Principal Financial (PFG) Liabilities and Shareholders Equity (2009 - 2026)
Principal Financial's (PFG) quarterly Liabilities and Shareholders Equity came in at $352.8 billion in Q2 2026, up 9.18% year-over-year from $323.1 billion in Q2 2025, and up 6.03% quarter-over-quarter from $332.7 billion in Q1 2026.
Analysis
Principal Financial (PFG) Liabilities and Shareholders Equity (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has reported Liabilities and Shareholders Equity for 18 consecutive years, with $352.8 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Liabilities and Shareholders Equity rose 9.18% year-over-year to $352.8 billion in Q2 2026; TTM through Jun 2026 was $1361.3 billion, a 6.97% increase from a year earlier, with the FY2025 full-year figure at $341.4 billion, up 8.84% from the prior year.
- Liabilities and Shareholders Equity was $352.8 billion for Q2 2026 at Principal Financial, up from $332.7 billion in the prior quarter.
- Over five years, Liabilities and Shareholders Equity peaked at $352.8 billion in Q2 2026 and troughed at $282.6 billion in Q3 2022.
- A 5-year average of $311.2 billion and a median of $308.7 billion in 2024 frame the typical range for Liabilities and Shareholders Equity.
- Across the five-year window, Liabilities and Shareholders Equity declined 5.46% in 2022 and advanced 12.12% in 2024, its largest moves.
- Over 5 years, Liabilities and Shareholders Equity stood at $290.9 billion in 2022, then advanced by 4.87% to $305.0 billion in 2023, then climbed by 2.82% to $313.7 billion in 2024, then increased by 8.84% to $341.4 billion in 2025, then gained by 3.33% to $352.8 billion in 2026.
- The last three Liabilities and Shareholders Equity figures came in at $352.8 billion (Q2 2026), $332.7 billion (Q1 2026), and $341.4 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 165.77 Bn | 152.13 Bn | - | 175.88 Bn |
| 2 | Spdr Gold Trust | 141.23 Bn | -416.77 Bn | - | 46.13 Bn |
| 3 | World Gold Trust | 29.62 Bn | -73.45 Bn | - | 27.30 Bn |
| 4 | Ishares Gold Trust | 27.46 Bn | -32.65 Bn | - | - |
| 5 | Principal Financial | 25.26 Bn | -27.00 Bn | 1.91 Bn | 352.75 Bn |
| 6 | iShares Silver Trust | 23.22 Bn | -4.99 Bn | - | - |
| 7 | Invesco | 13.47 Bn | 13.19 Bn | 1.79 Bn | 27.47 Bn |
| 8 | Voya Financial | 9.20 Bn | 8.58 Bn | 1.34 Bn | 182.95 Bn |
| 9 | Affiliated Managers | 9.20 Bn | 9.69 Bn | - | 9.40 Bn |
| 10 | Victory Capital Holdings | 6.56 Bn | 6.49 Bn | - | 4.18 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 352.75 Bn |
| Mar 31, 2026 | 332.70 Bn |
| Dec 31, 2025 | 341.38 Bn |
| Sep 30, 2025 | 334.49 Bn |
| Jun 30, 2025 | 323.10 Bn |
| Mar 31, 2025 | 313.00 Bn |
| Dec 31, 2024 | 313.66 Bn |
| Sep 30, 2024 | 322.86 Bn |
| Jun 30, 2024 | 308.78 Bn |
| Mar 31, 2024 | 308.68 Bn |
| Dec 31, 2023 | 305.05 Bn |
| Sep 30, 2023 | 287.95 Bn |
| Jun 30, 2023 | 299.19 Bn |
| Mar 31, 2023 | 299.41 Bn |
| Dec 31, 2022 | 290.87 Bn |
| Sep 30, 2022 | 282.58 Bn |
| Jun 30, 2022 | 293.22 Bn |
| Mar 31, 2022 | 291.54 Bn |
| Dec 31, 2021 | 304.66 Bn |
| Sep 30, 2021 | 298.91 Bn |