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 quarter-over-quarter 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.

  • Assets Average for Q1 2026 came in at $337.0 billion, up 7.57% year-over-year; the trailing twelve-month figure through Mar 2026 was $337.0 billion (up 7.57% YoY), and the FY2025 annual result was $327.5 billion, up 5.87% from the prior year.
  • Assets Average held at $337.0 billion in Q1 2026 per PFG's latest filing, from $337.9 billion in the prior quarter.
  • Over five years, Assets Average peaked at $337.9 billion in Q4 2025 and troughed at $286.7 billion in Q4 2022.
  • A 5-year average of $307.9 billion and a median of $306.9 billion in 2024 frame the typical range for Assets Average.
  • On a YoY basis, Assets Average climbed as much as 101.22% in 2022 and fell as far as 4.99% in 2022.
  • A 5-year view of Assets Average shows it stood at $286.7 billion in 2022, then gained by 3.41% to $296.5 billion in 2023, then advanced by 7.34% to $318.3 billion in 2024, then rose by 6.18% to $337.9 billion in 2025, then retreated by 0.26% to $337.0 billion in 2026.
  • Business Quant data shows PFG's Assets Average at $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 BlackRock 163.18 Bn 153.56 Bn - 170.12 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 48.02 Bn
3 Kkr 86.45 Bn 133.96 Bn - 411.11 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 464.24 Bn
5 State Street 46.95 Bn 21.27 Bn - 379.11 Bn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 187.68 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 175.85 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 90.35 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 28.51 Bn
10 Principal Financial 23.79 Bn 20.28 Bn -463.00 Mn 337.04 Bn

Historic Data

Download Data
DateValue
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