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Asset Utilization RatioAssets AverageDebt RatioDebt to EquityEBIT MarginEBITDA MarginEBT MarginEnterprise ValueEquity AverageEquity RatioFCF MarginFCF Payout RatioGross MarginInvested CapitalNet MarginOperating MarginReturn on AssetsReturn on EquityReturn on Invested CapitalReturn on Sales

Principal Financial (PFG) Invested Capital (2016 - 2025)

Principal Financial (PFG) has disclosed Invested Capital for 17 consecutive years, with $15.8 billion as the latest value for Q4 2025.

  • Quarterly Invested Capital rose 4.8% to $15.8 billion in Q4 2025 from the year-ago period, while the trailing twelve-month figure was $15.8 billion through Dec 2025, up 4.8% year-over-year, with the annual reading at $15.8 billion for FY2025, 4.8% up from the prior year.
  • Invested Capital for Q4 2025 was $15.8 billion at Principal Financial, up from $15.6 billion in the prior quarter.
  • The five-year high for Invested Capital was $20.6 billion in Q2 2021, with the low at $13.8 billion in Q3 2022.
  • Average Invested Capital over 5 years is $15.8 billion, with a median of $15.1 billion recorded in 2024.
  • The sharpest move saw Invested Capital grew 18.62% in 2021, then tumbled 32.28% in 2022.
  • Over 5 years, Invested Capital stood at $16.4 billion in 2021, then decreased by 14.65% to $14.0 billion in 2022, then grew by 6.46% to $14.9 billion in 2023, then increased by 1.11% to $15.1 billion in 2024, then increased by 4.8% to $15.8 billion in 2025.
  • According to Business Quant data, Invested Capital over the past three periods came in at $15.8 billion, $15.6 billion, and $15.4 billion for Q4 2025, Q3 2025, and Q2 2025 respectively.