Principal Financial (PFG) Invested Capital (2009 - 2026)
Principal Financial (PFG) posted quarterly Invested Capital of $4.4 billion for Q2 2026, up 10.1% year-over-year from $4.0 billion in Q2 2025, and up 23847.8% quarter-over-quarter from $18.2 million in Q1 2026.
Principal Financial (PFG) Invested Capital (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has reported Invested Capital for 18 consecutive years, with $4.4 billion the latest figure, recorded in Q2 2026.
- In Q2 2026, Invested Capital rose 10.1% year-over-year to $4.4 billion; the TTM figure through Jun 2026 stood at $12.3 billion (changed 0.33% YoY), while the FY2025 annual figure was $4.0 billion, down 0.55% from the prior year.
- Invested Capital improved to $4.4 billion in Q2 2026 per PFG's latest filing, from $18.2 million in the prior quarter.
- Across five years, Invested Capital topped out at $4.7 billion in Q1 2023 and bottomed at $18.2 million in Q1 2026.
- Historically, Invested Capital has averaged $2.5 billion across 5 years, with a median of $4.0 billion in 2025.
- Annual changes were most pronounced in 2025 — Invested Capital surged 10512.87% — and 2026, when it plunged 99.58%.
- Principal Financial's Invested Capital stood at $4.0 billion in 2022, then fell by 1.59% to $4.0 billion in 2023, then climbed by 0.55% to $4.0 billion in 2024, then slipped by 0.55% to $4.0 billion in 2025, then rose by 10.1% to $4.4 billion in 2026.
- Business Quant data shows PFG's Invested Capital at $4.4 billion in Q2 2026, $18.2 million in Q1 2026, and $4.0 billion in Q4 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 7.88 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | - |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 98.25 Mn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | 1.10 Bn |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | - |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | - |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | - |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 829.00 Mn |
| 10 | Principal Financial | 23.89 Bn | -29.08 Bn | 1.91 Bn | 4.36 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 4.36 Bn |
| Mar 31, 2026 | 18.20 Mn |
| Dec 31, 2025 | 3.96 Bn |
| Sep 30, 2025 | 3.96 Bn |
| Jun 30, 2025 | 3.96 Bn |
| Mar 31, 2025 | 4.36 Bn |
| Dec 31, 2024 | 3.98 Bn |
| Sep 30, 2024 | 37.30 Mn |
| Jun 30, 2024 | 49.90 Mn |
| Mar 31, 2024 | 50.70 Mn |
| Dec 31, 2023 | 3.96 Bn |
| Sep 30, 2023 | 3.96 Bn |
| Jun 30, 2023 | 4.02 Bn |
| Mar 31, 2023 | 4.72 Bn |
| Dec 31, 2022 | 4.02 Bn |
| Sep 30, 2022 | 66.50 Mn |
| Jun 30, 2022 | 66.90 Mn |
| Mar 31, 2022 | 279.40 Mn |
| Dec 31, 2021 | 4.31 Bn |
| Sep 30, 2021 | 74.30 Mn |