Previous Close | $81.00 |
AI Value | $38.02 |
Upside potential | -53% |
Principal Financial Group, Inc. (PFG) is a global financial services leader specializing in retirement solutions, asset management, and insurance. The company operates through four core segments: Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions. PFG serves individuals, businesses, and institutional clients, with a strong presence in the U.S. and expanding operations in Latin America, Asia, and Europe. The company’s competitive advantages include its diversified revenue streams, strong brand recognition, and expertise in retirement planning, which positions it well in an aging global population. PFG’s asset management arm, Principal Global Investors, further strengthens its market position with $667.5 billion in assets under management (AUM) as of Q1 2024.
Investing in digital transformation, including AI-driven retirement planning tools and ESG-focused investment products. Holds multiple patents in risk assessment and portfolio optimization.
Principal Financial Group offers a balanced mix of stability (recurring retirement/insurance revenue) and growth (global asset management expansion). Its strong capital position and dividend yield (~4%) make it attractive for income investors, though reliance on market performance and regulatory risks warrant caution. A long-term buy for exposure to retirement and asset management trends, with short-term sensitivity to interest rates.
Company 10-K/Q filings, Principal Global Investors AUM reports, S&P Global Market Intelligence, Federal Reserve economic projections.
Historical valuation data is not available at this time.