Principal Financial (PFG) Accumulated Expenses (2010 - 2025)
Principal Financial (PFG) reported Accumulated Expenses of $35.1 million for Q4 2025, up 14.71% year-over-year from $30.6 million in Q4 2024, and up 14.71% on a QoQ basis from $30.6 million in Q4 2024.
Principal Financial (PFG) has 16 years of Accumulated Expenses data on file, last reported at $35.1 million in Q4 2025.
- Quarterly Accumulated Expenses rose 14.71% year-over-year to $35.1 million in Q4 2025, while the trailing twelve-month figure through Dec 2025 was $35.1 million (up 14.71% YoY) and the FY2025 annual result came in at $35.1 million, up 14.71% from the prior year.
- Accumulated Expenses rose to $35.1 million in Q4 2025 per PFG's latest filing, from $30.6 million in the prior quarter.
- Across five years, Accumulated Expenses topped out at $35.1 million in Q4 2025 and bottomed at $24.7 million in Q4 2022.
- The 5-year median for Accumulated Expenses is $30.6 million (2023), against an average of $29.3 million.
- The widest annual swing landed in 2022, when Accumulated Expenses fell 2.37%; it then advanced 23.89% in 2023.
- Tracing PFG's Accumulated Expenses over 5 years: stood at $25.3 million in 2021, then fell by 2.37% to $24.7 million in 2022, then gained by 23.89% to $30.6 million in 2023, then changed by 0.0% to $30.6 million in 2024, then rose by 14.71% to $35.1 million in 2025.
- Per Business Quant, the three latest PFG Accumulated Expenses figures stand at $35.1 million (Q4 2025), $30.6 million (Q4 2024), and $30.6 million (Q4 2023).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - |
| 10 | Principal Financial | 22.35 Bn | 18.84 Bn | -463.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2025 | 35.10 Mn |
| Dec 31, 2024 | 30.60 Mn |
| Dec 31, 2023 | 30.60 Mn |
| Dec 31, 2022 | 24.70 Mn |
| Dec 31, 2021 | 25.30 Mn |
| Dec 31, 2020 | 25.30 Mn |
| Dec 31, 2019 | 25.40 Mn |
| Dec 31, 2018 | 23.10 Mn |
| Dec 31, 2017 | 23.10 Mn |
| Dec 31, 2016 | 23.40 Mn |
| Dec 31, 2015 | 25.80 Mn |
| Dec 31, 2014 | 21.80 Mn |
| Dec 31, 2013 | 21.80 Mn |
| Dec 31, 2012 | 22.30 Mn |
| Dec 31, 2011 | 15.40 Mn |
| Dec 31, 2010 | 16.10 Mn |