Principal Financial (PFG) Capital Expenditures (2009 - 2026)

Principal Financial (PFG) reported Capital Expenditures of $33.8 million for Q1 2026, up 106.1% year-over-year from $16.4 million in Q1 2025, and down 1.74% quarter-over-quarter from $34.4 million in Q4 2025.

Principal Financial (PFG) Capital Expenditures (2009 - 2026) Analysis & Trends

Principal Financial (PFG) has 18 years of Capital Expenditures data on file, last reported at $33.8 million in Q1 2026.

  • Capital Expenditures for Q1 2026 came in at $33.8 million, up 106.1% year-over-year; the trailing twelve-month figure through Mar 2026 was $115.4 million (down 31.06% YoY), and the FY2025 annual result was $98.0 million, down 41.6% from the prior year.
  • Capital Expenditures fell to $33.8 million in Q1 2026 per PFG's latest filing, from $34.4 million in the prior quarter.
  • Over five years, Capital Expenditures peaked at $115.9 million in Q4 2024 and troughed at -$35.6 million in Q4 2023.
  • A 5-year average of $30.5 million and a median of $29.6 million in 2022 frame the typical range for Capital Expenditures.
  • The sharpest annual moves came in 2023 and 2024: Capital Expenditures plunged 218.67% in 2023, then soared 425.56% in 2024.
  • A 5-year view of Capital Expenditures shows it stood at $30.0 million in 2022, then sank by 218.67% to -$35.6 million in 2023, then soared by 425.56% to $115.9 million in 2024, then plunged by 70.32% to $34.4 million in 2025, then dropped by 1.74% to $33.8 million in 2026.
  • Business Quant data shows PFG's Capital Expenditures at $33.8 million in Q1 2026, $34.4 million in Q4 2025, and $24.0 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Capital Expenditures (Qtr)
1 BlackRock 160.20 Bn 150.57 Bn - 106.00 Mn
2 Blackstone 96.40 Bn 95.35 Bn - 33.41 Mn
3 Kkr 85.87 Bn 133.39 Bn - 27.42 Mn
4 Apollo Global Management 79.90 Bn 98.63 Bn 5.04 Bn -
5 State Street 46.62 Bn 20.95 Bn - 270.00 Mn
6 Ameriprise Financial 42.78 Bn 42.65 Bn 4.57 Bn 29.00 Mn
7 Northern Trust 32.35 Bn 32.35 Bn - 9.40 Mn
8 Ares Management 30.25 Bn 33.62 Bn - 15.64 Mn
9 Raymond James Financial 30.24 Bn 18.99 Bn - 45.00 Mn
10 Principal Financial 24.12 Bn 20.61 Bn -463.00 Mn 33.80 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 33.80 Mn
Mar 31, 2026 33.80 Mn
Dec 31, 2025 34.40 Mn
Dec 31, 2025 34.40 Mn
Sep 30, 2025 24.00 Mn
Sep 30, 2025 24.00 Mn
Jun 30, 2025 23.20 Mn
Jun 30, 2025 23.20 Mn
Mar 31, 2025 16.40 Mn
Mar 31, 2025 16.40 Mn
Dec 31, 2024 115.90 Mn
Dec 31, 2024 115.90 Mn
Sep 30, 2024 17.20 Mn
Sep 30, 2024 17.20 Mn
Jun 30, 2024 17.90 Mn
Jun 30, 2024 17.90 Mn
Mar 31, 2024 16.80 Mn
Mar 31, 2024 16.80 Mn
Dec 31, 2023 -35.60 Mn
Dec 31, 2023 -35.60 Mn