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% quarter-over-quarter from 15.62% in Q4 2025.
Principal Financial (PFG) FCF Margin (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has 18 years of FCF Margin data on file, last reported at 13.35% in Q1 2026.
- FCF Margin for Q1 2026 came in at 13.35%, down 1265.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 20.99% (down 5338.0% YoY), and the FY2025 annual result was 28.41%, down 3634.0% from the prior year.
- FCF Margin declined to 13.35% in Q1 2026 per PFG's latest filing, from 15.62% in the prior quarter.
- Over five years, FCF Margin peaked at 70.84% in Q4 2022 and troughed at 29.68% in Q4 2024.
- A 5-year average of 33.61% and a median of 32.8% in 2024 frame the typical range for FCF Margin.
- The sharpest annual moves came in 2024 and 2025: FCF Margin slumped 7696 bps in 2024, then surged 4530 bps in 2025.
- A 5-year view of FCF Margin shows it stood at 70.84% in 2022, then slumped by 33 bps to 47.28% in 2023, then sank by 163 bps to 29.68% in 2024, then jumped by 153 bps to 15.62% in 2025, then slipped by 15 bps to 13.35% in 2026.
- Business Quant data shows PFG's FCF Margin at 13.35% in Q1 2026, 15.62% in Q4 2025, and 63.92% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | FCF Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | -16.21% |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 26.47% |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 39.82% |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 32.02% |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | -327.00% |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 8.80% |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | -24.56% |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 24.73% |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 27.99% |
| 10 | Principal Financial | 23.79 Bn | 20.28 Bn | -463.00 Mn | 13.35% |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |