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-on-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) 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.

  • 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 for Q4 2025 stood at $35.1 million, up from $30.6 million in the prior quarter.
  • Over the last five years, Accumulated Expenses for PFG reached as high as $35.1 million in Q4 2025 and fell as low as $24.7 million in Q4 2022.
  • Historically, Accumulated Expenses has averaged $29.3 million across 5 years, with a median of $30.6 million in 2023.
  • Across the five-year window, Accumulated Expenses fell 2.37% in 2022 and advanced 23.89% in 2023, its largest moves.
  • Year by year, Accumulated Expenses stood at $25.3 million in 2021, then declined by 2.37% to $24.7 million in 2022, then rose by 23.89% to $30.6 million in 2023, then changed by 0.0% to $30.6 million in 2024, then increased by 14.71% to $35.1 million in 2025.
  • Per Business Quant data, the three most recent Accumulated Expenses figures were $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 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn
2 BlackRock 161.01 Bn 148.08 Bn -
3 Blackstone 97.77 Bn 96.72 Bn -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn
5 State Street 51.30 Bn 51.30 Bn -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn
7 Northern Trust 32.93 Bn 32.93 Bn -
8 Raymond James Financial 32.59 Bn 17.67 Bn -
9 Price T Rowe 24.70 Bn 21.13 Bn -
10 Principal Financial 23.31 Bn -27.00 Bn -463.00 Mn

Historic Data

Download Data
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