Principal Financial PFG
NASDAQ PFG
$114.02 -1.02 (-0.89%)
As of: Sep 9, 2026 · 3:59 PM EDT

Principal Financial (PFG) Assets Average (2009 - 2026)

Principal Financial's (PFG) quarterly Assets Average came in at $342.7 billion in Q2 2026, up 7.76% year-over-year from $318.1 billion in Q2 2025, and up 1.69% quarter-over-quarter from $337.0 billion in Q1 2026.

Analysis

Principal Financial (PFG) Assets Average (2009 - 2026) Analysis & Trends

Principal Financial (PFG) has reported Assets Average for 18 consecutive years, with $342.7 billion the latest figure, recorded in Q2 2026.

  • On a quarterly basis, Assets Average rose 7.76% year-over-year to $342.7 billion in Q2 2026; TTM through Jun 2026 was $342.7 billion, a 7.76% increase from a year earlier, with the FY2025 full-year figure at $327.5 billion, up 5.87% from the prior year.
  • Assets Average was $342.7 billion for Q2 2026 at Principal Financial, up from $337.0 billion in the prior quarter.
  • Over five years, Assets Average peaked at $342.7 billion in Q2 2026 and troughed at $286.7 billion in Q4 2022.
  • A 5-year average of $309.8 billion and a median of $307.8 billion in 2024 frame the typical range for Assets Average.
  • Across the five-year window, Assets Average decreased 4.99% in 2022 and gained 7.76% in 2026, its largest moves.
  • Over 5 years, Assets Average stood at $286.7 billion in 2022, then rose by 3.41% to $296.5 billion in 2023, then gained by 7.34% to $318.3 billion in 2024, then increased by 6.18% to $337.9 billion in 2025, then advanced by 1.42% to $342.7 billion in 2026.
  • The last three Assets Average figures came in at $342.7 billion (Q2 2026), $337.0 billion (Q1 2026), and $337.9 billion (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 BlackRock 173.88 Bn 160.24 Bn - 173.06 Bn
2 Spdr Gold Trust 143.21 Bn -414.80 Bn - 42.15 Bn
3 World Gold Trust 30.03 Bn -73.04 Bn - 28.46 Bn
4 Ishares Gold Trust 27.84 Bn -32.27 Bn - -
5 Principal Financial 25.04 Bn -27.21 Bn 1.91 Bn 342.73 Bn
6 iShares Silver Trust 23.18 Bn -5.03 Bn - -
7 Franklin Resources 17.63 Bn 15.39 Bn - 35.18 Bn
8 Invesco 14.60 Bn 14.32 Bn 1.79 Bn 27.15 Bn
9 Affiliated Managers 9.57 Bn 10.05 Bn - 9.40 Bn
10 Voya Financial 9.43 Bn 8.80 Bn 1.34 Bn 178.19 Bn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 342.73 Bn
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