200wk Uptrend — rising+above (sma 83.82 vs px 112)
Funds Accumulating — momZ +2.07 · 10.14→10.69
Seasonal Tailwind — october med 3.5% (mag 2/3) · posClose 66.67% (rel 2/3) · n24 ×0.75 = 6
Hidden Gem — stWatch 801
About Principal Financial Group Inc
Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection segments. The Retirement and Income Solutions segment provides retirement, and related financial products and services. Read full Trend Edge analysis →
Sector: Financial Services
Industry: Asset Management
Exchange: NASDAQ
IPO Date: October 23, 2001
Headquarters: 711 High Street, Des Moines, IA, United States, 50392
Hidden Gem: Yes — undiscovered relative to its market cap tier
Founder-Led: No
Key Metrics
Current Price
$111.59
Market Cap
$23.67B
Float
212.8M
Shares Outstanding
214.1M
P/E (Forward)
9.39
P/E (TTM)
15.91
Price/Sales (TTM)
1.51
vs. Analyst Target
-1.8% to analyst PT
Profit Margin
9.93%
Operating Margin (TTM)
12.34%
Revenue (TTM)
$15.69B
Earnings Growth (YoY)
2.80%
Dividend Rate
3.4%
Analyst Target Price
$109.58 (12 analysts)
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
2020
$14.74B
$1.40B
$6.46B
$1.95B
2021
$14.43B
$1.58B
$7.08B
$2.19B
2022
$17.54B
$4.76B
$11.04B
$6.28B
2023
$13.67B
$623M
$5.90B
$1.01B
2024
$16.13B
$1.57B
$7.35B
$2.15B
2025
$15.63B
$1.19B
$7.06B
$1.67B
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Sep 2025
$3.68B
$214M
Dec 2025
$4.58B
$517M
Mar 2026
$3.53B
$413M
Jun 2026
$12.0M
$403M
Ownership & Float
Insider Ownership
1.1%
Institutional Ownership
81.4%
Short Float
3.9%
% of All Funds Holding
10.69%
Number of Funds Holding
940
Current Moving Averages
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$111.76
Near-term / short-term trend
Weekly
40-Week SMA
$98.86
Medium-term trend
Weekly
80-Week SMA
$89.42
Cyclical trend (business cycle)
Weekly
200-Week SMA
$83.82
Secular trend (multi-year)
Monthly
10-Month SMA
$99.09
Near-term monthly trend
Monthly
20-Month SMA
$90.17
Medium-term monthly trend
Monthly
40-Month SMA
$84.41
Secular monthly trend
Volume Shelves — Support & Resistance
Trend Edge identifies volume shelves: price zones where historically elevated trading volume
creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative
volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Principal Financial Group Inc
(PFG) powered by Claude Opus — Anthropic's most capable AI model.
The analysis covers five layers:
technical analysis (near-term, medium-term, cyclical, and secular trend, momentum,
volume shelf support and resistance, breakout and breakdown signals),
qualitative analysis (business model, competitive moat, sector dynamics),
insider sentiment (buy and sell signals from executive and director transactions),
share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and
fundamental analysis (valuation, revenue growth, profit margin, earnings quality).
AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit,
stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward.
Whether you are building a long position, initiating a short, or looking for a reversal setup,
AI Consult identifies the highest-probability signal from the current trend.