Principal Financial (PFG) Equity Average (2009 - 2026)

Principal Financial (PFG) has 18 years of Equity Average data on file, last reported at $11.9 billion in Q1 2026.

• Equity Average for Q1 2026 came in at $11.9 billion, up 5.95% year-over-year; the trailing twelve-month figure through Mar 2026 was $11.9 billion (up 5.95% YoY), and the FY2025 annual result was $11.5 billion, up 4.17% from the prior year.
• Equity Average grew to $11.9 billion in Q1 2026 per PFG's latest filing, from $11.8 billion in the prior quarter.
• Over five years, Equity Average peaked at $11.9 billion in Q1 2026 and troughed at $9.9 billion in Q4 2022.
• A 5-year average of $10.9 billion and a median of $11.1 billion in 2022 frame the typical range for Equity Average.
• The sharpest annual moves came in 2022 and 2024: Equity Average plunged 37.78% in 2022, then increased 9.44% in 2024.
• A 5-year view of Equity Average shows it stood at $9.9 billion in 2022, then climbed by 9.2% to $10.8 billion in 2023, then gained by 3.36% to $11.2 billion in 2024, then advanced by 5.31% to $11.8 billion in 2025, then increased by 0.55% to $11.9 billion in 2026.
• Business Quant data shows PFG's Equity Average at $11.9 billion in Q1 2026, $11.8 billion in Q4 2025, and $11.6 billion in Q3 2025.