Principal Financial (PFG) Change in Securities (2009 - 2017)
Principal Financial (PFG) reported Change in Securities of -$387.5 million for Q4 2017, down 375.02% year-over-year from $140.9 million in Q4 2016, and down 6150.0% on a QoQ basis from -$6.2 million in Q3 2017.
Principal Financial (PFG) has 9 years of Change in Securities data on file, last reported at -$387.5 million in Q4 2017.
- Quarterly Change in Securities fell 375.02% year-over-year to -$387.5 million in Q4 2017, while the trailing twelve-month figure through Dec 2017 was -$332.2 million (down 299.52% YoY) and the FY2017 annual result came in at -$332.2 million, down 299.52% from the prior year.
- Change in Securities declined to -$387.5 million in Q4 2017 per PFG's latest filing, from -$6.2 million in the prior quarter.
- Across five years, Change in Securities topped out at $140.9 million in Q4 2016 and bottomed at -$387.5 million in Q4 2017.
- The 5-year median for Change in Securities is -$21.8 million (2014), against an average of -$26.8 million.
- The widest annual swing landed in 2013, when Change in Securities sank 1844.29%; it then soared 1015.97% in 2017.
- Tracing PFG's Change in Securities over 5 years: stood at -$35.5 million in 2013, then dropped by 28.45% to -$45.6 million in 2014, then jumped by 46.49% to -$24.4 million in 2015, then soared by 677.46% to $140.9 million in 2016, then plunged by 375.02% to -$387.5 million in 2017.
- Per Business Quant, the three latest PFG Change in Securities figures stand at -$387.5 million (Q4 2017), -$6.2 million (Q3 2017), and -$47.5 million (Q2 2017).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Securities (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | - |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | - |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | - |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | - |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | - |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | - |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | - |
| 10 | Principal Financial | 22.35 Bn | 18.84 Bn | -463.00 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2017 | -387.50 Mn |
| Sep 30, 2017 | -6.20 Mn |
| Jun 30, 2017 | -47.50 Mn |
| Mar 31, 2017 | 109.00 Mn |
| Dec 31, 2016 | 140.90 Mn |
| Sep 30, 2016 | 66.70 Mn |
| Jun 30, 2016 | -29.20 Mn |
| Mar 31, 2016 | -11.90 Mn |
| Dec 31, 2015 | -24.40 Mn |
| Sep 30, 2015 | -144.20 Mn |
| Jun 30, 2015 | -24.80 Mn |
| Mar 31, 2015 | -8.50 Mn |
| Dec 31, 2014 | -45.60 Mn |
| Sep 30, 2014 | 38.70 Mn |
| Jun 30, 2014 | -67.40 Mn |
| Mar 31, 2014 | -19.10 Mn |
| Dec 31, 2013 | -35.50 Mn |
| Sep 30, 2013 | -13.10 Mn |
| Jun 30, 2013 | 94.70 Mn |
| Mar 31, 2013 | -122.10 Mn |
| Dec 31, 2012 | 200.50 Mn |
| Sep 30, 2012 | 54.10 Mn |
| Jun 30, 2012 | 74.20 Mn |
| Mar 31, 2012 | 7.00 Mn |
| Dec 31, 2011 | 304.60 Mn |
| Sep 30, 2011 | -276.60 Mn |
| Jun 30, 2011 | 17.50 Mn |
| Mar 31, 2011 | 65.30 Mn |
| Dec 31, 2010 | 245.00 Mn |
| Sep 30, 2010 | -117.30 Mn |
| Jun 30, 2010 | 209.40 Mn |
| Mar 31, 2010 | -148.80 Mn |
| Dec 31, 2009 | -26.40 Mn |
| Sep 30, 2009 | -139.00 Mn |
| Jun 30, 2009 | -36.60 Mn |
| Mar 31, 2009 | 74.60 Mn |