PFG US EQUITY Financials Life & Health Insurance CIK: 1126328

Principal Financial Group (PFG) Quant Factor Diagnostic & Fair Value Model

Principal Financial Group (Ticker: PFG) is listed in the Financials sector (Life & Health Insurance). Below is its point-in-time financial profile, valuation multiples, and cross-sectional factor diagnostics.

$108.57

-1.40% Latest Close (2026-10-23)

Market Cap: $14.88B

P/E Ratio: 14.1

Momentum Strength 3M / 12M

-2.44%

1M: -4.89% 12M: +37.19%

Quality (ROE) Point-in-Time

+13.70%

Trailing Return on Equity

Technical Trend RSI 14

42.1

SMA50: $112.21 SMA200: $103.04

Valuation Multiplier Trailing

14.1

Deep Value (Under 15x P/E)

📊 Valuation & Multi-Factor Diagnostic

Deep Value (Under 15x P/E)

PFG trades at an attractive earnings multiple of 14.1x, significantly lower than the broader S&P 500 average.

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📈 Daily Candlestick & Volume Quant Chart

Interactive lightweight price action & volume breakdown over recent 90 trading days.

均线多头 (MA20/50) Piotroski F-Score: 7/9 (High Financial Strength)

Official Point-in-Time Financial Filing History

Zero Lookahead Bias: Every financial metric is timestamped at the exact moment officially published to the market.

备案 CIK: 1126328 · 10-K 年报 / 10-Q 季报

Form	Period End	Filing Timestamp (Point-in-Time)	Revenue	Net Income	Operating CF	EPS (Diluted)
10-Q	2026-03-31	2026-04-29	$3.53B	$424.60M	$187.10M	$1.93
10-Q	2025-12-31	2026-04-29	-	-	-	-
10-Q	2025-03-31	2026-04-29	$3.70B	$48.10M	$977.30M	$0.21
10-K	2025-12-31	2026-02-18	$15.63B	$1.19B	$4.54B	$5.25
10-K	2024-12-31	2026-02-18	$16.13B	$1.57B	$4.60B	$6.68
10-K	2023-12-31	2026-02-18	$13.67B	$623.20M	$3.79B	$2.55
10-Q	2025-09-30	2025-10-29	$3.68B	$213.80M	$2.79B	$0.95
10-Q	2024-12-31	2025-10-29	-	-	-	-

💡 Methodology & Frequently Asked Questions

Key reference details regarding Principal Financial Group (PFG) valuation multiples, momentum factors, and point-in-time filing conventions.

How should PFG's current valuation multiple be interpreted? ↓

PFG trades at a trailing P/E of 14.1x within the Financials sector (deep value (under 15x p/e)). Valuation multiples are computed using trailing-twelve-month GAAP earnings against the latest close price.

What are PFG's key momentum and technical factor indicators? ↓

As of the latest close, PFG shows a 1-month return of -4.89%, 3-month return of -2.44%, and 12-month return of +37.19%, with a 14-day RSI of 42.1. Momentum factors reflect short- and intermediate-term price velocity across the equity cross-section.

What is Point-in-Time (PIT) financial data and why does it matter for PFG? ↓

Point-in-Time indexing aligns corporate fundamentals with their official public filing timestamps (Form 10-Q/10-K) rather than accounting period-end dates. This methodology eliminates lookahead bias in historical equity backtests.

How can PFG be incorporated into systematic factor models? ↓

PFG can be evaluated within customized multi-factor models or screened against cross-sectional filters (such as momentum quintiles and return on equity) to analyze historical turnover and risk-adjusted return.