Principal Financial (PFG) Assets Average (2009 - 2026)
Principal Financial (PFG) posted quarterly Assets Average of $342.7 billion for 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.
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.
- In Q2 2026, Assets Average rose 7.76% year-over-year to $342.7 billion; the TTM figure through Jun 2026 stood at $342.7 billion (up 7.76% YoY), while the FY2025 annual figure was $327.5 billion, up 5.87% from the prior year.
- Assets Average grew to $342.7 billion in Q2 2026 per PFG's latest filing, from $337.0 billion in the prior quarter.
- Across five years, Assets Average topped out at $342.7 billion in Q2 2026 and bottomed at $286.7 billion in Q4 2022.
- Historically, Assets Average has averaged $309.8 billion across 5 years, with a median of $307.8 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.
- Principal Financial's Assets Average stood at $286.7 billion in 2022, then advanced by 3.41% to $296.5 billion in 2023, then climbed by 7.34% to $318.3 billion in 2024, then gained by 6.18% to $337.9 billion in 2025, then grew by 1.42% to $342.7 billion in 2026.
- Business Quant data shows PFG's Assets Average at $342.7 billion in Q2 2026, $337.0 billion in Q1 2026, and $337.9 billion in Q4 2025.
Powered by 
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 173.06 Bn |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 49.11 Bn |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | - |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 19.01 Bn |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 480.79 Bn |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 405.27 Bn |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 191.16 Bn |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 176.94 Bn |
| 10 | Principal Financial | 23.86 Bn | -29.11 Bn | 1.91 Bn | 342.73 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |