Principal Financial PFG
NASDAQ PFG
$114.99 +0.97 (+0.85%)
As of: Sep 10, 2026 · 3:59 PM EDT

Principal Financial (PFG) Assets (2009 - 2026)

Principal Financial's (PFG) quarterly Assets came in at $352.8 billion in 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.

Analysis

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.

  • On a quarterly basis, Assets rose 9.18% year-over-year to $352.8 billion in Q2 2026; TTM through Jun 2026 was $352.8 billion, a 9.18% increase from a year earlier, with the FY2025 full-year figure at $341.4 billion, up 8.84% from the prior year.
  • Assets was $352.8 billion for Q2 2026 at Principal Financial, up from $332.7 billion in the prior quarter.
  • Over five years, Assets peaked at $352.8 billion in Q2 2026 and troughed at $282.6 billion in Q3 2022.
  • A 5-year average of $311.2 billion and a median of $308.7 billion in 2024 frame the typical range for Assets.
  • Across the five-year window, Assets declined 5.46% in 2022 and advanced 12.12% in 2024, its largest moves.
  • Over 5 years, Assets stood at $290.9 billion in 2022, then advanced by 4.87% to $305.0 billion in 2023, then climbed by 2.82% to $313.7 billion in 2024, then increased by 8.84% to $341.4 billion in 2025, then gained by 3.33% to $352.8 billion in 2026.
  • The last three Assets figures came in at $352.8 billion (Q2 2026), $332.7 billion (Q1 2026), and $341.4 billion (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets (Qtr)
1 BlackRock 164.98 Bn 151.11 Bn - 175.88 Bn
2 Spdr Gold Trust 143.46 Bn -414.54 Bn - 46.13 Bn
3 Ishares Gold Trust 30.01 Bn -30.09 Bn - -
4 World Gold Trust 29.01 Bn -74.06 Bn - 27.30 Bn
5 Principal Financial 24.83 Bn -28.13 Bn 1.91 Bn 352.75 Bn
6 iShares Silver Trust 21.45 Bn -6.76 Bn - -
7 Franklin Resources 17.39 Bn 13.67 Bn - 36.24 Bn
8 Invesco 14.41 Bn 13.50 Bn 1.79 Bn 27.47 Bn
9 Affiliated Managers 9.35 Bn 8.94 Bn - 9.40 Bn
10 Voya Financial 9.32 Bn 6.97 Bn 1.34 Bn 182.95 Bn
Historic Data

Historic Data

Download Data
DateValue
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