PFG

Principal Financial Group, Inc.

Financial ServicesAsset ManagementNASDAQ

$103.62

-$0.30 (-0.29%)today

Conviction

7/ 10

Fair Value$94.42

Upside-8.88%

Signal0

Market Cap$19.9B

52W Range$68.39–$97.88

Next EarningsApr 23

Conviction History

Conviction Changes

Mar 18, 2026, 3:11 PM6→7conviction-rescore

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Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$327.54

Current Price$85.07

Upside / Down+285.0%

P(Undervalued)100.0%

P(20%+ Up)100.0%

P(15%+ Down)0.0%

Fair Value Distribution — percentile bands

100.0% of simulations place fair value above current price

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Bull Case

Principal Financial retirement/insurance/asset mgmt; employer-sponsored retirement sticky.

Bear Case

AUM fee compression; interest rate sensitivity; defined contribution outflow risk.

Updated Apr 7

Research Feed

sec_10kMar 3

Conviction: unchanged

PFG 10-K FY2025: Stable Insurance Platform, Fair Valuation

PFG: stable diversified insurer, fair valuation, holds thesis but requires patience. Benefits from secular tailwinds in retirement; risks center on rates/equity volatility. 6/10 conviction — hold curr...