Company Dossier · Financials
Principal Financial Group
- S&P 500
- Russell 1000
What Principal Financial Group is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to March 31, 2026: $15.5 billion, down 2.0% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.90 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2024: $0.02 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 28, 2026): sentiment 0.40 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
- Latest annual report (filed February 18, 2026): 0 risk factors added, 2 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q2 2026: $2.9 million on the open market.SEC Form 4
- 963 institutional managers reported a position at June 30, 2026 (+49 on the quarter before).SEC Form 13F
Company Posture
How Company Posture is measured →What Principal Financial Group is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings36th pct
- Deals and private raises48th pct
- Patent publications22nd pct
Confident ↔ Hedging
Mixed
- Call sentiment33rd pct
- Call confidence60th pct
- Guidance changes—
- Risk factors added66th pct
- Insider open-market trades33rd pct
- − Call sentiment
- − Insider open-market trades
- + Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver12th pct
- Stress filings49th pct
Credit
How these are built →No bond term sheets or tagged debt on file for Principal Financial Group yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Principal Financial Group, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralPrincipal Financial Group Loans $32M to Refi Queens Shopping Center
Commercial Observer · Aug 20, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 21, 2026LobbyingLobbying report (HARBINGER STRATEGIES, LLC)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (THORN RUN PARTNERS)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (PUBLIC STRATEGIES WASHINGTON, INC.)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (RICH FEUER ANDERSON)third_quarter 2026 · $0.0 million
- Oct 12, 2026LobbyingLobbying report (PRINCIPAL FINANCIAL GROUP)third_quarter 2026 · $0.5 million
- Sep 10, 20268-KMaterial agreement signedItem 1.01
- Jul 28, 2026LobbyingLobbying report (PUBLIC STRATEGIES WASHINGTON, INC.)fourth_quarter 2023 · $0.0 million
- Jul 21, 2026LobbyingLobbying report (HARBINGER STRATEGIES, LLC)second_quarter 2026 · $0.0 million
- Jul 20, 2026LobbyingLobbying report (PUBLIC STRATEGIES WASHINGTON, INC.)second_quarter 2026 · $0.0 million
- Jun 1, 20268-KMaterial agreement signedItem 1.01
- May 20, 20268-KShareholder vote resultsItem 5.07
- Feb 18, 202610-KAnnual report (10-K)0 risk factors added, 2 removed
- Aug 19, 20258-KDirector or officer changeItem 5.02
- May 22, 20258-KShareholder vote resultsItem 5.07
- May 20, 20258-KDirector or officer changeItem 5.02
- Feb 19, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Nov 14, 20248-KDirector or officer changeItem 5.02
- Feb 20, 202410-KAnnual report (10-K)0 risk factors added, 2 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Unum UNM | $13.3B | $0.7B | Jun 30, 2026 |
| Aflac AFL | $18.1B | — | Jun 30, 2026 |
| Brighthouse Financial BHF | $6.7B | — | Jun 30, 2026 |
| Globe Life GL | $6.2B | $1.2B | Jun 30, 2026 |
| Prudential Financial PRU | $64.8B | — | Jun 30, 2026 |
| Primerica PRI | $3.4B | — | Jun 30, 2026 |
| MetLife MET | $2.7B | — | Jun 30, 2026 |
| Markel MKL | $15.5B | $2.1B | Jun 30, 2026 |