Principal Financial Group Inc
Principal Financial Group Inc is classed by the SEC under Accident & Health Insurance (industry code 6321), based in Des Moines, IA. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $16 billion and a profit of $1.2 billion (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a insurance business: prior from its industry code (SEC 6321, Accident & Health Insurance); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 3.7 out of ten, 9 of 9 metrics filed: past 3.3 out of ten, present 4.1 out of ten, future 3.9 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 0.5 out of ten. 1 warning event since 2017; the latest 2017-11-30. 5th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 4.0 out of ten. +2.6% a year over 10 filed years; profitable in 10 of 10. 40th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 5.0 out of ten. Share count shrank 4.0% a year. 36% of cash flow returned. Insiders: 12 sales, 1 purchases. 50th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 4.1 out of ten. ROE 10%: 10¢ of profit per shareholder dollar. Leverage 97%: owes 97¢ per asset dollar. 41st percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 5.0 out of ten. bottom 50% of 11 in its family; net margin 7.6%. 50th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 2.9 out of ten. bottom 28% of 9 in its family for leadership; chief executive since 2025. 28th percentile among 9 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 5.9 out of ten. top 41% of 11 in its family for room to expand. 59th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 2.7 out of ten. bottom 27% of 11 in its family for growth drivers. 27th percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 3.2 out of ten. bottom 32% of 11 in its family for expectations against reality. 32nd percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-18 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-07-29 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-07-27 (on EDGAR). Newest filing: Form 4, 2026-09-29. Filings on record since 2000. Read from EDGAR 2026-10-12.
Who runs it
Bhatia, Kamal (President and CEO - PAM); Strable-Soethout, Deanna D (Chair, President and CEO); Houston, Daniel Joseph (Executive Chairman); Cheong, Wee Yee (President - Asia & Middle East); Friedrich, Amy Christine (President - Benefits & Protect); Littlefield, Christopher J (President - RIS); Pitz, Joel (EVP & CFO); Agrawal, Vivek (EVP & Chief Growth Officer); Kay, Kathleen B (EVP-Chief Information Officer); Mccullum, Kenneth A. (EVP - Chief Risk Officer); and 14 more. 24 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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