Principal Financial Group, Inc.

How big is Principal Financial Group, Inc.?

As of Jun 18, Principal Financial Group, Inc. has a market capitalization of $33.53 billion, with shareholder's funds of $11.09 billion and total assets of $293.97 billion.

Market Cap: As of Jun 18, Principal Financial Group, Inc. has a market capitalization of 33,533.22 million, categorizing it as a Large Cap company.<BR><BR>Recent Quarterly Performance: For the latest four quarters, the company reported net sales of 0.00 million and a net profit of 1,128.80 million.<BR><BR>Balance Sheet Snapshot: As of Dec 24, the company's shareholder's funds amounted to 11,086.40 million, while total assets were reported at 293,974.00 million.

What does Principal Financial Group, Inc. do?

Principal Financial Group, Inc. is an investment management company in the Capital Markets industry, with a market capitalization of approximately $33.5 billion and a recent net profit of $63 million. Key metrics include a P/E ratio of 31.00 and a dividend yield of 105.53%.

Overview:<BR>Principal Financial Group, Inc. is an investment management company operating in the Capital Markets industry with a large market capitalization.<BR><BR>Financial Snapshot:<BR>- Most recent Net Profit: 63 Million (Quarterly Results - Mar 2025)<BR>- Market-cap: USD 33,533.22 Million (Large Cap)<BR><BR>Key Metrics:<BR>- P/E: 31.00<BR>- Dividend Yield: 105.53%<BR>- Debt Equity: -999,999.00<BR>- Return on Equity: 9.69%<BR>- Price to Book: 2.99<BR><BR>Contact Details:<BR>- Address: 711 High St, DES MOINES IA: 50392-0300<BR>- Tel: 1 515 2475111, 1 515 2359500<BR>- Fax: 1 302 6365454<BR>- Website: http://www.principal.com/

Should I buy, sell or hold Principal Financial Group, Inc.?

Who are in the management team of Principal Financial Group, Inc.?

As of March 2022, the management team of Principal Financial Group, Inc. includes Daniel Houston (Chairman, President, CEO), Scott Mills (Lead Independent Director), Clare Richer, Alfredo Rivera, Jonathan Auerbach, and Betsy Bernard (all Directors). They are responsible for the company's strategic direction and governance.

As of March 2022, the management team of Principal Financial Group, Inc. includes the following individuals:<BR><BR>- Mr. Daniel Houston serves as the Chairman of the Board, President, and Chief Executive Officer.<BR>- Mr. Scott Mills is the Lead Independent Director.<BR>- Ms. Clare Richer is a Director.<BR>- Mr. Alfredo Rivera is also a Director.<BR>- Mr. Jonathan Auerbach holds the position of Independent Director.<BR>- Ms. Betsy Bernard is an Independent Director as well.<BR><BR>This team plays a crucial role in guiding the company's strategic direction and governance.

Is Principal Financial Group, Inc. overvalued or undervalued?

As of August 6, 2025, Principal Financial Group, Inc. is considered expensive and overvalued with a P/E ratio of 31, significantly higher than its peers, and has underperformed the S&P 500 with a return of -2.33%.

As of 6 August 2025, the valuation grade for Principal Financial Group, Inc. has moved from very expensive to expensive. The company appears to be overvalued based on its current metrics. The P/E ratio stands at 31, significantly higher than the peer average of 30.84, while the Price to Book Value is 3.04, indicating a premium over its book value. Additionally, the EV to EBITDA ratio is extremely high at 402.15, suggesting that investors are paying a steep price relative to earnings before interest, taxes, depreciation, and amortization.<BR><BR>In comparison to its peers, Raymond James Financial, Inc. is valued fairly with a P/E of 18.05, while T. Rowe Price Group, Inc. is very attractive with a P/E of 12.03. This indicates that Principal Financial Group, Inc. is trading at a premium compared to these more favorably valued companies. Over the past year, Principal Financial Group, Inc. has returned -2.33%, underperforming the S&P 500's return of 17.14%, which further reinforces the notion that the stock may be overvalued in the current market environment.

Is Principal Financial Group, Inc. technically bullish or bearish?

As of October 10, 2025, Principal Financial Group, Inc. shows a mildly bullish trend with mixed technical signals, having underperformed the S&P 500 recently, while still reflecting a positive long-term gain of 93.14% over five years.

As of 10 October 2025, the technical trend for Principal Financial Group, Inc. has changed from bullish to mildly bullish. The weekly MACD is bullish, while the monthly MACD is mildly bearish, indicating mixed signals across time frames. The daily moving averages are mildly bullish, supporting a positive short-term outlook. However, the Bollinger Bands show a bearish stance on the monthly chart, and the KST is bullish weekly but mildly bearish monthly. Dow Theory indicates a mildly bullish trend in both weekly and monthly perspectives. <BR><BR>In terms of performance, the stock has underperformed the S&P 500 over the past week and month, with returns of -5.36% and -3.66%, respectively, compared to -2.43% and 0.31% for the benchmark. Year-to-date, the stock is up 2.92%, but it lags behind the S&P 500's 11.41% return. Over the longer term, the stock has shown a significant gain of 93.14% over the past five years, slightly trailing the S&P 500's 88.45%. Overall, the current technical stance is mildly bullish, but the mixed signals and recent underperformance suggest caution.