Principal Financial (PFG) Assets Average (2009 - 2026)
Principal Financial (PFG) reported Assets Average of $337.0 billion for Q1 2026, up 7.57% year-over-year from $313.3 billion in Q1 2025, and little changed on a QoQ basis from $337.9 billion in Q4 2025.
Principal Financial (PFG) has 18 years of Assets Average data on file, last reported at $337.0 billion in Q1 2026.
- Quarterly Assets Average rose 7.57% year-over-year to $337.0 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $337.0 billion (up 7.57% YoY) and the FY2025 annual result came in at $327.5 billion, up 5.87% from the prior year.
- Assets Average was little changed at $337.0 billion in Q1 2026 per PFG's latest filing, from $337.9 billion in the prior quarter.
- Across five years, Assets Average topped out at $337.9 billion in Q4 2025 and bottomed at $286.7 billion in Q4 2022.
- The 5-year median for Assets Average is $306.9 billion (2024), against an average of $307.9 billion.
- Peak annual rise in Assets Average reached 101.22% in 2022, while the deepest fall reached 4.99% in 2022.
- Tracing PFG's Assets Average over 5 years: stood at $286.7 billion in 2022, then increased by 3.41% to $296.5 billion in 2023, then rose by 7.34% to $318.3 billion in 2024, then grew by 6.18% to $337.9 billion in 2025, then declined by 0.26% to $337.0 billion in 2026.
- Per Business Quant, the three latest PFG Assets Average figures stand at $337.0 billion (Q1 2026), $337.9 billion (Q4 2025), and $328.8 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 170.12 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 48.02 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 411.11 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 17.49 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 464.24 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 379.11 Bn |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 187.68 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 175.85 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 28.51 Bn |
| 10 | Principal Financial | 22.35 Bn | 18.84 Bn | -463.00 Mn | 337.04 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 337.04 Bn |
| Dec 31, 2025 | 337.93 Bn |
| Sep 30, 2025 | 328.80 Bn |
| Jun 30, 2025 | 318.05 Bn |
| Mar 31, 2025 | 313.33 Bn |
| Dec 31, 2024 | 318.26 Bn |
| Sep 30, 2024 | 315.82 Bn |
| Jun 30, 2024 | 308.73 Bn |
| Mar 31, 2024 | 306.87 Bn |
| Dec 31, 2023 | 296.50 Bn |
| Sep 30, 2023 | 293.57 Bn |
| Jun 30, 2023 | 299.30 Bn |
| Mar 31, 2023 | 295.14 Bn |
| Dec 31, 2022 | 286.72 Bn |
| Sep 30, 2022 | 287.90 Bn |
| Jun 30, 2022 | 292.38 Bn |
| Mar 31, 2022 | 298.10 Bn |
| Dec 31, 2021 | 301.78 Bn |
| Sep 30, 2021 | 300.54 Bn |
| Jun 30, 2021 | 298.90 Bn |
| Mar 31, 2021 | 148.14 Bn |
| Dec 31, 2020 | 139.57 Bn |
| Sep 30, 2020 | 274.90 Bn |
| Jun 30, 2020 | 259.11 Bn |
| Mar 31, 2020 | 261.50 Bn |
| Dec 31, 2019 | 273.16 Bn |
| Sep 30, 2019 | 269.08 Bn |
| Jun 30, 2019 | 263.67 Bn |
| Mar 31, 2019 | 251.23 Bn |
| Dec 31, 2018 | 250.90 Bn |
| Sep 30, 2018 | 255.43 Bn |
| Jun 30, 2018 | 252.87 Bn |
| Mar 31, 2018 | 253.79 Bn |
| Dec 31, 2017 | 250.94 Bn |
| Sep 30, 2017 | 244.04 Bn |
| Jun 30, 2017 | 237.82 Bn |
| Mar 31, 2017 | 231.76 Bn |
| Dec 31, 2016 | 229.19 Bn |
| Sep 30, 2016 | 226.72 Bn |
| Jun 30, 2016 | 220.32 Bn |
| Mar 31, 2016 | 218.12 Bn |
| Dec 31, 2015 | 217.01 Bn |
| Sep 30, 2015 | 218.82 Bn |
| Jun 30, 2015 | 222.38 Bn |
| Mar 31, 2015 | 220.79 Bn |
| Dec 31, 2014 | 217.75 Bn |
| Sep 30, 2014 | 217.37 Bn |
| Jun 30, 2014 | 214.76 Bn |
| Mar 31, 2014 | 209.69 Bn |
| Dec 31, 2013 | 204.94 Bn |
| Sep 30, 2013 | 199.10 Bn |
| Jun 30, 2013 | 198.64 Bn |
| Mar 31, 2013 | 181.30 Bn |
| Dec 31, 2012 | 160.51 Bn |
| Sep 30, 2012 | 155.62 Bn |
| Jun 30, 2012 | 152.89 Bn |
| Mar 31, 2012 | 150.55 Bn |
| Dec 31, 2011 | 145.33 Bn |
| Sep 30, 2011 | 146.29 Bn |
| Jun 30, 2011 | 148.41 Bn |
| Mar 31, 2011 | 146.59 Bn |
| Dec 31, 2010 | 144.54 Bn |
| Sep 30, 2010 | 140.03 Bn |
| Jun 30, 2010 | 138.72 Bn |
| Mar 31, 2010 | 139.30 Bn |
| Dec 31, 2009 | 137.57 Bn |
| Sep 30, 2009 | 134.04 Bn |