Principal Financial (PFG) Invested Capital (2009 - 2026)
Principal Financial (PFG) reported Invested Capital of $15.8 billion for Q1 2026, up 1.2% year-over-year from $15.6 billion in Q1 2025, and little changed on a QoQ basis from $15.8 billion in Q4 2025.
Principal Financial (PFG) has 18 years of Invested Capital data on file, last reported at $15.8 billion in Q1 2026.
- Quarterly Invested Capital rose 1.2% year-over-year to $15.8 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $15.8 billion (up 1.2% YoY) and the FY2025 annual result came in at $15.8 billion, up 4.62% from the prior year.
- Invested Capital was little changed at $15.8 billion in Q1 2026 per PFG's latest filing, from $15.8 billion in the prior quarter.
- Across five years, Invested Capital topped out at $15.8 billion in Q4 2025 and bottomed at $13.8 billion in Q3 2022.
- The 5-year median for Invested Capital is $15.0 billion (2024), against an average of $15.0 billion.
- The widest annual swing landed in 2022, when Invested Capital slumped 32.28%; it then rose 6.26% in 2023.
- Tracing PFG's Invested Capital over 5 years: stood at $14.0 billion in 2022, then gained by 6.26% to $14.9 billion in 2023, then increased by 1.47% to $15.1 billion in 2024, then increased by 4.62% to $15.8 billion in 2025, then retreated by 0.21% to $15.8 billion in 2026.
- Per Business Quant, the three latest PFG Invested Capital figures stand at $15.8 billion (Q1 2026), $15.8 billion (Q4 2025), and $15.6 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 69.22 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 8.37 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 30.50 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.59 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 53.75 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 8.75 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.99 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 12.75 Bn |
| 10 | Principal Financial | 22.35 Bn | 18.84 Bn | -463.00 Mn | 15.78 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 15.78 Bn |
| Dec 31, 2025 | 15.81 Bn |
| Sep 30, 2025 | 15.64 Bn |
| Jun 30, 2025 | 15.39 Bn |
| Mar 31, 2025 | 15.59 Bn |
| Dec 31, 2024 | 15.11 Bn |
| Sep 30, 2024 | 15.21 Bn |
| Jun 30, 2024 | 14.99 Bn |
| Mar 31, 2024 | 15.16 Bn |
| Dec 31, 2023 | 14.89 Bn |
| Sep 30, 2023 | 14.68 Bn |
| Jun 30, 2023 | 14.38 Bn |
| Mar 31, 2023 | 14.98 Bn |
| Dec 31, 2022 | 14.01 Bn |
| Sep 30, 2022 | 13.82 Bn |
| Jun 30, 2022 | 14.61 Bn |
| Mar 31, 2022 | 14.36 Bn |
| Dec 31, 2021 | 16.42 Bn |
| Sep 30, 2021 | 20.41 Bn |
| Jun 30, 2021 | 20.57 Bn |
| Mar 31, 2021 | 19.74 Bn |
| Dec 31, 2020 | 20.90 Bn |
| Sep 30, 2020 | 20.00 Bn |
| Jun 30, 2020 | 19.47 Bn |
| Mar 31, 2020 | 16.64 Bn |
| Dec 31, 2019 | 18.45 Bn |
| Sep 30, 2019 | 18.67 Bn |
| Jun 30, 2019 | 17.86 Bn |
| Mar 31, 2019 | 16.03 Bn |
| Dec 31, 2018 | 14.72 Bn |
| Sep 30, 2018 | 15.01 Bn |
| Jun 30, 2018 | 14.93 Bn |
| Mar 31, 2018 | 15.45 Bn |
| Dec 31, 2017 | 16.10 Bn |
| Sep 30, 2017 | 15.24 Bn |
| Jun 30, 2017 | 14.36 Bn |
| Mar 31, 2017 | 13.81 Bn |
| Dec 31, 2016 | 13.42 Bn |
| Sep 30, 2016 | 14.14 Bn |
| Jun 30, 2016 | 13.84 Bn |
| Mar 31, 2016 | 13.38 Bn |
| Dec 31, 2015 | 12.67 Bn |
| Sep 30, 2015 | 12.97 Bn |
| Jun 30, 2015 | 13.08 Bn |
| Mar 31, 2015 | 13.01 Bn |
| Dec 31, 2014 | 12.76 Bn |
| Sep 30, 2014 | 12.90 Bn |
| Jun 30, 2014 | 12.99 Bn |
| Mar 31, 2014 | 12.57 Bn |
| Dec 31, 2013 | 12.38 Bn |
| Sep 30, 2013 | 11.97 Bn |
| Jun 30, 2013 | 11.99 Bn |
| Mar 31, 2013 | 12.62 Bn |
| Dec 31, 2012 | 12.37 Bn |
| Sep 30, 2012 | 11.96 Bn |
| Jun 30, 2012 | 10.94 Bn |
| Mar 31, 2012 | 11.23 Bn |
| Dec 31, 2011 | 10.87 Bn |
| Sep 30, 2011 | 11.25 Bn |
| Jun 30, 2011 | 11.62 Bn |
| Mar 31, 2011 | 11.37 Bn |
| Dec 31, 2010 | 10.83 Bn |
| Sep 30, 2010 | 11.62 Bn |
| Jun 30, 2010 | 10.64 Bn |
| Mar 31, 2010 | 10.27 Bn |
| Dec 31, 2009 | 9.00 Bn |
| Sep 30, 2009 | 9.19 Bn |
| Jun 30, 2009 | 7.81 Bn |
| Mar 31, 2009 | 2.71 Bn |