Principal Financial (PFG) Asset Utilization Ratio (2009 - 2026)
Principal Financial's (PFG) quarterly Asset Utilization Ratio came in at 0.05 in 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.
Analysis
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.
- On a quarterly basis, Asset Utilization Ratio fell 3.75% year-over-year to 0.05 in Q2 2026; TTM through Jun 2026 was 0.05, a 3.75% decrease from a year earlier, with the FY2025 full-year figure at 0.05, down 8.49% from the prior year.
- Asset Utilization Ratio was 0.05 for Q2 2026 at Principal Financial, roughly flat from 0.05 in the prior quarter.
- Over five years, Asset Utilization Ratio peaked at 0.06 in Q3 2022 and troughed at 0.04 in Q3 2024.
- A 5-year average of 0.05 and a median of 0.05 in 2023 frame the typical range for Asset Utilization Ratio.
- Across the five-year window, Asset Utilization Ratio surged 39.63% in 2022 and retreated 25.69% in 2023, its largest moves.
- Over 5 years, Asset Utilization Ratio stood at 0.06 in 2022, then declined by 24.64% to 0.05 in 2023, then rose by 9.94% to 0.05 in 2024, then retreated by 8.75% to 0.05 in 2025, then decreased by 0.97% to 0.05 in 2026.
- The last three Asset Utilization Ratio figures came in at 0.05 (Q2 2026), 0.05 (Q1 2026), and 0.05 (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Asset Util. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.98 Bn | 151.11 Bn | - | 0.16 |
| 2 | Spdr Gold Trust | 143.46 Bn | -414.54 Bn | - | - |
| 3 | Ishares Gold Trust | 30.01 Bn | -30.09 Bn | - | - |
| 4 | World Gold Trust | 29.01 Bn | -74.06 Bn | - | - |
| 5 | Principal Financial | 24.83 Bn | -28.13 Bn | 1.91 Bn | 0.05 |
| 6 | iShares Silver Trust | 21.45 Bn | -6.76 Bn | - | - |
| 7 | Franklin Resources | 17.39 Bn | 13.67 Bn | - | 0.27 |
| 8 | Invesco | 14.41 Bn | 13.50 Bn | 1.79 Bn | 0.25 |
| 9 | Affiliated Managers | 9.35 Bn | 8.94 Bn | - | 0.24 |
| 10 | Voya Financial | 9.32 Bn | 6.97 Bn | 1.34 Bn | 0.05 |
Historic Data
Download Data
Historic 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 |