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
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