Jun 2026 (Q2 FY26) — Jul 28, 2026
Principal Financial Group Q2 FY26 — Strong Earnings and Strategic Portfolio Optimization
Read the full callPrincipal Financial Group (PFG) earnings
- Mar 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Principal Financial Group earnings: last reported Tue, 28 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 3,529 | −4.5% YoY | Quarterly, as filed | Quarter to Mar 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Mar 2026 | Not in the filed figures for the quarter to mar 2026. No older figure is substituted. | ||
| Net profit | 425 | +782.7% YoY | Quarterly, as filed | Quarter to Mar 2026 | Profit after tax as filed. |
Price
$108.96 +1.58% · +$1.7
Performance +34.0% 1Y
1Y: $81.29 on 14 Oct 2025 → $108.96. High $118.51 (3 Sept 2026), low $78.39 (16 Oct 2025).
- Previous close
- $107.26
- 52-week range
- $78.39 – $118.51
- One year
- +34.68%
Overview
- Symbol
- PFG
- Sector
- Financials
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — Apr 24, 2026
Principal Financial Group Q1 FY26 — Strong Earnings Growth and Capital Returns
Read the full callEvery analysed call
Principal Financial Group earnings calls (PFG)
Financials
What the filings say
Net profit, year on year: +783% (quarter to mar 2026 against mar 2025).
| Line item | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 4,311 | 3,012 | 4,752 | 3,696 | 3,671 | 3,682 | 4,577 | 3,529 |
| Net profit | 353 | -220 | 905 | 48 | 406 | 214 | 517 | 425 |
| EPS ($ per share) | 1.51 | -0.95 | — | 0.21 | 1.81 | 0.96 | — | 1.96 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 |
| Reserves | 10,290 | 11,074 | 11,838 | 12,885 | 16,697 | 16,684 | 17,584 | 18,071 |
| Total liabilities | 231,189 | 261,137 | 279,755 | 288,199 | 280,587 | 293,836 | 302,195 | 328,985 |
| Fixed assets | 767 | 968 | 1,019 | 1,038 | 996 | 938 | 769 | 701 |
| Total assets | 243,036 | 276,088 | 296,628 | 304,657 | 290,867 | 305,047 | 313,664 | 341,377 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 5,157 | 5,493 | 3,709 | 3,254 | 3,173 | 3,792 | 4,603 | 4,537 |
| Cash from investing | -5,702 | -7,688 | -4,996 | -5,694 | 1,059 | -1,347 | -5,399 | -4,136 |
| Cash from financing | 1,053 | 1,734 | 1,621 | 1,922 | -1,715 | -2,586 | 300 | -182 |
| Net cash flow | 507 | -462 | 334 | -518 | 2,516 | -140 | -496 | 219 |
PFG revenue by segment
Segment Retirement and Income Solutions shrank from 47% to 43% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Segment Retirement and Income Solutions | 6% | 157% | 56% | 47% | 51% | 55% | 43% | 48% | +9.5% |
| Segment Benefits and Protection | 1% | 99% | 33% | 34% | 34% | 27% | 36% | 33% | +2.2% |
| Segment Principal Asset Management | 17% | 27% | 19% | 19% | 20% | 15% | 19% | 20% | +12.5% |
| Segment Corporate | 2% | -2% | 1% | 1% | 1% | <1% | 2% | 1% | +120.8% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
PFG operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Employees | 19KOur strong performance this quarter reflects the dedication of our 19,000 employees around the world.Source: earnings call transcript | 19KIn closing, we have momentum across the business, supported by disciplined execution and the dedication of our 19,000 employees around the world.Source: earnings call transcript | 0% |
| Assets under management (AUM) | $770BTotal company managed AUM ended the quarter at $770 billion, modestly lower sequentially due to market performance and up 7% year-over-year.Source: earnings call transcript | $808BTotal company managed AUM ended the quarter at $808 billion, an increase of 5% from first quarter 2026 and 7% from the year ago quarter.Source: earnings call transcript | +4.9% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Revenue by region
Q3 FY2024 · share of revenue
- Latin America 3% ↑ 1 pt
- Asia 1%
- Subsegment Geographical Area Eliminations 0%
As PFG cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
178 filings between Nov 12, 2025 and Sep 25, 2026.
Open market
decisions to buy or sellPurchases
$485
1 purchase by 1 insider
Sales
$5.40M
12 sales by 3 insiders
33% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 136
- Award — granted as compensation
- 10
- Tax withheld — shares kept back by the company to cover tax
Also filed: 18 dispositions to the issuer, 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Cheong Wee Yee | — | $2.79M | May 21, 2026 |
| STRABLE-SOETHOUT DEANNA D | — | $2.35M | Jan 30, 2026 |
| Djurasovic George | — | $259.3K | Apr 30, 2026 |
| Muruzabal Claudio | $485 | — | Feb 9, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 25, 2026 | Cheong Wee Yee President - Asia & Middle East | Award | 354 | $0 |
| Sep 25, 2026 | Carter Miller Jocelyn Director | Award | 648 | $0 |
| Sep 25, 2026 | Agrawal Vivek EVP & Chief Growth Officer | Award | 226 | $0 |
| Sep 25, 2026 | Nordin Diane C Director | Award | 211 | $0 |
| Sep 25, 2026 | Brown Timothy W. EVP, General Counsel and Sec | Award | 163 | $0 |
| Sep 25, 2026 | McCullum Kenneth A. EVP - Chief Risk Officer | Award | 71 | $0 |
| Sep 25, 2026 | HOCHSCHILD ROGER C Director | Award | 285 | $0 |
| Sep 25, 2026 | RIVERA ALFREDO Director | Award | 113 | $0 |
| Sep 25, 2026 | Bhatia Kamal President and CEO - PAM | Award | 415 | $0 |
| Sep 25, 2026 | Kay Kathleen B EVP-Chief Information Officer | Award | 383 | $0 |
| Sep 25, 2026 | LITTLEFIELD CHRISTOPHER J President - RIS | Award | 538 | $0 |
| Sep 25, 2026 | Muruzabal Claudio Director | Award | 97 | $0 |
| Sep 25, 2026 | Pitz Joel EVP & CFO | Award | 226 | $0 |
| Sep 25, 2026 | Pitz Joel EVP & CFO | Award | 2 | $0 |
| Sep 25, 2026 | Pickerell Blair Director | Award | 273 | $0 |
| Sep 25, 2026 | Richer Clare Stack Director | Award | 138 | $0 |
| Sep 25, 2026 | Beams Mary E. Director | Award | 105 | $0 |
| Sep 25, 2026 | Auerbach Jonathan Director | Award | 161 | $0 |
| Sep 25, 2026 | Mills Scott Director | Award | 246 | $0 |
| Sep 25, 2026 | STRABLE-SOETHOUT DEANNA D Chair, President and CEO | Award | 593 | $0 |
| Sep 25, 2026 | STRABLE-SOETHOUT DEANNA D Chair, President and CEO | Award | 42 | $0 |
| Sep 25, 2026 | Friedrich Amy Christine President - Benefits & Protect | Award | 577 | $0 |
| Sep 25, 2026 | Mitchell H Elizabeth Director | Award | 78 | $0 |
| Sep 3, 2026 | STRABLE-SOETHOUT DEANNA D Chair, President and CEO | Award 10b5-1 plan | 18,380 | $1.18M |
| Sep 3, 2026 | STRABLE-SOETHOUT DEANNA D Chair, President and CEO | Disposition to issuer 10b5-1 plan | 55,140 | $6.65M |
| Sep 3, 2026 | STRABLE-SOETHOUT DEANNA D Chair, President and CEO | Award 10b5-1 plan | 18,380 | $1.18M |
| Sep 3, 2026 | STRABLE-SOETHOUT DEANNA D Chair, President and CEO | Award 10b5-1 plan | 18,380 | $1.18M |
| Aug 7, 2026 | Friedrich Amy Christine President - Benefits & Protect | Award 10b5-1 plan | 35,680 | $2.28M |
| Aug 7, 2026 | Friedrich Amy Christine President - Benefits & Protect | Disposition to issuer 10b5-1 plan | 35,680 | $4.06M |
| Jun 26, 2026 | Beams Mary E. Director | Award | 109 | $0 |
| Jun 26, 2026 | Cheong Wee Yee President - Asia & Middle East | Award | 368 | $0 |
| Jun 26, 2026 | Auerbach Jonathan Director | Award | 166 | $0 |
| Jun 26, 2026 | Agrawal Vivek EVP & Chief Growth Officer | Award | 234 | $0 |
| Jun 26, 2026 | Pitz Joel EVP & CFO | Award | 2 | $0 |
| Jun 26, 2026 | McCullum Kenneth A. EVP - Chief Risk Officer | Award | 73 | $0 |
| Jun 26, 2026 | Mitchell H Elizabeth Director | Award | 80 | $0 |
| Jun 26, 2026 | Pitz Joel EVP & CFO | Award | 234 | $0 |
| Jun 26, 2026 | RIVERA ALFREDO Director | Award | 117 | $0 |
| Jun 26, 2026 | Bhatia Kamal President and CEO - PAM | Award | 430 | $0 |
| Jun 26, 2026 | Richer Clare Stack Director | Award | 142 | $0 |
| Jun 26, 2026 | Pickerell Blair Director | Award | 281 | $0 |
| Jun 26, 2026 | LITTLEFIELD CHRISTOPHER J President - RIS | Award | 559 | $0 |
| Jun 26, 2026 | Nordin Diane C Director | Award | 217 | $0 |
| Jun 26, 2026 | STRABLE-SOETHOUT DEANNA D Chair, President and CEO | Award | 44 | $0 |
| Jun 26, 2026 | Muruzabal Claudio Director | Award | 100 | $0 |
| Jun 26, 2026 | Kay Kathleen B EVP-Chief Information Officer | Award | 398 | $0 |
| Jun 26, 2026 | Mills Scott Director | Award | 253 | $0 |
| Jun 26, 2026 | STRABLE-SOETHOUT DEANNA D Chair, President and CEO | Award | 612 | $0 |
| Jun 26, 2026 | HOCHSCHILD ROGER C Director | Award | 294 | $0 |
| Jun 26, 2026 | Carter Miller Jocelyn Director | Award | 669 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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