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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 Ratio (2016 - 2025)

Historic Equity Ratio for Principal Financial (PFG) over the last 17 years, with Q3 2025 value amounting to 0.04.

  • Principal Financial's Equity Ratio rose 25.65% to 0.04 in Q3 2025 from the same period last year, while for Sep 2025 it was 0.04, marking a year-over-year increase of 25.65%. This contributed to the annual value of 0.04 for FY2024, which is 124.25% down from last year.
  • Per Principal Financial's latest filing, its Equity Ratio stood at 0.04 for Q3 2025, which was up 25.65% from 0.04 recorded in Q2 2025.
  • In the past 5 years, Principal Financial's Equity Ratio registered a high of 0.05 during Q3 2021, and its lowest value of 0.03 during Q3 2022.
  • For the 5-year period, Principal Financial's Equity Ratio averaged around 0.04, with its median value being 0.04 (2023).
  • As far as peak fluctuations go, Principal Financial's Equity Ratio plummeted by 9984.39% in 2021, and later surged by 1090.53% in 2023.
  • Principal Financial's Equity Ratio (Quarter) stood at 0.04 in 2021, then decreased by 13.57% to 0.03 in 2022, then grew by 4.34% to 0.04 in 2023, then fell by 1.24% to 0.04 in 2024, then dropped by 1.29% to 0.04 in 2025.
  • Its Equity Ratio was 0.04 in Q3 2025, compared to 0.04 in Q2 2025 and 0.04 in Q1 2025.