Principal Financial (PFG) Liabilities and Shareholders Equity (2009 - 2026)
Principal Financial's (PFG) quarterly Liabilities and Shareholders Equity came in at $332.7 billion in Q1 2026, up 6.29% year-on-year from $313.0 billion in Q1 2025, and down 2.54% on a QoQ basis from $341.4 billion in Q4 2025.
Principal Financial (PFG) Liabilities and Shareholders Equity (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has 18 years of Liabilities and Shareholders Equity data on file, last reported at $332.7 billion in Q1 2026.
- On a quarterly basis, Liabilities and Shareholders Equity rose 6.29% year-over-year to $332.7 billion in Q1 2026; TTM through Mar 2026 was $1331.7 billion, a 5.83% 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 for Q1 2026 stood at $332.7 billion, down from $341.4 billion in the prior quarter.
- Over the last five years, Liabilities and Shareholders Equity for PFG reached as high as $341.4 billion in Q4 2025 and fell as low as $282.6 billion in Q3 2022.
- Historically, Liabilities and Shareholders Equity has averaged $308.7 billion across 5 years, with a median of $308.7 billion in 2024.
- Across the five-year window, Liabilities and Shareholders Equity dropped 5.46% in 2022 and gained 12.12% in 2024, its largest moves.
- Year by year, Liabilities and Shareholders Equity stood at $290.9 billion in 2022, then rose by 4.87% to $305.0 billion in 2023, then gained by 2.82% to $313.7 billion in 2024, then climbed by 8.84% to $341.4 billion in 2025, then decreased by 2.54% to $332.7 billion in 2026.
- Per Business Quant data, the three most recent Liabilities and Shareholders Equity figures were $332.7 billion in Q1 2026, $341.4 billion in Q4 2025, and $334.5 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 170.24 Bn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 48.33 Bn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 467.53 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 392.17 Bn |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 184.45 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 174.57 Bn |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 91.94 Bn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 14.39 Bn |
| 10 | Principal Financial | 23.31 Bn | -27.00 Bn | -463.00 Mn | 332.70 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Jun 30, 2021 | 302.17 Bn |