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% on a QoQ basis from $341.4 billion in Q4 2025.

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

  • Quarterly Assets rose 6.29% year-over-year to $332.7 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $332.7 billion (up 6.29% YoY) and the FY2025 annual result came in at $341.4 billion, up 8.84% from the prior year.
  • Assets slipped to $332.7 billion in Q1 2026 per PFG's latest filing, from $341.4 billion in the prior quarter.
  • Across five years, Assets topped out at $341.4 billion in Q4 2025 and bottomed at $282.6 billion in Q3 2022.
  • The 5-year median for Assets is $308.7 billion (2024), against an average of $308.7 billion.
  • The widest annual swing landed in 2022, when Assets dropped 5.46%; it then gained 12.12% in 2024.
  • Tracing PFG's Assets over 5 years: stood at $290.9 billion in 2022, then gained by 4.87% to $305.0 billion in 2023, then advanced by 2.82% to $313.7 billion in 2024, then grew by 8.84% to $341.4 billion in 2025, then slipped by 2.54% to $332.7 billion in 2026.
  • Per Business Quant, the three latest PFG Assets figures stand at $332.7 billion (Q1 2026), $341.4 billion (Q4 2025), and $334.5 billion (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 170.24 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 48.33 Bn
3 Kkr 84.94 Bn 132.45 Bn - 412.08 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 17.94 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 467.53 Bn
6 State Street 44.42 Bn 18.75 Bn - 392.17 Bn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 184.45 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 174.57 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 28.39 Bn
10 Principal Financial 22.35 Bn 18.84 Bn -463.00 Mn 332.70 Bn

Historic Data

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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
Mar 31, 2021 295.63 Bn
Dec 31, 2020 650.80 Mn
Sep 30, 2020 278.48 Bn
Jun 30, 2020 271.31 Bn
Mar 31, 2020 246.90 Bn
Dec 31, 2019 276.09 Bn
Sep 30, 2019 270.24 Bn
Jun 30, 2019 267.92 Bn
Mar 31, 2019 259.42 Bn
Dec 31, 2018 243.04 Bn
Sep 30, 2018 258.76 Bn
Jun 30, 2018 252.10 Bn
Mar 31, 2018 253.64 Bn
Dec 31, 2017 253.94 Bn
Sep 30, 2017 247.93 Bn
Jun 30, 2017 240.15 Bn
Mar 31, 2017 235.50 Bn
Dec 31, 2016 228.01 Bn
Sep 30, 2016 230.37 Bn
Jun 30, 2016 223.07 Bn
Mar 31, 2016 217.57 Bn
Dec 31, 2015 218.66 Bn
Sep 30, 2015 215.37 Bn
Jun 30, 2015 222.27 Bn
Mar 31, 2015 222.49 Bn
Dec 31, 2014 219.09 Bn
Sep 30, 2014 216.42 Bn
Jun 30, 2014 218.32 Bn
Mar 31, 2014 211.19 Bn
Dec 31, 2013 208.19 Bn
Sep 30, 2013 201.69 Bn
Jun 30, 2013 196.51 Bn
Mar 31, 2013 200.76 Bn
Dec 31, 2012 161.83 Bn
Sep 30, 2012 159.19 Bn
Jun 30, 2012 152.05 Bn
Mar 31, 2012 153.74 Bn
Dec 31, 2011 147.36 Bn
Sep 30, 2011 143.30 Bn
Jun 30, 2011 149.28 Bn
Mar 31, 2011 147.55 Bn
Dec 31, 2010 145.63 Bn
Sep 30, 2010 143.46 Bn
Jun 30, 2010 136.60 Bn
Mar 31, 2010 140.84 Bn
Dec 31, 2009 137.76 Bn
Sep 30, 2009 137.38 Bn
Jun 30, 2009 130.71 Bn