Principal Financial Group Inc. (PFG)
PFG · Financials · 
United States
Principal Financial Group Inc. (PFG) is a US company in the Financials sector. The stock has its largest weight in XUFI (MSCI USA Financials), at 0.31%. Anyone who holds an ETF containing Principal Financial Group also has an indirect stake in the company.
Data and Charts: Principal Financial Group
Key Data for Principal Financial Group
Principal Financial Group Stock Price Chart
The Principal Financial Group chart shows daily closing prices and is set to the current year by default. The stock is up 26.6% year to date and up 34.9% over twelve months. The last recorded close on October 30, 2026, was $111.63, at 82% of the 52-week range.
Price series from our database since Aug 12, 2024, 558 daily values.
Principal Financial Group Stock Performance
| Year to date | +26.6% | 1 year | +34.9% |
|---|---|---|---|
| 1 month | -0.3% | 3 months | -1.8% |
| Calendar year 2025 | +14.0% |
Measured in euros, Principal Financial Group is up 33.1% year to date and up 39.5% over twelve months. The difference from the dollar figures above comes from the exchange rate alone. Each daily price is converted at the ECB euro reference rate for that day.
Alysly Data Analysis: Principal Financial Group
What ETF Is Principal Financial Group In?
Principal Financial Group has above-average ETF coverage and is held by 23 of the 104 ETFs we track, which together follow 11 indices. That puts the stock in more ETFs than 87.8% of the 4,341 stocks we track.
| ETF | Index | Weight | per €1,000 in the ETF |
|---|---|---|---|
| XUFI / XUFN | MSCI USA Financials | 0.31% | €3.12 |
| XDEW | S&P 500 Equal Weight | 0.19% | €1.94 |
| XDWF | MSCI World Financials | 0.17% | €1.67 |
| WFIN | MSCI World Financials | 0.16% | €1.57 |
| WVAL | MSCI World Value | 0.15% | €1.48 |
| XDEV | MSCI World Value | 0.08% | €0.76 |
| XDEM | MSCI World Momentum | 0.04% | €0.41 |
| XD9U / XD9D | MSCI USA | 0.04% | €0.37 |
| SPYL / SPY5 | S&P 500 | 0.03% | €0.33 |
| SWWD | MSCI World | 0.03% | €0.32 |
| SPPW | MSCI World | 0.03% | €0.32 |
| EUNL | MSCI World | 0.03% | €0.30 |
| SXR8 | S&P 500 | 0.03% | €0.30 |
| IUSQ | MSCI ACWI | 0.03% | €0.30 |
| XDWD / XDWL | MSCI World | 0.03% | €0.27 |
| SPYY | MSCI ACWI | 0.02% | €0.24 |
| WIMI | MSCI World IMI | 0.02% | €0.21 |
| SPYI / SPSA | MSCI ACWI IMI | < 0.01% | < €0.05 |
The last column shows how much of €1,000 in one of these funds goes to Principal Financial Group, based on each fund's latest holdings list.
US-listed ETFs holding Principal Financial Group (weight per latest SEC filing): SCHD 0.53%, VYM 0.10%, ONEQ 0.05%, IVV 0.03%, SPY 0.03%, VOO 0.03%, VTI 0.03%. These funds are registered in the US; retail investors in the EU usually cannot buy them.
Principal Financial Group Weight in iShares Core MSCI World (EUNL) Since 2019
In iShares Core MSCI World (EUNL), Principal Financial Group had a weight of 0.04% on Sep 30, 2019 and 0.03% on Oct 30, 2026. The fund tracks the MSCI World. Its share peaked at 0.04% on Sep 30, 2019. The weight rises and falls with the stock's price performance relative to the other index members. It can also change when the index provider adjusts the index composition.
What's Inside Your ETF Portfolio and the ETF overlap check show how much Principal Financial Group overlaps with the rest of a portfolio.
Which Tracked Investors Hold Principal Financial Group?
Principal Financial Group is not among the largest purchases in the quarter ending Jun 30, 2026. The list is led by GOOGL, DAL and NEBIUS GROUP N.V. The only manager we track that holds Principal Financial Group reduced its position.
| Investor | Shares | Value | Quarter |
|---|---|---|---|
| Bridgewater Associates | 16,012 | $2M | reduced by 204,910 |
As of Jun 30, 2026. Based on quarterly filings with the US securities regulator, submitted up to 45 days after the reference date. The change counts shares, not price gains.
Stocks With ETF Exposure Similar to Principal Financial Group
| Stock | Shared ETFs | r | 1 year | Annualized volatility | Net margin | Revenue growth |
|---|---|---|---|---|---|---|
| Principal Financial Group | – | – | +34.9% | 25.2% | 7.6% | -3.1% |
 State Street Corporation | 23 | – | +47.3% | 25.6% | 21.1% | +7.3% |
| American International Group | 22 | – | +4.7% | 23.3% | 11.6% | -1.7% |
| Citizens Financial Group | 22 | – | +26.2% | 30.1% | 22.2% | +5.6% |
 Capital One Financial Corp | 22 | – | -6.2% | 35.1% | 4.6% | +36.6% |
| Everest Group | 22 | – | +32.9% | 24.4% | 9.1% | +1.2% |
 Fidelity National Information Services | 22 | – | -38.2% | 30.5% | 3.6% | +5.4% |
 Fiserv | 22 | – | -23.3% | 48.0% | 16.4% | +3.6% |
 Global Payments | 22 | – | +23.1% | 40.5% | 18.2% | -0.4% |
These stocks reach a portfolio through largely the same funds as Principal Financial Group. “Shared ETFs” counts the funds that hold both.
Return and volatility are calculated from our daily closing prices in US dollars. Margin and growth come from each company's latest SEC annual filing. Because fiscal years do not end on the same date for every company, the underlying periods are not fully identical.
Fundamental Analysis: Principal Financial Group
Principal Financial Group Key Financials
Figures come from the SEC annual filing for the latest reported fiscal year (period end Dec 31, 2025).
| Fiscal year | Revenue | Net income | Margin |
|---|---|---|---|
| FY ended Dec 2023 | 13.7 | 0.6 | 4.6% |
| FY ended Dec 2024 | 16.1 | 1.6 | 9.7% |
| FY ended Dec 2025 | 15.6 | 1.2 | 7.6% |
Technical Analysis: Principal Financial Group
Principal Financial Group Risk Metrics
The close on Oct 30, 2026, was 5.8% below the highest close since Aug 12, 2024. That high was reached on Sep 3, 2026. When the S&P 500 rose or fell 1%, Principal Financial Group moved 0.55% on average in the same direction (past 252 trading days). The correlation of 0.32, however, shows only a moderate link to the broad market. Accordingly, moves in the S&P 500 explain only a small part of the daily price moves of Principal Financial Group.
What Principal Financial Group Correlates With
| Instrument | r | −1 … +1 |
|---|---|---|
| MetLife Inc. | +0.66 | |
| Raymond James Financial Inc. | +0.61 | |
| Manulife Financial Corporation | +0.60 | |
| Ameriprise Financial Inc. | +0.59 | |
| Corebridge Financial Inc. | +0.59 | |
| Truist Financial Corporation | +0.54 | |
| Ciena Corporation | -0.30 | |
| Monolithic Power Systems Inc. | -0.30 | |
| Marvell Technology Inc. | -0.28 |
The strongest co-movers are listed at the top, the strongest inverse movers at the bottom. Low or negative correlations can help spread risk more broadly across a portfolio.
