Principal Financial (PFG) Debt Ratio (2009 - 2026)
Principal Financial (PFG) posted quarterly Debt Ratio of 0.01 for Q2 2026, up 0.73% year-over-year from 0.01 in Q2 2025, and up 3.75% quarter-over-quarter from 0.01 in Q1 2026.
Principal Financial (PFG) Debt Ratio (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has reported Debt Ratio for 18 consecutive years, with 0.01 the latest figure, recorded in Q2 2026.
- In Q2 2026, Debt Ratio rose 0.73% year-over-year to 0.01; the TTM figure through Jun 2026 stood at 0.01 (up 0.73% YoY), while the FY2025 annual figure was 0.01, down 11.56% from the prior year.
- Debt Ratio climbed to 0.01 in Q2 2026 per PFG's latest filing, from 0.01 in the prior quarter.
- Across five years, Debt Ratio topped out at 0.02 in Q1 2023 and bottomed at 0.01 in Q4 2025.
- Historically, Debt Ratio has averaged 0.01 across 5 years, with a median of 0.01 in 2024.
- Annual changes were most pronounced in 2024 — Debt Ratio decreased 18.04% — and 2025, when it increased 7.73%.
- Principal Financial's Debt Ratio stood at 0.01 in 2022, then slipped by 6.65% to 0.01 in 2023, then grew by 0.08% to 0.01 in 2024, then dropped by 11.56% to 0.01 in 2025, then gained by 6.24% to 0.01 in 2026.
- Business Quant data shows PFG's Debt Ratio at 0.01 in Q2 2026, 0.01 in Q1 2026, and 0.01 in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Debt Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.50 Bn | 165.63 Bn | - | 0.12 |
| 2 | Blackstone | 115.50 Bn | 113.00 Bn | - | 0.26 |
| 3 | Kkr | 97.79 Bn | -179.28 Bn | - | - |
| 4 | Brookfield | 93.55 Bn | 46.14 Bn | - | 0.03 |
| 5 | Brookfield Asset Management | 83.97 Bn | 82.47 Bn | - | 0.17 |
| 6 | Apollo Global Management | 79.17 Bn | 53.80 Bn | 10.54 Bn | 0.03 |
| 7 | State Street | 51.54 Bn | 51.54 Bn | - | - |
| 8 | Ameriprise Financial | 51.34 Bn | 40.29 Bn | 4.72 Bn | 0.00 |
| 9 | Northern Trust | 34.12 Bn | 34.12 Bn | - | 0.05 |
| 10 | Principal Financial | 24.10 Bn | -28.87 Bn | 1.91 Bn | 0.01 |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 0.01 |
| Mar 31, 2026 | 0.01 |
| Dec 31, 2025 | 0.01 |
| Sep 30, 2025 | 0.01 |
| Jun 30, 2025 | 0.01 |
| Mar 31, 2025 | 0.01 |
| Dec 31, 2024 | 0.01 |
| Sep 30, 2024 | 0.01 |
| Jun 30, 2024 | 0.01 |
| Mar 31, 2024 | 0.01 |
| Dec 31, 2023 | 0.01 |
| Sep 30, 2023 | 0.01 |
| Jun 30, 2023 | 0.01 |
| Mar 31, 2023 | 0.02 |
| Dec 31, 2022 | 0.01 |
| Sep 30, 2022 | 0.01 |
| Jun 30, 2022 | 0.01 |
| Mar 31, 2022 | 0.02 |
| Dec 31, 2021 | 0.01 |
| Sep 30, 2021 | 0.01 |