Principal Financial (PFG) Net Margin (2009 - 2026)
Principal Financial's (PFG) quarterly Net Margin came in at 11.02% in Q2 2026, down 64.0% year-over-year from 30.6% in Q2 2025, and down 5.84% quarter-over-quarter from 11.7% in Q1 2026.
Analysis
Principal Financial (PFG) Net Margin (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has reported Net Margin for 18 consecutive years, with 11.02% the latest figure, recorded in Q2 2026.
- On a quarterly basis, Net Margin fell 64.0% year-over-year to 11.02% in Q2 2026; TTM through Jun 2026 was 10.05%, a 166.0% increase from a year earlier, with the FY2025 full-year figure at 7.32%, down 259.0% from the prior year.
- Net Margin was 11.02% for Q2 2026 at Principal Financial, down from 11.7% in the prior quarter.
- Over five years, Net Margin peaked at 47.02% in Q2 2022 and troughed at 33.31% in Q4 2023.
- A 5-year average of 9.67% and a median of 11.08% in 2022 frame the typical range for Net Margin.
- Across the five-year window, Net Margin plunged 3596 bps in 2023 and soared 5402 bps in 2024, its largest moves.
- Over 5 years, Net Margin stood at 0.28% in 2022, then tumbled by 12028 bps to 33.31% in 2023, then soared by 162 bps to 20.7% in 2024, then sank by 43 bps to 11.89% in 2025, then fell by 7 bps to 11.02% in 2026.
- The last three Net Margin figures came in at 11.02% (Q2 2026), 11.7% (Q1 2026), and 11.89% (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 165.72 Bn | 151.85 Bn | - | 27.15% |
| 2 | Spdr Gold Trust | 144.63 Bn | -413.37 Bn | - | - |
| 3 | Ishares Gold Trust | 30.25 Bn | -29.85 Bn | - | - |
| 4 | World Gold Trust | 29.25 Bn | -73.82 Bn | - | - |
| 5 | Principal Financial | 24.72 Bn | -28.24 Bn | 1.91 Bn | 11.02% |
| 6 | iShares Silver Trust | 21.65 Bn | -6.56 Bn | - | - |
| 7 | Franklin Resources | 17.45 Bn | 13.74 Bn | - | 10.83% |
| 8 | Invesco | 14.55 Bn | 13.63 Bn | 1.79 Bn | 18.91% |
| 9 | Affiliated Managers | 9.44 Bn | 9.03 Bn | - | 37.05% |
| 10 | Voya Financial | 9.35 Bn | 7.00 Bn | 1.34 Bn | 4.75% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 11.02% |
| Mar 31, 2026 | 11.70% |
| Dec 31, 2025 | 11.89% |
| Sep 30, 2025 | 5.16% |
| Jun 30, 2025 | 11.65% |
| Mar 31, 2025 | 1.56% |
| Dec 31, 2024 | 20.70% |
| Sep 30, 2024 | -6.62% |
| Jun 30, 2024 | 7.99% |
| Mar 31, 2024 | 12.08% |
| Dec 31, 2023 | -33.31% |
| Sep 30, 2023 | 27.18% |
| Jun 30, 2023 | 11.07% |
| Mar 31, 2023 | -4.77% |
| Dec 31, 2022 | 0.28% |
| Sep 30, 2022 | 28.36% |
| Jun 30, 2022 | 47.02% |
| Mar 31, 2022 | 11.09% |
| Dec 31, 2021 | 8.81% |
| Sep 30, 2021 | 10.64% |