Principal Financial (PFG) Invested Capital (2009 - 2026)

Principal Financial (PFG) has reported Invested Capital for 18 consecutive years, with $16.5 billion the latest figure, recorded in Q2 2026.

• On a quarterly basis, Invested Capital rose 7.1% year-over-year to $16.5 billion in Q2 2026; TTM through Jun 2026 was $16.5 billion, a 7.1% increase from a year earlier, with the FY2025 full-year figure at $15.9 billion, up 3.29% from the prior year.
• Invested Capital was $16.5 billion for Q2 2026 at Principal Financial, up from $15.8 billion in the prior quarter.
• Over five years, Invested Capital peaked at $16.5 billion in Q2 2026 and troughed at $14.0 billion in Q3 2022.
• A 5-year average of $15.2 billion and a median of $15.2 billion in 2024 frame the typical range for Invested Capital.
• Across the five-year window, Invested Capital slumped 32.13% in 2022 and grew 7.1% in 2026, its largest moves.
• Over 5 years, Invested Capital stood at $14.2 billion in 2022, then grew by 5.92% to $15.0 billion in 2023, then climbed by 2.51% to $15.4 billion in 2024, then climbed by 3.29% to $15.9 billion in 2025, then climbed by 4.0% to $16.5 billion in 2026.
• The last three Invested Capital figures came in at $16.5 billion (Q2 2026), $15.8 billion (Q1 2026), and $15.9 billion (Q4 2025), per Business Quant data.