Principal Financial (PFG) Common Equity (2009 - 2026)

Principal Financial's (PFG) quarterly Common Equity came in at $11.8 billion in Q1 2026, up 5.15% year-on-year from $11.3 billion in Q1 2025, and down 0.57% on a QoQ basis 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.

  • On a quarterly basis, Common Equity rose 5.15% year-over-year to $11.8 billion in Q1 2026; TTM through Mar 2026 was $11.8 billion, a 5.15% increase from a year earlier, with the FY2025 full-year figure at $11.9 billion, up 7.06% from the prior year.
  • Common Equity for Q1 2026 stood at $11.8 billion, down from $11.9 billion in the prior quarter.
  • Over the last five years, Common Equity for PFG reached as high as $11.9 billion in Q4 2025 and fell as low as $9.8 billion in Q3 2022.
  • Historically, Common Equity has averaged $10.9 billion across 5 years, with a median of $11.1 billion in 2024.
  • Across the five-year window, Common Equity plunged 39.0% in 2022 and grew 9.45% in 2024, its largest moves.
  • Year by year, Common Equity stood at $10.0 billion in 2022, then increased by 9.42% to $11.0 billion in 2023, then climbed by 1.55% to $11.1 billion in 2024, then increased by 7.06% to $11.9 billion in 2025, then decreased by 0.57% to $11.8 billion in 2026.
  • Per Business Quant data, the three most recent Common Equity figures were $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 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 170.22 Bn
2 BlackRock 161.01 Bn 148.08 Bn - 56.69 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 8.37 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 19.95 Bn
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 6.21 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - 12.99 Bn
8 Raymond James Financial 32.59 Bn 17.67 Bn - 12.57 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - 10.94 Bn
10 Principal Financial 23.31 Bn -27.00 Bn -463.00 Mn 11.85 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 11.85 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