Principal Financial PFG
NASDAQ PFG
$114.81 +0.79 (+0.69%)
As of: Sep 10, 2026 · 3:23 PM EDT

Principal Financial (PFG) EBITDA (2009 - 2026)

Principal Financial's (PFG) quarterly EBITDA came in at $1.3 billion in Q2 2026, up 11.95% year-over-year from $1.2 billion in Q2 2025, and up 8.57% quarter-over-quarter from $1.2 billion in Q1 2026.

Analysis

Principal Financial (PFG) EBITDA (2009 - 2026) Analysis & Trends

Principal Financial (PFG) has reported EBITDA for 18 consecutive years, with $1.3 billion the latest figure, recorded in Q2 2026.

  • On a quarterly basis, EBITDA rose 11.95% year-over-year to $1.3 billion in Q2 2026; TTM through Jun 2026 was $4.9 billion, a 6.13% increase from a year earlier, with the FY2025 full-year figure at $4.7 billion, up 6.32% from the prior year.
  • EBITDA was $1.3 billion for Q2 2026 at Principal Financial, up from $1.2 billion in the prior quarter.
  • Over five years, EBITDA peaked at $1.3 billion in Q2 2026 and troughed at $819.9 million in Q2 2022.
  • A 5-year average of $1.1 billion and a median of $1.1 billion in 2022 frame the typical range for EBITDA.
  • Across the five-year window, EBITDA declined 22.27% in 2022 and gained 20.51% in 2023, its largest moves.
  • Over 5 years, EBITDA stood at $981.4 million in 2022, then grew by 14.93% to $1.1 billion in 2023, then declined by 0.41% to $1.1 billion in 2024, then advanced by 6.96% to $1.2 billion in 2025, then increased by 8.35% to $1.3 billion in 2026.
  • The last three EBITDA figures came in at $1.3 billion (Q2 2026), $1.2 billion (Q1 2026), and $1.2 billion (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) EBITDA (Qtr)
1 BlackRock 165.14 Bn 151.27 Bn - 2.46 Bn
2 Spdr Gold Trust 143.48 Bn -414.52 Bn - -149.76 Mn
3 Ishares Gold Trust 30.01 Bn -30.09 Bn - -43.37 Mn
4 World Gold Trust 29.02 Bn -74.05 Bn - -7.55 Mn
5 Principal Financial 24.81 Bn -28.16 Bn 1.91 Bn 1.30 Bn
6 iShares Silver Trust 21.46 Bn -6.75 Bn - -44.44 Mn
7 Franklin Resources 17.45 Bn 13.73 Bn - 215.80 Mn
8 Invesco 14.51 Bn 13.60 Bn 1.79 Bn 364.20 Mn
9 Affiliated Managers 9.39 Bn 8.98 Bn - 347.90 Mn
10 Voya Financial 9.36 Bn 7.01 Bn 1.34 Bn 537.00 Mn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 1.30 Bn
Mar 31, 2026 1.20 Bn
Dec 31, 2025 1.20 Bn
Sep 30, 2025 1.20 Bn
Jun 30, 2025 1.16 Bn
Mar 31, 2025 1.17 Bn
Dec 31, 2024 1.12 Bn
Sep 30, 2024 1.17 Bn
Jun 30, 2024 1.09 Bn
Mar 31, 2024 1.07 Bn
Dec 31, 2023 1.13 Bn
Sep 30, 2023 989.20 Mn
Jun 30, 2023 988.10 Mn
Mar 31, 2023 986.70 Mn
Dec 31, 2022 981.40 Mn
Sep 30, 2022 911.70 Mn
Jun 30, 2022 819.90 Mn
Mar 31, 2022 1.13 Bn
Dec 31, 2021 1.26 Bn
Sep 30, 2021 1.09 Bn