Principal Financial (PFG) Asset Utilization Ratio (2009 - 2026)
Principal Financial (PFG) posted quarterly Asset Utilization Ratio of 0.05 for Q2 2026, down 3.75% year-over-year from 0.05 in Q2 2025, and little changed quarter-over-quarter from 0.05 in Q1 2026.
Principal Financial (PFG) Asset Utilization Ratio (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has reported Asset Utilization Ratio for 18 consecutive years, with 0.05 the latest figure, recorded in Q2 2026.
- In Q2 2026, Asset Utilization Ratio fell 3.75% year-over-year to 0.05; the TTM figure through Jun 2026 stood at 0.05 (down 3.75% YoY), while the FY2025 annual figure was 0.05, down 8.49% from the prior year.
- Asset Utilization Ratio steadied at 0.05 in Q2 2026 per PFG's latest filing, from 0.05 in the prior quarter.
- Across five years, Asset Utilization Ratio topped out at 0.06 in Q3 2022 and bottomed at 0.04 in Q3 2024.
- Historically, Asset Utilization Ratio has averaged 0.05 across 5 years, with a median of 0.05 in 2023.
- On a YoY basis, Asset Utilization Ratio climbed as much as 39.63% in 2022 and fell as far as 46.91% in 2022.
- Principal Financial's Asset Utilization Ratio stood at 0.06 in 2022, then retreated by 24.64% to 0.05 in 2023, then advanced by 9.94% to 0.05 in 2024, then slipped by 8.75% to 0.05 in 2025, then dropped by 0.97% to 0.05 in 2026.
- Business Quant data shows PFG's Asset Utilization Ratio at 0.05 in Q2 2026, 0.05 in Q1 2026, and 0.05 in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Asset Util. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 178.86 Bn | 164.99 Bn | - | 0.16 |
| 2 | Blackstone | 114.98 Bn | 112.48 Bn | - | 0.33 |
| 3 | Kkr | 97.38 Bn | -179.70 Bn | - | - |
| 4 | Brookfield | 93.59 Bn | 46.19 Bn | - | - |
| 5 | Brookfield Asset Management | 83.79 Bn | 82.29 Bn | - | 0.30 |
| 6 | Apollo Global Management | 78.51 Bn | 53.14 Bn | 10.54 Bn | 0.07 |
| 7 | State Street | 51.54 Bn | 51.54 Bn | - | 0.04 |
| 8 | Ameriprise Financial | 51.29 Bn | 40.24 Bn | 4.72 Bn | 0.10 |
| 9 | Northern Trust | 34.04 Bn | 34.04 Bn | - | 0.03 |
| 10 | Principal Financial | 23.90 Bn | -29.06 Bn | 1.91 Bn | 0.05 |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 0.05 |
| Mar 31, 2026 | 0.05 |
| Dec 31, 2025 | 0.05 |
| Sep 30, 2025 | 0.05 |
| Jun 30, 2025 | 0.05 |
| Mar 31, 2025 | 0.05 |
| Dec 31, 2024 | 0.05 |
| Sep 30, 2024 | 0.04 |
| Jun 30, 2024 | 0.05 |
| Mar 31, 2024 | 0.05 |
| Dec 31, 2023 | 0.05 |
| Sep 30, 2023 | 0.05 |
| Jun 30, 2023 | 0.05 |
| Mar 31, 2023 | 0.06 |
| Dec 31, 2022 | 0.06 |
| Sep 30, 2022 | 0.06 |
| Jun 30, 2022 | 0.06 |
| Mar 31, 2022 | 0.05 |
| Dec 31, 2021 | 0.05 |
| Sep 30, 2021 | 0.05 |