Principal Financial Group, Inc. (PFG)

Over the past six months, PFG's stock price has experienced movements and analyst adjustments. In October 2025, PFG reported strong Q3 earnings, leading to a share price increase. Several analyst adjustments occurred, including downgrades from Wells Fargo and Morgan Stanley, and upgrades from RBC Capital and Morgan Stanley. As of January 12, 2026, PFG's closing share price was $90.20, down 0.47% over the past 30 days but up 15.94% over the past 12 months.

While explicit details on demand seasonality are limited, inferences can be made. Demand for retirement and investment products is influenced by economic cycles and market performance. Insurance product demand is relatively stable but affected by economic conditions. Asset management revenue is tied to Assets Under Management (AUM), which fluctuates with market volatility. Q3 2025 results showed strong business fundamentals, suggesting consistent demand. Seeking Alpha offers a tool to identify seasonal patterns in stock performance.

Principal Financial Group, Inc. (PFG), established in 1879 and headquartered in Des Moines, Iowa, is a global financial services company. It offers a range of financial products and services to businesses, individuals, and institutional clients worldwide, operating primarily within the Financial Services sector, including Accident & Health Insurance and Asset Management. The company generates revenue through premiums, fees for managing retirement plans and investment products, and investment income. PFG's core business segments include Retirement and Income Solutions, Principal Asset Management, Benefits and Protection, and Principal International.

Principal Financial Group has a global presence, operating in over 80 countries and serving millions of customers, with a significant presence in Latin America and Asia. The company employs approximately 18,600 people worldwide, with 7,100 based outside the U.S. Its Global Delivery center, Principal Global Services, is located in Pune, Maharashtra, India.

In the past year, Principal Financial Group has received recognition for its workplace and investment strategies. Principal was recognized as a "Best Place to Work in Money Management by Pensions & Investments" for the 14th consecutive year, and Principal Asset Management's real estate strategies earned top GRESB Ratings for the 10th consecutive year. The company released its fourth annual Global Financial Inclusion Index. MarketBeat indicates that Principal Financial Group has a news sentiment score of 0.36 and a consensus rating of "Buy" from analysts.

Principal Financial Group's ownership is largely concentrated among institutional investors, who held approximately 73% of the company's shares as of June 2025. Major institutional owners include The Vanguard Group, Inc., BlackRock, Inc., and Nippon Life Insurance Co. Individual investors hold a 27% stake, while insider ownership is minimal, standing at 0.42% as of April 2025.