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% quarter-over-quarter from $30.6 million in Q4 2024.
Principal Financial (PFG) Accumulated Expenses (2010 - 2025) Analysis & Trends
Principal Financial (PFG) has 16 years of Accumulated Expenses data on file, last reported at $35.1 million in Q4 2025.
- Accumulated Expenses for Q4 2025 came in at $35.1 million, up 14.71% year-over-year; the trailing twelve-month figure through Dec 2025 was $35.1 million (up 14.71% YoY), and the FY2025 annual result was $35.1 million, up 14.71% from the prior year.
- Accumulated Expenses improved to $35.1 million in Q4 2025 per PFG's latest filing, 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.
- The sharpest annual moves came in 2022 and 2023: Accumulated Expenses decreased 2.37% in 2022, then grew 23.89% in 2023.
- A 5-year view of Accumulated Expenses shows it stood at $25.3 million in 2021, then decreased by 2.37% to $24.7 million in 2022, then climbed by 23.89% to $30.6 million in 2023, then changed by 0.0% to $30.6 million in 2024, then advanced by 14.71% to $35.1 million in 2025.
- Business Quant data shows PFG's Accumulated Expenses at $35.1 million in Q4 2025, $30.6 million in Q4 2024, and $30.6 million in Q4 2023.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - |
| 10 | Principal Financial | 23.79 Bn | 20.28 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 |