Balance Sheet
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Income Statement
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Ratios
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 $15.7 billion as the latest value for Q3 2025.

  • On a quarterly basis, Invested Capital rose 3.04% to $15.7 billion in Q3 2025 year-over-year; TTM through Sep 2025 was $15.7 billion, a 3.04% increase, with the full-year FY2024 number at $15.1 billion, up 1.11% from a year prior.
  • Invested Capital was $15.7 billion for Q3 2025 at Principal Financial, up from $15.4 billion in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $20.6 billion in Q2 2021 to a low of $13.8 billion in Q3 2022.
  • A 5-year average of $15.8 billion and a median of $15.1 billion in 2024 define the central range for Invested Capital.
  • Peak YoY movement for Invested Capital: rose 18.62% in 2021, then plummeted 32.28% in 2022.
  • Principal Financial's Invested Capital stood at $16.4 billion in 2021, then fell by 14.8% to $14.0 billion in 2022, then rose by 6.46% to $14.9 billion in 2023, then grew by 1.11% to $15.1 billion in 2024, then increased by 3.91% to $15.7 billion in 2025.
  • Per Business Quant, the three most recent readings for PFG's Invested Capital are $15.7 billion (Q3 2025), $15.4 billion (Q2 2025), and $15.6 billion (Q1 2025).