Principal Financial (PFG) Equity Ratio (2009 - 2026)

Principal Financial (PFG) has 18 years of Equity Ratio data on file, last reported at 0.04 in Q1 2026.

• Equity Ratio for Q1 2026 came in at 0.04, down 1.08% year-over-year; the trailing twelve-month figure through Mar 2026 was 0.04 (down 1.08% YoY), and the FY2025 annual result was 0.03, down 1.91% from the prior year.
• Equity Ratio grew to 0.04 in Q1 2026 per PFG's latest filing, from 0.03 in the prior quarter.
• Over five years, Equity Ratio peaked at 0.04 in Q3 2023 and troughed at 0.03 in Q1 2023.
• A 5-year average of 0.04 and a median of 0.04 in 2022 frame the typical range for Equity Ratio.
• The sharpest annual moves came in 2022 and 2023: Equity Ratio slumped 35.47% in 2022, then rose 6.95% in 2023.
• A 5-year view of Equity Ratio shows it stood at 0.03 in 2022, then increased by 4.34% to 0.04 in 2023, then decreased by 1.24% to 0.04 in 2024, then fell by 1.91% to 0.03 in 2025, then rose by 2.3% to 0.04 in 2026.
• Business Quant data shows PFG's Equity Ratio at 0.04 in Q1 2026, 0.03 in Q4 2025, and 0.04 in Q3 2025.