Principal Financial Group (PFG) stock: Winston Score, insiders and Congress trades
Principal Financial Group helps people and businesses save money for retirement and protect against financial risks. The company sells retirement plans, life insurance, disability insurance, and investment products, mainly to small and medium-sized businesses and their employees. It is one of the larger U.S. providers of workplace retirement plans, particularly for smaller companies that bigger competitors often overlook. Principal makes money by collecting fees on the assets it manages, premiums on insurance policies, and charges on retirement plan accounts. It operates primarily in the United States but also has a meaningful presence in Latin America and Asia, managing roughly $700 billion in assets under management. Its focus on smaller employers gives it a niche that larger rivals tend to ignore, but the company faces real risk from falling interest rates and stock market downturns, both of which can shrink the value of assets it manages and reduce the fees it earns.
Winston Score: 58 out of 100, Good
A decent business — some strong pillars, some weaker.
- Quality: Good (15/30)
- Growth: Good (12/20)
- Cash Flow: Exceptional (10/10)
- Stability: Exceptional (9/10)
- Valuation: Strong (7/10)
- Ownership: Weak (2/15)
Key Facts
Price: $108.73
Market Cap: $23.3B
Sector: Financial Services
Industry: Asset Management
Exchange: NASDAQ
Editorial rules set and reviewed by Felix Prehn, Economist and Editor. Figures are refreshed daily from Financial Modeling Prep and company filings; last refreshed 2026-10-04.


