Principal Financial (PFG) Enterprise Value (2009 - 2026)
Principal Financial's (PFG) quarterly Enterprise Value came in at -$29.1 billion in Q2 2026, up 4.19% year-over-year from -$28.0 billion in Q2 2025, and up 5.48% quarter-over-quarter from -$30.8 billion in Q1 2026.
Analysis
Principal Financial (PFG) Enterprise Value (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has reported Enterprise Value for 18 consecutive years, with -$29.1 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Enterprise Value rose 4.19% year-over-year to -$29.1 billion in Q2 2026; TTM through Jun 2026 was -$29.1 billion, a 4.19% increase from a year earlier, with the FY2025 full-year figure at $14.0 billion, up 10.78% from the prior year.
- Enterprise Value was -$29.1 billion for Q2 2026 at Principal Financial, up from -$30.8 billion in the prior quarter.
- Over five years, Enterprise Value peaked at $15.1 billion in Q4 2022 and troughed at -$37.3 billion in Q1 2022.
- A 5-year average of -$21.3 billion and a median of -$29.8 billion in 2023 frame the typical range for Enterprise Value.
- Across the five-year window, Enterprise Value advanced 26.37% in 2022 and slipped 11.81% in 2023, its largest moves.
- Over 5 years, Enterprise Value stood at $15.1 billion in 2022, then declined by 11.81% to $13.3 billion in 2023, then dropped by 5.19% to $12.6 billion in 2024, then increased by 10.78% to $14.0 billion in 2025, then sank by 308.39% to -$29.1 billion in 2026.
- The last three Enterprise Value figures came in at -$29.1 billion (Q2 2026), -$30.8 billion (Q1 2026), and $14.0 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 164.98 Bn | 151.11 Bn | - |
| 2 | Spdr Gold Trust | 143.46 Bn | -414.54 Bn | - |
| 3 | Ishares Gold Trust | 30.01 Bn | -30.09 Bn | - |
| 4 | World Gold Trust | 29.01 Bn | -74.06 Bn | - |
| 5 | Principal Financial | 24.83 Bn | -28.13 Bn | 1.91 Bn |
| 6 | iShares Silver Trust | 21.45 Bn | -6.76 Bn | - |
| 7 | Franklin Resources | 17.39 Bn | 13.67 Bn | - |
| 8 | Invesco | 14.41 Bn | 13.50 Bn | 1.79 Bn |
| 9 | Affiliated Managers | 9.35 Bn | 8.94 Bn | - |
| 10 | Voya Financial | 9.32 Bn | 6.97 Bn | 1.34 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -29.12 Bn |
| Mar 31, 2026 | -30.81 Bn |
| Dec 31, 2025 | 13.97 Bn |
| Sep 30, 2025 | -32.45 Bn |
| Jun 30, 2025 | -30.40 Bn |
| Mar 31, 2025 | -29.59 Bn |
| Dec 31, 2024 | 12.61 Bn |
| Sep 30, 2024 | -32.14 Bn |
| Jun 30, 2024 | -29.66 Bn |
| Mar 31, 2024 | -27.13 Bn |
| Dec 31, 2023 | 13.31 Bn |
| Sep 30, 2023 | -28.91 Bn |
| Jun 30, 2023 | -29.89 Bn |
| Mar 31, 2023 | -32.15 Bn |
| Dec 31, 2022 | 15.09 Bn |
| Sep 30, 2022 | -31.96 Bn |
| Jun 30, 2022 | -36.13 Bn |
| Mar 31, 2022 | -37.34 Bn |
| Dec 31, 2021 | 16.51 Bn |
| Sep 30, 2021 | -43.41 Bn |