Principal Financial (PFG) Price to Book (2009 - 2026)
Principal Financial's (PFG) quarterly Price to Book came in at 1.9 in Q2 2026, up 22.88% year-over-year from 1.55 in Q2 2025, and up 15.4% quarter-over-quarter from 1.65 in Q1 2026.
Analysis
Principal Financial (PFG) Price to Book (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has reported Price to Book for 18 consecutive years, with 1.9 the latest figure, recorded in Q2 2026.
- On a quarterly basis, Price to Book rose 22.88% year-over-year to 1.9 in Q2 2026; TTM through Jun 2026 was 1.9, a 22.88% increase from a year earlier, with the FY2025 full-year figure at 1.61, up 2.28% from the prior year.
- Price to Book was 1.9 for Q2 2026 at Principal Financial, up from 1.65 in the prior quarter.
- Over five years, Price to Book peaked at 2.04 in Q4 2022 and troughed at 1.55 in Q2 2025.
- A 5-year average of 1.71 and a median of 1.69 in 2023 frame the typical range for Price to Book.
- Across the five-year window, Price to Book jumped 73.75% in 2022 and fell 16.81% in 2023, its largest moves.
- Over 5 years, Price to Book stood at 2.04 in 2022, then retreated by 16.81% to 1.7 in 2023, then declined by 7.29% to 1.57 in 2024, then rose by 2.28% to 1.61 in 2025, then climbed by 18.06% to 1.9 in 2026.
- The last three Price to Book figures came in at 1.9 (Q2 2026), 1.65 (Q1 2026), and 1.61 (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 173.88 Bn | 160.24 Bn | - |
| 2 | Spdr Gold Trust | 143.21 Bn | -414.80 Bn | - |
| 3 | World Gold Trust | 30.03 Bn | -73.04 Bn | - |
| 4 | Ishares Gold Trust | 27.84 Bn | -32.27 Bn | - |
| 5 | Principal Financial | 25.04 Bn | -27.21 Bn | 1.91 Bn |
| 6 | iShares Silver Trust | 23.18 Bn | -5.03 Bn | - |
| 7 | Franklin Resources | 17.63 Bn | 15.39 Bn | - |
| 8 | Invesco | 14.60 Bn | 14.32 Bn | 1.79 Bn |
| 9 | Affiliated Managers | 9.57 Bn | 10.05 Bn | - |
| 10 | Voya Financial | 9.43 Bn | 8.80 Bn | 1.34 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.90 |
| Mar 31, 2026 | 1.65 |
| Dec 31, 2025 | 1.61 |
| Sep 30, 2025 | 1.56 |
| Jun 30, 2025 | 1.55 |
| Mar 31, 2025 | 1.68 |
| Dec 31, 2024 | 1.57 |
| Sep 30, 2024 | 1.75 |
| Jun 30, 2024 | 1.65 |
| Mar 31, 2024 | 1.81 |
| Dec 31, 2023 | 1.70 |
| Sep 30, 2023 | 1.61 |
| Jun 30, 2023 | 1.77 |
| Mar 31, 2023 | 1.76 |
| Dec 31, 2022 | 2.04 |
| Sep 30, 2022 | 1.80 |
| Jun 30, 2022 | 1.62 |
| Mar 31, 2022 | 1.84 |
| Dec 31, 2021 | 1.56 |
| Sep 30, 2021 | 1.06 |