Principal Financial (PFG) Assets (2009 - 2026)
Principal Financial (PFG) posted quarterly Assets of $352.8 billion for Q2 2026, up 9.18% year-over-year from $323.1 billion in Q2 2025, and up 6.03% quarter-over-quarter from $332.7 billion in Q1 2026.
Principal Financial (PFG) Assets (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has reported Assets for 18 consecutive years, with $352.8 billion the latest figure, recorded in Q2 2026.
- In Q2 2026, Assets rose 9.18% year-over-year to $352.8 billion; the TTM figure through Jun 2026 stood at $352.8 billion (up 9.18% YoY), while the FY2025 annual figure was $341.4 billion, up 8.84% from the prior year.
- Assets grew to $352.8 billion in Q2 2026 per PFG's latest filing, from $332.7 billion in the prior quarter.
- Across five years, Assets topped out at $352.8 billion in Q2 2026 and bottomed at $282.6 billion in Q3 2022.
- Historically, Assets has averaged $311.2 billion across 5 years, with a median of $308.7 billion in 2024.
- Annual changes were most pronounced in 2022 — Assets fell 5.46% — and 2024, when it climbed 12.12%.
- Principal Financial's Assets stood at $290.9 billion in 2022, then grew by 4.87% to $305.0 billion in 2023, then increased by 2.82% to $313.7 billion in 2024, then gained by 8.84% to $341.4 billion in 2025, then climbed by 3.33% to $352.8 billion in 2026.
- Business Quant data shows PFG's Assets at $352.8 billion in Q2 2026, $332.7 billion in Q1 2026, and $341.4 billion in Q4 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.55 Bn | 165.68 Bn | - | 175.88 Bn |
| 2 | Blackstone | 114.86 Bn | 112.36 Bn | - | 49.89 Bn |
| 3 | Kkr | 97.27 Bn | -179.80 Bn | - | - |
| 4 | Brookfield | 93.37 Bn | 45.97 Bn | - | 525.52 Bn |
| 5 | Brookfield Asset Management | 83.51 Bn | 82.01 Bn | - | 20.08 Bn |
| 6 | Apollo Global Management | 78.50 Bn | 53.13 Bn | 10.54 Bn | 494.05 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 418.38 Bn |
| 8 | Ameriprise Financial | 51.25 Bn | 40.20 Bn | 4.72 Bn | 197.87 Bn |
| 9 | Raymond James Financial | 34.07 Bn | 20.82 Bn | - | 94.24 Bn |
| 10 | Principal Financial | 23.92 Bn | -29.05 Bn | 1.91 Bn | 352.75 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 352.75 Bn |
| 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 |