PRINCIPAL FINANCIAL GROUP INC (PFG) Stock
PFG has an Alpha Score of 60 out of 100 (moderate), computed on Nov 8, 2026 from 3 of 4 sub-scores. 4 members of Congress disclosed 7 trades in PFG since 2020: 4 purchases and 3 sales, most recently Alan Armstrong (purchase, Mar 27, 2026). 5 of the hedge funds AlphaScala tracks reported PFG in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is Citadel's at $9.14M. Its trailing P/E ratio is 15.5 and its net margin 9.9% (key statistics as of Nov 6, 2026).
What is PFG's Alpha Score?
How it works →Alpha Score of 60 reflects moderate overall profile with strong momentum, moderate value, moderate quality. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.
Computed from 3 of 4 sub-scores; a sub-score is left out when its inputs are missing, and the composite is capped accordingly.
Computed Nov 8, 2026
A rules-based research rating, not a recommendation to buy or sell.
Which members of Congress traded PRINCIPAL FINANCIAL GROUP INC (PFG)?
Most recent: Alan Armstrong (purchase, Mar 27, 2026); records start Mar 18, 2020.
| Politician | Trade date | Type | Amount |
|---|---|---|---|
| Alan Armstrong R-OK · Senate | 2026-03-27 | purchase | $1k – $15k |
| Lisa McClain R-MI · House | 2025-10-31 | sale | $1k – $15k |
| Lisa McClain R-MI · House | 2025-10-30 | purchase | $1k – $15k |
| Lisa McClain R-MI · House | 2025-10-30 | sale | $1k – $15k |
| Lisa McClain R-MI · House | 2025-06-17 | purchase | $1k – $15k |
| Dean Phillips D-MN · House | 2020-04-02 | purchase | $1k – $15k |
| Gil Cisneros D-CA · House | 2020-03-18 | sale | $1k – $15k |
From STOCK Act periodic transaction reports. House filings as of Nov 5, 2026. Senate records here end Oct 21, 2026; later Senate trades are not included.
See all PFG political trades →Which hedge funds own PFG?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| Citadel Ken Griffin | 85K | $9.14M | +54% |
| Marshall Wace | 38K | $4.10M | -63% |
| Millennium Management Israel Englander | 24K | $2.55M | NEW |
| D.E. Shaw David Shaw | 19K | $2.07M | +65% |
| Bridgewater Associates Ray Dalio | 16K | $1.73M | -93% |
13F holdings as of Jun 30, 2026
Explore all tracked funds →What are PFG's key statistics?
Key statistics as of Nov 6, 2026
How does PFG's valuation compare with the Financials sector?
| Metric | PFG | Financials median | Companies in median |
|---|---|---|---|
| P/E ratio | 15.5 | 12.8 | 229 |
| Net margin | 9.86% | 20.69% | 216 |
| Return on equity | 13.12% | 12.32% | 243 |
| Dividend yield (payers) | 3.69% | 3.33% | 180 |
Medians over the Financials stocks whose key statistics were refreshed in the last 35 days (newest Nov 8, 2026). P/E excludes loss-making companies.
PFG price chart
Powered by TradingViewWhat does PRINCIPAL FINANCIAL GROUP INC do?
Principal Financial Group Inc. is a global financial company offering retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. It operates primarily through three key segments: Retirement and Income Solutions, which provides retirement and related financial products including defined contribution plans like 401(k) and 403(b), defined benefit plans, and nonqualified annuities; Principal Asset Management, focusing on investment management across various asset classes such as real estate and private credit; and Benefits and Protection, delivering specialty benefits and life insurance solutions. The company supports financial well-being through research initiatives like the Principal Financial Well-Being Index, tracking business sentiment and economic outlooks, and the Global Financial Inclusion Index. Principal Asset Management emphasizes sustainable strategies, including ESG-aligned real estate investments. Founded in 1879 and headquartered in Des Moines, Iowa, Principal Financial Group Inc. plays a vital role in helping clients plan, protect, invest, insure, and retire effectively in diverse markets.