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
DateValue
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