Balance Sheet
Cash Flow Statement
Daily Values
Growth Metrics
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 - 2026)

Principal Financial has reported Invested Capital over the past 18 years, most recently at $15.8 billion for Q1 2026.

  • Quarterly Invested Capital rose 1.2% to $15.8 billion in Q1 2026 from the year-ago period, while the trailing twelve-month figure was $15.8 billion through Mar 2026, up 1.2% year-over-year, with the annual reading at $15.8 billion for FY2025, 4.62% up from the prior year.
  • Invested Capital was $15.8 billion for Q1 2026 at Principal Financial, roughly flat from $15.8 billion in the prior quarter.
  • Over five years, Invested Capital peaked at $15.8 billion in Q4 2025 and troughed 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.
  • Year-over-year, Invested Capital plummeted 32.28% in 2022 and then increased 6.26% in 2023.
  • A 5-year view of Invested Capital shows it stood at $14.0 billion in 2022, then rose by 6.26% to $14.9 billion in 2023, then grew by 1.47% to $15.1 billion in 2024, then grew by 4.62% to $15.8 billion in 2025, then fell by 0.21% to $15.8 billion in 2026.
  • Per Business Quant, the three most recent readings for PFG's Invested Capital are $15.8 billion (Q1 2026), $15.8 billion (Q4 2025), and $15.6 billion (Q3 2025).