Principal Financial (PFG) Net Equity Issued and Repurchased (2009 - 2026)
Principal Financial (PFG) posted quarterly Net Equity Issued and Repurchased of $40.8 million for Q2 2026, up 206.77% year-over-year from $13.3 million in Q2 2025, and up 44.68% quarter-over-quarter from $28.2 million in Q1 2026.
Principal Financial (PFG) Net Equity Issued and Repurchased (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has reported Net Equity Issued and Repurchased for 18 consecutive years, with $40.8 million the latest figure, recorded in Q2 2026.
- In Q2 2026, Net Equity Issued and Repurchased rose 206.77% year-over-year to $40.8 million; the TTM figure through Jun 2026 stood at $85.4 million (up 39.77% YoY), while the FY2025 annual figure was $43.7 million, down 35.45% from the prior year.
- Net Equity Issued and Repurchased rose to $40.8 million in Q2 2026 per PFG's latest filing, from $28.2 million in the prior quarter.
- Across five years, Net Equity Issued and Repurchased topped out at $79.7 million in Q4 2022 and bottomed at $6.3 million in Q3 2025.
- Historically, Net Equity Issued and Repurchased has averaged $23.3 million across 5 years, with a median of $17.0 million in 2022.
- Annual changes were most pronounced in 2022 — Net Equity Issued and Repurchased jumped 268.06% — and 2023, when it tumbled 81.93%.
- Principal Financial's Net Equity Issued and Repurchased stood at $79.7 million in 2022, then sank by 81.93% to $14.4 million in 2023, then jumped by 70.83% to $24.6 million in 2024, then sank by 58.94% to $10.1 million in 2025, then soared by 303.96% to $40.8 million in 2026.
- Business Quant data shows PFG's Net Equity Issued and Repurchased at $40.8 million in Q2 2026, $28.2 million in Q1 2026, and $10.1 million in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Equity Issued and Repurchased (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | - |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | - |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | - |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | - |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | - |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | - |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | - |
| 10 | Principal Financial | 23.89 Bn | -29.08 Bn | 1.91 Bn | 40.80 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 40.80 Mn |
| Jun 30, 2026 | 40.80 Mn |
| Mar 31, 2026 | 28.20 Mn |
| Mar 31, 2026 | 28.20 Mn |
| Dec 31, 2025 | 10.10 Mn |
| Dec 31, 2025 | 10.10 Mn |
| Sep 30, 2025 | 6.30 Mn |
| Sep 30, 2025 | 6.30 Mn |
| Jun 30, 2025 | 13.30 Mn |
| Jun 30, 2025 | 13.30 Mn |
| Mar 31, 2025 | 14.00 Mn |
| Mar 31, 2025 | 14.00 Mn |
| Dec 31, 2024 | 24.60 Mn |
| Dec 31, 2024 | 24.60 Mn |
| Sep 30, 2024 | 9.20 Mn |
| Sep 30, 2024 | 9.20 Mn |
| Jun 30, 2024 | 21.00 Mn |
| Jun 30, 2024 | 21.00 Mn |
| Mar 31, 2024 | 12.90 Mn |
| Mar 31, 2024 | 12.90 Mn |