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| 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 |