PFG
BalancerPrincipal Financial Group
$93.55
+1.90%
as of 13 Apr
Power Core
The moat in one sentence: Principal Financial's moat is the integrated, multi-product employer relationship in the SMB segment, where switching costs compound across retirement, insurance, and asset management lines simultaneously.
Direction of Movement
Lateral Trajectory With Modest Upward Optionality From Policy Tailwinds
ROC 200
+17.4%
PFG
Principal Financial Group
$93.55
+1.90%
as of 13 Apr
DCF Fair Value: $175.57
mOS zones are proprietary L17X overlays and do not constitute trading signals or investment advice.
Company Profile
Principal Financial Group Inc. is a global financial company offering retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. It operates primarily through three key segments: Retirement and Income Solutions, which provides retirement and related financial products including defined contribution plans like 401(k) and 403(b), defined benefit plans, and nonqualified annuities; Principal Asset Management, focusing on investment management across various asset classes such as real estate and private credit; and Benefits and Protection, delivering specialty benefits and life insurance solutions. The company supports financial well-being through research initiatives like the Principal Financial Well-Being Index, tracking business sentiment and economic outlooks, and the Global Financial Inclusion Index. Principal Asset Management emphasizes sustainable strategies, including ESG-aligned real estate investments. Founded in 1879 and headquartered in Des Moines, Iowa, Principal Financial Group Inc. plays a vital role in helping clients plan, protect, invest, insure, and retire effectively in diverse markets.