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

Historic Invested Capital for Principal Financial (PFG) over the last 17 years, with Q3 2025 value amounting to $15.7 billion.

  • Principal Financial's Invested Capital rose 303.79% to $15.7 billion in Q3 2025 from the same period last year, while for Sep 2025 it was $15.7 billion, marking a year-over-year increase of 303.79%. This contributed to the annual value of $15.1 billion for FY2024, which is 128.21% up from last year.
  • Per Principal Financial's latest filing, its Invested Capital stood at $15.7 billion for Q3 2025, which was up 303.79% from $15.4 billion recorded in Q2 2025.
  • Over the past 5 years, Principal Financial's Invested Capital peaked at $20.6 billion during Q2 2021, and registered a low of $13.5 billion during Q3 2022.
  • Its 5-year average for Invested Capital is $15.9 billion, with a median of $15.2 billion in 2024.
  • Per our database at Business Quant, Principal Financial's Invested Capital soared by 1862.08% in 2021 and then plummeted by 3400.28% in 2022.
  • Quarter analysis of 5 years shows Principal Financial's Invested Capital stood at $16.4 billion in 2021, then dropped by 14.65% to $14.0 billion in 2022, then grew by 6.27% to $14.9 billion in 2023, then increased by 1.28% to $15.1 billion in 2024, then rose by 3.74% to $15.7 billion in 2025.
  • Its Invested Capital stands at $15.7 billion for Q3 2025, versus $15.4 billion for Q2 2025 and $15.6 billion for Q1 2025.