Principal Financial (PFG) Accumulated Expenses (2010 - 2025)
Principal Financial's (PFG) quarterly Accumulated Expenses came in at $35.1 million in Q4 2025, up 14.71% year-over-year from $30.6 million in Q4 2024, and up 14.71% quarter-over-quarter from $30.6 million in Q4 2024.
Analysis
Principal Financial (PFG) Accumulated Expenses (2010 - 2025) Analysis & Trends
Principal Financial (PFG) has reported Accumulated Expenses for 16 consecutive years, with $35.1 million the latest figure, recorded in Q4 2025.
- On a quarterly basis, Accumulated Expenses rose 14.71% year-over-year to $35.1 million in Q4 2025; TTM through Dec 2025 was $35.1 million, a 14.71% increase from a year earlier, with the FY2025 full-year figure at $35.1 million, up 14.71% from the prior year.
- Accumulated Expenses was $35.1 million for Q4 2025 at Principal Financial, up from $30.6 million in the prior quarter.
- Over five years, Accumulated Expenses peaked at $35.1 million in Q4 2025 and troughed at $24.7 million in Q4 2022.
- A 5-year average of $29.3 million and a median of $30.6 million in 2023 frame the typical range for Accumulated Expenses.
- Across the five-year window, Accumulated Expenses retreated 2.37% in 2022 and climbed 23.89% in 2023, its largest moves.
- Over 5 years, Accumulated Expenses stood at $25.3 million in 2021, then retreated by 2.37% to $24.7 million in 2022, then advanced by 23.89% to $30.6 million in 2023, then changed by 0.0% to $30.6 million in 2024, then gained by 14.71% to $35.1 million in 2025.
- The last three Accumulated Expenses figures came in at $35.1 million (Q4 2025), $30.6 million (Q4 2024), and $30.6 million (Q4 2023), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 165.77 Bn | 152.13 Bn | - |
| 2 | Spdr Gold Trust | 141.23 Bn | -416.77 Bn | - |
| 3 | World Gold Trust | 29.62 Bn | -73.45 Bn | - |
| 4 | Ishares Gold Trust | 27.46 Bn | -32.65 Bn | - |
| 5 | Principal Financial | 25.26 Bn | -27.00 Bn | 1.91 Bn |
| 6 | iShares Silver Trust | 23.22 Bn | -4.99 Bn | - |
| 7 | Invesco | 13.47 Bn | 13.19 Bn | 1.79 Bn |
| 8 | Voya Financial | 9.20 Bn | 8.58 Bn | 1.34 Bn |
| 9 | Affiliated Managers | 9.20 Bn | 9.69 Bn | - |
| 10 | Victory Capital Holdings | 6.56 Bn | 6.49 Bn | - |
Historic Data
Download Data
Historic 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 |