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PFG Principal Financial Group Inc

Nasdaq, CIK 0001126328, fiscal year ends 12/31. Last price 108.565 on 2026-10-23, market value 23.2 billion dollars.

Machine-readable: PFG.json, PFG.md. Sections: Graham Defensive, Magic Formula, Momentum, Insider, Buffett Quality, Lynch GARP, Graham Enterprising, Piotroski F-Score, earnings record, insiders, filings and links.

Philosophy	Score	Status	Current inputs as of	History used	Price	Verification	Rules
Graham Defensive	n/a	not scored (financial)	—	—	—	—	method
Magic Formula	n/a	not scored	—	—	—	—	method
Momentum	83	ok	2026-10-23	—	2026-10-23	—	method
Insider	0	no open-market transactions in window	2026-10-23	—	—	—	method
Buffett Quality	n/a	not scored (financial)	—	—	—	—	method
Lynch GARP	n/a	not scored (financial)	—	—	—	—	method
Graham Enterprising	n/a	not scored (financial)	—	—	—	—	method
Piotroski F-Score	n/a	not scored (financial)	—	—	—	—	method

Market value, source trail

market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used

Input	Value	Unit	Period / date	Source
Traded price	108.565	USD per traded unit (share or ADS)	2026-10-23	Yahoo Finance
SEC shares outstanding	214,104,641	underlying shares	2026-07-22	SEC cover page 10-Q 0001104659-26-088071 (214,104,641 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1126328/000110465926088071/pfg-20260630x10q.htm 0001104659-26-088071
Depositary ratio	1.0	underlying shares per traded unit		domestic 10-K filer; SEC shares are the traded units
Market value price date × latest reported shares	23,244,270,350	USD	2026-10-23 shares at 2026-07-22	108.565 (price 2026-10-23) / 1 x 214,104,641 (shares at 2026-07-22) = 23,244,270,350

Graham Defensive

not scored (financial). How this is scored.

not scored (financial).

Magic Formula

not scored. How this is scored.

not scored.

Momentum

83 of 100. ok. How this is scored.

Test or factor	Value	Points
12-1 month return	48.3 % (percentile 88.3)	44.2 / 50
6 month return	13.7 % (percentile 70.8)	14.2 / 20
Price / 52-week high	0.916	13.7 / 15
Volatility penalty (60d annualised)	22.0 %	11.3 / 15

Inputs, 1 numbers with their sources

Input	Value	Period	Source	Check
Adjusted close series (14 months)	108.565	2026-10-23	Yahoo Finance / Alpaca Market Data daily history	not cross-checked

Insider

0 of 100. no open-market transactions in window. How this is scored. Form 4 data loaded through 2026-10-23

Test or factor	Value	Points
Open-market buy value / market cap (percentile among buyers)	0.0 bp	0.0 / 35
Distinct buyers	0	0.0 / 25
Buyer seniority	0.0	0.0 / 20
Recency (half-life 30d)	0.0	0.0 / 10
Sales penalty (excludes 10b5-1 plan sales)	0.0 bp	-0.0 / 0

Inputs, 0 numbers with their sources

Input	Value	Period	Source	Check

Buffett Quality

not scored (financial). How this is scored.

not scored (financial).

Lynch GARP

not scored (financial). How this is scored.

not scored (financial).

Graham Enterprising

not scored (financial). How this is scored.

not scored (financial).

Piotroski F-Score

not scored (financial). How this is scored.

not scored (financial).

Earnings record

SEC XBRL, by fiscal year (named by the calendar year it ends in); EPS split-adjusted to today's shares; each row links to the filing.

FY	Ended	Revenue, $M	Net income, $M	EPS diluted	Dividend	Filing
2013	2013-12-31	9,290	913	2.95	paid	0001047469-16-010094
2014	2014-12-31	10,478	1,144	3.65	paid	0001047469-17-000589
2015	2015-12-31	11,964	1,234	4.06	paid	0001047469-18-000695
2016	2016-12-31	12,394	1,316	4.5	paid	0001047469-19-000469
2017	2017-12-31	14,093	2,310	7.88	paid	0001104659-20-021174
2018	2018-12-31	14,237	1,546	5.36	paid	0001104659-21-022074
2019	2019-12-31	16,222	1,394	4.96	paid	0001104659-22-020401
2020	2020-12-31	14,742	1,396	5.05	paid	0001104659-23-022860
2021	2021-12-31	14,428	1,580	5.79	paid	0001104659-24-025516
2022	2022-12-31	17,536	4,757	18.63	paid	0001410578-25-000160
2023	2023-12-31	13,666	623	2.55	paid	0001104659-26-017031
2024	2024-12-31	16,128	1,571	6.68	paid	0001104659-26-017031
2025	2025-12-31	15,626	1,185	5.25	paid	0001104659-26-017031

Insider transactions

SEC Form 4 open-market purchases and sales from the insider data sets; latest 20.

Date	Insider	Role	Type	Shares	Price	Value
2026-05-21	Cheong Wee Yee	Pres	sale	7,534	103.16	777,207
2026-05-20	Cheong Wee Yee	Pres	sale	3,211	103.06	330,926
2026-05-01	Cheong Wee Yee	Pres	sale	9,183	101.26	929,871
2026-04-30	Djurasovic George	officer	sale	1	99.63	99
2026-04-30	Cheong Wee Yee	Pres	sale	4,737	101.01	478,484
2026-04-29	Cheong Wee Yee	Pres	sale	1,080	101.00	109,080
2026-04-28	Djurasovic George	officer	sale	2,571	100.83	259,234

Filings and links

Third-party sites are linked only; nothing from them is stored here.

SEC: filing index, 8-K, Form 4, XBRL companyfacts
Prices: Yahoo Finance, Stooq
Elsewhere: morningstar, finviz, stockanalysis, seeking alpha, openinsider, google news

Cite as: The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/PFG; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23. Data last checked 2026-10-26.