PFG · Principal Financial Group

S&P 500 #370 · Nasdaq

Risiko 4/10 · Financials — rate tailwind · $114.09 ▲ 2.52%

Kennzahlen

• Price $114.09
• Market cap $24.6B
• P/E (ttm) 16.37
• Div yield 3.02%
• 52-wk range $75.00 – $114.90
• Index rank #370 / —

Wichtigste Risiken

• Equity market downturn reduces AUM-linked fees (Revenue) — HIGH
• Interest rate volatility affects insurance reserves (Balance sheet) — MED
• Regulatory pressure on retirement product fees (Revenue) — LOW
• Competition from low-cost index fund providers (Market share) — LOW

Fazit

Principal Financial manages retirement, insurance, and asset management products with ~$700B AUM, benefiting from rising rates and record retirement savings flows.

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