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About the company
Principal Financial Group, Inc. is a global financial company. The Company offers businesses, individuals and institutional clients a range of financial products and services, including retirement, asset management and insurance through its diverse family of financial services companies. The Company's segments include retirement and income solutions, principal asset management, and benefits and protection. The Retirement and Income Solutions segment offers workplace savings and retirement solutions, banking, trust and custodial services, individual variable annuities, and pension risk transfer, among others. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail and high net worth investors. The Benefits and Protection segment is organized into Specialty Benefits, which provides group dental, group life insurance, group disability insurance, supplemental health products, and individual disability insurance, and life insurance.
- Revenue in USD (TTM)15.78bn
- Net income in USD1.26bn
- Incorporated2001
- Employees19.80k
- LocationPrincipal Financial Group Inc711 High StreetDES MOINES 50392United StatesUSA
- Phone+1 (515) 247-5111
- Fax+1 (302) 636-5454
- Websitehttps://www.principal.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jefferies Financial Group Inc | 9.11bn | 417.14m | 12.75bn | 7.56k | 33.67 | 1.33 | 23.15 | 1.40 | 1.84 | 1.82 | 40.11 | 46.57 | 0.156 | -- | 2.21 | 1,203,826.00 | 0.7595 | 1.67 | 1.30 | 3.25 | 58.15 | 71.16 | 4.87 | 12.47 | -- | -- | 0.746 | 26.28 | 4.49 | 9.39 | -66.29 | -2.06 | -67.64 | 29.86 |
| Ares Capital Corporation | 2.82bn | 1.68bn | 12.99bn | 2.80k | 7.22 | 1.05 | 16.85 | 4.61 | 2.85 | 2.85 | 4.73 | 19.63 | 0.1166 | -- | 10.90 | 1,006,429.00 | 6.97 | 5.36 | 7.15 | 5.53 | 50.35 | 52.41 | 59.76 | 51.90 | -- | -- | 0.5124 | 83.53 | 24.71 | 14.35 | 153.67 | 12.15 | -- | 4.51 |
| Equitable Holdings Inc | 15.84bn | 828.00m | 13.47bn | 8.50k | 17.55 | 165.24 | -- | 0.85 | 2.40 | 2.40 | 47.11 | 5.11 | 0.0569 | -- | 1.55 | 1,863,765.00 | 0.477 | 0.3329 | 0.5062 | 0.3525 | 57.32 | 57.06 | 8.38 | 5.76 | -- | 1.70 | 0.8094 | 58.78 | 13.18 | 3.64 | -41.05 | -7.27 | -0.9952 | 27.03 |
| Carlyle Group Inc | 3.40bn | -396.90m | 15.57bn | 2.20k | -- | 3.09 | -- | 4.58 | -1.11 | -1.11 | 9.31 | 14.11 | 0.1558 | -- | 19.71 | 1,545,864.00 | -1.43 | 6.06 | -1.96 | 9.10 | 47.48 | 66.09 | -9.15 | 24.01 | -- | -29.59 | 0.6366 | 42.09 | -33.23 | 4.08 | -149.67 | -- | 16.30 | 0.8799 |
| LPL Financial Holdings Inc | 10.93bn | 974.41m | 16.11bn | 8.87k | 16.81 | 6.41 | 11.83 | 1.47 | 12.82 | 12.82 | 143.69 | 33.65 | 1.05 | -- | 5.12 | 1,301,259.00 | 9.33 | 8.99 | 13.08 | 13.68 | 98.95 | 98.91 | 8.91 | 8.99 | -- | 6.72 | 0.6439 | 12.16 | 16.88 | 14.14 | 26.08 | 19.40 | 20.22 | 3.71 |
| Northern Trust Corp | 13.92bn | 1.50bn | 18.53bn | 23.00k | 12.59 | 1.57 | 8.47 | 1.33 | 7.30 | 7.30 | 67.69 | 62.77 | 0.0888 | -- | -- | 602,588.80 | 0.9898 | 0.8498 | 6.93 | 6.67 | 54.84 | 84.87 | 11.15 | 17.65 | -- | -- | 0.9169 | 46.82 | 50.32 | 11.92 | -17.82 | -6.63 | 5.96 | 10.63 |
| Principal Financial Group Inc | 15.78bn | 1.26bn | 19.83bn | 19.80k | 16.61 | 1.81 | -- | 1.26 | 5.16 | 5.16 | 65.85 | 47.41 | 0.0519 | -- | -- | 796,803.00 | 0.4276 | 0.6911 | -- | -- | -- | -- | 8.24 | 13.46 | -- | 11.66 | 0.26 | 32.23 | 6.25 | 0.6711 | -86.90 | -16.62 | 2.02 | 4.36 |
| TPG Inc | 2.68bn | 16.74m | 21.03bn | 1.85k | 25,201.72 | 29.99 | -- | 7.85 | 0.0023 | 0.0023 | 12.56 | 1.96 | 0.3005 | -- | 10.93 | 1,449,086.00 | -1.33 | -- | -5.90 | -- | -- | -- | -4.43 | 52.30 | -- | 1.33 | 0.271 | 5.77 | 26.61 | 8.26 | -18.54 | -23.08 | 29.56 | -- |
| T Rowe Price Group Inc | 6.80bn | 1.90bn | 24.11bn | 7.91k | 12.79 | 2.43 | 10.01 | 3.55 | 8.47 | 8.47 | 30.33 | 44.60 | 0.5287 | -- | 8.45 | 859,625.60 | 15.49 | 20.61 | 18.85 | 24.90 | -- | -- | 29.30 | 34.38 | -- | -- | 0.0071 | 45.19 | -0.43 | 3.76 | 14.62 | -0.8744 | 12.81 | 11.75 |
| Raymond James Financial Inc | 14.44bn | 1.89bn | 25.60bn | 18.00k | 14.03 | 2.30 | 12.38 | 1.77 | 8.86 | 8.86 | 67.68 | 54.47 | 0.1824 | -- | 5.37 | 801,944.40 | 2.40 | 2.27 | 12.76 | 11.22 | 83.84 | 93.12 | 13.16 | 12.90 | -- | -- | 0.8398 | 19.75 | 14.89 | 11.69 | 15.05 | 12.45 | 5.24 | 18.66 |
| State Street Corp | 10.51bn | 1.64bn | 26.43bn | 52.57k | 16.62 | 1.19 | 10.22 | 2.19 | 5.32 | 5.32 | 38.97 | 82.75 | -- | -- | -- | -- | 0.5824 | 0.8342 | -- | -- | -- | -- | 14.97 | 20.27 | -- | -- | -- | 34.89 | 117.47 | 19.34 | -31.54 | -5.15 | 6.03 | 8.32 |
| Blue Owl Capital Inc | 1.99bn | 92.20m | 27.48bn | 685.00 | 102.68 | 15.48 | 43.37 | 13.83 | 0.1829 | 0.1829 | 3.99 | 1.21 | 0.2158 | -- | 5.15 | 2,900,545.00 | 4.29 | -- | 8.09 | -- | -- | -- | 19.87 | -38.57 | -- | 7.02 | 0.3203 | -- | 26.42 | 70.20 | 685.03 | 92.65 | 84.50 | -- |
Data as of Sep 20 2024. Currency figures normalised to Principal Financial Group Inc's reporting currency: US Dollar USD
42.73%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 30 Jun 2024 | 26.73m | 11.54% |
| Nissay Asset Management Corp.as of 30 Jun 2024 | 18.16m | 7.84% |
| BlackRock Fund Advisorsas of 30 Jun 2024 | 13.59m | 5.87% |
| SSgA Funds Management, Inc.as of 30 Jun 2024 | 9.56m | 4.13% |
| Managed Account Advisors LLCas of 30 Jun 2024 | 7.99m | 3.45% |
| Capital Research & Management Co. (Global Investors)as of 30 Jun 2024 | 6.60m | 2.85% |
| Geode Capital Management LLCas of 30 Jun 2024 | 5.43m | 2.34% |
| Wellington Management Co. LLPas of 30 Jun 2024 | 4.15m | 1.79% |
| Dimensional Fund Advisors LPas of 30 Jun 2024 | 3.41m | 1.47% |
| Northern Trust Investments, Inc.(Investment Management)as of 30 Jun 2024 | 3.32m | 1.43% |
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Data from 30 Jun 2024 - 30 Jun 2024Source: FactSet Research Systems Inc.
