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
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