Principal Financial (PFG) Assets Average (2009 - 2026)
Principal Financial's (PFG) quarterly Assets Average came in at $337.0 billion in Q1 2026, up 7.57% year-on-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) Assets Average (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has 18 years of Assets Average data on file, last reported at $337.0 billion in Q1 2026.
- On a quarterly basis, Assets Average rose 7.57% year-over-year to $337.0 billion in Q1 2026; TTM through Mar 2026 was $337.0 billion, a 7.57% increase from a year earlier, with the FY2025 full-year figure at $327.5 billion, up 5.87% from the prior year.
- Assets Average for Q1 2026 stood at $337.0 billion, roughly flat from $337.9 billion in the prior quarter.
- Over the last five years, Assets Average for PFG reached as high as $337.9 billion in Q4 2025 and fell as low as $286.7 billion in Q4 2022.
- Historically, Assets Average has averaged $307.9 billion across 5 years, with a median of $306.9 billion in 2024.
- On a YoY basis, Assets Average climbed as much as 101.22% in 2022 and fell as far as 4.99% in 2022.
- Year by year, Assets Average stood at $286.7 billion in 2022, then grew by 3.41% to $296.5 billion in 2023, then increased by 7.34% to $318.3 billion in 2024, then climbed by 6.18% to $337.9 billion in 2025, then dropped by 0.26% to $337.0 billion in 2026.
- Per Business Quant data, the three most recent Assets Average figures were $337.0 billion in Q1 2026, $337.9 billion in Q4 2025, and $328.8 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 170.12 Bn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 48.02 Bn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 464.24 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 379.11 Bn |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 187.68 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 175.85 Bn |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 90.35 Bn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 14.37 Bn |
| 10 | Principal Financial | 23.31 Bn | -27.00 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 |