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Ratios
Asset Utilization RatioAssets AverageDebt RatioDebt to EquityEBIT MarginEBITDA MarginEBT MarginEnterprise ValueEquity AverageEquity RatioFCF MarginFCF Payout RatioGross MarginInvested CapitalNet MarginOperating MarginReturn on AssetsReturn on EquityReturn on Invested CapitalReturn on Sales

Principal Financial (PFG) Equity Average (2016 - 2026)

Principal Financial has reported Equity Average over the past 18 years, most recently at $11.9 billion for Q1 2026.

  • Quarterly Equity Average rose 5.95% to $11.9 billion in Q1 2026 from the year-ago period, while the trailing twelve-month figure was $11.9 billion through Mar 2026, up 5.95% year-over-year, with the annual reading at $11.5 billion for FY2025, 4.17% up from the prior year.
  • Equity Average was $11.9 billion for Q1 2026 at Principal Financial, up 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.
  • The 5-year median for Equity Average is $11.1 billion (2022), against an average of $10.9 billion.
  • Year-over-year, Equity Average crashed 37.78% in 2022 and then increased 9.44% in 2024.
  • A 5-year view of Equity Average shows it stood at $9.9 billion in 2022, then rose by 9.2% to $10.8 billion in 2023, then grew by 3.36% to $11.2 billion in 2024, then increased by 5.31% to $11.8 billion in 2025, then increased by 0.55% to $11.9 billion in 2026.
  • Per Business Quant, the three most recent readings for PFG's Equity Average are $11.9 billion (Q1 2026), $11.8 billion (Q4 2025), and $11.6 billion (Q3 2025).