Principal Financial (PFG) Common Equity (2009 - 2026)
Principal Financial's Common Equity came in at $11.85 billion for Q3 2026, up 1.1% from $11.72 billion a year earlier but down 2.7% from the prior quarter.
Principal Financial (PFG) Common Equity (2009 - 2026) Analysis & Trends
At the end of FY2025, Principal Financial's Common Equity was $11.92 billion, up 7.1% from FY2024.
- Common Equity has increased in each of the last three years, though with a five-year compound annual growth rate of -6.4% (FY2020 to FY2025).
- Going back by year, Common Equity was $11.13 billion in FY2024 (+1.5%), $10.96 billion in FY2023 (+9.4%), $10.02 billion in FY2022 (-17.5%) and $12.14 billion in FY2021 (-26.9%).
- The five-year range for quarterly Common Equity is $9.84 billion (Q3 2022) to $12.18 billion (Q2 2026).
- Year-over-year, Common Equity has increased for 15 consecutive quarters, with growth averaging 3.6% over the last eight quarters.
- The fastest year-over-year change in Common Equity over five years came in Q1 2024 (growth of 9.4%), and the weakest in Q3 2022 (a decline of 39.0%).
- Business Quant data shows PFG's Common Equity at $12.18 billion (Q2 2026), $11.85 billion (Q1 2026) and $11.92 billion (Q4 2025) in the three quarters before Q3 2026.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Common Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 188.98 Bn | 145.51 Bn | - | 63.93 Bn |
| 2 | Spdr Gold Trust | 130.03 Bn | -427.97 Bn | - | 130.05 Bn |
| 3 | Brookfield | 104.97 Bn | -79.04 Bn | - | 4.09 Bn |
| 4 | Blackstone | 93.15 Bn | 87.36 Bn | - | 19.59 Bn |
| 5 | Kkr | 90.40 Bn | 57.10 Bn | 1.76 Bn | 76.75 Bn |
| 6 | Brookfield Asset Management | 85.45 Bn | 80.34 Bn | - | 11.81 Bn |
| 7 | Apollo Global Management | 72.50 Bn | 89.29 Bn | 4.14 Bn | 36.15 Bn |
| 8 | Wheaton Precious Metals | 62.02 Bn | 62.02 Bn | 538.50 Mn | 10.03 Bn |
| 9 | Ares Management | 50.21 Bn | 48.79 Bn | 376.28 Mn | 8.47 Bn |
| 10 | Principal Financial | 24.68 Bn | 2.16 Bn | 2.30 Bn | 11.85 Bn |
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 11.85 Bn |
| Jun 30, 2026 | 12.18 Bn |
| Mar 31, 2026 | 11.85 Bn |
| Dec 31, 2025 | 11.92 Bn |
| Sep 30, 2025 | 11.72 Bn |
| Jun 30, 2025 | 11.47 Bn |
| Mar 31, 2025 | 11.27 Bn |
| Dec 31, 2024 | 11.13 Bn |
| Sep 30, 2024 | 11.28 Bn |
| Jun 30, 2024 | 11.06 Bn |
| Mar 31, 2024 | 11.23 Bn |
| Dec 31, 2023 | 10.96 Bn |
| Sep 30, 2023 | 10.72 Bn |
| Jun 30, 2023 | 10.39 Bn |
| Mar 31, 2023 | 10.26 Bn |
| Dec 31, 2022 | 10.02 Bn |
| Sep 30, 2022 | 9.84 Bn |
| Jun 30, 2022 | 10.33 Bn |
| Mar 31, 2022 | 10.08 Bn |
| Dec 31, 2021 | 12.14 Bn |
Principal Financial Common Equity API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=common-equity&ticker=PFG&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "common-equity", "ticker": "PFG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=common-equity&ticker=PFG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();