Principal Financial PFG
NASDAQ PFG
$117.67 +1.73 (+1.49%)
At close: Sep 18, 2026 · 4:00 PM EDT

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

Historic Data

Download Data
DateValue
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