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% quarter-over-quarter from -$4.0 billion in Q4 2025.
Principal Financial (PFG) Enterprise Value (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has 18 years of Enterprise Value data on file, last reported at -$3.5 billion in Q1 2026.
- Enterprise Value for Q1 2026 came in at -$3.5 billion, up 1.1% year-over-year; the trailing twelve-month figure through Mar 2026 was -$3.5 billion (up 1.1% YoY), and the FY2025 annual result was -$4.0 billion, down 2.13% from the prior year.
- Enterprise Value climbed to -$3.5 billion in Q1 2026 per PFG's latest filing, from -$4.0 billion in the prior quarter.
- Over five years, Enterprise Value peaked at -$2.4 billion in Q1 2022 and troughed at -$5.9 billion in Q3 2024.
- A 5-year average of -$4.0 billion and a median of -$4.0 billion in 2025 frame the typical range for Enterprise Value.
- On a YoY basis, Enterprise Value climbed as much as 42.94% in 2022 and fell as far as 129.36% in 2022.
- A 5-year view of Enterprise Value shows it stood at -$4.6 billion in 2022, then advanced by 2.77% to -$4.5 billion in 2023, then increased by 13.11% to -$3.9 billion in 2024, then dropped by 2.13% to -$4.0 billion in 2025, then gained by 11.29% to -$3.5 billion in 2026.
- Business Quant data shows PFG's Enterprise Value at -$3.5 billion in Q1 2026, -$4.0 billion in Q4 2025, and -$5.1 billion in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Enterprise Value (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 160.20 Bn | 150.57 Bn | - | -9.62 Bn |
| 2 | Blackstone | 96.40 Bn | 95.35 Bn | - | -1.05 Bn |
| 3 | Kkr | 85.87 Bn | 133.39 Bn | - | 47.51 Bn |
| 4 | Apollo Global Management | 79.90 Bn | 98.63 Bn | 5.04 Bn | 18.73 Bn |
| 5 | State Street | 46.62 Bn | 20.95 Bn | - | -8.49 Bn |
| 6 | Ameriprise Financial | 42.78 Bn | 42.65 Bn | 4.57 Bn | -128.00 Mn |
| 7 | Northern Trust | 32.35 Bn | 32.35 Bn | - | - |
| 8 | Ares Management | 30.25 Bn | 33.62 Bn | - | 3.37 Bn |
| 9 | Raymond James Financial | 30.24 Bn | 18.99 Bn | - | -11.25 Bn |
| 10 | Principal Financial | 24.12 Bn | 20.61 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 |