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| Date | Value |
|---|---|
| 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 |