Principal Financial (PFG) Assets (2009 - 2026)
Principal Financial's Assets was $352.75 billion in Q2 2026, up 9.2% from $323.1 billion a year earlier and up 6.0% from the prior quarter.
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Analysis
Principal Financial (PFG) Assets (2009 - 2026) Analysis & Trends
At the end of FY2025, Assets at Principal Financial came in at $341.38 billion, up 8.8% from FY2024.
- Assets has now increased for three consecutive years, with a five-year compound annual growth rate of 2.9% (FY2020 to FY2025).
- In earlier years, Assets was $313.66 billion in FY2024 (+2.8%), $305.05 billion in FY2023 (+4.9%), $290.87 billion in FY2022 (-4.5%) and $304.66 billion in FY2021 (+2.7%).
- The Q2 2026 figure marks the highest quarterly Assets in data going back to Q2 2009.
- Compared with a year earlier, Assets has increased for 14 straight quarters, with growth averaging 6.1% over the last eight quarters.
- The best year-over-year quarter for Assets over five years was Q3 2024 (growth of 12.1%); the worst was Q3 2022 (a decline of 5.5%).
- Per Business Quant data, PFG's Assets in the three quarters before Q2 2026 was $332.7 billion (Q1 2026), $341.38 billion (Q4 2025) and $334.49 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 165.57 Bn | 111.92 Bn | - | 175.88 Bn |
| 2 | Spdr Gold Trust | 134.78 Bn | -423.22 Bn | - | 130.10 Bn |
| 3 | Blackstone | 85.82 Bn | 80.74 Bn | - | 49.89 Bn |
| 4 | Kkr | 83.68 Bn | 50.16 Bn | - | 414.46 Bn |
| 5 | Brookfield | 82.01 Bn | -83.38 Bn | 4.47 Bn | 15.39 Bn |
| 6 | Brookfield Asset Management | 71.83 Bn | 68.08 Bn | - | 20.08 Bn |
| 7 | Apollo Global Management | 68.53 Bn | 6.22 Bn | 10.56 Bn | 494.05 Bn |
| 8 | Wheaton Precious Metals | 61.44 Bn | 56.87 Bn | 687.86 Mn | 12.16 Bn |
| 9 | Franco Nevada | 47.81 Bn | 45.18 Bn | 451.00 Mn | 8.92 Bn |
| 10 | Principal Financial | 24.46 Bn | 1.34 Bn | 1.91 Bn | 352.75 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |
API Access
Principal Financial Assets API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=assets&ticker=PFG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "assets", "ticker": "PFG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=assets&ticker=PFG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();