Principal Financial (PFG) Assets Average (2009 - 2026)
Principal Financial's (PFG) quarterly Assets Average came in at $342.7 billion in 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.
Analysis
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.
- On a quarterly basis, Assets Average rose 7.76% year-over-year to $342.7 billion in Q2 2026; TTM through Jun 2026 was $342.7 billion, a 7.76% increase from a year earlier, with the FY2025 full-year figure at $327.5 billion, up 5.87% from the prior year.
- Assets Average was $342.7 billion for Q2 2026 at Principal Financial, up from $337.0 billion in the prior quarter.
- Over five years, Assets Average peaked at $342.7 billion in Q2 2026 and troughed at $286.7 billion in Q4 2022.
- A 5-year average of $309.8 billion and a median of $307.8 billion in 2024 frame the typical range for Assets Average.
- Across the five-year window, Assets Average decreased 4.99% in 2022 and gained 7.76% in 2026, its largest moves.
- Over 5 years, Assets Average stood at $286.7 billion in 2022, then rose by 3.41% to $296.5 billion in 2023, then gained by 7.34% to $318.3 billion in 2024, then increased by 6.18% to $337.9 billion in 2025, then advanced by 1.42% to $342.7 billion in 2026.
- The last three Assets Average figures came in at $342.7 billion (Q2 2026), $337.0 billion (Q1 2026), and $337.9 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 173.88 Bn | 160.24 Bn | - | 173.06 Bn |
| 2 | Spdr Gold Trust | 143.21 Bn | -414.80 Bn | - | 42.15 Bn |
| 3 | World Gold Trust | 30.03 Bn | -73.04 Bn | - | 28.46 Bn |
| 4 | Ishares Gold Trust | 27.84 Bn | -32.27 Bn | - | - |
| 5 | Principal Financial | 25.04 Bn | -27.21 Bn | 1.91 Bn | 342.73 Bn |
| 6 | iShares Silver Trust | 23.18 Bn | -5.03 Bn | - | - |
| 7 | Franklin Resources | 17.63 Bn | 15.39 Bn | - | 35.18 Bn |
| 8 | Invesco | 14.60 Bn | 14.32 Bn | 1.79 Bn | 27.15 Bn |
| 9 | Affiliated Managers | 9.57 Bn | 10.05 Bn | - | 9.40 Bn |
| 10 | Voya Financial | 9.43 Bn | 8.80 Bn | 1.34 Bn | 178.19 Bn |
Historic Data
Download Data
Historic 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 |