Principal Financial Group（PG4）株式概要プリンシパル・ファイナンシャル・グループは、世界中の企業、個人、機関投資家に退職金、資産運用、保険商品およびサービスを提供している。 詳細PG4 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長2/6過去の実績4/6財務の健全性3/6配当金5/6報酬当社が推定した公正価値より57.3%で取引されている 収益は年間11.52%増加すると予測されています 過去1年間で収益は43.7%増加しました 3%の安定した配当金を支払う リスク分析過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るPG4 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW487,586 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA487,586 investors already sharing narrativesYour Fair Value€Current Price€95.5021.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture022b2016201920222025202620282031Revenue US$21.7bEarnings US$2.2bAdvancedSet Fair ValueView all narrativesPrincipal Financial Group, Inc. 競合他社Wüstenrot & WürttembergischeSymbol: XTRA:WUWMarket cap: €1.4bHannover RückSymbol: XTRA:HNR1Market cap: €30.5bTalanxSymbol: XTRA:TLXMarket cap: €29.7bMünchener Rückversicherungs-Gesellschaft in MünchenSymbol: XTRA:MUV2Market cap: €64.0b価格と性能株価の高値、安値、推移の概要Principal Financial Group過去の株価現在の株価US$95.5052週高値US$101.0052週安値US$91.00ベータ0.891ヶ月の変化1.60%3ヶ月変化n/a1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化121.84%最新ニュースお知らせ • Jul 08Principal Financial Group, Inc. (NasdaqGS:PFG) agreed to acquire Beam Benefits.Principal Financial Group, Inc. (NasdaqGS:PFG) agreed to acquire Beam Benefits on July 7, 2026. Capital deployment and earnings per share growth targets remain unchanged for 2026. Principal expects this acquisition to accelerate premium and fee growth for Specialty Benefits to at or above the high-end of the 5 – 9% medium-term target range in 2027. The acquisition is expected to close in the latter half of 2026, subject to the completion of customary closing conditions and regulatory approvals. Perella Weinberg Partners LP acted as financial advisor for Principal Financial Group, Inc. Skadden, Arps, Slate, Meagher & Flom LLP acted as legal advisor for Principal Financial Group, Inc. Ardea Partners LP acted as financial advisor for Beam Technologies Inc. Wilson Sonsini Goodrich & Rosati, P.C. acted as legal advisor for Beam Technologies Inc.お知らせ • Jul 01Principal Financial Group, Inc. to Report Q2, 2026 Results on Jul 27, 2026Principal Financial Group, Inc. announced that they will report Q2, 2026 results After-Market on Jul 27, 2026お知らせ • Jun 30Principal Financial Group Expands Principal Income Suite with New Retirement Income OptionsPrincipal Financial Group expanded its Principal income suite with additional offerings designed to help Americans turn retirement savings into dependable income. The new savings vehicles with the ability to generate lifetime income can be available within an employer’s defined contribution investment lineup and will include the Principal LifeTime Income Builder Index collective investment trusts target date funds. The expansion comes as today’s workforce navigates a more complex retirement reality. With the additions to the Principal income suite, Principal is curating a broader selection of proprietary and third-party Qualified Default Investment Alternative-eligible products which plan sponsors can choose to use when helping plan participants flow from saving for retirement to receiving dependable income in retirement. Retirement income products available through the Principal income suite will soon include Principal LifeTime Income Builder Index, a QDIA-eligible option with a growth-oriented, passively invested target date fund portfolio that begins allocating to a fixed indexed annuity about age 47. With minimal participant decisions required, the target date fund automatically transitions to distributing 6% income at around age 65. Principal is also adding third-party retirement income target date fund series through new strategic partnerships with TIAA/Nuveen, the LifeCycle Income Index and Income America 5forLife. The growing number of options offered reflects the enduring commitment by Principal to continuously innovate, partner, and evolve its product portfolio and client service offering to help meet the changing needs of today’s savers and plan sponsors. Principal LifeTime Income Builder Index is a collective investment trust target date fund series that invests in a growth-oriented portfolio and beginning at approximately age 47 in group fixed indexed annuity contract(s) with a lifetime withdrawal benefit. Each fund may invest in more than one fixed indexed annuity, which are collectively referred to throughout as Lifetime Income Builder. The fixed indexed annuity contact is made to the fund by the issuing insurer, but not to the individual participants and is subject to the claims paying ability of the insurer and the conditions of the fixed indexed annuity contract. Participants are not beneficiaries of any annuity contract. Lifetime Income Builder is not provided by or guaranteed by Global Trust Company, Principal Asset Management, Vitera, LLC or any of their affiliates or by any member company of the Principal Financial Group. Each fund is designed to provide participants with a target annual income of 6% at income activation and a target minimum lifetime income percentage of 4.5% (single life payout). The target percentages are goals and there is no assurance that the target date fund will be able to make payments that meet either target percentage. If the value of the other investments in the fund reaches zero at or after income activation, income payments are adjusted to the minimum target percentage provided to the fund by the fixed indexed annuities, which is currently targeted to be the target minimum lifetime income percentage of 4.5% for a single life payout (less for joint life payout). The actual target annual income percentage and actual target minimum lifetime income percentage are dependent on economic factors and may be more or less than what is targeted. There are possible market conditions where the fixed indexed annuities’ cumulative guaranteed percentage that is provided to the trust could be less than 4.5%. Therefore, the term “target” is used to properly reflect the potential for such scenario. Joint life income – If a participant selects the joint income option offered by the fund, the actual target payment percentages will be less than the 6% and 4.5% targets, and instead of income payments terminating upon the death of the participant, income payments will continue to be made to the joint beneficiary if the joint beneficiary outlives the participant. Target percentages for joint income option are 90% or 80% of the single life targeted percentages, depending on the difference in age between the participant and the joint beneficiary. If no election is made, income will default to a single life payout. Catch up target date fund investment options – Inspired by the Internal Revenue Code permitting individuals age 50 and older to make catch up contributions, the catch up target date funds are designed for participants first investing in the target date funds later in their career. The catch up target date funds have both a shorter contribution period for allocation to the fixed indexed annuity contracts and a delayed income activation date (at or about 67 instead of 65). However, catch up target date funds follow the same glidepath design and target the same target annual income percentage of 6.0% and target minimum lifetime income percentage of 4.5% (calculated based on amounts contributed by the last day of the month prior to income activation). Those seeking to accumulate larger amounts to support larger income payments may wish to start contributing to the plan and the target date funds earlier in their career. All of these target percentages are goals and there is no assurance that the fund will be able to make payments that meet any target percentage. Further, withdrawals or transfers taken out of the fund or outstanding loan balances at the stated target date will decrease the income stream. Current target annual income and target minimum lifetime income percentages reflect economic conditions at the time each target date fund is created. Future target date funds in the series could have lower or higher targeted percentages based on economic conditions at the time of the target date fund’s creation. An investment in a target date fund is not a bank deposit and is not insured or guaranteed by the insurance companies, the trustee, Principal Asset Management or any member of the Principal Financial Group, the Federal Deposit Insurance Corporation, or any other government agency. The trust is not insured by the Federal Deposit Insurance Corporation and is not registered with the Securities and Exchange Commission. Each fixed indexed annuity is issued by an insurance company to each fund. The fixed indexed annuities do not create any third-party beneficiary relationships or third-party beneficiary rights for any other person or entity. The insurers do not guarantee that participants will receive lifetime income.お知らせ • Jun 29Principal Financial Group, Inc.(NasdaqGS:PFG) dropped from Russell 1000 Dynamic IndexPrincipal Financial Group, Inc.(NasdaqGS:PFG) dropped from Russell 1000 Dynamic IndexBoard Change • Jun 11Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. President, CEO & Chair of the Board Strable Strable-Soethout was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.最新情報をもっと見るRecent updatesお知らせ • Jul 08Principal Financial Group, Inc. (NasdaqGS:PFG) agreed to acquire Beam Benefits.Principal Financial Group, Inc. (NasdaqGS:PFG) agreed to acquire Beam Benefits on July 7, 2026. Capital deployment and earnings per share growth targets remain unchanged for 2026. Principal expects this acquisition to accelerate premium and fee growth for Specialty Benefits to at or above the high-end of the 5 – 9% medium-term target range in 2027. The acquisition is expected to close in the latter half of 2026, subject to the completion of customary closing conditions and regulatory approvals. Perella Weinberg Partners LP acted as financial advisor for Principal Financial Group, Inc. Skadden, Arps, Slate, Meagher & Flom LLP acted as legal advisor for Principal Financial Group, Inc. Ardea Partners LP acted as financial advisor for Beam Technologies Inc. Wilson Sonsini Goodrich & Rosati, P.C. acted as legal advisor for Beam Technologies Inc.お知らせ • Jul 01Principal Financial Group, Inc. to Report Q2, 2026 Results on Jul 27, 2026Principal Financial Group, Inc. announced that they will report Q2, 2026 results After-Market on Jul 27, 2026お知らせ • Jun 30Principal Financial Group Expands Principal Income Suite with New Retirement Income OptionsPrincipal Financial Group expanded its Principal income suite with additional offerings designed to help Americans turn retirement savings into dependable income. The new savings vehicles with the ability to generate lifetime income can be available within an employer’s defined contribution investment lineup and will include the Principal LifeTime Income Builder Index collective investment trusts target date funds. The expansion comes as today’s workforce navigates a more complex retirement reality. With the additions to the Principal income suite, Principal is curating a broader selection of proprietary and third-party Qualified Default Investment Alternative-eligible products which plan sponsors can choose to use when helping plan participants flow from saving for retirement to receiving dependable income in retirement. Retirement income products available through the Principal income suite will soon include Principal LifeTime Income Builder Index, a QDIA-eligible option with a growth-oriented, passively invested target date fund portfolio that begins allocating to a fixed indexed annuity about age 47. With minimal participant decisions required, the target date fund automatically transitions to distributing 6% income at around age 65. Principal is also adding third-party retirement income target date fund series through new strategic partnerships with TIAA/Nuveen, the LifeCycle Income Index and Income America 5forLife. The growing number of options offered reflects the enduring commitment by Principal to continuously innovate, partner, and evolve its product portfolio and client service offering to help meet the changing needs of today’s savers and plan sponsors. Principal LifeTime Income Builder Index is a collective investment trust target date fund series that invests in a growth-oriented portfolio and beginning at approximately age 47 in group fixed indexed annuity contract(s) with a lifetime withdrawal benefit. Each fund may invest in more than one fixed indexed annuity, which are collectively referred to throughout as Lifetime Income Builder. The fixed indexed annuity contact is made to the fund by the issuing insurer, but not to the individual participants and is subject to the claims paying ability of the insurer and the conditions of the fixed indexed annuity contract. Participants are not beneficiaries of any annuity contract. Lifetime Income Builder is not provided by or guaranteed by Global Trust Company, Principal Asset Management, Vitera, LLC or any of their affiliates or by any member company of the Principal Financial Group. Each fund is designed to provide participants with a target annual income of 6% at income activation and a target minimum lifetime income percentage of 4.5% (single life payout). The target percentages are goals and there is no assurance that the target date fund will be able to make payments that meet either target percentage. If the value of the other investments in the fund reaches zero at or after income activation, income payments are adjusted to the minimum target percentage provided to the fund by the fixed indexed annuities, which is currently targeted to be the target minimum lifetime income percentage of 4.5% for a single life payout (less for joint life payout). The actual target annual income percentage and actual target minimum lifetime income percentage are dependent on economic factors and may be more or less than what is targeted. There are possible market conditions where the fixed indexed annuities’ cumulative guaranteed percentage that is provided to the trust could be less than 4.5%. Therefore, the term “target” is used to properly reflect the potential for such scenario. Joint life income – If a participant selects the joint income option offered by the fund, the actual target payment percentages will be less than the 6% and 4.5% targets, and instead of income payments terminating upon the death of the participant, income payments will continue to be made to the joint beneficiary if the joint beneficiary outlives the participant. Target percentages for joint income option are 90% or 80% of the single life targeted percentages, depending on the difference in age between the participant and the joint beneficiary. If no election is made, income will default to a single life payout. Catch up target date fund investment options – Inspired by the Internal Revenue Code permitting individuals age 50 and older to make catch up contributions, the catch up target date funds are designed for participants first investing in the target date funds later in their career. The catch up target date funds have both a shorter contribution period for allocation to the fixed indexed annuity contracts and a delayed income activation date (at or about 67 instead of 65). However, catch up target date funds follow the same glidepath design and target the same target annual income percentage of 6.0% and target minimum lifetime income percentage of 4.5% (calculated based on amounts contributed by the last day of the month prior to income activation). Those seeking to accumulate larger amounts to support larger income payments may wish to start contributing to the plan and the target date funds earlier in their career. All of these target percentages are goals and there is no assurance that the fund will be able to make payments that meet any target percentage. Further, withdrawals or transfers taken out of the fund or outstanding loan balances at the stated target date will decrease the income stream. Current target annual income and target minimum lifetime income percentages reflect economic conditions at the time each target date fund is created. Future target date funds in the series could have lower or higher targeted percentages based on economic conditions at the time of the target date fund’s creation. An investment in a target date fund is not a bank deposit and is not insured or guaranteed by the insurance companies, the trustee, Principal Asset Management or any member of the Principal Financial Group, the Federal Deposit Insurance Corporation, or any other government agency. The trust is not insured by the Federal Deposit Insurance Corporation and is not registered with the Securities and Exchange Commission. Each fixed indexed annuity is issued by an insurance company to each fund. The fixed indexed annuities do not create any third-party beneficiary relationships or third-party beneficiary rights for any other person or entity. The insurers do not guarantee that participants will receive lifetime income.お知らせ • Jun 29Principal Financial Group, Inc.(NasdaqGS:PFG) dropped from Russell 1000 Dynamic IndexPrincipal Financial Group, Inc.(NasdaqGS:PFG) dropped from Russell 1000 Dynamic IndexBoard Change • Jun 11Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. President, CEO & Chair of the Board Strable Strable-Soethout was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.株主還元PG4DE InsuranceDE 市場7D-3.5%0.5%0.5%1Yn/a8.8%-0.9%株主還元を見る業界別リターン: PG4がGerman Insurance業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: PG4 German市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is PG4's price volatile compared to industry and market?PG4 volatilityPG4 Average Weekly Movementn/aInsurance Industry Average Movement3.4%Market Average Movement5.3%10% most volatile stocks in DE Market12.5%10% least volatile stocks in DE Market2.6%安定した株価: データは利用できません。時間の経過による変動: 過去 1 年間のPG4のボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト187919,700Strable Strable-Soethoutwww.principal.comプリンシパル・ファイナンシャル・グループは世界中の企業、個人、機関投資家に退職金、資産運用、保険商品とサービスを提供している。同社はリタイヤメント＆インカム・ソリューション部門、プリンシパル・アセット・マネジメント部門、ベネフィット＆プロテクション部門を通じて事業を展開している。リタイヤメント＆インカム・ソリューションズ部門はリタイヤメントおよび関連金融商品・サービスを提供している。このセグメントでは、401(k)および403(b)プランを含む確定拠出年金、確定給付年金、非適格エグゼクティブ・ベネフィット・プラン、従業員持株会プラン、株式報酬、年金リスク移転サービス、個人退職金口座、投資専用商品、投資信託、個人変額年金、登録インデックス連動年金、銀行商品、信託およびカストディ・サービスなどの商品およびサービスを提供している。プリンシパル・アセット・マネジメント部門は、株式、債券、不動産、その他オルタナティブ投資、およびファンド商品を提供している。また、年金積立商品・サービス、投資信託、資産運用、収入年金、生命保険積立商品、および任意積立プランも提供している。ベネフィット・ アンド・プロテクション部門は、特殊給付団体歯科・眼科保険、団体生命保険およびその他保険、団体・個人障害保険などの特殊給付を提供し、団体歯科・障害・眼科給付の運営を行うほか、ユニバーサル・ユニバーサル保険、変額ユニバーサル保険、インデックス・ユニバーサル保険、定期保険などの個人生命保険商品を提供している。同部門は中小企業とその経営者、従業員向けの保険ソリューションを提供している。同社は1879 年に設立され、アイオワ州デモインに本拠を置く。もっと見るPrincipal Financial Group, Inc. 基礎のまとめPrincipal Financial Group の収益と売上を時価総額と比較するとどうか。PG4 基礎統計学時価総額€20.78b収益（TTM）€1.37b売上高(TTM)€13.60b15.1xPER（株価収益率1.5xP/SレシオPG4 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計PG4 損益計算書（TTM）収益US$15.46b売上原価US$8.10b売上総利益US$7.36bその他の費用US$5.80b収益US$1.56b直近の収益報告Mar 31, 2026次回決算日Jul 27, 2026一株当たり利益（EPS）7.23グロス・マージン47.61%純利益率10.10%有利子負債／自己資本比率33.6%PG4 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.0%現在の配当利回り44%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/27 19:30終値2026/07/24 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Principal Financial Group, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25 アナリスト機関null nullArgus Research CompanyJay GelbBarclaysTaylor ScottBarclays22 その他のアナリストを表示
お知らせ • Jul 08Principal Financial Group, Inc. (NasdaqGS:PFG) agreed to acquire Beam Benefits.Principal Financial Group, Inc. (NasdaqGS:PFG) agreed to acquire Beam Benefits on July 7, 2026. Capital deployment and earnings per share growth targets remain unchanged for 2026. Principal expects this acquisition to accelerate premium and fee growth for Specialty Benefits to at or above the high-end of the 5 – 9% medium-term target range in 2027. The acquisition is expected to close in the latter half of 2026, subject to the completion of customary closing conditions and regulatory approvals. Perella Weinberg Partners LP acted as financial advisor for Principal Financial Group, Inc. Skadden, Arps, Slate, Meagher & Flom LLP acted as legal advisor for Principal Financial Group, Inc. Ardea Partners LP acted as financial advisor for Beam Technologies Inc. Wilson Sonsini Goodrich & Rosati, P.C. acted as legal advisor for Beam Technologies Inc.
お知らせ • Jul 01Principal Financial Group, Inc. to Report Q2, 2026 Results on Jul 27, 2026Principal Financial Group, Inc. announced that they will report Q2, 2026 results After-Market on Jul 27, 2026
お知らせ • Jun 30Principal Financial Group Expands Principal Income Suite with New Retirement Income OptionsPrincipal Financial Group expanded its Principal income suite with additional offerings designed to help Americans turn retirement savings into dependable income. The new savings vehicles with the ability to generate lifetime income can be available within an employer’s defined contribution investment lineup and will include the Principal LifeTime Income Builder Index collective investment trusts target date funds. The expansion comes as today’s workforce navigates a more complex retirement reality. With the additions to the Principal income suite, Principal is curating a broader selection of proprietary and third-party Qualified Default Investment Alternative-eligible products which plan sponsors can choose to use when helping plan participants flow from saving for retirement to receiving dependable income in retirement. Retirement income products available through the Principal income suite will soon include Principal LifeTime Income Builder Index, a QDIA-eligible option with a growth-oriented, passively invested target date fund portfolio that begins allocating to a fixed indexed annuity about age 47. With minimal participant decisions required, the target date fund automatically transitions to distributing 6% income at around age 65. Principal is also adding third-party retirement income target date fund series through new strategic partnerships with TIAA/Nuveen, the LifeCycle Income Index and Income America 5forLife. The growing number of options offered reflects the enduring commitment by Principal to continuously innovate, partner, and evolve its product portfolio and client service offering to help meet the changing needs of today’s savers and plan sponsors. Principal LifeTime Income Builder Index is a collective investment trust target date fund series that invests in a growth-oriented portfolio and beginning at approximately age 47 in group fixed indexed annuity contract(s) with a lifetime withdrawal benefit. Each fund may invest in more than one fixed indexed annuity, which are collectively referred to throughout as Lifetime Income Builder. The fixed indexed annuity contact is made to the fund by the issuing insurer, but not to the individual participants and is subject to the claims paying ability of the insurer and the conditions of the fixed indexed annuity contract. Participants are not beneficiaries of any annuity contract. Lifetime Income Builder is not provided by or guaranteed by Global Trust Company, Principal Asset Management, Vitera, LLC or any of their affiliates or by any member company of the Principal Financial Group. Each fund is designed to provide participants with a target annual income of 6% at income activation and a target minimum lifetime income percentage of 4.5% (single life payout). The target percentages are goals and there is no assurance that the target date fund will be able to make payments that meet either target percentage. If the value of the other investments in the fund reaches zero at or after income activation, income payments are adjusted to the minimum target percentage provided to the fund by the fixed indexed annuities, which is currently targeted to be the target minimum lifetime income percentage of 4.5% for a single life payout (less for joint life payout). The actual target annual income percentage and actual target minimum lifetime income percentage are dependent on economic factors and may be more or less than what is targeted. There are possible market conditions where the fixed indexed annuities’ cumulative guaranteed percentage that is provided to the trust could be less than 4.5%. Therefore, the term “target” is used to properly reflect the potential for such scenario. Joint life income – If a participant selects the joint income option offered by the fund, the actual target payment percentages will be less than the 6% and 4.5% targets, and instead of income payments terminating upon the death of the participant, income payments will continue to be made to the joint beneficiary if the joint beneficiary outlives the participant. Target percentages for joint income option are 90% or 80% of the single life targeted percentages, depending on the difference in age between the participant and the joint beneficiary. If no election is made, income will default to a single life payout. Catch up target date fund investment options – Inspired by the Internal Revenue Code permitting individuals age 50 and older to make catch up contributions, the catch up target date funds are designed for participants first investing in the target date funds later in their career. The catch up target date funds have both a shorter contribution period for allocation to the fixed indexed annuity contracts and a delayed income activation date (at or about 67 instead of 65). However, catch up target date funds follow the same glidepath design and target the same target annual income percentage of 6.0% and target minimum lifetime income percentage of 4.5% (calculated based on amounts contributed by the last day of the month prior to income activation). Those seeking to accumulate larger amounts to support larger income payments may wish to start contributing to the plan and the target date funds earlier in their career. All of these target percentages are goals and there is no assurance that the fund will be able to make payments that meet any target percentage. Further, withdrawals or transfers taken out of the fund or outstanding loan balances at the stated target date will decrease the income stream. Current target annual income and target minimum lifetime income percentages reflect economic conditions at the time each target date fund is created. Future target date funds in the series could have lower or higher targeted percentages based on economic conditions at the time of the target date fund’s creation. An investment in a target date fund is not a bank deposit and is not insured or guaranteed by the insurance companies, the trustee, Principal Asset Management or any member of the Principal Financial Group, the Federal Deposit Insurance Corporation, or any other government agency. The trust is not insured by the Federal Deposit Insurance Corporation and is not registered with the Securities and Exchange Commission. Each fixed indexed annuity is issued by an insurance company to each fund. The fixed indexed annuities do not create any third-party beneficiary relationships or third-party beneficiary rights for any other person or entity. The insurers do not guarantee that participants will receive lifetime income.
お知らせ • Jun 29Principal Financial Group, Inc.(NasdaqGS:PFG) dropped from Russell 1000 Dynamic IndexPrincipal Financial Group, Inc.(NasdaqGS:PFG) dropped from Russell 1000 Dynamic Index
Board Change • Jun 11Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. President, CEO & Chair of the Board Strable Strable-Soethout was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 08Principal Financial Group, Inc. (NasdaqGS:PFG) agreed to acquire Beam Benefits.Principal Financial Group, Inc. (NasdaqGS:PFG) agreed to acquire Beam Benefits on July 7, 2026. Capital deployment and earnings per share growth targets remain unchanged for 2026. Principal expects this acquisition to accelerate premium and fee growth for Specialty Benefits to at or above the high-end of the 5 – 9% medium-term target range in 2027. The acquisition is expected to close in the latter half of 2026, subject to the completion of customary closing conditions and regulatory approvals. Perella Weinberg Partners LP acted as financial advisor for Principal Financial Group, Inc. Skadden, Arps, Slate, Meagher & Flom LLP acted as legal advisor for Principal Financial Group, Inc. Ardea Partners LP acted as financial advisor for Beam Technologies Inc. Wilson Sonsini Goodrich & Rosati, P.C. acted as legal advisor for Beam Technologies Inc.
お知らせ • Jul 01Principal Financial Group, Inc. to Report Q2, 2026 Results on Jul 27, 2026Principal Financial Group, Inc. announced that they will report Q2, 2026 results After-Market on Jul 27, 2026
お知らせ • Jun 30Principal Financial Group Expands Principal Income Suite with New Retirement Income OptionsPrincipal Financial Group expanded its Principal income suite with additional offerings designed to help Americans turn retirement savings into dependable income. The new savings vehicles with the ability to generate lifetime income can be available within an employer’s defined contribution investment lineup and will include the Principal LifeTime Income Builder Index collective investment trusts target date funds. The expansion comes as today’s workforce navigates a more complex retirement reality. With the additions to the Principal income suite, Principal is curating a broader selection of proprietary and third-party Qualified Default Investment Alternative-eligible products which plan sponsors can choose to use when helping plan participants flow from saving for retirement to receiving dependable income in retirement. Retirement income products available through the Principal income suite will soon include Principal LifeTime Income Builder Index, a QDIA-eligible option with a growth-oriented, passively invested target date fund portfolio that begins allocating to a fixed indexed annuity about age 47. With minimal participant decisions required, the target date fund automatically transitions to distributing 6% income at around age 65. Principal is also adding third-party retirement income target date fund series through new strategic partnerships with TIAA/Nuveen, the LifeCycle Income Index and Income America 5forLife. The growing number of options offered reflects the enduring commitment by Principal to continuously innovate, partner, and evolve its product portfolio and client service offering to help meet the changing needs of today’s savers and plan sponsors. Principal LifeTime Income Builder Index is a collective investment trust target date fund series that invests in a growth-oriented portfolio and beginning at approximately age 47 in group fixed indexed annuity contract(s) with a lifetime withdrawal benefit. Each fund may invest in more than one fixed indexed annuity, which are collectively referred to throughout as Lifetime Income Builder. The fixed indexed annuity contact is made to the fund by the issuing insurer, but not to the individual participants and is subject to the claims paying ability of the insurer and the conditions of the fixed indexed annuity contract. Participants are not beneficiaries of any annuity contract. Lifetime Income Builder is not provided by or guaranteed by Global Trust Company, Principal Asset Management, Vitera, LLC or any of their affiliates or by any member company of the Principal Financial Group. Each fund is designed to provide participants with a target annual income of 6% at income activation and a target minimum lifetime income percentage of 4.5% (single life payout). The target percentages are goals and there is no assurance that the target date fund will be able to make payments that meet either target percentage. If the value of the other investments in the fund reaches zero at or after income activation, income payments are adjusted to the minimum target percentage provided to the fund by the fixed indexed annuities, which is currently targeted to be the target minimum lifetime income percentage of 4.5% for a single life payout (less for joint life payout). The actual target annual income percentage and actual target minimum lifetime income percentage are dependent on economic factors and may be more or less than what is targeted. There are possible market conditions where the fixed indexed annuities’ cumulative guaranteed percentage that is provided to the trust could be less than 4.5%. Therefore, the term “target” is used to properly reflect the potential for such scenario. Joint life income – If a participant selects the joint income option offered by the fund, the actual target payment percentages will be less than the 6% and 4.5% targets, and instead of income payments terminating upon the death of the participant, income payments will continue to be made to the joint beneficiary if the joint beneficiary outlives the participant. Target percentages for joint income option are 90% or 80% of the single life targeted percentages, depending on the difference in age between the participant and the joint beneficiary. If no election is made, income will default to a single life payout. Catch up target date fund investment options – Inspired by the Internal Revenue Code permitting individuals age 50 and older to make catch up contributions, the catch up target date funds are designed for participants first investing in the target date funds later in their career. The catch up target date funds have both a shorter contribution period for allocation to the fixed indexed annuity contracts and a delayed income activation date (at or about 67 instead of 65). However, catch up target date funds follow the same glidepath design and target the same target annual income percentage of 6.0% and target minimum lifetime income percentage of 4.5% (calculated based on amounts contributed by the last day of the month prior to income activation). Those seeking to accumulate larger amounts to support larger income payments may wish to start contributing to the plan and the target date funds earlier in their career. All of these target percentages are goals and there is no assurance that the fund will be able to make payments that meet any target percentage. Further, withdrawals or transfers taken out of the fund or outstanding loan balances at the stated target date will decrease the income stream. Current target annual income and target minimum lifetime income percentages reflect economic conditions at the time each target date fund is created. Future target date funds in the series could have lower or higher targeted percentages based on economic conditions at the time of the target date fund’s creation. An investment in a target date fund is not a bank deposit and is not insured or guaranteed by the insurance companies, the trustee, Principal Asset Management or any member of the Principal Financial Group, the Federal Deposit Insurance Corporation, or any other government agency. The trust is not insured by the Federal Deposit Insurance Corporation and is not registered with the Securities and Exchange Commission. Each fixed indexed annuity is issued by an insurance company to each fund. The fixed indexed annuities do not create any third-party beneficiary relationships or third-party beneficiary rights for any other person or entity. The insurers do not guarantee that participants will receive lifetime income.
お知らせ • Jun 29Principal Financial Group, Inc.(NasdaqGS:PFG) dropped from Russell 1000 Dynamic IndexPrincipal Financial Group, Inc.(NasdaqGS:PFG) dropped from Russell 1000 Dynamic Index
Board Change • Jun 11Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. President, CEO & Chair of the Board Strable Strable-Soethout was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
