Principal Financial Group (PFG) reported results in line with expectations in FY2026 on revenue of $77.7B versus the $77.9B estimate (+21.6% YoY) and EPS of $1.87. Below is the full Principal Financial Group earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Principal Financial Group (PFG) Earnings Analysis — key stats
Latest reported quarter
FY2026
Earnings verdict
In line
Institutional ownership
80.4% (13F as of 2026-06-30)
Top 10 holders
47.9% (of shares outstanding)
Revenue
$77.7B (vs $77.9B est · -0.2% surprise · +21.6% YoY)
EPS
$1.87 (vs $1.90 est · -1.6% surprise · +11.2% YoY)
Share price
$262.07 (+0.6%)
Market cap
$2.39T
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
9.2%
20.0M
$2.2B
-1.5%
Nippon Life Insurance CO
8.3%
18.1M
$2.0B
+0.0%
Vanguard Capital Management LLC
6.2%
13.5M
$1.5B
+0.0%
Vanguard Portfolio Management LLC
5.2%
11.3M
$1.2B
+0.0%
State Street Corp
4.7%
10.3M
$1.1B
+0.8%
Bank Of America Corp /De/
3.1%
6.9M
$742.0M
-21.9%
Sixth Street Partners Management Company, L.P.
3.0%
6.5M
$700.8M
+100.0%
Charles Schwab Investment Management INC
3.0%
6.5M
$700.8M
+9.8%
Capital World Investors
2.8%
6.0M
$651.0M
+0.2%
Geode Capital Management, LLC
2.6%
5.7M
$610.0M
+0.4%
What you'll find
Next Principal Financial Group (PFG) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Principal Financial Group reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Principal Financial Group (PFG)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Principal Financial Group's next earnings date?
Magnisto tracks Principal Financial Group's (PFG) earnings schedule and shows the confirmed next earnings date, the options-implied expected move and the estimates analysts are modeling into the print.
Did Principal Financial Group (PFG) beat or miss earnings?
In FY2026, Principal Financial Group (PFG) posted in-line results — revenue of $77.7B versus the $77.9B estimate (-0.2% surprise) and EPS of $1.87 versus $1.90 expected (-1.6% surprise). Magnisto decodes every Principal Financial Group (PFG) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
Who are the largest shareholders of Principal Financial Group?
Institutions hold about 80.4% of Principal Financial Group's (PFG) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (9.2%), Nippon Life Insurance CO (8.3%), Vanguard Capital Management LLC (6.2%). Magnisto lists Principal Financial Group's (PFG) top 13F holders with each stake size and its quarter-over-quarter change.
What is the forecast for Principal Financial Group (PFG) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Principal Financial Group (PFG), anchored to the current $262.07 share price, so you can weigh the bull, base and bear cases for Principal Financial Group side by side.
Is Principal Financial Group (PFG) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Principal Financial Group fits your own thesis and risk profile. This is research, not investment advice.