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
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