Companies
S&P 500Financials· USA
PFG
BalancerPrincipal Financial Group
$93.55
+1.90%
Open $91.48·Prev $91.81
as of 13 Apr
BALANCER
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.
Published1 Apr 2026
UniverseS&P 500
SectorFinancials
↑
Direction of Movement
Lateral Trajectory With Modest Upward Optionality From Policy Tailwinds
ROC 200
+17.4%
Referenced in 1 other analysis
Financials
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