Principal Financial (PFG) FCF Margin (2009 - 2026)

Principal Financial (PFG) reported FCF Margin of 13.35% for Q1 2026, down 1265.0% year-over-year from 1.15% in Q1 2025, and down 14.5% on a QoQ basis from 15.62% in Q4 2025.

Principal Financial (PFG) has 18 years of FCF Margin data on file, last reported at 13.35% in Q1 2026.

  • Quarterly FCF Margin fell 1265.0% year-over-year to 13.35% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 20.99% (down 5338.0% YoY) and the FY2025 annual result came in at 28.41%, down 3634.0% from the prior year.
  • FCF Margin fell to 13.35% in Q1 2026 per PFG's latest filing, from 15.62% in the prior quarter.
  • Across five years, FCF Margin topped out at 70.84% in Q4 2022 and bottomed at 29.68% in Q4 2024.
  • The 5-year median for FCF Margin is 32.8% (2024), against an average of 33.61%.
  • The widest annual swing landed in 2024, when FCF Margin plunged 7696 bps; it then soared 4530 bps in 2025.
  • Tracing PFG's FCF Margin over 5 years: stood at 70.84% in 2022, then plunged by 33 bps to 47.28% in 2023, then tumbled by 163 bps to 29.68% in 2024, then surged by 153 bps to 15.62% in 2025, then retreated by 15 bps to 13.35% in 2026.
  • Per Business Quant, the three latest PFG FCF Margin figures stand at 13.35% (Q1 2026), 15.62% (Q4 2025), and 63.92% (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) FCF Margin (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - -16.21%
2 Blackstone 92.68 Bn 91.63 Bn - 26.47%
3 Kkr 84.94 Bn 132.45 Bn - 39.82%
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 24.81%
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 32.02%
6 State Street 44.42 Bn 18.75 Bn - -327.00%
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 8.80%
8 Northern Trust 31.21 Bn 31.21 Bn - -24.56%
9 Ares Management 28.85 Bn 32.22 Bn - 27.99%
10 Principal Financial 22.35 Bn 18.84 Bn -463.00 Mn 13.35%

Historic Data

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DateValue
Mar 31, 2026 13.35%
Dec 31, 2025 15.62%
Sep 30, 2025 63.92%
Jun 30, 2025 21.48%
Mar 31, 2025 26.00%
Dec 31, 2024 -29.68%
Sep 30, 2024 36.88%
Jun 30, 2024 32.80%
Mar 31, 2024 33.68%
Dec 31, 2023 47.28%
Sep 30, 2023 69.15%
Jun 30, 2023 70.24%
Mar 31, 2023 23.20%
Dec 31, 2022 70.84%
Sep 30, 2022 25.97%
Jun 30, 2022 56.92%
Mar 31, 2022 -6.23%
Dec 31, 2021 28.32%
Sep 30, 2021 67.57%
Jun 30, 2021 76.39%
Mar 31, 2021 14.12%
Dec 31, 2020 11.98%
Sep 30, 2020 86.79%
Jun 30, 2020 13.76%
Mar 31, 2020 34.52%
Dec 31, 2019 24.34%
Sep 30, 2019 39.53%
Jun 30, 2019 36.43%
Mar 31, 2019 31.14%
Dec 31, 2018 37.24%
Sep 30, 2018 47.51%
Jun 30, 2018 27.02%
Mar 31, 2018 24.99%
Dec 31, 2017 15.20%
Sep 30, 2017 38.26%
Jun 30, 2017 39.20%
Mar 31, 2017 15.71%
Dec 31, 2016 26.46%
Sep 30, 2016 27.23%
Jun 30, 2016 39.66%
Mar 31, 2016 28.02%
Dec 31, 2015 41.81%
Sep 30, 2015 35.60%
Jun 30, 2015 40.35%
Mar 31, 2015 22.51%
Dec 31, 2014 30.50%
Sep 30, 2014 32.05%
Jun 30, 2014 28.48%
Mar 31, 2014 21.85%
Dec 31, 2013 29.43%
Sep 30, 2013 90.83%
Jun 30, 2013 18.19%
Mar 31, 2013 27.81%
Dec 31, 2012 29.19%
Sep 30, 2012 68.79%
Jun 30, 2012 27.27%
Mar 31, 2012 130.10%
Dec 31, 2011 39.03%
Sep 30, 2011 4.08%
Jun 30, 2011 25.08%
Mar 31, 2011 53.62%
Dec 31, 2010 35.92%
Sep 30, 2010 19.33%
Jun 30, 2010 37.01%
Mar 31, 2010 28.67%
Dec 31, 2009 19.84%
Sep 30, 2009 16.54%
Jun 30, 2009 21.40%
Mar 31, 2009 42.80%