Principal Financial (PFG) Common Equity (2009 - 2026)
Principal Financial (PFG) reported Common Equity of $11.8 billion for Q1 2026, up 4.85% year-over-year from $11.3 billion in Q1 2025, and down 0.85% quarter-over-quarter from $11.9 billion in Q4 2025.
Principal Financial (PFG) Common Equity (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has 18 years of Common Equity data on file, last reported at $11.8 billion in Q1 2026.
- Common Equity for Q1 2026 came in at $11.8 billion, up 4.85% year-over-year; the trailing twelve-month figure through Mar 2026 was $11.8 billion (up 4.85% YoY), and the FY2025 annual result was $11.9 billion, up 7.06% from the prior year.
- Common Equity retreated to $11.8 billion in Q1 2026 per PFG's latest filing, from $11.9 billion in the prior quarter.
- Over five years, Common Equity peaked at $11.9 billion in Q4 2025 and troughed at $9.8 billion in Q3 2022.
- A 5-year average of $10.9 billion and a median of $11.1 billion in 2024 frame the typical range for Common Equity.
- The sharpest annual moves came in 2022 and 2024: Common Equity slumped 39.0% in 2022, then rose 9.45% in 2024.
- A 5-year view of Common Equity shows it stood at $10.0 billion in 2022, then advanced by 9.42% to $11.0 billion in 2023, then rose by 1.55% to $11.1 billion in 2024, then advanced by 7.06% to $11.9 billion in 2025, then slipped by 0.85% to $11.8 billion in 2026.
- Business Quant data shows PFG's Common Equity at $11.8 billion in Q1 2026, $11.9 billion in Q4 2025, and $11.7 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Common Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 160.20 Bn | 150.57 Bn | - | 56.69 Bn |
| 2 | Blackstone | 96.40 Bn | 95.35 Bn | - | 8.37 Bn |
| 3 | Kkr | 85.87 Bn | 133.39 Bn | - | 30.50 Bn |
| 4 | Apollo Global Management | 79.90 Bn | 98.63 Bn | 5.04 Bn | 39.53 Bn |
| 5 | State Street | 46.62 Bn | 20.95 Bn | - | - |
| 6 | Ameriprise Financial | 42.78 Bn | 42.65 Bn | 4.57 Bn | 6.21 Bn |
| 7 | Northern Trust | 32.35 Bn | 32.35 Bn | - | 12.99 Bn |
| 8 | Ares Management | 30.25 Bn | 33.62 Bn | - | 8.36 Bn |
| 9 | Raymond James Financial | 30.24 Bn | 18.99 Bn | - | 12.57 Bn |
| 10 | Principal Financial | 24.12 Bn | 20.61 Bn | -463.00 Mn | 11.82 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 11.82 Bn |
| Dec 31, 2025 | 11.92 Bn |
| Sep 30, 2025 | 11.72 Bn |
| Jun 30, 2025 | 11.47 Bn |
| Mar 31, 2025 | 11.27 Bn |
| Dec 31, 2024 | 11.13 Bn |
| Sep 30, 2024 | 11.28 Bn |
| Jun 30, 2024 | 11.06 Bn |
| Mar 31, 2024 | 11.23 Bn |
| Dec 31, 2023 | 10.96 Bn |
| Sep 30, 2023 | 10.72 Bn |
| Jun 30, 2023 | 10.39 Bn |
| Mar 31, 2023 | 10.26 Bn |
| Dec 31, 2022 | 10.02 Bn |
| Sep 30, 2022 | 9.84 Bn |
| Jun 30, 2022 | 10.33 Bn |
| Mar 31, 2022 | 10.08 Bn |
| Dec 31, 2021 | 12.14 Bn |
| Sep 30, 2021 | 16.13 Bn |
| Jun 30, 2021 | 16.29 Bn |