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

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DateValue
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