.13%
- Market cap ?
- $23.95B
- P/E ?
- 15.91
- Forward P/E ?
- 11.97
- Dividend yield ?
- 2.90%
- Beta ?
- 0.87
- Sector
- Financial Services
- Industry
- Asset Management
- Stocklytics score
- 49
- Value
- 63
- Quality
- 41
- Growth
- 44
Stocklytics score rationale: value 63, quality 41, growth 44.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 12394100000 | 14093200000 | 14237200000 | 16222100000 | 14741700000 | 14427800000 | 17536100000 | 13665800000 | 16127700000 | 15625500000 |
Principal Financial Group, Inc. engages in the investment management offering business. It offers financial products and services to businesses, individuals, and institutional clients. It operates its business through the following segments: Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. The Retirement and Income Solutions Segment offers a comprehensive portfolio of…
Fair value
PFG fair value $203.81. Price $111.84. Price is 45% below fair value.
Below fair value, but more expensive than usual. A smaller discount than on 96% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 4.85B. Growth 9.02%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 9.09% (beta 0.9). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 214.10M. Net debt -477.00M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2027-02-08 | — | 2.44 | — | 4.46B |
| 2026-10-26 | 2.22 | 2.43 | 4.28B | 4.27B |
| 2026-07-27 | 2.50 | 2.34 | 4.00B | 4.14B |
| 2026-04-23 | 2.07 | 2.01 | 3.52B | 4.12B |
| 2026-02-09 | 2.19 | 2.23 | 4.46B | 4.12B |
| 2025-10-27 | 2.10 | 2.20 | 3.68B | 4.14B |
| 2025-07-28 | 2.16 | 1.97 | 3.67B | 3.98B |
| 2025-04-24 | 1.81 | 1.82 | 3.70B | 4.01B |
| 2025-02-06 | 1.94 | 1.93 | 4.75B | 4.12B |
| 2024-10-24 | 1.76 | 1.99 | 3.01B | 3.92B |
| 2024-07-25 | 1.63 | 1.84 | 4.31B | 3.80B |
| 2024-04-25 | 1.65 | 1.73 | 4.05B | 3.68B |
| 2024-02-12 | 1.83 | 1.70 | 2.69B | 3.60B |
| 2023-10-26 | 1.72 | 1.65 | 4.60B | 3.60B |
| 2023-07-27 | 1.53 | 1.65 | 3.56B | 3.48B |
| 2023-04-27 | 1.48 | 1.54 | 2.82B | 3.37B |
| 2023-01-30 | 1.70 | 1.52 | 3.12B | 3.34B |
| 2022-10-27 | 1.69 | 1.45 | 4.60B | 3.16B |
| 2022-08-08 | 1.65 | 1.39 | 6.66B | 3.34B |
| 2022-04-28 | 1.63 | 1.56 | 3.11B | 3.55B |
| 2022-02-07 | 1.85 | 1.65 | 4.09B | 3.80B |
| 2021-10-26 | 1.69 | 1.60 | 3.42B | 4.02B |
| 2021-07-27 | 1.70 | 1.51 | 3.54B | 4.02B |
| 2021-04-27 | 1.53 | 1.34 | 3.21B | 2.75B |
| 2021-01-28 | 1.48 | 1.42 | 3.77B | 3.61B |
| 2020-10-26 | 0.85 | 1.39 | 3.31B | 5.41B |
| 2020-07-27 | 1.46 | 1.30 | 3.11B | 1.96B |
| 2020-04-27 | 1.15 | 1.14 | 4.55B | 3.41B |
| 2020-01-28 | 1.41 | 1.41 | 4.05B | 3.09B |
| 2019-10-24 | 1.23 | 1.46 | 4.46B | 4.16B |
| 2019-07-25 | 1.52 | 1.40 | 3.97B | 2.71B |
| 2019-04-25 | 1.43 | 1.31 | 3.74B | 2.47B |
| 2019-01-29 | 1.11 | 1.33 | 3.77B | 3.44B |
| 2018-10-25 | 1.67 | 1.67 | 4.35B | 3.43B |
| 2018-07-26 | 1.35 | 1.37 | 3.23B | 2.31B |
| 2018-04-26 | 1.40 | 1.35 | 2.88B | 1.93B |
| 2018-01-29 | 1.19 | 1.37 | 3.24B | 2.76B |
| 2017-10-26 | 1.28 | 1.29 | 4.63B | 3.16B |
| 2017-07-27 | 1.31 | 1.22 | 3.18B | 2.26B |
| 2017-04-27 | 1.27 | 1.22 | 3.05B | 2.10B |
Dividends
Yield 2.91%. Payout ratio 44.94%. Frequency Quarterly.
Safety score 95/100 · Safe. Payout ratio is 45% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 25 separate years. Yield is 2.9%, in a range that is usually sustainable.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-12-02 | $0.85 | 2026-12-02 | 2026-12-18 | Quarterly |
| 2026-09-03 | $0.84 | 2026-09-03 | 2026-09-25 | Quarterly |
| 2026-06-01 | $0.82 | 2026-06-01 | 2026-06-26 | Quarterly |
| 2026-03-11 | $0.80 | 2026-03-11 | 2026-03-27 | Quarterly |
| 2025-12-03 | $0.79 | 2025-12-03 | 2025-12-19 | Quarterly |
| 2025-09-04 | $0.78 | 2025-09-04 | 2025-09-26 | Quarterly |
| 2025-06-02 | $0.76 | 2025-06-02 | 2025-06-27 | Quarterly |
| 2025-03-12 | $0.75 | 2025-03-12 | 2025-03-28 | Quarterly |
| 2024-12-02 | $0.73 | 2024-12-02 | 2024-12-18 | Quarterly |
| 2024-09-05 | $0.72 | 2024-09-05 | 2024-09-27 | Quarterly |
| 2024-06-03 | $0.71 | 2024-06-03 | 2024-06-27 | Quarterly |
| 2024-03-11 | $0.69 | 2024-03-12 | 2024-03-28 | Quarterly |
| 2023-11-30 | $0.67 | 2023-12-01 | 2023-12-20 | Quarterly |
| 2023-09-06 | $0.65 | 2023-09-07 | 2023-09-29 | Quarterly |
| 2023-05-31 | $0.64 | 2023-06-01 | 2023-06-30 | Quarterly |
| 2023-03-14 | $0.64 | 2023-03-15 | 2023-03-31 | Quarterly |
| 2022-11-30 | $0.64 | 2022-12-01 | 2022-12-19 | Quarterly |
| 2022-09-07 | $0.64 | 2022-09-08 | 2022-09-30 | Quarterly |
| 2022-06-01 | $0.64 | 2022-06-02 | 2022-06-24 | Quarterly |
| 2022-03-09 | $0.64 | 2022-03-10 | 2022-03-25 | Quarterly |
| 2021-11-30 | $0.64 | 2021-12-01 | 2021-12-21 | Quarterly |
| 2021-08-31 | $0.63 | 2021-09-01 | 2021-09-24 | Quarterly |
| 2021-06-02 | $0.61 | 2021-06-03 | 2021-06-25 | Quarterly |
| 2021-02-26 | $0.56 | 2021-03-01 | 2021-03-26 | Quarterly |
| 2020-12-01 | $0.56 | 2020-12-02 | 2020-12-21 | Quarterly |
| 2020-08-31 | $0.56 | 2020-09-01 | 2020-09-25 | Quarterly |
| 2020-05-29 | $0.56 | 2020-06-01 | 2020-06-26 | Quarterly |
| 2020-02-28 | $0.56 | 2020-03-02 | 2020-03-27 | Quarterly |
| 2019-12-02 | $0.55 | 2019-12-03 | 2019-12-27 | Quarterly |
| 2019-09-04 | $0.55 | 2019-09-05 | 2019-09-27 | Quarterly |
| 2019-05-31 | $0.54 | 2019-06-03 | 2019-05-07 | Quarterly |
| 2019-03-01 | $0.54 | 2019-03-04 | 2019-03-29 | Quarterly |
| 2018-11-30 | $0.54 | 2018-12-03 | 2018-12-28 | Quarterly |
| 2018-09-05 | $0.53 | 2018-09-06 | 2018-09-28 | Quarterly |
| 2018-06-01 | $0.52 | 2018-06-04 | 2018-06-29 | Quarterly |
| 2018-03-02 | $0.51 | 2018-03-05 | 2018-03-29 | Quarterly |
| 2017-12-01 | $0.49 | 2017-12-04 | 2017-12-28 | Quarterly |
| 2017-08-30 | $0.47 | 2017-09-01 | 2017-09-29 | Quarterly |
| 2017-06-01 | $0.46 | 2017-06-05 | 2017-06-30 | Quarterly |
| 2017-03-02 | $0.45 | 2017-03-06 | 2017-03-31 | Quarterly |
| 2016-12-01 | $0.43 | 2016-12-05 | 2016-12-27 | Quarterly |
| 2016-08-31 | $0.41 | 2016-09-02 | 2016-09-30 | Quarterly |
| 2016-06-02 | $0.39 | 2016-06-06 | 2016-06-24 | Quarterly |
| 2016-03-03 | $0.38 | 2016-03-07 | 2016-03-25 | Quarterly |
| 2015-12-03 | $0.38 | 2015-12-07 | 2015-12-28 | Quarterly |
| 2015-09-02 | $0.38 | 2015-09-04 | 2015-09-25 | Quarterly |
| 2015-06-04 | $0.38 | 2015-06-08 | 2015-06-26 | Quarterly |
| 2015-03-05 | $0.36 | 2015-03-09 | 2015-03-27 | Quarterly |
| 2014-12-04 | $0.34 | 2014-12-08 | 2014-12-26 | Quarterly |
| 2014-09-04 | $0.34 | 2014-09-08 | 2014-09-26 | Quarterly |
| 2014-06-05 | $0.32 | 2014-06-09 | 2014-06-27 | Quarterly |
| 2014-03-06 | $0.28 | 2014-03-10 | 2014-03-28 | Quarterly |
| 2013-12-05 | $0.26 | 2013-12-09 | 2013-12-27 | Quarterly |
| 2013-09-03 | $0.26 | 2013-09-05 | 2013-09-27 | Quarterly |
| 2013-05-30 | $0.23 | 2013-06-03 | 2013-06-28 | Quarterly |
| 2013-03-07 | $0.23 | 2013-03-11 | 2013-03-29 | Quarterly |
| 2012-12-06 | $0.21 | 2012-12-10 | 2012-12-28 | Quarterly |
| 2012-09-04 | $0.21 | 2012-09-06 | 2012-09-28 | Quarterly |
| 2012-05-31 | $0.18 | 2012-06-04 | 2012-06-29 | Quarterly |
| 2012-03-08 | $0.18 | 2012-03-12 | 2012-03-30 | Quarterly |
| 2011-11-08 | $0.70 | 2011-11-10 | 2011-12-02 | Annual |
| 2010-11-17 | $0.55 | 2010-11-19 | 2010-12-03 | Annual |
| 2009-11-10 | $0.50 | 2009-11-13 | 2009-12-04 | Annual |
| 2008-11-12 | $0.45 | 2008-11-14 | 2008-12-05 | Annual |
| 2007-11-14 | $0.90 | 2007-11-16 | 2007-12-07 | Annual |
| 2006-11-20 | $0.80 | 2006-11-22 | 2006-12-15 | Annual |
| 2005-11-15 | $0.65 | 2005-11-17 | 2005-12-16 | Annual |
| 2004-11-09 | $0.55 | 2004-11-12 | 2004-12-17 | Annual |
| 2003-11-05 | $0.45 | 2003-11-07 | 2003-12-08 | Annual |
| 2002-11-06 | $0.25 | 2002-11-08 | 2002-12-09 | Annual |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-25 | Auerbach Jonathan | Buy | 161 | — | — |
| 2026-09-25 | Beams Mary E. | Buy | 105 | — | — |
| 2026-09-25 | Muruzabal Claudio | Buy | 97 | — | — |
| 2026-09-25 | Nordin Diane C | Buy | 211 | — | — |
| 2026-09-25 | Pickerell Blair | Buy | 273 | — | — |
| 2026-09-25 | Richer Clare Stack | Buy | 138 | — | — |
| 2026-09-25 | Mitchell H Elizabeth | Buy | 78 | — | — |
| 2026-09-25 | Carter Miller Jocelyn | Buy | 648 | — | — |
| 2026-09-25 | RIVERA ALFREDO | Buy | 113 | — | — |
| 2026-09-25 | RIVERA ALFREDO | Buy | 24 | — | — |
| 2026-09-25 | Brown Timothy W. | Buy | 163 | — | — |
| 2026-09-25 | Agrawal Vivek | Buy | 226 | — | — |
| 2026-09-25 | Cheong Wee Yee | Buy | 354 | — | — |
| 2026-09-25 | LITTLEFIELD CHRISTOPHER J | Buy | 538 | — | — |
| 2026-09-25 | McCullum Kenneth A. | Buy | 71 | — | — |
| 2026-09-25 | Pitz Joel | Buy | 226 | — | — |
| 2026-09-25 | Pitz Joel | Buy | 2 | — | — |
| 2026-09-25 | Bhatia Kamal | Buy | 415 | — | — |
| 2026-09-25 | Kay Kathleen B | Buy | 383 | — | — |
| 2026-09-25 | Friedrich Amy Christine | Buy | 577 | — | — |
| 2026-09-25 | Mills Scott | Buy | 246 | — | — |
| 2026-09-25 | Mills Scott | Buy | 150 | — | — |
| 2026-09-25 | HOCHSCHILD ROGER C | Buy | 285 | — | — |
| 2026-09-25 | HOCHSCHILD ROGER C | Buy | 218 | — | — |
| 2026-09-25 | STRABLE-SOETHOUT DEANNA D | Buy | 593 | — | — |
| 2026-09-25 | STRABLE-SOETHOUT DEANNA D | Buy | 42 | — | — |
| 2026-09-03 | STRABLE-SOETHOUT DEANNA D | Buy | 18.38K | $63.98 | 1.18M |
| 2026-09-03 | STRABLE-SOETHOUT DEANNA D | Buy | 18.38K | $63.98 | 1.18M |
| 2026-09-03 | STRABLE-SOETHOUT DEANNA D | Buy | 18.38K | $63.98 | 1.18M |
| 2026-09-03 | STRABLE-SOETHOUT DEANNA D | Sell | 55.14K | $120.60 | 6.65M |
| 2026-09-03 | STRABLE-SOETHOUT DEANNA D | Sell | 18.38K | $63.98 | 1.18M |
| 2026-08-07 | Friedrich Amy Christine | Buy | 35.68K | $63.98 | 2.28M |
| 2026-08-07 | Friedrich Amy Christine | Sell | 35.68K | $113.80 | 4.06M |
| 2026-08-07 | Friedrich Amy Christine | Sell | 11.89K | $63.98 | 760.98K |
| 2026-06-26 | Mitchell H Elizabeth | Buy | 80 | — | — |
| 2026-06-26 | RIVERA ALFREDO | Buy | 117 | — | — |
| 2026-06-26 | RIVERA ALFREDO | Buy | 25 | — | — |
| 2026-06-26 | Richer Clare Stack | Buy | 142 | — | — |
| 2026-06-26 | Pickerell Blair | Buy | 281 | — | — |
| 2026-06-26 | Nordin Diane C | Buy | 217 | — | — |
| 2026-06-26 | Muruzabal Claudio | Buy | 100 | — | — |
| 2026-06-26 | Mills Scott | Buy | 253 | — | — |
| 2026-06-26 | Mills Scott | Buy | 152 | — | — |
| 2026-06-26 | HOCHSCHILD ROGER C | Buy | 294 | — | — |
| 2026-06-26 | HOCHSCHILD ROGER C | Buy | 219 | — | — |
| 2026-06-26 | Carter Miller Jocelyn | Buy | 669 | — | — |
| 2026-06-26 | Beams Mary E. | Buy | 109 | — | — |
| 2026-06-26 | Auerbach Jonathan | Buy | 166 | — | — |
| 2026-06-26 | Pitz Joel | Buy | 234 | — | — |
| 2026-06-26 | Pitz Joel | Buy | 2 | — | — |
| 2026-06-26 | Bhatia Kamal | Buy | 430 | — | — |
| 2026-06-26 | LITTLEFIELD CHRISTOPHER J | Buy | 559 | — | — |
| 2026-06-26 | Kay Kathleen B | Buy | 398 | — | — |
| 2026-06-26 | Friedrich Amy Christine | Buy | 599 | — | — |
| 2026-06-26 | Cheong Wee Yee | Buy | 368 | — | — |
| 2026-06-26 | Agrawal Vivek | Buy | 234 | — | — |
| 2026-06-26 | STRABLE-SOETHOUT DEANNA D | Buy | 612 | — | — |
| 2026-06-26 | STRABLE-SOETHOUT DEANNA D | Buy | 44 | — | — |
| 2026-06-26 | McCullum Kenneth A. | Buy | 73 | — | — |
| 2026-06-12 | STRABLE-SOETHOUT DEANNA D | Buy | 16.82K | $62.78 | 1.06M |
| 2026-06-12 | STRABLE-SOETHOUT DEANNA D | Buy | 13.88K | $62.78 | 871.57K |
| 2026-06-12 | STRABLE-SOETHOUT DEANNA D | Sell | 26.45K | $110.48 | 2.92M |
| 2026-06-12 | STRABLE-SOETHOUT DEANNA D | Sell | 4.26K | $111.25 | 474.26K |
| 2026-06-12 | STRABLE-SOETHOUT DEANNA D | Sell | 16.82K | $62.78 | 1.06M |
| 2026-06-11 | STRABLE-SOETHOUT DEANNA D | Buy | 2.94K | $62.78 | 184.70K |
| 2026-06-11 | STRABLE-SOETHOUT DEANNA D | Buy | 16.82K | $62.78 | 1.06M |
| 2026-06-11 | STRABLE-SOETHOUT DEANNA D | Buy | 19.77K | $110.06 | 2.18M |
| 2026-06-11 | STRABLE-SOETHOUT DEANNA D | Sell | 2.94K | $62.78 | 184.70K |
| 2026-06-08 | Brown Timothy W. | Buy | 22.28K | — | — |
| 2026-06-08 | Brown Timothy W. | Other | 0 | — | — |
| 2026-06-05 | HOCHSCHILD ROGER C | Buy | 689 | — | — |
| 2026-06-05 | Mills Scott | Buy | 416 | — | — |
| 2026-05-21 | Cheong Wee Yee | Sell | 7.53K | $103.16 | 777.21K |
| 2026-05-20 | Cheong Wee Yee | Sell | 3.21K | $103.06 | 330.93K |
| 2026-05-19 | Beams Mary E. | Buy | 2.17K | — | — |
| 2026-05-19 | RIVERA ALFREDO | Buy | 2.17K | — | — |
| 2026-05-19 | Richer Clare Stack | Buy | 2.17K | — | — |
| 2026-05-19 | Pickerell Blair | Buy | 2.17K | — | — |
| 2026-05-19 | Mitchell H Elizabeth | Buy | 2.17K | — | — |
| 2026-05-19 | Nordin Diane C | Buy | 2.17K | — | — |
| 2026-05-19 | Muruzabal Claudio | Buy | 2.17K | — | — |
| 2026-05-19 | Carter Miller Jocelyn | Buy | 2.17K | — | — |
| 2026-05-19 | HOCHSCHILD ROGER C | Buy | 2.17K | — | — |
| 2026-05-19 | Mills Scott | Buy | 2.17K | — | — |
| 2026-05-19 | Auerbach Jonathan | Buy | 2.17K | — | — |
| 2026-05-01 | Cheong Wee Yee | Sell | 9.18K | $101.26 | 929.87K |
| 2026-04-30 | Cheong Wee Yee | Sell | 4.74K | $101.01 | 478.48K |
| 2026-04-30 | Djurasovic George | Sell | 1 | $99.63 | 99 |
| 2026-04-29 | Cheong Wee Yee | Sell | 1.08K | $101.00 | 109.08K |
| 2026-04-28 | Djurasovic George | Sell | 2.57K | $100.83 | 259.23K |
| 2026-03-27 | RIVERA ALFREDO | Buy | 144 | — | — |
| 2026-03-27 | RIVERA ALFREDO | Buy | 30 | — | — |
| 2026-03-27 | Richer Clare Stack | Buy | 174 | — | — |
| 2026-03-27 | Pickerell Blair | Buy | 340 | — | — |
| 2026-03-27 | Nordin Diane C | Buy | 264 | — | — |
| 2026-03-27 | Mitchell H Elizabeth | Buy | 100 | — | — |
| 2026-03-27 | Muruzabal Claudio | Buy | 124 | — | — |
| 2026-03-27 | Carter Miller Jocelyn | Buy | 805 | — | — |
| 2026-03-27 | Beams Mary E. | Buy | 134 | — | — |
| 2026-03-27 | HOCHSCHILD ROGER C | Buy | 355 | — | — |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 977, holders +46 vs prior quarter. Ownership 80.41%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 20.01M | -307.69K | -1.51% | 2.16B |
| NIPPON LIFE INSURANCE CO | 18.14M | 0 | 0.00% | 1.95B |
| VANGUARD CAPITAL MANAGEMENT LLC | 13.48M | 5.26K | +0.04% | 1.45B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11.27M | 1.18K | +0.01% | 1.21B |
| STATE STREET CORP | 10.26M | 85.01K | +0.84% | 1.11B |
| BANK OF AMERICA CORP /DE/ | 6.88M | -1.94M | -21.95% | 741.96M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.50M | 578.13K | +9.76% | 700.79M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 6.50M | 6.50M | New | 700.79M |
| CAPITAL WORLD INVESTORS | 6.04M | 13.12K | +0.22% | 650.99M |
| GEODE CAPITAL MANAGEMENT, LLC | 5.68M | 21.00K | +0.37% | 609.99M |
| DIMENSIONAL FUND ADVISORS LP | 3.92M | 36.77K | +0.95% | 422.87M |
| INVESCO LTD. | 3.77M | 229.66K | +6.48% | 406.51M |
| NORTHERN TRUST CORP | 3.25M | -84.00K | -2.52% | 350.25M |
| MORGAN STANLEY | 2.99M | -18.14K | -0.60% | 322.06M |
| GOLDMAN SACHS GROUP INC | 2.50M | -254.26K | -9.23% | 269.45M |
| AQR CAPITAL MANAGEMENT LLC | 2.32M | -141.67K | -5.77% | 249.52M |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 2.22M | 244.55K | +12.40% | 238.85M |
| NORGES BANK | 2.01M | 2.01M | New | 217.14M |
| LEGAL & GENERAL GROUP PLC | 1.53M | -165.11K | -9.74% | 164.85M |
| JPMORGAN CHASE & CO | 1.47M | 283.20K | +23.81% | 159.81M |
| UBS GROUP AG | 1.30M | 129.34K | +11.09% | 139.69M |
| DEUTSCHE BANK AG\ | 1.23M | -152.11K | -10.99% | 132.73M |
| BANK OF NEW YORK MELLON CORP | 1.15M | -36.61K | -3.07% | 124.37M |
| HSBC HOLDINGS PLC | 1.15M | 372.37K | +47.69% | 124.30M |
| LPL FINANCIAL LLC | 1.13M | 405.62K | +55.68% | 122.23M |
Insights
- Revenue by product
- Revenue by region
| Period | Value |
|---|---|
| FY2011 | Segment Principal Global Investors: 1455800000.0, Segment Retirement and Investor Services: 4074100000.0, Segment US Insurance Solutions: 2984400000.0 |
| FY2012 | Segment Principal Global Investors: 1533900000.0, Segment Retirement and Investor Services: 4834900000.0, Segment US Insurance Solutions: 2994700000.0 |
| FY2013 | Segment Principal Global Investors: 1869200000.0, Segment Retirement and Investor Services: 4847600000.0, Segment US Insurance Solutions: 3106400000.0 |
| FY2014 | Segment Principal Global Investors: 2001300000.0 |
| FY2015 | Segment Principal Global Investors: 2564100000.0 |
| FY2016 | Segment Principal Global Investors: 2639100000.0 |
| FY2017 | Segment Principal Global Investors: 2695900000.0 |
| FY2018 | Segment Principal Global Investors: 3109200000.0 |
| FY2019 | Segment Principal Global Investors: 3029000000.0 |
| FY2020 | Segment Principal Global Investors: 2635900000.0 |
| FY2021 | Corporate: 204100000.0, Segment Principal Global Investors: 3179800000.0, Segment Retirement and Investor Services: 413100000.0 |
| FY2022 | Corporate: 148100000.0, Segment Principal Global Investors: 3191400000.0, Segment Retirement and Investor Services: 364400000.0 |
| FY2023 | Corporate: 179200000.0, Principal Asset Management: 297800000.0, Segment Retirement and Investor Services: 7250200000.0 |
| FY2024 | Benefits and Protection: 4789000000.0, Corporate: 285500000.0, Principal Asset Management: 2790400000.0, Segment Retirement and Investor Services: 7976100000.0 |
| FY2025 | Benefits and Protection: 4965100000.0, Corporate: 325900000.0, Principal Asset Management: 2810900000.0, Segment Retirement and Investor Services: 8181900000.0 |
| Period | Value |
|---|---|
| FY2011 | Segment US Insurance Solutions: 2984400000.0 |
| FY2012 | Segment US Insurance Solutions: 2994700000.0 |
| FY2013 | Segment US Insurance Solutions: 3106400000.0 |
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