Principal Financial (PFG) Enterprise Value (2009 - 2026)
Principal Financial (PFG) posted quarterly Enterprise Value of -$52.3 billion for Q2 2026, down 8.59% year-over-year from -$57.2 billion in Q2 2025, and down 3.86% quarter-over-quarter from -$50.3 billion in Q1 2026.
Principal Financial (PFG) Enterprise Value (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has reported Enterprise Value for 18 consecutive years, with -$52.3 billion the latest figure, recorded in Q2 2026.
- In Q2 2026, Enterprise Value fell 8.59% year-over-year to -$52.3 billion; the TTM figure through Jun 2026 stood at -$52.3 billion (down 8.59% YoY), while the FY2025 annual figure was -$5.2 billion, down 6.19% from the prior year.
- Enterprise Value declined to -$52.3 billion in Q2 2026 per PFG's latest filing, from -$50.3 billion in the prior quarter.
- Across five years, Enterprise Value topped out at -$4.9 billion in Q4 2024 and bottomed at -$55.9 billion in Q1 2022.
- Historically, Enterprise Value has averaged -$40.0 billion across 5 years, with a median of -$48.4 billion in 2023.
- On a YoY basis, Enterprise Value climbed as much as 18.03% in 2022 and fell as far as 120.78% in 2022.
- Principal Financial's Enterprise Value stood at -$5.3 billion in 2022, then advanced by 0.97% to -$5.3 billion in 2023, then grew by 7.51% to -$4.9 billion in 2024, then decreased by 6.19% to -$5.2 billion in 2025, then plunged by 904.81% to -$52.3 billion in 2026.
- Business Quant data shows PFG's Enterprise Value at -$52.3 billion in Q2 2026, -$50.3 billion in Q1 2026, and -$5.2 billion in Q4 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Enterprise Value (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.13 Bn | 165.26 Bn | - | -13.64 Bn |
| 2 | Blackstone | 114.45 Bn | 111.94 Bn | - | -1.14 Bn |
| 3 | Kkr | 96.65 Bn | -180.43 Bn | - | -277.07 Bn |
| 4 | Brookfield | 93.18 Bn | 45.77 Bn | - | -47.40 Bn |
| 5 | Brookfield Asset Management | 83.43 Bn | 81.92 Bn | - | -265.00 Mn |
| 6 | Apollo Global Management | 78.23 Bn | 52.86 Bn | 10.54 Bn | -4.90 Bn |
| 7 | State Street | 51.56 Bn | 51.56 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | -11.05 Bn |
| 9 | Raymond James Financial | 34.01 Bn | 20.75 Bn | - | -13.17 Bn |
| 10 | Principal Financial | 23.92 Bn | -29.05 Bn | 1.91 Bn | -52.25 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | -52.25 Bn |
| Mar 31, 2026 | -50.31 Bn |
| Dec 31, 2025 | -5.20 Bn |
| Sep 30, 2025 | -50.73 Bn |
| Jun 30, 2025 | -48.12 Bn |
| Mar 31, 2025 | -48.57 Bn |
| Dec 31, 2024 | -4.90 Bn |
| Sep 30, 2024 | -51.84 Bn |
| Jun 30, 2024 | -47.88 Bn |
| Mar 31, 2024 | -47.41 Bn |
| Dec 31, 2023 | -5.30 Bn |
| Sep 30, 2023 | -46.18 Bn |
| Jun 30, 2023 | -48.24 Bn |
| Mar 31, 2023 | -50.22 Bn |
| Dec 31, 2022 | -5.35 Bn |
| Sep 30, 2022 | -49.63 Bn |
| Jun 30, 2022 | -52.82 Bn |
| Mar 31, 2022 | -55.85 Bn |
| Dec 31, 2021 | -2.42 Bn |
| Sep 30, 2021 | -60.55 Bn |