Principal Financial (PFG) Assets (2009 - 2026)
Principal Financial (PFG) reported Assets of $332.7 billion for Q1 2026, up 6.29% year-over-year from $313.0 billion in Q1 2025, and down 2.54% quarter-over-quarter 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.
- Assets for Q1 2026 came in at $332.7 billion, up 6.29% year-over-year; the trailing twelve-month figure through Mar 2026 was $332.7 billion (up 6.29% YoY), and the FY2025 annual result was $341.4 billion, up 8.84% from the prior year.
- Assets retreated to $332.7 billion in Q1 2026 per PFG's latest filing, from $341.4 billion in the prior quarter.
- Over five years, Assets peaked at $341.4 billion in Q4 2025 and troughed at $282.6 billion in Q3 2022.
- A 5-year average of $308.7 billion and a median of $308.7 billion in 2024 frame the typical range for Assets.
- The sharpest annual moves came in 2022 and 2024: Assets fell 5.46% in 2022, then climbed 12.12% in 2024.
- A 5-year view of Assets shows it stood at $290.9 billion in 2022, then climbed by 4.87% to $305.0 billion in 2023, then grew by 2.82% to $313.7 billion in 2024, then rose by 8.84% to $341.4 billion in 2025, then declined by 2.54% to $332.7 billion in 2026.
- Business Quant data shows PFG's Assets at $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 | BlackRock | 160.20 Bn | 150.57 Bn | - | 170.24 Bn |
| 2 | Blackstone | 96.40 Bn | 95.35 Bn | - | 48.33 Bn |
| 3 | Kkr | 85.87 Bn | 133.39 Bn | - | 412.08 Bn |
| 4 | Apollo Global Management | 79.90 Bn | 98.63 Bn | 5.04 Bn | 467.53 Bn |
| 5 | State Street | 46.62 Bn | 20.95 Bn | - | 392.17 Bn |
| 6 | Ameriprise Financial | 42.78 Bn | 42.65 Bn | 4.57 Bn | 184.45 Bn |
| 7 | Northern Trust | 32.35 Bn | 32.35 Bn | - | 174.57 Bn |
| 8 | Ares Management | 30.25 Bn | 33.62 Bn | - | 28.39 Bn |
| 9 | Raymond James Financial | 30.24 Bn | 18.99 Bn | - | 91.94 Bn |
| 10 | Principal Financial | 24.12 Bn | 20.61 Bn | -463.00 Mn | 332.70 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |