Principal Financial Group, Inc.
PFGFinancial ServicesNASDAQAsset Management · Last scanned Sep 9, 2026
Scan Results
Daily timeframeHeadquartered within the financial services sector, Principal Financial Group, Inc. focuses on Asset Management services and products. Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company carries a $24.63B 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
$24.63B
Beta
0.87
P/E (TTM)
16.39
P/E (Fwd)
11.10
EPS (TTM)
$7.02
EPS (Fwd)
$10.36
ROE
13.0%
ROA
0.4%
Cash
$6.37B
Total Debt
$4.55B
Free CF
$1.06B
52W Change
45.7%
Annual Financials
Cash vs Debt
Where PFG stands vs its 150-day and 200-day moving averages
As of the September 2, 2026 close, PFG finished 8.05% above its 150-day moving average ($101.21) and 12.12% above its 200-day moving average ($97.54). 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 September 2, 2026 close, PFG's RSI(14) was 30.0, 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.
With $6.37B in cash and $4.55B in debt, PFG maintains more liquidity than leverage. This favorable balance sheet position can be an asset when capital markets become less accommodating. 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. No single metric tells the full story. Reviewing PFG's risk profile alongside its fundamentals and technical indicators provides a more complete picture.