Principal Financial (PFG) Asset Utilization Ratio (2009 - 2026)

Principal Financial (PFG) reported Asset Utilization Ratio of 0.05 for Q1 2026, up 147.67% year-over-year from 0.02 in Q1 2025, and down 12.61% on a QoQ basis from 0.06 in Q4 2025.

Principal Financial (PFG) has 18 years of Asset Utilization Ratio data on file, last reported at 0.05 in Q1 2026.

  • Quarterly Asset Utilization Ratio rose 147.67% year-over-year to 0.05 in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 0.05 (up 147.67% YoY) and the FY2025 annual result came in at 0.05, up 115.45% from the prior year.
  • Asset Utilization Ratio retreated to 0.05 in Q1 2026 per PFG's latest filing, from 0.06 in the prior quarter.
  • Across five years, Asset Utilization Ratio topped out at 0.06 in Q4 2025 and bottomed at 0.01 in Q3 2025.
  • The 5-year median for Asset Utilization Ratio is 0.03 (2022), against an average of 0.03.
  • Peak annual rise in Asset Utilization Ratio reached 317.04% in 2025, while the deepest fall reached 62.07% in 2025.
  • Tracing PFG's Asset Utilization Ratio over 5 years: stood at 0.03 in 2022, then fell by 10.56% to 0.03 in 2023, then slumped by 46.76% to 0.01 in 2024, then soared by 317.04% to 0.06 in 2025, then retreated by 12.61% to 0.05 in 2026.
  • Per Business Quant, the three latest PFG Asset Utilization Ratio figures stand at 0.05 (Q1 2026), 0.06 (Q4 2025), and 0.01 (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Asset Util. (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 0.15
2 Blackstone 92.68 Bn 91.63 Bn - 0.31
3 Kkr 84.94 Bn 132.45 Bn - 0.00
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 0.29
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 0.00
6 State Street 44.42 Bn 18.75 Bn - 0.04
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 0.10
8 Northern Trust 31.21 Bn 31.21 Bn - 0.03
9 Ares Management 28.85 Bn 32.22 Bn - 0.21
10 Principal Financial 22.35 Bn 18.84 Bn -463.00 Mn 0.05

Historic Data

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DateValue
Mar 31, 2026 0.05
Dec 31, 2025 0.06
Sep 30, 2025 0.01
Jun 30, 2025 0.02
Mar 31, 2025 0.02
Dec 31, 2024 0.01
Sep 30, 2024 0.04
Jun 30, 2024 0.03
Mar 31, 2024 0.02
Dec 31, 2023 0.03
Sep 30, 2023 0.03
Jun 30, 2023 0.04
Mar 31, 2023 0.04
Dec 31, 2022 0.03
Sep 30, 2022 0.04
Jun 30, 2022 0.03
Mar 31, 2022 0.03
Dec 31, 2021 0.03
Sep 30, 2021 0.02
Jun 30, 2021 0.02
Mar 31, 2021 0.06
Dec 31, 2020 0.09
Sep 30, 2020 0.05
Jun 30, 2020 0.06
Mar 31, 2020 0.07
Dec 31, 2019 0.06
Sep 30, 2019 0.06
Jun 30, 2019 0.06
Mar 31, 2019 0.06
Dec 31, 2018 0.06
Sep 30, 2018 0.05
Jun 30, 2018 0.06
Mar 31, 2018 0.05
Dec 31, 2017 0.06
Sep 30, 2017 0.06
Jun 30, 2017 0.05
Mar 31, 2017 0.05
Dec 31, 2016 0.05
Sep 30, 2016 0.05
Jun 30, 2016 0.05
Mar 31, 2016 0.06
Dec 31, 2015 0.06
Sep 30, 2015 0.06
Jun 30, 2015 0.05
Mar 31, 2015 0.05
Dec 31, 2014 0.05
Sep 30, 2014 0.05
Jun 30, 2014 0.04
Mar 31, 2014 0.03
Dec 31, 2013 0.03
Sep 30, 2013 0.03
Jun 30, 2013 0.03
Mar 31, 2013 0.04
Dec 31, 2012 0.04
Sep 30, 2012 0.04
Jun 30, 2012 0.05
Mar 31, 2012 0.05
Dec 31, 2011 0.06
Sep 30, 2011 0.06
Jun 30, 2011 0.06
Mar 31, 2011 0.06
Dec 31, 2010 0.06
Sep 30, 2010 0.06
Jun 30, 2010 0.06
Mar 31, 2010 0.06
Dec 31, 2009 0.06
Sep 30, 2009 0.10