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The latest announcement is out from Principal Financial ( (PFG) ).
As of March 31, 2025, Principal Financial Group reported assets under management totaling $717.9 billion, with $555.8 billion managed by Principal Asset Management – Investment Management and $133.5 billion by Principal Asset Management – International Pension. The company experienced a 1.4% positive impact on AUM due to foreign currency translation and market performance, highlighting its strategic allocations during market dislocations.
Spark’s Take on PFG Stock
According to Spark, TipRanks’ AI Analyst, PFG is a Neutral.
Principal Financial’s score of 66 reflects strong profitability improvements and strategic successes in expanding its retirement ecosystem. Despite inconsistent revenue growth and cash flow challenges, the company maintains moderate leverage and a reasonable valuation with a solid dividend yield. The positive earnings call sentiment further supports the stock, although technical indicators suggest some short-term uncertainty.
To see Spark’s full report on PFG stock, click here.
More about Principal Financial
Principal Financial Group operates in the financial services industry, offering investment management and international pension services through a network of focused investment teams. The company emphasizes allocations in small, mid-cap, international, and REIT products in equity AUM, as well as high yield and preferred securities in fixed income AUM.
YTD Price Performance: -6.61%
Average Trading Volume: 1,681,868
Technical Sentiment Signal: Hold
Current Market Cap: $16.44B
For an in-depth examination of PFG stock, go to TipRanks’ Stock Analysis page.