Principal Financial (PFG) EBT Margin (2009 - 2026)
Principal Financial (PFG) reported EBT Margin of 41.96% for Q1 2026, up 4118.0% year-over-year from 0.99% in Q1 2025, and up 1661.81% on a QoQ basis from 2.38% in Q4 2025.
Principal Financial (PFG) has 18 years of EBT Margin data on file, last reported at 41.96% in Q1 2026.
- Quarterly EBT Margin rose 4118.0% year-over-year to 41.96% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 8.64% (down 1125.0% YoY) and the FY2025 annual result came in at 6.66%, down 2092.0% from the prior year.
- EBT Margin climbed to 41.96% in Q1 2026 per PFG's latest filing, from 2.38% in the prior quarter.
- Across five years, EBT Margin topped out at 290.63% in Q2 2022 and bottomed at 73.37% in Q4 2023.
- The 5-year median for EBT Margin is 13.7% (2025), against an average of 30.38%.
- The widest annual swing landed in 2022, when EBT Margin jumped 25656 bps; it then tumbled 26024 bps in 2023.
- Tracing PFG's EBT Margin over 5 years: stood at 0.15% in 2022, then tumbled by 48801 bps to 73.37% in 2023, then jumped by 66 bps to 24.58% in 2024, then surged by 110 bps to 2.38% in 2025, then surged by 1662 bps to 41.96% in 2026.
- Per Business Quant, the three latest PFG EBT Margin figures stand at 41.96% (Q1 2026), 2.38% (Q4 2025), and 16.21% (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBT Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 42.43% |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 40.22% |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 10.72% |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 52.02% |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 5.59% |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 25.53% |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 23.41% |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 52.23% |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 22.41% |
| 10 | Principal Financial | 22.35 Bn | 18.84 Bn | -463.00 Mn | 41.96% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 41.96% |
| Dec 31, 2025 | 2.38% |
| Sep 30, 2025 | 16.21% |
| Jun 30, 2025 | 13.70% |
| Mar 31, 2025 | 0.78% |
| Dec 31, 2024 | -24.58% |
| Sep 30, 2024 | -9.76% |
| Jun 30, 2024 | 10.30% |
| Mar 31, 2024 | 37.23% |
| Dec 31, 2023 | -73.37% |
| Sep 30, 2023 | 110.08% |
| Jun 30, 2023 | 30.39% |
| Mar 31, 2023 | -7.54% |
| Dec 31, 2022 | -0.15% |
| Sep 30, 2022 | 35.47% |
| Jun 30, 2022 | 290.63% |
| Mar 31, 2022 | 42.64% |
| Dec 31, 2021 | 10.25% |
| Sep 30, 2021 | 34.79% |
| Jun 30, 2021 | 34.07% |
| Mar 31, 2021 | 73.51% |
| Dec 31, 2020 | 5.88% |
| Sep 30, 2020 | 23.23% |
| Jun 30, 2020 | 16.01% |
| Mar 31, 2020 | 7.21% |
| Dec 31, 2019 | 9.17% |
| Sep 30, 2019 | 7.75% |
| Jun 30, 2019 | 11.34% |
| Mar 31, 2019 | 14.05% |
| Dec 31, 2018 | 3.17% |
| Sep 30, 2018 | 13.09% |
| Jun 30, 2018 | 15.93% |
| Mar 31, 2018 | 15.85% |
| Dec 31, 2017 | -47.37% |
| Sep 30, 2017 | 25.02% |
| Jun 30, 2017 | 11.50% |
| Mar 31, 2017 | 13.58% |
| Dec 31, 2016 | 10.85% |
| Sep 30, 2016 | 13.15% |
| Jun 30, 2016 | 13.22% |
| Mar 31, 2016 | 14.48% |
| Dec 31, 2015 | 2.62% |
| Sep 30, 2015 | 11.39% |
| Jun 30, 2015 | 9.04% |
| Mar 31, 2015 | 17.24% |
| Dec 31, 2014 | 0.89% |
| Sep 30, 2014 | 15.85% |
| Jun 30, 2014 | 15.63% |
| Mar 31, 2014 | 15.19% |
| Dec 31, 2013 | 11.60% |
| Sep 30, 2013 | 45.56% |
| Jun 30, 2013 | 36.03% |
| Mar 31, 2013 | 10.53% |
| Dec 31, 2012 | 11.36% |
| Sep 30, 2012 | 16.54% |
| Jun 30, 2012 | 10.83% |
| Mar 31, 2012 | 40.89% |
| Dec 31, 2011 | 7.29% |
| Sep 30, 2011 | 7.22% |
| Jun 30, 2011 | 13.51% |
| Mar 31, 2011 | 11.77% |
| Dec 31, 2010 | 8.77% |
| Sep 30, 2010 | 7.14% |
| Jun 30, 2010 | 7.06% |
| Mar 31, 2010 | 11.32% |
| Dec 31, 2009 | 7.59% |
| Sep 30, 2009 | 10.94% |
| Jun 30, 2009 | 9.17% |
| Mar 31, 2009 | 5.94% |