PFG — Principal Financial Group

Life & Health Insurance · Financials

Key Facts

StatusActive
SectorFinancials
IndustryLife & Health Insurance
Joined2002-07-22
Tenure23 yrs
Principal Financial Group, Inc. is a financial services company that provides financial products and services to businesses, individuals, and institutional clients. Through its diversified family of financial services companies and nationwide network of financial professionals, it specializes in retirement solutions, insurance, and investment products. It operates through the following segments: Retirement and Income Solutions, Principal Global Investors, Principal International, U.S. Insurance Solutions, and Corporate. The Retirement and Income Solutions segment primarily provides retirement and related financial products and services to businesses, employees, and other individuals. The Principal Global Investors segment provides asset management services for asset accumulation businesses, insurance businesses, corporate businesses, and third-party clients, including mutual fund operations. The Principal International segment offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products. The U.S. Insurance Solutions segment operates through two divisions. The Specialty Benefits Insurance division includes group dental and vision insurance, individual and group disability insurance, group life insurance, and non-medical fee-for-service claims management. The Individual Life Insurance division provides solutions for small and medium-sized businesses. The Corporate segment manages assets representing capital not allocated to any other segment.

Industry Peers

Sector Peers

S&P 500 Timeline

2002-07-22Joined S&P 500

Institutional Holdings (13F)

911 institutions hold PFG, totaling 209.0M shares ($16.7B) · As of 2026Q1

RankInstitutionSharesValue
1VANGUARD CAPITAL MANAGEMENT LLC26.9M$2.4B
2BlackRock, Inc.20.3M$1.8B
3VANGUARD PORTFOLIO MANAGEMENT LLC11.3M$1.0B
4STATE STREET CORP10.2M$917M
5BANK OF AMERICA CORP /DE/8.8M$795M
6MORGAN STANLEY9.1M$793M
7BARCLAYS PLC9.3M$761M
8Capital World Investors6.0M$543M
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC5.9M$534M
10GEODE CAPITAL MANAGEMENT, LLC5.7M$508M

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Data source: Wikipedia · CC BY-SA 4.0 · SEC EDGAR 13F · Updated 2026-07-10