- Principal Financial Group reported preliminary assets under management (AUM) of $712.1 billion as of December 31, 2024.
- The reported AUM met the estimates, which stood at $707.6 billion.
- Out of the total AUM, $559.1 billion is managed by Principal Asset Management – Investment Management.
- An additional $124.3 billion is managed by Principal Asset Management – International Pension.
- Analyst recommendations for Principal Financial include 3 buys, 9 holds, and 3 sells.
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A look at Principal Financial Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 4 | |
| Dividend | 4 | |
| Growth | 2 | |
| Resilience | 4 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Principal Financial Group, Inc. seems to have a promising long-term outlook based on its Smart Karma Smart Scores. With solid scores of 4 in Value, Dividend, and Resilience, the company shows strength in its financial stability and investor returns. These scores indicate that Principal Financial is considered a good value investment with a healthy dividend payout and a resilient business model.
However, there are areas of concern as indicated by the lower scores in Growth (2) and Momentum (3). The company may face challenges in terms of future growth potential and market momentum. Despite these lower scores, Principal Financial Group, Inc. remains a strong player in offering retirement solutions, insurance, wellness programs, and various financial products to a diverse client base.
Summary: Principal Financial Group, Inc. offers businesses, individuals, and institutional clients a range of financial products and services, including retirement solutions, life and health insurance, wellness programs, and investment and banking products.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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