Principal Financial (PFG) Invested Capital (2009 - 2026)

Principal Financial (PFG) has 18 years of Invested Capital data on file, last reported at $15.8 billion in Q1 2026.

• Invested Capital for Q1 2026 came in at $15.8 billion, up 1.2% year-over-year; the trailing twelve-month figure through Mar 2026 was $15.8 billion (up 1.2% YoY), and the FY2025 annual result was $15.8 billion, up 4.62% from the prior year.
• Invested Capital held at $15.8 billion in Q1 2026 per PFG's latest filing, from $15.8 billion in the prior quarter.
• Over five years, Invested Capital peaked at $15.8 billion in Q4 2025 and troughed at $13.8 billion in Q3 2022.
• A 5-year average of $15.0 billion and a median of $15.0 billion in 2024 frame the typical range for Invested Capital.
• The sharpest annual moves came in 2022 and 2023: Invested Capital plunged 32.28% in 2022, then advanced 6.26% in 2023.
• A 5-year view of Invested Capital shows it stood at $14.0 billion in 2022, then climbed by 6.26% to $14.9 billion in 2023, then gained by 1.47% to $15.1 billion in 2024, then gained by 4.62% to $15.8 billion in 2025, then slipped by 0.21% to $15.8 billion in 2026.
• Business Quant data shows PFG's Invested Capital at $15.8 billion in Q1 2026, $15.8 billion in Q4 2025, and $15.6 billion in Q3 2025.