Principal Financial Group PFG
- Employees
- 19,700
- Headquarters
- Des Moines, IA
- CEO
- Deanna D. Strable-Soethout
- Next results
- around Feb 8, 2027
What changed
12 new risk paragraphs. 10-K filed Feb 18, 2026 against Feb 19, 2025.
Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.
Accounting checks
8 checks on the latest 10-K. Checks, not verdicts.
0facts worth reading about all 8 checks found nothing to note
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Same auditor in both 10-Ks: Ernst & Young LLP
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No statement of substantial doubt about going concern
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No 8-K item 4.02 in the last 2 years
5 more checks with nothing to note
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No NT 10-K or NT 10-Q in the last 2 years
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No longer listed: Valuation of investments in securities. Same as last year: Liability for future policy benefits and claims
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No sentence in the 10-K concludes that controls were not effective because of a material weakness
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No 8-K item 2.06 in the last 2 years
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No 8-K item 1.03 in the last 2 years
In their words
12 paragraphs in Risk Factors that were not in the 10-K filed Feb 19, 2025. Quoted as filed.
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Item 1A · new paragraph · not in the 10-K filed Feb 19, 2025 10-K, ITEM 1A
Disruptions, uncertainty or volatility in the capital and credit markets may limit our access to capital required to operate our business, most significantly our insurance operations. Market conditions may hinder our ability to meet obligations, satisfy capital requirements, and access the capital needed to grow our business. We may…
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Item 1A · new paragraph · not in the 10-K filed Feb 19, 2025 10-K, ITEM 1A
Our investment portfolio’s risks may reduce asset values, credited returns and overall financial performance.
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Item 1A · new paragraph · not in the 10-K filed Feb 19, 2025 10-K, ITEM 1A
In a time of market illiquidity, we may be forced to sell assets at unfavorable prices as reported asset values may not reflect potential sale prices in stressed markets.
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Item 1A · new paragraph · not in the 10-K filed Feb 19, 2025 10-K, ITEM 1A
Deferred tax assets and liabilities reflect differences between financial and tax bases, using enacted future tax rates. We assess deferred tax asset recoverability quarterly and establish valuation allowances as needed. We consider reversals of existing taxable temporary differences, future income, carrybacks and tax planning…
New risk paragraphs, against peers
Latest 10-K of each, Financials companies closest in revenue
Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.
Financial performance
Last 4 fiscal years · 10-K XBRL
| Metric | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|
| Revenue | $17.5B | $13.7B | $16.1B | $15.6B |
| Net income | $4.8B | $623.2M | $1.6B | $1.2B |
| Operating cash flow | $3.2B | $3.8B | $4.6B | $4.5B |
Revenue, FY2016 to FY2025
Ten fiscal years, each from its own 10-K · XBRL · USD
$15.6B ▼ 3.1% in FY2025$1.2B ▼ 24.6% in FY2025
Recent filings
3 filings in the last 30 days · SEC EDGAR
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10-QOct 29, 2026Quarterly report (10-Q) period ended Sep 30, 2026
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8-KOct 26, 2026Quarterly results 8-K item 2.02
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8-KOct 19, 2026Regulation FD disclosure 8-K item 7.01
About the company
Principal Financial Group, Des Moines, IA · from the 10-K filed Feb 18, 2026
Principal Financial Group, Inc. (“PFG”) is a leader in global financial services offering businesses, individuals and institutional clients a wide range of financial products and services, including retirement, asset management and workplace benefits and protection solutions through our diverse family of financial services companies. We had $1,814.6 billion in assets under administration (“AUA”), including $781.0 billion in assets under management (“AUM”) as of December 31, 2025.
- Headquarters
- Des Moines, IA
- Country
- United States
- Reports in
- USD
- Listed on
- Nasdaq
- Fiscal year ends
- December 31
- Last results
- Oct 26, 2026
- Incorporated in
- DE
Employees, at the top of the page: "As of December 31, 2025, we employed approximately 19,700 people across the globe, including approximately 11,600 employees who work in the U" (10-K). Address and exchange: SEC's company file.
Email alerts
Sources
The 10-K filed Feb 18, 2026 (open at SEC), compared with the 10-K filed Feb 19, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.
Work with it: Excel workbook · CSV. Google Sheet that stays up to date: paste =IMPORTDATA("https://tickdelta.com/company/PFG/export.csv") into a cell.