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Asset Utilization RatioAssets AverageDebt RatioDebt to EquityEBIT MarginEBITDA MarginEBT MarginEnterprise ValueEquity AverageEquity RatioFCF MarginFCF Payout RatioGross MarginInvested CapitalNet MarginOperating MarginReturn on AssetsReturn on EquityReturn on Invested CapitalReturn on Sales

Principal Financial (PFG) Assets Average (2016 - 2026)

Principal Financial has reported Assets Average over the past 18 years, most recently at $337.0 billion for Q1 2026.

  • Quarterly Assets Average rose 7.57% to $337.0 billion in Q1 2026 from the year-ago period, while the trailing twelve-month figure was $337.0 billion through Mar 2026, up 7.57% year-over-year, with the annual reading at $327.5 billion for FY2025, 5.87% up from the prior year.
  • Assets Average was $337.0 billion for Q1 2026 at Principal Financial, roughly flat 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.
  • The 5-year median for Assets Average is $306.9 billion (2024), against an average of $307.9 billion.
  • The largest YoY upside for Assets Average was 101.22% in 2022 against a maximum downside of 4.99% in 2022.
  • A 5-year view of Assets Average shows it 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 rose by 6.18% to $337.9 billion in 2025, then dropped by 0.26% to $337.0 billion in 2026.
  • Per Business Quant, the three most recent readings for PFG's Assets Average are $337.0 billion (Q1 2026), $337.9 billion (Q4 2025), and $328.8 billion (Q3 2025).