—
C+
C+ The full Closelooknet — membership. Open the C+ overview

Principal Financial Group Inc (PFG) — chart, structure and Closelooknet read

The Closelooknet read

Principal Financial Group provides retirement plans, asset management and insurance to businesses, individuals and institutional clients worldwide. It runs three segments: Retirement and Income Solutions, which covers defined contribution and defined benefit plans, annuities and pension risk transfer; Principal Asset Management, offering equity, fixed income, real estate and alternative investment products; and Benefits and Protection, which sells group and individual life, dental, vision and disability insurance.

Detail below: the desk's view, the earnings record, peers and the company snapshot; daily prices on the price-history tab. Research diary readings, not advice.

Pick a ticker to load its detail page.

Signals for this name

Every Closelooknet reading that exists for PFG, from the same nightly bakes the boards use. Research diary readings, not advice.

Weather around the name 3 macro readings: Money Temperature, Factor regime, Sovereign pressure

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 44/100 · S&P 500 fund at 48, above its 200-day averageEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-11-05
  • Factor regime Defensive rotation — low-vol leading, regime-change watchMomentum against low volatility (SPMO / SPLV): below its 50-day trend, 73th percentile of the window, -21.7% over 20 sessions. Factor regime → 2026-11-04
  • Sovereign pressure Index -2.05 · down 2.95 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-11-05
How it trades on rate days beta 0.36 to TLT · on the worst bond days it held up better than the market

How it trades on rate days

How PFG has moved when long-dated Treasury yields rise — measured against TLT, the 20+ year Treasury fund.

  • Beta to long bonds, 1 year 0.36 — tends to move with bonds for every 1% move in TLT (20+ year Treasuries), Principal Financial Group Inc moved 0.36% on average · correlation 0.15 · higher than 28% of US names
  • Beta, last 3 months 0.40 about the same as over the year
  • On the 10 worst bond days −0.25% on average against −0.74% for the S&P 500 the 10 sessions of the past year in which TLT fell most, i.e. long yields rose most
  • Latest of those days +0.20% TLT −1.29% that day 2026-09-24

Daily total returns from the adjusted price series; a TLT down day is a day long yields rose. Beta = the average move of the name for a 1% move in TLT. Past sensitivity, not a forecast. An investment diary, not a recommendation.

Who it is priced against Asset Management · United States · 8 names with week and year-to-date

Peer group

Asset Management · United States

This name carries no Closelooknet score, so its cohort ranks on trend state — distance to the 50- and 200-day averages — never on a score it does not have.

Compared against PFG on the nightly bakes; the Peers tab ranks the cohort on the Closelooknet scores where it exists.

Company snapshot — Principal Financial Group Inc

PFG in five paragraphs: what it makes and sells, where it sits in the Closelooknet stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Principal Financial Group provides retirement plans, asset management and insurance to businesses, individuals and institutional clients worldwide. It runs three segments: Retirement and Income Solutions, which covers defined contribution and defined benefit plans, annuities and pension risk transfer; Principal Asset Management, offering equity, fixed income, real estate and alternative investment products; and Benefits and Protection, which sells group and individual life, dental, vision and disability insurance. It serves small and medium-sized businesses as well as larger institutional clients, and is based in Des Moines, Iowa.
Where it sits in the stack
Principal Financial Group sits outside our Rubin index; it belongs to the Financial Services sector of our universe, within the asset management and insurance industry rather than any AI build-out layer.
Who it is priced against
No named peer group is set for this company; a comparison the market draws is with other diversified retirement and insurance groups such as Prudential Financial.
Why Closelooknet tracks it
It holds a seat in the S&P 500 but carries no Closelooknet score and no seat in our Rubin index, so the diary has no scored module or quote to point to yet.
What the diary watches
Whether analyst target revisions and the stock's distance from its 52-week high continue to move together as retirement and asset management flows shift.

Principal Financial Group Inc (PFG) trades on US exchanges.

Written from the company’s public profile and Closelooknet’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

The Street on this name 3 analyst actions on the wire · latest: price target by UBS, 2026-10-27

The Street on this name

Analyst actions and the latest print for PFG from the Closelooknet wires — third-party opinions on the record, not our readings.

  • Price target UBS — target 112 from 120 Target cut to $112 from $120 (+2.3% to spot) 2026-10-27
  • Price target Wells Fargo — target 112 Target set to $112 (+4.8% to spot) 2026-10-20
  • Price target Piper Sandler — target 128 from 125 Target raised to $128 from $125 (+11.5% to spot) 2026-09-28

3 actions on the analyst wire since 2026-08-13: 3 target changes. Analyst wire → · Earnings wire →

Dividends and capital return trailing yield 2.88%, quarterly · last 0.84 USD on 2026-09-03

Dividends and capital return

What PFG pays out and buys back — distributions read from the price series, money terms from the filings.

  • Trailing 12 months 3.25 USD per share · a 2.88% yield on the 2026-11-05 close 4 distributions, paid quarterly 2026-11-05
  • Change on the year +7.6% against the prior twelve months prior twelve months 3.02 USD per share
  • Last distribution 0.84 USD per share as the price series records it, within days of the ex-date 2026-09-03
  • By calendar year 2023: 0.67 USD (partial) · 2024: 2.85 USD · 2025: 3.08 USD · 2026: 2.46 USD to date first distribution recorded in the three-year window: 2023-11-30

Per-share amounts are derived from the adjusted price series in the listing currency, so dates sit within days of the ex-date; filing figures come from the fundamentals feed for the last reported fiscal year. An investment diary, not a recommendation.

FAQ · from the current data · as of 2026-11-06

Quick answers

What is Principal Financial Group Inc (PFG)?

Principal Financial Group Inc trades as PFG on the US exchange (United States) in the Closelooknet research universe, as of the registry build of 2026-11-06.

Is PFG in a Closelooknet index?

Not currently — Principal Financial Group Inc is tracked in the Closelooknet research universe but is not a constituent of a Closelooknet functional index as of 2026-11-06.

Where does PFG trade against its moving averages?

Principal Financial Group Inc trades 0.5% above its 50-day and 9.0% above its 200-day moving average (2.4% above its 20-day). As of 2026-11-05 — a technical state from the nightly Closelooknet bake, not advice. The Technical tab carries the full row.

How does Principal Financial Group Inc compare with its peers?

Against its peer group (Asset Management · United States), Principal Financial Group Inc (PFG) sits 6.9% below its 52-week high, 0.5% above its 50-day average; Ares Management LP (ARES) is 24.3% below, T. Rowe Price Group Inc (TROW) is 10.9% below, KKR & Co. Inc. (KKR) is 31.9% below, as of 2026-11-05. Put any of them next to PFG in the chart grid (2×1 or 2×2) and the page lays the companies side by side: performance, trend, valuation, margins and our money-flow reading.

How does Principal Financial Group Inc trade when bond yields rise?

Over the past year Principal Financial Group Inc had a beta of 0.36 to TLT, the long-dated Treasury fund — it tends to move with bonds, higher than 28% of US names. On the 10 sessions in which long bonds fell most it moved −0.25% on average, against −0.74% for the S&P 500. As of 2026-11-05; The "How it trades on rate days" block on this page carries the lines.

What does Principal Financial Group Inc do?

Principal Financial Group provides retirement plans, asset management and insurance to businesses, individuals and institutional clients worldwide. It runs three segments: Retirement and Income Solutions, which covers defined contribution and defined benefit plans, annuities and pension risk transfer; Principal Asset Management, offering equity, fixed income, real estate and alternative investment products; and Benefits and Protection, which sells group and individual life, dental, vision and disability insurance. It serves small and medium-sized businesses as well as larger institutional clients, and is based in Des Moines, Iowa. No named peer group is set for this company; a comparison the market draws is with other diversified retirement and insurance groups such as Prudential Financial. (Company snapshot of 2026-09-17.)

Where does Principal Financial Group Inc sit in the AI build-out?

Principal Financial Group sits outside our Rubin index; it belongs to the Financial Services sector of our universe, within the asset management and insurance industry rather than any AI build-out layer. It holds a seat in the S&P 500 but carries no Closelooknet score and no seat in our Rubin index, so the diary has no scored module or quote to point to yet. (Company snapshot of 2026-09-17.)

Does Principal Financial Group Inc pay a dividend?

Principal Financial Group Inc has paid 3.25 USD per share over the last twelve months, paid quarterly, a trailing yield of 2.88% on the 2026-11-05 close; the last distribution recorded in the price series was 0.84 USD on 2026-09-03. As of 2026-11-05; the "Dividends and capital return" block on this page carries the lines.

What has Wall Street done on Principal Financial Group Inc recently?

The most recent analyst action on Principal Financial Group Inc on the Closelooknet wire is a price target by UBS on 2026-10-27 (target 112 from 120). 3 actions on the analyst wire since 2026-08-13: 3 target changes. Analyst actions are third-party opinions recorded by the wire, not Closelooknet readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

What does this page show?

A live price chart with SMA overlays and drawing tools for PFG, performance metrics, index-membership context and the Closelooknet structure read — an investment research diary view, not investment advice.

How to use this chart

Toolbar

  • Range — 1M to MAX on daily closes. 1D/5D switch a US stock cell to 5-minute intraday bars; index and foreign cells fall back to 1M daily with a note.
  • Grid — 1×1 up to 2×2. Cells are synchronized: pan or zoom one and the others follow the same dates; the crosshair tracks across all of them. 4 INDICES loads Rubin · HALO · AEI · AW40 side by side.
  • Type / Scale — OHLC, line or area; linear or log price axis.

Picking a series

  • Tap the box in a cell's header to browse every Closelooknet series — headline indices, sub-indices, sectors, layers of all six families — plus the constituents.
  • Or type any ticker (NVDA, 7203.T, ASML.AS …) and press Enter — it charts in the cell straight from our data lake.

Studies

  • Overlays / Oscillators rows toggle the standard set (SMA, Bollinger, RSI, MACD …) per cell.
  • Levels (stock cells) draws the structure engine's support lines — regression bands, pivot cluster, SMA-200, the active fib zone.

Drawing

  • Tap a tool (Trend, Ray, H-Line, Fib, Channel, Rect, Note), then tap the chart once per point — the shape follows your finger or cursor between taps. The chart stops panning while a tool is armed; tap the tool again to release.
  • Drawings save per symbol in this browser and travel between the terminal and the asset page.
  • Delete key removes the selected drawing · Escape cancels a half-placed one · Clear wipes the symbol.

Wave counts

  • Wave places an Elliott count: tap the origin, then each wave end. Press Enter to stop early (inside wave 3 is fine) — dotted ghost targets sketch the remaining waves at guideline ratios.
  • On stocks the scanner's machine count appears automatically in grey — it is fully editable: drag any point, double-tap a label to remove it, Delete to dismiss it for good, Adopt to bring the machine's proposal back.
  • The sequence picker switches 1-5 / A-B-C / A-E / W-X-Y-Z; 1 2 3 cycles the degree; Subdiv starts a one-degree-smaller child count inside a wave.

Sharing

  • Card exports the cell as a branded PNG — chart, drawings and levels exactly as shown.

Related in the Closelooknet universe

then Asset Management. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.