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% on a QoQ basis from $11.9 billion in Q4 2025.
Principal Financial (PFG) has 18 years of Common Equity data on file, last reported at $11.8 billion in Q1 2026.
- Quarterly Common Equity rose 4.85% year-over-year to $11.8 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $11.8 billion (up 4.85% YoY) and the FY2025 annual result came in at $11.9 billion, up 7.06% from the prior year.
- Common Equity slipped to $11.8 billion in Q1 2026 per PFG's latest filing, from $11.9 billion in the prior quarter.
- Across five years, Common Equity topped out at $11.9 billion in Q4 2025 and bottomed at $9.8 billion in Q3 2022.
- The 5-year median for Common Equity is $11.1 billion (2024), against an average of $10.9 billion.
- The widest annual swing landed in 2022, when Common Equity plunged 39.0%; it then grew 9.45% in 2024.
- Tracing PFG's Common Equity over 5 years: stood at $10.0 billion in 2022, then rose by 9.42% to $11.0 billion in 2023, then grew by 1.55% to $11.1 billion in 2024, then rose by 7.06% to $11.9 billion in 2025, then retreated by 0.85% to $11.8 billion in 2026.
- Per Business Quant, the three latest PFG Common Equity figures stand at $11.8 billion (Q1 2026), $11.9 billion (Q4 2025), and $11.7 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Common Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 56.69 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 8.37 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 30.50 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.59 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 39.53 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 6.21 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.99 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 8.36 Bn |
| 10 | Principal Financial | 22.35 Bn | 18.84 Bn | -463.00 Mn | 11.82 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Mar 31, 2021 | 15.46 Bn |
| Dec 31, 2020 | 16.62 Bn |
| Sep 30, 2020 | 15.72 Bn |
| Jun 30, 2020 | 15.31 Bn |
| Mar 31, 2020 | 12.97 Bn |
| Dec 31, 2019 | 14.69 Bn |
| Sep 30, 2019 | 14.87 Bn |
| Jun 30, 2019 | 14.10 Bn |
| Mar 31, 2019 | 12.76 Bn |
| Dec 31, 2018 | 11.46 Bn |
| Sep 30, 2018 | 11.77 Bn |
| Jun 30, 2018 | 11.71 Bn |
| Mar 31, 2018 | 12.26 Bn |
| Dec 31, 2017 | 12.92 Bn |
| Sep 30, 2017 | 12.07 Bn |
| Jun 30, 2017 | 11.24 Bn |
| Mar 31, 2017 | 10.68 Bn |
| Dec 31, 2016 | 10.29 Bn |
| Sep 30, 2016 | 10.86 Bn |
| Jun 30, 2016 | 10.57 Bn |
| Mar 31, 2016 | 10.11 Bn |
| Dec 31, 2015 | 9.38 Bn |
| Sep 30, 2015 | 9.69 Bn |
| Jun 30, 2015 | 9.76 Bn |
| Mar 31, 2015 | 10.49 Bn |
| Dec 31, 2014 | 10.23 Bn |
| Sep 30, 2014 | 10.37 Bn |
| Jun 30, 2014 | 10.46 Bn |
| Mar 31, 2014 | 10.06 Bn |
| Dec 31, 2013 | 9.78 Bn |
| Sep 30, 2013 | 9.37 Bn |
| Jun 30, 2013 | 9.41 Bn |
| Mar 31, 2013 | 9.83 Bn |
| Dec 31, 2012 | 9.70 Bn |
| Sep 30, 2012 | 9.78 Bn |
| Jun 30, 2012 | 9.36 Bn |
| Mar 31, 2012 | 9.66 Bn |
| Dec 31, 2011 | 9.31 Bn |
| Sep 30, 2011 | 9.68 Bn |
| Jun 30, 2011 | 10.04 Bn |
| Mar 31, 2011 | 9.79 Bn |
| Dec 31, 2010 | 9.25 Bn |
| Sep 30, 2010 | 10.03 Bn |
| Jun 30, 2010 | 9.07 Bn |
| Mar 31, 2010 | 8.69 Bn |
| Dec 31, 2009 | 7.42 Bn |
| Sep 30, 2009 | 7.61 Bn |
| Jun 30, 2009 | 5.78 Bn |
| Mar 31, 2009 | 2.71 Bn |