Principal Financial (PFG) Common Equity (2009 - 2026)
Principal Financial's (PFG) quarterly Common Equity came in at $12.2 billion in Q2 2026, up 6.2% year-over-year from $11.5 billion in Q2 2025, and up 2.78% quarter-over-quarter from $11.8 billion in Q1 2026.
Analysis
Principal Financial (PFG) Common Equity (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has reported Common Equity for 18 consecutive years, with $12.2 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Common Equity rose 6.2% year-over-year to $12.2 billion in Q2 2026; TTM through Jun 2026 was $12.2 billion, a 6.2% increase from a year earlier, with the FY2025 full-year figure at $11.9 billion, up 7.06% from the prior year.
- Common Equity was $12.2 billion for Q2 2026 at Principal Financial, up from $11.8 billion in the prior quarter.
- Over five years, Common Equity peaked at $12.2 billion in Q2 2026 and troughed at $9.8 billion in Q3 2022.
- A 5-year average of $11.0 billion and a median of $11.1 billion in 2024 frame the typical range for Common Equity.
- Across the five-year window, Common Equity tumbled 39.0% in 2022 and increased 9.45% in 2024, its largest moves.
- Over 5 years, Common Equity stood at $10.0 billion in 2022, then gained by 9.42% to $11.0 billion in 2023, then increased by 1.55% to $11.1 billion in 2024, then gained by 7.06% to $11.9 billion in 2025, then increased by 2.19% to $12.2 billion in 2026.
- The last three Common Equity figures came in at $12.2 billion (Q2 2026), $11.8 billion (Q1 2026), and $11.9 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Common Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.98 Bn | 151.11 Bn | - | 57.84 Bn |
| 2 | Spdr Gold Trust | 143.46 Bn | -414.54 Bn | - | 130.05 Bn |
| 3 | Ishares Gold Trust | 30.01 Bn | -30.09 Bn | - | 60.09 Bn |
| 4 | World Gold Trust | 29.01 Bn | -74.06 Bn | - | 27.26 Bn |
| 5 | Principal Financial | 24.83 Bn | -28.13 Bn | 1.91 Bn | 12.18 Bn |
| 6 | iShares Silver Trust | 21.45 Bn | -6.76 Bn | - | 28.19 Bn |
| 7 | Franklin Resources | 17.39 Bn | 13.67 Bn | - | 12.92 Bn |
| 8 | Invesco | 14.41 Bn | 13.50 Bn | 1.79 Bn | 13.11 Bn |
| 9 | Affiliated Managers | 9.35 Bn | 8.94 Bn | - | 8.31 Bn |
| 10 | Voya Financial | 9.32 Bn | 6.97 Bn | 1.34 Bn | 6.41 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 12.18 Bn |
| 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 |