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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 - 2025)

Principal Financial (PFG) has disclosed Equity Average for 17 consecutive years, with $11.6 billion as the latest value for Q3 2025.

  • On a quarterly basis, Equity Average rose 3.78% to $11.6 billion in Q3 2025 year-over-year; TTM through Sep 2025 was $11.6 billion, a 3.78% increase, with the full-year FY2024 number at $11.0 billion, up 5.31% from a year prior.
  • Equity Average was $11.6 billion for Q3 2025 at Principal Financial, up from $11.4 billion in the prior quarter.
  • In the past five years, Equity Average ranged from a high of $16.2 billion in Q3 2021 to a low of $9.9 billion in Q4 2022.
  • A 5-year average of $11.8 billion and a median of $11.1 billion in 2024 define the central range for Equity Average.
  • Peak YoY movement for Equity Average: increased 15.99% in 2021, then crashed 37.78% in 2022.
  • Principal Financial's Equity Average stood at $14.1 billion in 2021, then decreased by 29.76% to $9.9 billion in 2022, then grew by 9.2% to $10.8 billion in 2023, then increased by 3.36% to $11.2 billion in 2024, then grew by 3.45% to $11.6 billion in 2025.
  • Per Business Quant, the three most recent readings for PFG's Equity Average are $11.6 billion (Q3 2025), $11.4 billion (Q2 2025), and $11.2 billion (Q1 2025).