Principal Financial (PFG) Net Margin (2009 - 2026)

Principal Financial's (PFG) quarterly Net Margin came in at 35.96% in Q1 2026, up 3267.0% year-on-year from 1.07% in Q1 2025, and up 6992.25% on a QoQ basis from 0.51% in Q4 2025.

Principal Financial (PFG) Net Margin (2009 - 2026) Analysis & Trends

Principal Financial (PFG) has 18 years of Net Margin data on file, last reported at 35.96% in Q1 2026.

  • On a quarterly basis, Net Margin rose 3267.0% year-over-year to 35.96% in Q1 2026; TTM through Mar 2026 was 6.59%, a 1165.0% decrease from a year earlier, with the FY2025 full-year figure at 4.92%, down 2205.0% from the prior year.
  • Net Margin for Q1 2026 stood at 35.96%, up from 0.51% in the prior quarter.
  • Over the last five years, Net Margin for PFG reached as high as 85.75% in Q3 2023 and fell as low as 16.84% in Q3 2024.
  • Historically, Net Margin has averaged 23.61% across 5 years, with a median of 26.38% in 2023.
  • Across the five-year window, Net Margin soared 5739 bps in 2023 and sank 10259 bps in 2024, its largest moves.
  • Year by year, Net Margin stood at 0.1% in 2022, then surged by 18145 bps to 17.56% in 2023, then soared by 242 bps to 60.12% in 2024, then tumbled by 99 bps to 0.51% in 2025, then soared by 6992 bps to 35.96% in 2026.
  • Per Business Quant data, the three most recent Net Margin figures were 35.96% in Q1 2026, 0.51% in Q4 2025, and 6.4% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Net Margin (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 0.55%
2 BlackRock 161.01 Bn 148.08 Bn - 32.99%
3 Blackstone 97.77 Bn 96.72 Bn - 34.77%
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -889.40%
5 State Street 51.30 Bn 51.30 Bn - 18.57%
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 18.73%
7 Northern Trust 32.93 Bn 32.93 Bn - 37.97%
8 Raymond James Financial 32.59 Bn 17.67 Bn - 14.05%
9 Price T Rowe 24.70 Bn 21.13 Bn - 26.07%
10 Principal Financial 23.31 Bn -27.00 Bn -463.00 Mn 35.96%

Historic Data

Download Data
DateValue
Mar 31, 2026 35.96%
Dec 31, 2025 0.51%
Sep 30, 2025 6.40%
Jun 30, 2025 30.63%
Mar 31, 2025 3.29%
Dec 31, 2024 60.12%
Sep 30, 2024 -16.84%
Jun 30, 2024 17.89%
Mar 31, 2024 29.06%
Dec 31, 2023 17.56%
Sep 30, 2023 85.75%
Jun 30, 2023 26.38%
Mar 31, 2023 -9.28%
Dec 31, 2022 -0.10%
Sep 30, 2022 28.36%
Jun 30, 2022 47.02%
Mar 31, 2022 38.67%
Dec 31, 2021 4.44%
Sep 30, 2021 29.61%
Jun 30, 2021 29.27%