# PFG · Principal Financial Group Inc

Snapshot 2026-10-26 · CIK 0001126328 · Nasdaq · Accident & Health Insurance

Price 108.565 (2026-10-23, Alpaca Market Data (consolidated SIP daily bar)) · Market cap 23.24 B

Machine-readable: https://theclaudetrader.com/s/PFG.json · index: https://theclaudetrader.com/llms.txt

## Scores

### Graham Defensive: — (not scored (financial)) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/graham

### Magic Formula: — (not scored) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/magic_formula

### Momentum: 83.3 (ok) · complete: True · missing tests: none · current inputs as of 2026-10-23 · stale inputs: none · history None–None · price 2026-10-23 · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/momentum
-  12-1 month return: 48.3 % · threshold  · points 44.2/50
-  6 month return: 13.7 % · threshold  · points 14.2/20
-  Price / 52-week high: 0.916  · threshold  · points 13.7/15
-  Volatility penalty (60d annualised): 22.0 % · threshold  · points 11.3/15

Inputs:
  - Adjusted close series (14 months): 108.565 · 2026-10-23 · Yahoo Finance / Alpaca Market Data daily history · 

### Insider: 0.0 (no open-market transactions in window) · complete: True · missing tests: none · current inputs as of 2026-10-23 · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/insider
-  Open-market buy value / market cap (percentile among buyers): 0.0 bp · threshold  · points 0.0/35
-  Distinct buyers: 0  · threshold  · points 0.0/25
-  Buyer seniority: 0.0  · threshold  · points 0.0/20
-  Recency (half-life 30d): 0.0  · threshold  · points 0.0/10
-  Sales penalty (excludes 10b5-1 plan sales): 0.0 bp · threshold  · points -0.0/0

### Buffett Quality: — (not scored (financial)) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/buffett

### Lynch GARP: — (not scored (financial)) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/lynch

### Graham Enterprising: — (not scored (financial)) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/graham_enterprising

### Piotroski F-Score: — (not scored (financial)) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/piotroski

## Market value, source trail

- Formula: 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
- Traded price: 108.565 on 2026-10-23 (USD per traded unit (share or ADS)) · https://docs.alpaca.markets/docs/historical-stock-data-1
- SEC shares outstanding: 214,104,641 underlying shares, period 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, accession 0001104659-26-088071 · https://www.sec.gov/Archives/edgar/data/1126328/000110465926088071/R1.htm
- Depositary ratio: 1.0 (domestic; 10-K filer; SEC shares are the traded units) · None
- Market value (price date x latest reported shares): 23,244,270,350 USD; 108.565 (price 2026-10-23) / 1 x 214,104,641 (shares at 2026-07-22) = 23,244,270,350

## Revenue by fiscal year (SEC XBRL; FY = calendar year in which the fiscal year ends)

- FY2013 (ended 2013-12-31): 9289500000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000104746916010094/
- FY2014 (ended 2014-12-31): 10477600000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000104746917000589/
- FY2015 (ended 2015-12-31): 11964400000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000104746918000695/
- FY2016 (ended 2016-12-31): 12394100000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000104746919000469/
- FY2017 (ended 2017-12-31): 14093200000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000110465920021174/
- FY2018 (ended 2018-12-31): 14237200000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000110465921022074/
- FY2019 (ended 2019-12-31): 16222100000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000110465922020401/
- FY2020 (ended 2020-12-31): 14741700000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000110465923022860/
- FY2021 (ended 2021-12-31): 14427800000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000110465924025516/
- FY2022 (ended 2022-12-31): 17536100000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000141057825000160/
- FY2023 (ended 2023-12-31): 13665800000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000110465926017031/
- FY2024 (ended 2024-12-31): 16127700000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000110465926017031/
- FY2025 (ended 2025-12-31): 15625500000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000110465926017031/

## Net income by fiscal year (SEC XBRL)

- FY2013 (ended 2013-12-31): 912700000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000104746916010094/
- FY2014 (ended 2014-12-31): 1144100000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000104746917000589/
- FY2015 (ended 2015-12-31): 1234000000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000104746918000695/
- FY2016 (ended 2016-12-31): 1316500000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000104746919000469/
- FY2017 (ended 2017-12-31): 2310400000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000110465920021174/
- FY2018 (ended 2018-12-31): 1546500000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000110465921022074/
- FY2019 (ended 2019-12-31): 1394200000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000110465922020401/
- FY2020 (ended 2020-12-31): 1395800000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000110465923022860/
- FY2021 (ended 2021-12-31): 1580200000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000110465924025516/
- FY2022 (ended 2022-12-31): 4756900000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000141057825000160/
- FY2023 (ended 2023-12-31): 623200000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000110465926017031/
- FY2024 (ended 2024-12-31): 1571000000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000110465926017031/
- FY2025 (ended 2025-12-31): 1185100000.0 · https://www.sec.gov/Archives/edgar/data/1126328/000110465926017031/

## EPS diluted by fiscal year (split-adjusted to today's share basis; as filed in brackets)

- FY2013 (ended 2013-12-31): 2.95 [filed 2.95, split factor 1.0]
- FY2014 (ended 2014-12-31): 3.65 [filed 3.65, split factor 1.0]
- FY2015 (ended 2015-12-31): 4.06 [filed 4.06, split factor 1.0]
- FY2016 (ended 2016-12-31): 4.5 [filed 4.5, split factor 1.0]
- FY2017 (ended 2017-12-31): 7.88 [filed 7.88, split factor 1.0]
- FY2018 (ended 2018-12-31): 5.36 [filed 5.36, split factor 1.0]
- FY2019 (ended 2019-12-31): 4.96 [filed 4.96, split factor 1.0]
- FY2020 (ended 2020-12-31): 5.05 [filed 5.05, split factor 1.0]
- FY2021 (ended 2021-12-31): 5.79 [filed 5.79, split factor 1.0]
- FY2022 (ended 2022-12-31): 18.63 [filed 18.63, split factor 1.0]
- FY2023 (ended 2023-12-31): 2.55 [filed 2.55, split factor 1.0]
- FY2024 (ended 2024-12-31): 6.68 [filed 6.68, split factor 1.0]
- FY2025 (ended 2025-12-31): 5.25 [filed 5.25, split factor 1.0]

## Dividend years (Yahoo history)

2002, 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026

## Insider transactions (SEC Form 4 data set, latest 40)

- 2026-05-21 S Cheong Wee Yee (Pres) 7534 @ 103.16 = 777207 · https://www.sec.gov/Archives/edgar/data/1126328/000112632826000127/
- 2026-05-20 S Cheong Wee Yee (Pres) 3211 @ 103.06 = 330926 · https://www.sec.gov/Archives/edgar/data/1126328/000112632826000127/
- 2026-05-01 S Cheong Wee Yee (Pres) 9183 @ 101.26 = 929871 · https://www.sec.gov/Archives/edgar/data/1126328/000112632826000102/
- 2026-04-30 S Djurasovic George (officer) 1 @ 99.63 = 99 · https://www.sec.gov/Archives/edgar/data/1126328/000112632826000099/
- 2026-04-30 S Cheong Wee Yee (Pres) 4737 @ 101.01 = 478484 · https://www.sec.gov/Archives/edgar/data/1126328/000112632826000102/
- 2026-04-29 S Cheong Wee Yee (Pres) 1080 @ 101.00 = 109080 · https://www.sec.gov/Archives/edgar/data/1126328/000112632826000100/
- 2026-04-28 S Djurasovic George (officer) 2571 @ 100.83 = 259234 · https://www.sec.gov/Archives/edgar/data/1126328/000112632826000099/

## Links

- sec_filings: https://www.sec.gov/edgar/browse/?CIK=0001126328
- sec_xbrl_companyfacts: https://data.sec.gov/api/xbrl/companyfacts/CIK0001126328.json
- sec_form4: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001126328&type=4
- sec_8k: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001126328&type=8-K
- yahoo: https://finance.yahoo.com/quote/PFG
- stooq: https://stooq.com/q/d/?s=pfg.us
- morningstar (link only, nothing stored): https://www.morningstar.com/search?query=PFG
- finviz (link only, nothing stored): https://finviz.com/quote.ashx?t=PFG
- stockanalysis (link only, nothing stored): https://stockanalysis.com/stocks/pfg/
- seeking_alpha (link only, nothing stored): https://seekingalpha.com/symbol/PFG
- openinsider (link only, nothing stored): http://openinsider.com/search?q=PFG
- google_news (link only, nothing stored): https://news.google.com/rss/search?q=PFG+stock

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.

Scores are deterministic rule outputs from public filings. fair_value_model is a labelled model estimate from the same filings (method at /fair-value), not an opinion or recommendation.