Principal Financial (PFG) Liabilities and Shareholders Equity (2009 - 2026)
Principal Financial (PFG) reported Liabilities and Shareholders Equity of $332.7 billion for Q1 2026, up 6.29% year-over-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) has 18 years of Liabilities and Shareholders Equity data on file, last reported at $332.7 billion in Q1 2026.
- Quarterly Liabilities and Shareholders Equity rose 6.29% year-over-year to $332.7 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1331.7 billion (up 5.83% YoY) and the FY2025 annual result came in at $341.4 billion, up 8.84% from the prior year.
- Liabilities and Shareholders Equity slipped to $332.7 billion in Q1 2026 per PFG's latest filing, from $341.4 billion in the prior quarter.
- Across five years, Liabilities and Shareholders Equity topped out at $341.4 billion in Q4 2025 and bottomed at $282.6 billion in Q3 2022.
- The 5-year median for Liabilities and Shareholders Equity is $308.7 billion (2024), against an average of $308.7 billion.
- The widest annual swing landed in 2022, when Liabilities and Shareholders Equity dropped 5.46%; it then gained 12.12% in 2024.
- Tracing PFG's Liabilities and Shareholders Equity over 5 years: stood at $290.9 billion in 2022, then gained by 4.87% to $305.0 billion in 2023, then advanced by 2.82% to $313.7 billion in 2024, then grew by 8.84% to $341.4 billion in 2025, then slipped by 2.54% to $332.7 billion in 2026.
- Per Business Quant, the three latest PFG Liabilities and Shareholders Equity figures stand at $332.7 billion (Q1 2026), $341.4 billion (Q4 2025), and $334.5 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 170.24 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 48.33 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 412.08 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 17.94 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 467.53 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 392.17 Bn |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 184.45 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 174.57 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 28.39 Bn |
| 10 | Principal Financial | 22.35 Bn | 18.84 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 |
| Mar 31, 2021 | 295.63 Bn |
| Dec 31, 2020 | 650.80 Mn |
| Sep 30, 2020 | 278.48 Bn |
| Jun 30, 2020 | 271.31 Bn |
| Mar 31, 2020 | 246.90 Bn |
| Dec 31, 2019 | 276.09 Bn |
| Sep 30, 2019 | 270.24 Bn |
| Jun 30, 2019 | 267.92 Bn |
| Mar 31, 2019 | 259.42 Bn |
| Dec 31, 2018 | 243.04 Bn |
| Sep 30, 2018 | 258.76 Bn |
| Jun 30, 2018 | 252.10 Bn |
| Mar 31, 2018 | 253.64 Bn |
| Dec 31, 2017 | 253.94 Bn |
| Sep 30, 2017 | 247.93 Bn |
| Jun 30, 2017 | 240.15 Bn |
| Mar 31, 2017 | 235.50 Bn |
| Dec 31, 2016 | 228.01 Bn |
| Sep 30, 2016 | 230.37 Bn |
| Jun 30, 2016 | 223.07 Bn |
| Mar 31, 2016 | 217.57 Bn |
| Dec 31, 2015 | 218.66 Bn |
| Sep 30, 2015 | 215.37 Bn |
| Jun 30, 2015 | 222.27 Bn |
| Mar 31, 2015 | 222.49 Bn |
| Dec 31, 2014 | 219.09 Bn |
| Sep 30, 2014 | 216.42 Bn |
| Jun 30, 2014 | 218.32 Bn |
| Mar 31, 2014 | 211.19 Bn |
| Dec 31, 2013 | 208.19 Bn |
| Sep 30, 2013 | 201.69 Bn |
| Jun 30, 2013 | 196.51 Bn |
| Mar 31, 2013 | 200.76 Bn |
| Dec 31, 2012 | 161.83 Bn |
| Sep 30, 2012 | 159.19 Bn |
| Jun 30, 2012 | 152.05 Bn |
| Mar 31, 2012 | 153.74 Bn |
| Dec 31, 2011 | 147.36 Bn |
| Sep 30, 2011 | 143.30 Bn |
| Jun 30, 2011 | 149.28 Bn |
| Mar 31, 2011 | 147.55 Bn |
| Dec 31, 2010 | 145.63 Bn |
| Sep 30, 2010 | 143.46 Bn |
| Jun 30, 2010 | 136.60 Bn |
| Mar 31, 2010 | 140.84 Bn |
| Dec 31, 2009 | 137.76 Bn |
| Sep 30, 2009 | 137.38 Bn |
| Jun 30, 2009 | 130.71 Bn |