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

Principal Financial's (PFG) quarterly Invested Capital came in at $18.2 million in Q1 2026, down 99.58% year-on-year from $4.4 billion in Q1 2025, and down 99.54% on a QoQ basis from $4.0 billion in Q4 2025.

Principal Financial (PFG) Invested Capital (2009 - 2026) Analysis & Trends

Principal Financial (PFG) has 18 years of Invested Capital data on file, last reported at $18.2 million in Q1 2026.

  • On a quarterly basis, Invested Capital fell 99.58% year-over-year to $18.2 million in Q1 2026; TTM through Mar 2026 was $11.9 billion, a 41.15% increase from a year earlier, with the FY2025 full-year figure at $4.0 billion, down 0.55% from the prior year.
  • Invested Capital for Q1 2026 stood at $18.2 million, down from $4.0 billion in the prior quarter.
  • Over the last five years, Invested Capital for PFG reached as high as $4.7 billion in Q1 2023 and fell as low as $18.2 million in Q1 2026.
  • Historically, Invested Capital has averaged $2.4 billion across 5 years, with a median of $4.0 billion in 2025.
  • Across the five-year window, Invested Capital soared 10512.87% in 2025 and slumped 99.58% in 2026, its largest moves.
  • Year by year, Invested Capital stood at $4.0 billion in 2022, then decreased by 1.59% to $4.0 billion in 2023, then increased by 0.55% to $4.0 billion in 2024, then declined by 0.55% to $4.0 billion in 2025, then plunged by 99.54% to $18.2 million in 2026.
  • Per Business Quant data, the three most recent Invested Capital figures were $18.2 million in Q1 2026, $4.0 billion in Q4 2025, and $4.0 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 533.83 Bn
2 BlackRock 161.01 Bn 148.08 Bn - 7.87 Bn
3 Blackstone 97.77 Bn 96.72 Bn - -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn -
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - 1.14 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - -
10 Principal Financial 23.31 Bn -27.00 Bn -463.00 Mn 18.20 Mn

Historic Data

Download Data
DateValue
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
Jun 30, 2021 82.70 Mn