Principal Financial (PFG) Net Margin (2009 - 2026)
Principal Financial (PFG) reported Net Margin of 35.96% for Q1 2026, up 3426.0% year-over-year from 1.02% in Q1 2025, and up 2518.89% on a QoQ basis from 1.37% in Q4 2025.
Principal Financial (PFG) has 18 years of Net Margin data on file, last reported at 35.96% in Q1 2026.
- Quarterly Net Margin rose 3426.0% year-over-year to 35.96% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 7.11% (down 1027.0% YoY) and the FY2025 annual result came in at 5.64%, down 1769.0% from the prior year.
- Net Margin rose to 35.96% in Q1 2026 per PFG's latest filing, from 1.37% in the prior quarter.
- Across five years, Net Margin topped out at 229.39% in Q2 2022 and bottomed at 63.19% in Q4 2023.
- The 5-year median for Net Margin is 11.81% (2025), against an average of 24.75%.
- The widest annual swing landed in 2022, when Net Margin soared 20012 bps; it then slumped 20301 bps in 2023.
- Tracing PFG's Net Margin over 5 years: stood at 0.55% in 2022, then tumbled by 11587 bps to 63.19% in 2023, then jumped by 68 bps to 19.94% in 2024, then soared by 107 bps to 1.37% in 2025, then jumped by 2519 bps to 35.96% in 2026.
- Per Business Quant, the three latest PFG Net Margin figures stand at 35.96% (Q1 2026), 1.37% (Q4 2025), and 15.26% (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 34.73% |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 34.77% |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 8.45% |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 46.11% |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | -38.15% |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 18.57% |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 18.73% |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 37.97% |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 8.40% |
| 10 | Principal Financial | 22.35 Bn | 18.84 Bn | -463.00 Mn | 35.96% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 35.96% |
| Dec 31, 2025 | 1.37% |
| Sep 30, 2025 | 15.26% |
| Jun 30, 2025 | 11.81% |
| Mar 31, 2025 | 1.70% |
| Dec 31, 2024 | -19.94% |
| Sep 30, 2024 | -6.42% |
| Jun 30, 2024 | 8.28% |
| Mar 31, 2024 | 31.58% |
| Dec 31, 2023 | -63.19% |
| Sep 30, 2023 | 85.75% |
| Jun 30, 2023 | 26.38% |
| Mar 31, 2023 | -4.77% |
| Dec 31, 2022 | 0.55% |
| Sep 30, 2022 | 28.36% |
| Jun 30, 2022 | 229.39% |
| Mar 31, 2022 | 38.67% |
| Dec 31, 2021 | 8.81% |
| Sep 30, 2021 | 29.61% |
| Jun 30, 2021 | 29.27% |
| Mar 31, 2021 | 61.82% |
| Dec 31, 2020 | 3.22% |
| Sep 30, 2020 | 19.92% |
| Jun 30, 2020 | 13.36% |
| Mar 31, 2020 | 6.26% |
| Dec 31, 2019 | 7.79% |
| Sep 30, 2019 | 6.38% |
| Jun 30, 2019 | 9.87% |
| Mar 31, 2019 | 12.08% |
| Dec 31, 2018 | 2.87% |
| Sep 30, 2018 | 10.58% |
| Jun 30, 2018 | 14.20% |
| Mar 31, 2018 | 13.96% |
| Dec 31, 2017 | 26.00% |
| Sep 30, 2017 | 17.51% |
| Jun 30, 2017 | 9.74% |
| Mar 31, 2017 | 11.44% |
| Dec 31, 2016 | 9.05% |
| Sep 30, 2016 | 10.94% |
| Jun 30, 2016 | 10.65% |
| Mar 31, 2016 | 12.12% |
| Dec 31, 2015 | 9.03% |
| Sep 30, 2015 | 9.27% |
| Jun 30, 2015 | 7.40% |
| Mar 31, 2015 | 15.59% |
| Dec 31, 2014 | 9.30% |
| Sep 30, 2014 | 9.69% |
| Jun 30, 2014 | 11.75% |
| Mar 31, 2014 | 11.85% |
| Dec 31, 2013 | 8.73% |
| Sep 30, 2013 | 34.95% |
| Jun 30, 2013 | 30.15% |
| Mar 31, 2013 | 8.23% |
| Dec 31, 2012 | 9.36% |
| Sep 30, 2012 | 16.16% |
| Jun 30, 2012 | 7.91% |
| Mar 31, 2012 | 29.99% |
| Dec 31, 2011 | 7.21% |
| Sep 30, 2011 | 3.43% |
| Jun 30, 2011 | 9.46% |
| Mar 31, 2011 | 8.19% |
| Dec 31, 2010 | 8.40% |
| Sep 30, 2010 | 6.21% |
| Jun 30, 2010 | 6.00% |
| Mar 31, 2010 | 8.43% |
| Dec 31, 2009 | 6.36% |
| Sep 30, 2009 | 8.14% |
| Jun 30, 2009 | 6.97% |
| Mar 31, 2009 | 5.15% |