Principal Financial Group, Inc.
PFGFinancial ServicesNASDAQAsset Management · Last scanned Oct 26, 2026
Scan Results
Daily timeframePrincipal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company carries a $23.24B market cap, placing it firmly in the large-cap category. The company operates through Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection segments.
Market Cap
$23.24B
Beta
0.87
P/E (TTM)
15.47
P/E (Fwd)
10.60
EPS (TTM)
$7.02
EPS (Fwd)
$10.24
ROE
13.0%
ROA
0.4%
Cash
$6.37B
Total Debt
$4.55B
Free CF
$1.06B
52W Change
36.4%
Annual Financials
Cash vs Debt
Where PFG stands vs its 150-day and 200-day moving averages
As of the October 20, 2026 close, PFG finished 1.51% above its 150-day moving average ($105.27) and 5.31% above its 200-day moving average ($101.47). This snapshot is end-of-day data shown with a five-trading-day delay on the free plan; Premium members see readings from the latest close.
Is PFG overbought or oversold?
At the October 20, 2026 close, PFG's RSI(14) was 25.2, in oversold territory (below 30). The MACD histogram was negative, so short-term momentum leaned bearish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
Principal Financial Group, Inc. holds $6.37B in cash against $4.55B in total debt, giving it a net cash position. This means the company could theoretically pay off all its debt and still have cash remaining. Annual free cash flow of $1.06B supports ongoing capital allocation decisions and provides a cushion against unexpected expenses or downturns. ROE of 13.0% points to decent capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. ROA of 0.4% is on the lower side, which is common in asset-heavy industries. Revenue has pulled back from $17.54B (2022) to $15.63B (2025), a 11% decline worth watching.
As with any equity investment, PFG carries market risk, sector-specific risk, and company-specific risk that investors should evaluate in the context of their own portfolios. It is important to consider these factors alongside broader market conditions and individual financial goals when reviewing PFG.