Principal Financial (PFG) Enterprise Value (2009 - 2026)
Principal Financial (PFG) reported Enterprise Value of -$3.5 billion for Q1 2026, up 1.1% year-over-year from -$3.5 billion in Q1 2025, and up 11.29% on a QoQ basis from -$4.0 billion in Q4 2025.
Principal Financial (PFG) has 18 years of Enterprise Value data on file, last reported at -$3.5 billion in Q1 2026.
- Quarterly Enterprise Value rose 1.1% year-over-year to -$3.5 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was -$3.5 billion (up 1.1% YoY) and the FY2025 annual result came in at -$4.0 billion, down 2.13% from the prior year.
- Enterprise Value improved to -$3.5 billion in Q1 2026 per PFG's latest filing, from -$4.0 billion in the prior quarter.
- Across five years, Enterprise Value topped out at -$2.4 billion in Q1 2022 and bottomed at -$5.9 billion in Q3 2024.
- The 5-year median for Enterprise Value is -$4.0 billion (2025), against an average of -$4.0 billion.
- Peak annual rise in Enterprise Value reached 42.94% in 2022, while the deepest fall reached 129.36% in 2022.
- Tracing PFG's Enterprise Value over 5 years: stood at -$4.6 billion in 2022, then rose by 2.77% to -$4.5 billion in 2023, then climbed by 13.11% to -$3.9 billion in 2024, then decreased by 2.13% to -$4.0 billion in 2025, then increased by 11.29% to -$3.5 billion in 2026.
- Per Business Quant, the three latest PFG Enterprise Value figures stand at -$3.5 billion (Q1 2026), -$4.0 billion (Q4 2025), and -$5.1 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Enterprise Value (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | -9.62 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | -1.05 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 47.51 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 339.00 Mn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 18.73 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | -8.49 Bn |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | -128.00 Mn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 3.37 Bn |
| 10 | Principal Financial | 22.35 Bn | 18.84 Bn | -463.00 Mn | -3.51 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -3.51 Bn |
| Dec 31, 2025 | -3.96 Bn |
| Sep 30, 2025 | -5.08 Bn |
| Jun 30, 2025 | -3.27 Bn |
| Mar 31, 2025 | -3.55 Bn |
| Dec 31, 2024 | -3.87 Bn |
| Sep 30, 2024 | -5.86 Bn |
| Jun 30, 2024 | -4.54 Bn |
| Mar 31, 2024 | -3.80 Bn |
| Dec 31, 2023 | -4.46 Bn |
| Sep 30, 2023 | -4.30 Bn |
| Jun 30, 2023 | -3.81 Bn |
| Mar 31, 2023 | -4.37 Bn |
| Dec 31, 2022 | -4.59 Bn |
| Sep 30, 2022 | -3.98 Bn |
| Jun 30, 2022 | -2.90 Bn |
| Mar 31, 2022 | -2.43 Bn |
| Dec 31, 2021 | -2.00 Bn |
| Sep 30, 2021 | -2.80 Bn |
| Jun 30, 2021 | -4.59 Bn |
| Mar 31, 2021 | -4.27 Bn |
| Dec 31, 2020 | -4.61 Bn |
| Sep 30, 2020 | -5.14 Bn |
| Jun 30, 2020 | -4.66 Bn |
| Mar 31, 2020 | -4.91 Bn |
| Dec 31, 2019 | -4.13 Bn |
| Sep 30, 2019 | -4.74 Bn |
| Jun 30, 2019 | -4.91 Bn |
| Mar 31, 2019 | -3.59 Bn |
| Dec 31, 2018 | -4.43 Bn |
| Sep 30, 2018 | -4.66 Bn |
| Jun 30, 2018 | -4.07 Bn |
| Mar 31, 2018 | -4.14 Bn |
| Dec 31, 2017 | -4.24 Bn |
| Sep 30, 2017 | -2.67 Bn |
| Jun 30, 2017 | -1.91 Bn |
| Mar 31, 2017 | -1.44 Bn |
| Dec 31, 2016 | -2.62 Bn |
| Sep 30, 2016 | -2.03 Bn |
| Jun 30, 2016 | -1.92 Bn |
| Mar 31, 2016 | -1.88 Bn |
| Dec 31, 2015 | -2.48 Bn |
| Sep 30, 2015 | -2.44 Bn |
| Jun 30, 2015 | -2.19 Bn |
| Mar 31, 2015 | -1.39 Bn |
| Dec 31, 2014 | -1.81 Bn |
| Sep 30, 2014 | -1.21 Bn |
| Jun 30, 2014 | -1.46 Bn |
| Mar 31, 2014 | -1.11 Bn |
| Dec 31, 2013 | -2.12 Bn |
| Sep 30, 2013 | -1.47 Bn |
| Jun 30, 2013 | -1.06 Bn |
| Mar 31, 2013 | -1.60 Bn |
| Dec 31, 2012 | -4.12 Bn |
| Sep 30, 2012 | -2.22 Bn |
| Jun 30, 2012 | -1.59 Bn |
| Mar 31, 2012 | -1.63 Bn |
| Dec 31, 2011 | -2.81 Bn |
| Sep 30, 2011 | -1.13 Bn |
| Jun 30, 2011 | -1.90 Bn |
| Mar 31, 2011 | -1.80 Bn |
| Dec 31, 2010 | -1.72 Bn |
| Sep 30, 2010 | -2.13 Bn |
| Jun 30, 2010 | -1.69 Bn |
| Mar 31, 2010 | -1.50 Bn |
| Dec 31, 2009 | -2.12 Bn |
| Sep 30, 2009 | -3.14 Bn |
| Jun 30, 2009 | -4.25 Bn |
| Mar 31, 2009 | -2.70 Bn |