Principal Financial (PFG) Common Equity (2009 - 2026)
Principal Financial (PFG) posted quarterly Common Equity of $12.2 billion for 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.
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.
- In Q2 2026, Common Equity rose 6.2% year-over-year to $12.2 billion; the TTM figure through Jun 2026 stood at $12.2 billion (up 6.2% YoY), while the FY2025 annual figure was $11.9 billion, up 7.06% from the prior year.
- Common Equity grew to $12.2 billion in Q2 2026 per PFG's latest filing, from $11.8 billion in the prior quarter.
- Across five years, Common Equity topped out at $12.2 billion in Q2 2026 and bottomed at $9.8 billion in Q3 2022.
- Historically, Common Equity has averaged $11.0 billion across 5 years, with a median of $11.1 billion in 2024.
- Annual changes were most pronounced in 2022 — Common Equity slumped 39.0% — and 2024, when it rose 9.45%.
- Principal Financial's Common Equity stood at $10.0 billion in 2022, then climbed by 9.42% to $11.0 billion in 2023, then gained by 1.55% to $11.1 billion in 2024, then climbed by 7.06% to $11.9 billion in 2025, then gained by 2.19% to $12.2 billion in 2026.
- Business Quant data shows PFG's Common Equity at $12.2 billion in Q2 2026, $11.8 billion in Q1 2026, and $11.9 billion in Q4 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Common Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 178.91 Bn | 165.04 Bn | - | 57.84 Bn |
| 2 | Blackstone | 114.54 Bn | 112.03 Bn | - | 21.06 Bn |
| 3 | Kkr | 96.89 Bn | -180.18 Bn | - | - |
| 4 | Brookfield | 93.20 Bn | 45.80 Bn | - | - |
| 5 | Brookfield Asset Management | 83.61 Bn | 82.11 Bn | - | 9.19 Bn |
| 6 | Apollo Global Management | 78.47 Bn | 53.09 Bn | 10.54 Bn | 41.48 Bn |
| 7 | State Street | 51.45 Bn | 51.45 Bn | - | - |
| 8 | Ameriprise Financial | 51.00 Bn | 39.96 Bn | 4.72 Bn | 6.37 Bn |
| 9 | Northern Trust | 33.94 Bn | 33.94 Bn | - | 13.40 Bn |
| 10 | Principal Financial | 23.89 Bn | -29.07 Bn | 1.91 Bn | 12.18 Bn |
Historic Data
Download 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 |