Principal Financial (PFG) Equity Average (2009 - 2026)
Principal Financial (PFG) reported Equity Average of $11.9 billion for Q1 2026, up 5.95% year-over-year from $11.2 billion in Q1 2025, and up 0.55% on a QoQ basis from $11.8 billion in Q4 2025.
Principal Financial (PFG) has 18 years of Equity Average data on file, last reported at $11.9 billion in Q1 2026.
- Quarterly Equity Average rose 5.95% year-over-year to $11.9 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $11.9 billion (up 5.95% YoY) and the FY2025 annual result came in at $11.5 billion, up 4.17% from the prior year.
- Equity Average advanced to $11.9 billion in Q1 2026 per PFG's latest filing, from $11.8 billion in the prior quarter.
- Across five years, Equity Average topped out at $11.9 billion in Q1 2026 and bottomed 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.
- The widest annual swing landed in 2022, when Equity Average slumped 37.78%; it then climbed 9.44% in 2024.
- Tracing PFG's Equity Average over 5 years: stood at $9.9 billion in 2022, then gained by 9.2% to $10.8 billion in 2023, then increased by 3.36% to $11.2 billion in 2024, then rose by 5.31% to $11.8 billion in 2025, then climbed by 0.55% to $11.9 billion in 2026.
- Per Business Quant, the three latest PFG Equity Average figures stand at $11.9 billion (Q1 2026), $11.8 billion (Q4 2025), and $11.6 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 56.51 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 14.44 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 54.71 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.75 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 41.02 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 6.38 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.97 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 6.32 Bn |
| 10 | Principal Financial | 22.35 Bn | 18.84 Bn | -463.00 Mn | 11.87 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 11.87 Bn |
| Dec 31, 2025 | 11.80 Bn |
| Sep 30, 2025 | 11.59 Bn |
| Jun 30, 2025 | 11.37 Bn |
| Mar 31, 2025 | 11.20 Bn |
| Dec 31, 2024 | 11.21 Bn |
| Sep 30, 2024 | 11.17 Bn |
| Jun 30, 2024 | 11.14 Bn |
| Mar 31, 2024 | 11.10 Bn |
| Dec 31, 2023 | 10.84 Bn |
| Sep 30, 2023 | 10.56 Bn |
| Jun 30, 2023 | 10.33 Bn |
| Mar 31, 2023 | 10.14 Bn |
| Dec 31, 2022 | 9.93 Bn |
| Sep 30, 2022 | 10.09 Bn |
| Jun 30, 2022 | 10.21 Bn |
| Mar 31, 2022 | 11.11 Bn |
| Dec 31, 2021 | 14.13 Bn |
| Sep 30, 2021 | 16.21 Bn |
| Jun 30, 2021 | 15.88 Bn |
| Mar 31, 2021 | 16.04 Bn |
| Dec 31, 2020 | 16.17 Bn |
| Sep 30, 2020 | 15.52 Bn |
| Jun 30, 2020 | 14.14 Bn |
| Mar 31, 2020 | 13.83 Bn |
| Dec 31, 2019 | 14.78 Bn |
| Sep 30, 2019 | 14.49 Bn |
| Jun 30, 2019 | 13.43 Bn |
| Mar 31, 2019 | 12.11 Bn |
| Dec 31, 2018 | 11.61 Bn |
| Sep 30, 2018 | 11.74 Bn |
| Jun 30, 2018 | 11.98 Bn |
| Mar 31, 2018 | 12.59 Bn |
| Dec 31, 2017 | 12.49 Bn |
| Sep 30, 2017 | 11.65 Bn |
| Jun 30, 2017 | 10.96 Bn |
| Mar 31, 2017 | 10.49 Bn |
| Dec 31, 2016 | 10.58 Bn |
| Sep 30, 2016 | 10.72 Bn |
| Jun 30, 2016 | 10.34 Bn |
| Mar 31, 2016 | 9.74 Bn |
| Dec 31, 2015 | 9.53 Bn |
| Sep 30, 2015 | 9.72 Bn |
| Jun 30, 2015 | 10.13 Bn |
| Mar 31, 2015 | 10.36 Bn |
| Dec 31, 2014 | 10.30 Bn |
| Sep 30, 2014 | 10.41 Bn |
| Jun 30, 2014 | 10.26 Bn |
| Mar 31, 2014 | 9.92 Bn |
| Dec 31, 2013 | 9.58 Bn |
| Sep 30, 2013 | 9.39 Bn |
| Jun 30, 2013 | 9.62 Bn |
| Mar 31, 2013 | 9.77 Bn |
| Dec 31, 2012 | 9.74 Bn |
| Sep 30, 2012 | 9.57 Bn |
| Jun 30, 2012 | 9.51 Bn |
| Mar 31, 2012 | 9.48 Bn |
| Dec 31, 2011 | 9.49 Bn |
| Sep 30, 2011 | 9.86 Bn |
| Jun 30, 2011 | 9.91 Bn |
| Mar 31, 2011 | 9.52 Bn |
| Dec 31, 2010 | 9.64 Bn |
| Sep 30, 2010 | 9.55 Bn |
| Jun 30, 2010 | 8.88 Bn |
| Mar 31, 2010 | 8.05 Bn |
| Dec 31, 2009 | 7.51 Bn |
| Sep 30, 2009 | 6.69 Bn |
| Jun 30, 2009 | 4.24 Bn |
| Mar 31, 2009 | 2.64 Bn |