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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 $11.8 billion as the latest value for Q4 2025.

  • Quarterly Equity Average rose 5.07% to $11.8 billion in Q4 2025 from the year-ago period, while the trailing twelve-month figure was $11.8 billion through Dec 2025, up 5.07% year-over-year, with the annual reading at $11.5 billion for FY2025, 4.17% up from the prior year.
  • Equity Average for Q4 2025 was $11.8 billion at Principal Financial, up from $11.6 billion in the prior quarter.
  • The five-year high for Equity Average was $16.2 billion in Q3 2021, with the low at $9.9 billion in Q4 2022.
  • Average Equity Average over 5 years is $11.8 billion, with a median of $11.2 billion recorded in 2024.
  • The sharpest move saw Equity Average rose 15.99% in 2021, then plummeted 37.78% in 2022.
  • Over 5 years, Equity Average stood at $14.1 billion in 2021, then fell by 29.76% to $9.9 billion in 2022, then increased by 9.2% to $10.8 billion in 2023, then rose by 3.36% to $11.2 billion in 2024, then increased by 5.07% to $11.8 billion in 2025.
  • According to Business Quant data, Equity Average over the past three periods came in at $11.8 billion, $11.6 billion, and $11.4 billion for Q4 2025, Q3 2025, and Q2 2025 respectively.