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| Date | Value |
|---|---|
| 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 |