PFG: Principal Financial Group, Inc.

Stock

About

Principal Financial Group, Inc. engages in the investment management offering business. It offers financial products and services to businesses, individuals, and institutional clients. It operates its business through the following segments: Retirement and Income Solutions, Principal Asset Management and Benefits and Protection. The Retirement and Income Solutions Segment offers a comprehensive portfolio of products and services for retirement savings along with select products for retirement income. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail and high net worth investors in the U.S. and select emerging markets. The Benefits and Protection segment includes selling individual life insurance products. The company was founded by Edward A. Temple in 1879 and is headquartered in Des Moines, IA.

Year Founded
1879
Employees
19,800
Sector
Financials
HQ Location
Des Moines, IA

Current Value

$84.77

1 Year Return

$12.36
17.07%

Key Details

Market Cap

$19.37B

P/E Ratio

-91.7

1Y Stock Return

17.23%

1Y Revenue Growth

-0.22%

Dividend Yield

3.30%

Price to Book

1.7

Strategies that include
PFG

Medium risk

$14,000

US 500

growth
balanced
growth income

The original passive investment vehicle is generally considered to comprise of 500 of the largest stocks traded within the US. Double's take on this exposes a client to the US stock market in a diversified way without any expense ratio.

Top Sector

Information Technology

Top Holdings

Return

+15.45%

Expense Ratio

0.00%

Holdings

502

Medium risk

$6,600

Value Stocks

growth
balanced
growth income

This Strategy targets undervalued stocks in the U.S. market, emphasizing companies with solid fundamentals and potential for long-term growth. Emphasizing sectors such as healthcare, financials, industrials, and consumer goods, it seeks opportunities where market prices may not fully reflect underlying value metrics like earnings and book value.

Top Sector

Financials

Top Holdings

Return

+11.50%

Expense Ratio

0.00%

Holdings

333

Medium risk

$3,600

USA Mid-Cap Companies

growth
balanced
growth income

Targeting mid-sized U.S. companies, striking a balance between growth potential and stability. Investing in sectors like industrials, technology, consumer goods, and healthcare, it offers exposure to companies with established market positions and growth opportunities.

Top Sector

Industrials

Top Holdings

Return

+11.98%

Expense Ratio

0.00%

Holdings

310

High risk

$14,000

Financial Sector

speculation
maximum growth

Double's Financial Sector Strategy invests in financial sector companies, including banks, insurance companies, and financial services firms. Providing exposure to the financial industry's performance, it plays a crucial role in diversified portfolios.

Top Sector

Financials

Top Holdings

Return

+13.02%

Expense Ratio

0.00%

Holdings

373

Medium risk

$3,300

Equal Weighted US 500

growth
balanced
growth income

This index provides equal-weight exposure to the top 500 companies in the US, offering a unique approach compared to traditional market-cap weighted indexes. With an aim to reduce concentration risk by allocating equal amounts to each constituent, it potentially benefits from smaller companies' outperformance.

Top Sector

Industrials

Top Holdings

Return

+12.04%

Expense Ratio

0.00%

Holdings

502

Medium risk

$32,000

US 1000

growth
balanced
growth income

This strategy tracks a market-cap-weighted index of the 1000-largest US companies. It offers broad exposure to the US equity market, encompassing a diverse range of sectors and industries. By investing in this fund, you gain access to the performance of large and well-established companies within the US economy.

Top Sector

Information Technology

Top Holdings

Return

+15.45%

Expense Ratio

0.00%

Holdings

994

High risk

$1,700

Select US Financial Sector

speculation
maximum growth

Tracking select top holdings in US financial sector focusing on the top performers.

Top Sector

Financials

Top Holdings

Return

+12.87%

Expense Ratio

0.00%

Holdings

72

Create your own
strategy with

PFG
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Stock's related to
PFG

Correlated Stocks

NameCorrelationMarket CapReturn % (1 Year)Div Yield %
MET75.73%$58.99B+35.29%2.52%
PRU74.94%$44.95B+32.74%4.10%
BAC65.51%$356.48B+56.80%2.11%
EQH65.51%$14.66B+60.49%1.96%
WTFC64.97%$8.89B+59.10%1.34%
PNFP64.63%$9.46B+73.09%0.71%
SBCF64.11%$2.56B+30.25%2.38%
EWBC64.09%$14.81B+75.19%2.05%
WSFS63.47%$3.46B+51.08%1.01%
NTB63.41%--4.60%
FNB63.27%$6.03B+43.49%2.86%
MSBI62.96%$572.92M+16.09%4.56%
BPOP62.79%$6.99B+35.81%2.54%
ABCB62.75%$4.82B+63.75%0.86%
CADE62.74%$6.94B+54.66%2.59%
IBOC62.53%$4.46B+58.40%1.84%
BOKF62.52%$7.42B+61.75%1.92%
CFR62.17%$8.95B+41.44%2.65%
LNC62.13%$5.93B+45.02%5.14%
HFWA62.13%$880.82M+48.39%3.54%

Uncorrelated Stocks

NameCorrelationMarket CapReturn % (1 Year)Div Yield %
MDGL0.05%$7.18B+72.85%0.00%
CME0.17%$81.64B+7.34%2.00%
NARI0.19%$2.91B-15.78%0.00%
VSTA-0.22%$203.32M-37.79%0.00%
TCTM0.30%$7.57M-41.30%0.00%
BFAM0.36%$6.46B+25.58%0.00%
AVAL0.36%$798.90M-2.75%7.20%
VRCA0.40%$45.14M-72.88%0.00%
IBRX-0.43%$3.51B+20.17%0.00%
CYCN-0.49%$3.85M-33.95%0.00%
CARV0.56%$8.33M-20.10%0.00%
CVM0.56%$38.57M-74.28%0.00%
UUU-0.67%$4.98M-18.37%0.00%
ALAR0.72%$91.57M+144.30%0.00%
KSPI0.73%$19.73B+8.16%3.55%
PULM-0.78%$22.32M+230.27%0.00%
EXAS0.88%$9.82B-18.83%0.00%
COCO-0.91%$2.08B+26.18%0.00%
FATBB-0.94%$75.27M-12.35%12.73%
SMCI1.02%$17.39B+3.61%0.00%

Inversely Correlated Stocks

NameCorrelationMarket CapReturn % (1 Year)Div Yield %
HUSA-17.89%$18.58M-19.77%0.00%
ACRS-12.27%$308.58M+430.52%0.00%
MCK-9.86%$79.75B+37.34%0.41%
NTZ-9.52%$47.64M-30.80%0.00%
LUMO-9.42%$37.45M+40.58%0.00%
CL-7.11%$77.00B+21.96%2.09%
CHD-6.91%$27.50B+19.29%1.01%
LFVN-6.74%$164.83M+138.84%1.12%
SRRK-6.41%$2.50B+135.39%0.00%
COR-6.40%$48.41B+23.04%0.84%
LQDA-5.77%$859.06M+51.04%0.00%
NWL-5.67%$3.72B+19.04%3.11%
ASPS-5.62%$20.33M-82.43%0.00%
DAO-5.50%$162.71M+28.33%0.00%
BCAN-5.48%$72.74M-99.75%0.00%
PG-4.86%$406.83B+14.39%2.27%
IMRN-4.17%$10.94M+6.06%0.00%
MNOV-3.85%$98.09M+5.26%0.00%
STG-3.71%$35.47M+5.43%0.00%
CBOE-3.19%$22.09B+17.17%1.08%

ETF's related to
PFG

Uncorrelated ETFs

NameCorrelationAUMExpense Ratio
IBTF0.20%$2.07B0.07%
WEAT-0.24%$123.26M0.28%
KCCA0.30%$219.64M0.87%
UNG0.34%$928.64M1.06%
HIGH0.36%$301.36M0.51%
JPST-0.52%$28.45B0.18%
SGOV0.61%$27.69B0.09%
SCHO0.85%$11.11B0.03%
SPTS-0.89%$5.70B0.03%
KRBN0.97%$243.28M0.85%
VGSH-1.21%$19.13B0.04%
TBIL1.39%$4.39B0.15%
DFSD-1.58%$3.62B0.16%
UTWO-1.94%$442.66M0.15%
SHY1.95%$22.50B0.15%
IBTG2.08%$1.49B0.07%
PULS-2.18%$8.81B0.15%
BILZ-2.22%$553.02M0.14%
GBIL2.34%$5.64B0.12%
CORN2.47%$61.32M0.2%

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Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.

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