Principal Financial Group (PFG) is a life & health insurance company in the Financials sector. Listed on the NASDAQ, Principal Financial Group is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $109.21.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $109.21 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 17.61% |
| Risk / Std Dev (Annualized) | 26.65% |
| Sharpe Ratio (rf=4.5%) | 0.49 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Life & Health Insurance
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 17.61% with an annualized volatility of 26.65%. The Sharpe ratio of 0.49 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 23.59B |
| Enterprise Value | 23.0B |
| Trailing P/E | 15.67 |
| Forward P/E | 10.72 |
| Price to Book | 2.0 |
| Price to Sales | 1.53 |
| EV/Revenue | 1.49 |
| EV/EBITDA | 10.51 |
| Profitability | | | Profit Margin | 10.1% | | Operating Margin | 14.8% | | ROE | 13.39% | | ROA | 0.38% |
| Growth | | | Revenue Growth | -4.5% | | Earnings Growth | 819.0% |
| Dividend | | | Dividend Yield | 300.0% | | Payout Ratio | 44.91% | | 5Y Avg Yield | 342.0% |
| Financial Health | | | Total Revenue | 15.46B | | Total Debt | 4.17B | | Total Cash | 5.34B | | Free Cash Flow | 1.46B | | Operating Cash Flow | 3.75B |
| Price & Technical | | | 52W High | $109.89$ | | 52W Low | $75.0$ | | 50-Day Avg | $98.84$ | | 200-Day Avg | $89.67$ | | Beta | 0.9 | | Shares Outstanding | 0.22B | | Float Shares | 0.21B | | Insider Holdings | 1.08% | | Institutional Holdings | 81.09% | | Short Ratio | 8.76 | | Short % of Float | 5.28% |
| Analyst Targets | | | Target High | $113.0$ | | Target Low | $87.0$ | | Target Mean | $101.5$ | | Target Median | $101.5$ | | # of Analysts | 12 | | Recommendation | hold |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.