Of 60 answers

The most named companies in the study, and S&P 500 financials, with how many of their 60 AI answers named them.

SWIFT47/60TRANSUNION46/60EXPERIAN42/60COINSTAR41/60NAVY FEDERAL CREDIT UNION41/60ZELLE41/60BLOOMBERG L.P.38/60TRADINGVIEW38/60BANCO POPULAR DE PUERTO RICO37/60PAYPAL37/60VENMO37/60CHEXSYSTEMS33/60EQUIFAX33/60MORNINGSTAR32/60S&P GLOBAL31/60ALPACA MARKETS30/60COINBASE30/60PINWHEEL29/60STRIPE29/60XERO29/60ACORNS28/60AFFIRM28/60PAYFAST (PAYGATE)28/60PAYONEER28/60INTERACTIVE BROKERS26/60CHARLES SCHWAB19/60THE HARTFORD9/60MOODY'S21/60CME GROUP19/60ACCENTURE11/60CHUBB10/60MORGAN STANLEY6/60AMERICAN EXPRESS14/60SYNCHRONY FINANCIAL12/60FACTSET20/60NASDAQ19/60ALLSTATE11/60WELLS FARGO18/60PAYCHEX10/60ARES MANAGEMENT3/60
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Back to the study
AI visibility statementFinance AI Visibility Study 2026Issued October 14, 2026
Account holder

Principal Financial Group

principal.comPFG

Retirement and workplace benefitsInvesting and wealth

S&P 500

Also in the US AI Visibility Study

Statement period
September 23 to 25, 2026
when the AI assistants were asked
Account no.
1,399 of 2,219
its rank by overall score
Place in its category
7th of 10 retirement and benefits providers
Closing balance

Named in

0of 60, its tower is dark

by 0 of 4 assistants

Statement note

What this means for Principal Financial Group

AI assistants do not name Principal Financial Group in any of their 60 answers to questions about the market. Its overall score is 27 out of 100, ranking 1,399th out of 2,219 companies in the study. The company's website passes 3 of 14 technical checks for AI tool readiness.

We asked 15 unbranded questions about its market, so no question mentioned Principal Financial Group by name. AI assistants named it in none of the 60 answers. Counting only how often it is named, it ranks 120th of 238 in its sector. The typical investing and wealth company is named in 0.8% of answers.

Named fewer than three times in total. Read this as a sign that AI assistants rarely bring this company up, not as an exact comparison with its peers.

Overall score
27Overall score
  • Visibility0
  • Citations0
  • Sentiment50
  • Site quality87
  • AI readiness21
Summary of account
Named by AI in
0.0%
0 of 60 answers
Share of mentions
0.0%
of the mentions of it and its 5 peers
AI readiness
3/14
technical checks passed. Typical for its sector: 4
Rank in its sector
130 of 238
by overall score, where the typical investing and wealth company scores 28

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Line itemsSection 01

Every question, and where the company came up

Principal Financial Group came up on 0 of 15 questions. Open any window to read that answer.

  1. 01How much does it typically cost to maintain an IRA in the US?0/4
  2. 02What fees are common with employer-sponsored retirement plans?0/4
  3. 03Are annuities a good investment for supplementing retirement income?0/4
  4. 04Which investment solutions are most popular for first-time investors?0/4
  5. 05What should I do if I can’t access my online retirement account?0/4
  6. 06What are the best retirement plan options for small business owners in the US?0/4
  7. 07What’s the difference between term and whole life insurance for individuals planning their estate?0/4
  8. 08Roth IRA vs traditional IRA: Which is better for young professionals?0/4
  9. 09What’s the best way to calculate how much income protection I need?0/4
  10. 10What types of insurance products help individuals protect their financial future?0/4
  11. 11How can employers help workers increase participation in retirement plans?0/4
  12. 12How do I update my beneficiary information on an investment account?0/4
  13. 13Is enrolling in a workplace retirement plan worth it for people starting their careers?0/4
  14. 14What are alternatives to 401(k) plans for self-employed individuals?0/4
  15. 15How do 401(k)s compare to IRAs for long-term retirement savings?0/4
Total namedOpenAI: 0/15Claude: 0/15Perplexity: 0/15Gemini: 0/15All assistants: 0/60
named the companyanswered without naming itdid not answer

Columns, left to right: OpenAI, Claude, Perplexity, Gemini. Across the study, on 50% of the questions where a company is named, only one AI assistant names it.

Transaction detailSection 02

What OpenAI actually said

The company is not named in this answer

OpenAIdid not name the company

“How much does it typically cost to maintain an IRA in the US?”

Short answer: it varies widely. For a typical retail IRA held at a low‑cost broker you can expect annual costs of roughly 0.02%–0.50% of assets (often mostly fund/ETF expense ratios), while using a full‑service advisor or expensive mutual funds can push total annual costs to 1.0%–1.5% (or more).

Breakdown and typical ranges

Custodial/account maintenance fees: $0–$75/year. Many large brokers (Schwab, Fidelity, Vanguard, newer brokerages) charge $0 for IRA maintenance. Smaller custodians or specialty accounts may charge an annual fee.

Advisory/management fees:

Robo‑advisors: about 0.25% …

The AI’s answer as we received it, shortened and not checked for accuracy.

PayeesSection 03

Where the mentions went

The companies these answers named, and how the mentions were split between this company and its peers.

Share of mentions

CompanyShare
  1. Fidelity Investments
    100.0%
  2. Principal Financial Group
    0.0%
  3. Voya Financial
    0.0%
  4. Empower Retirement
    0.0%
  5. TIAA
    0.0%
  6. John Hancock Retirement
    0.0%
ReferrersSection 04

Websites the AI used as sources

How many times each website was listed as a source in these answers

  1. 01
    fidelity.com
    34
  2. 02
    adp.com
    24
  3. 03
    irs.gov
    20
  4. 04
    dol.gov
    15
  5. 05
    investor.vanguard.com
    13
  6. 06
    schwab.com
    12
  7. 07
    empower.com
    11
  8. 08
    nerdwallet.com
    9
  9. 09
    investopedia.com
    9
  10. 10
    chase.com
    8

Principal Financial Group is in the study as a retirement or benefits provider.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

Claude
0/15
Gemini
0/15
OpenAI
0/15
Perplexity
0/15
Market comparisonSection 06

How Principal Financial Group compares with all 2,219 companies

Every tower is a company in the study, taller for a higher overall score and lit where AI assistants named it. Its own group stays lit. Hover a tower to see it, and click to open it.

What makes up the score

Each part is scored out of 100.

Visibility
0

How often AI assistants name the company, and how that compares with its peers

Citations
0

How often AI uses the company's own website as a source

Sentiment
50

How positively AI describes the company

Site quality
87

How well built the website's own pages are

AI readiness
21

How easily AI tools can read and use the website

Visibility is calculated from the answers on this page. How the score is built.

Against its sectorSection 07

Compared with investing and wealth companies

238 companies in this sector. The gold tick on each bar is the typical company.

Overall score
27
Ranks 130 of 238. Typical company: 28
Named in answers
0.0%
Ranks 120 of 238. Typical company: 0.8%
AI readiness
21
Ranks 140 of 238. Typical company: 29
Against its categorySection 08

Compared with retirement and benefits providers

10 companies in this category. The gold tick on each bar is the typical company.

Overall score
27
Ranks 7 of 10. Typical company: 31
Named in answers
0.0%
Ranks 7 of 10. Typical company: 1.7%
AI readiness
21
Ranks 5 of 10. Typical company: 21
AI agentsSection 09

Ready for AI agents

What this website publishes for an AI agent to read, use and pay through, on a scale of six levels.

  1. 0
  2. 1
  3. 2
  4. 3
  5. 4
  6. 5

Level 1: Basic web presence. Two of robots.txt, a sitemap and Link headers are in place.

To reach level 2:
  • Content Signals
Can an AI agent check out here?

Not by itself. Principal Financial Group publishes none of the agent payment protocols we look for. An agent would have to click through the website like a person.

Agent payment protocols
  • x402Not present
  • MPPNot present
  • AP2Not present
  • ACPNot present
  • UCPNot present
Interfaces for AI agents
  • MCP Server CardNot present
  • A2A Agent CardNot present
  • Agent SkillsNot present
  • API CatalogNot present
  • llms.txtNot present
  • WebMCPCould not check
Show every check, for your technical team
Discoverability
72 of 100
  • robots.txtPassed

    A valid robots.txt with crawl rules at the site root.

    study: 86.1%
  • SitemapPartly met

    Serve an XML sitemap and reference it from robots.txt.

    study: 87.9%
  • Link headersNot met

    Send Link headers such as rel="api-catalog" or rel="describedby" on the homepage.

    study: 1.5%
  • DNS for AI DiscoveryNot present

    Advertise agent endpoints with SVCB records under _agents.

    study: 4.3%
Content accessibility
0 of 100
  • Markdown negotiationNot met

    Return a markdown version when asked with Accept: text/markdown, for example at the CDN.

    study: 6.2%
  • llms.txtNot met

    Publish an llms.txt with a short summary and the key links.

    study: 31.0%
Bot access control
32 of 100
  • AI bot rulesPartly met

    Add explicit robots.txt groups for the main AI crawlers.

    study: 92.7%
  • Content SignalsNot met

    Add a Content-Signal line for search, ai-input and ai-train to robots.txt.

    study: 2.3%
  • Web Bot AuthNot present

    Only relevant if you run your own agents or crawlers: publish a signing key directory.

    study: 0.3%
APIs, auth and MCP
0 of 100
  • API CatalogNot met

    List public APIs in a linkset at /.well-known/api-catalog.

    study: 1.3%
  • OAuth discoveryNot met

    Publish OpenID Connect or OAuth server metadata under /.well-known.

    study: 6.3%
  • OAuth Protected ResourceNot met

    Serve protected resource metadata at /.well-known/oauth-protected-resource.

    study: 5.3%
  • auth.mdNot met

    Publish an auth.md describing how agents sign in.

    study: 0.2%
  • MCP Server CardNot met

    Offer an MCP server and publish its server card under /.well-known.

    study: 0.8%
  • A2A Agent CardNot met

    Publish an agent card at /.well-known/agent-card.json.

    study: 0.2%
  • Agent SkillsNot met

    Publish a skills index with the main tasks agents can do.

    study: 1.0%
  • WebMCPCould not check

    Register key actions such as search or cart as WebMCP tools.

    study: 0.0%
  • ARD manifestNot met

    Publish an ai-catalog.json listing every agent interface.

    study: 0.2%

Score 24 of 100 · 97% of checks could run · checked on October 5, 2026 · www.principal.com · 2,200 companies scanned

See how every company did, and how this was measured.

AI readinessSection 10

The checks behind the AI readiness score

3 of 14 passed. This list is for your technical team. The percentage is how many companies in the study pass each check.

These 14 checks ran during the audit and are what the AI readiness part of the overall score counts. The scan above ran later and is stricter on Link headers and Markdown, so a check can pass here and not there.

Show the 14 checks

Discoverability

  • Passedrobots.txt publishedstudy: 85.1%
  • PassedXML sitemapstudy: 79.4%
  • Not metHTTP Link headers (RFC 8288)study: 42.5%

Content Accessibility

  • Not metMarkdown content negotiationstudy: 7.4%
  • Not metllms.txt publishedstudy: 28.1%
  • PassedToken budget (page weight)study: 97.3%

Bot Access Control

  • Not metExplicit AI bot rulesstudy: 11.5%

API / Auth / MCP

  • Not metAPI Catalog (.well-known/api-catalog)study: 1.1%
  • Not metOAuth Authorization Server discoverystudy: 5.2%
  • Not metOAuth Protected Resource discoverystudy: 4.6%
  • Not metMCP Server Cardstudy: 0.2%
  • Not metA2A Agent Cardstudy: 0.0%
  • Not metWebMCP toolsstudy: 0.3%
  • Not metAgent Skills declaredstudy: 0.1%
AI crawlersSection 11

What AI crawlers may read (robots.txt)

This website sets no rules for any AI crawler by name, like 86% of the websites whose rules we could read. Every AI crawler follows its general rules.

Training AI

  • GPTBotpartly
  • ClaudeBotpartly
  • Anthropic-AIpartly
  • Google-Extendedpartly
  • Applebot-Extendedpartly
  • Meta-ExternalAgentpartly
  • FacebookBotpartly
  • Bytespiderpartly
  • CCBotpartly
  • Diffbotpartly
  • Omgilibotpartly

AI search

  • OAI-SearchBotpartly
  • Claude-SearchBotpartly
  • PerplexityBotpartly
  • Applebotpartly
  • Amazonbotpartly
  • YouBotpartly

Answering questions

  • ChatGPT-Userpartly
  • Claude-Userpartly
  • Perplexity-Userpartly
  • DuckAssistBotpartly
  • MistralAI-Userpartly

Read from the website’s own rules file (robots.txt). An asterisk marks a crawler the file names. The rest follow its general rules. “Partly” means only some pages are blocked.

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End of statement
All 2,219 companiesHow we measured this
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