Principal Financial (PFG) Assets (2009 - 2026)

Principal Financial's (PFG) quarterly Assets came in at $332.7 billion in Q1 2026, up 6.29% year-on-year from $313.0 billion in Q1 2025, and down 2.54% on a QoQ basis from $341.4 billion in Q4 2025.

Principal Financial (PFG) Assets (2009 - 2026) Analysis & Trends

Principal Financial (PFG) has 18 years of Assets data on file, last reported at $332.7 billion in Q1 2026.

  • On a quarterly basis, Assets rose 6.29% year-over-year to $332.7 billion in Q1 2026; TTM through Mar 2026 was $332.7 billion, a 6.29% increase from a year earlier, with the FY2025 full-year figure at $341.4 billion, up 8.84% from the prior year.
  • Assets for Q1 2026 stood at $332.7 billion, down from $341.4 billion in the prior quarter.
  • Over the last five years, Assets for PFG reached as high as $341.4 billion in Q4 2025 and fell as low as $282.6 billion in Q3 2022.
  • Historically, Assets has averaged $308.7 billion across 5 years, with a median of $308.7 billion in 2024.
  • Across the five-year window, Assets dropped 5.46% in 2022 and gained 12.12% in 2024, its largest moves.
  • Year by year, Assets stood at $290.9 billion in 2022, then rose by 4.87% to $305.0 billion in 2023, then gained by 2.82% to $313.7 billion in 2024, then climbed by 8.84% to $341.4 billion in 2025, then decreased by 2.54% to $332.7 billion in 2026.
  • Per Business Quant data, the three most recent Assets figures were $332.7 billion in Q1 2026, $341.4 billion in Q4 2025, and $334.5 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - 170.24 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 48.33 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 467.53 Bn
5 State Street 51.30 Bn 51.30 Bn - 392.17 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 184.45 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - 174.57 Bn
8 Raymond James Financial 32.59 Bn 17.67 Bn - 91.94 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - 14.39 Bn
10 Principal Financial 23.31 Bn -27.00 Bn -463.00 Mn 332.70 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 332.70 Bn
Dec 31, 2025 341.38 Bn
Sep 30, 2025 334.49 Bn
Jun 30, 2025 323.10 Bn
Mar 31, 2025 313.00 Bn
Dec 31, 2024 313.66 Bn
Sep 30, 2024 322.86 Bn
Jun 30, 2024 308.78 Bn
Mar 31, 2024 308.68 Bn
Dec 31, 2023 305.05 Bn
Sep 30, 2023 287.95 Bn
Jun 30, 2023 299.19 Bn
Mar 31, 2023 299.41 Bn
Dec 31, 2022 290.87 Bn
Sep 30, 2022 282.58 Bn
Jun 30, 2022 293.22 Bn
Mar 31, 2022 291.54 Bn
Dec 31, 2021 304.66 Bn
Sep 30, 2021 298.91 Bn
Jun 30, 2021 302.17 Bn