Principal Financial (PFG) Return on Assets [ROA] (2009 - 2026)
Principal Financial's Return on Assets [ROA] was 0.47% in Q2 2026, up 0.10 percentage points from 0.37% a year earlier but down 0.01 percentage points from the prior quarter.
Powered by 
Analysis
Principal Financial (PFG) Return on Assets [ROA] (2009 - 2026) Analysis & Trends
For FY2025, Return on Assets [ROA] at Principal Financial came in at 0.38%, down 0.13 percentage points from FY2024.
- Return on Assets [ROA] shows a five-year change of -0.12 percentage points (FY2020 to FY2025).
- In earlier years, Return on Assets [ROA] was 0.52% in FY2024 (+0.29 pp), 0.22% in FY2023 (-1.39 pp), 1.62% in FY2022 (+1.08 pp) and 0.54% in FY2021 (+0.04 pp).
- Quarterly Return on Assets [ROA] has moved between -0.05% (Q3 2024) and 1.81% (Q3 2022) over five years.
- Compared with a year earlier, Return on Assets [ROA] was higher in four of the last eight quarters, with an average year-over-year change of +0.03 percentage points.
- The best year-over-year quarter for Return on Assets [ROA] over five years was Q3 2022 (a gain of 1.23 percentage points); the worst was Q4 2023 (a drop of 1.46 percentage points).
- Per Business Quant data, PFG's Return on Assets [ROA] in the three quarters before Q2 2026 was 0.48% (Q1 2026), 0.37% (Q4 2025) and 0.50% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.03 Bn | 110.39 Bn | - | 4.12% |
| 2 | Spdr Gold Trust | 134.08 Bn | -423.92 Bn | - | 16.25% |
| 3 | Blackstone | 84.38 Bn | 79.31 Bn | - | 13.90% |
| 4 | Brookfield | 81.99 Bn | -83.40 Bn | 4.47 Bn | 1.02% |
| 5 | Kkr | 81.98 Bn | 48.46 Bn | - | 1.33% |
| 6 | Brookfield Asset Management | 71.20 Bn | 67.45 Bn | - | 16.12% |
| 7 | Apollo Global Management | 66.86 Bn | 4.54 Bn | 10.56 Bn | 0.89% |
| 8 | Wheaton Precious Metals | 60.68 Bn | 56.11 Bn | 687.86 Mn | 18.58% |
| 9 | Franco Nevada | 45.90 Bn | 43.27 Bn | 451.00 Mn | 21.76% |
| 10 | Principal Financial | 24.03 Bn | 903.68 Mn | 1.91 Bn | 0.47% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 0.47% |
| Mar 31, 2026 | 0.48% |
| Dec 31, 2025 | 0.37% |
| Sep 30, 2025 | 0.50% |
| Jun 30, 2025 | 0.37% |
| Mar 31, 2025 | 0.36% |
| Dec 31, 2024 | 0.50% |
| Sep 30, 2024 | -0.05% |
| Jun 30, 2024 | 0.42% |
| Mar 31, 2024 | 0.44% |
| Dec 31, 2023 | 0.23% |
| Sep 30, 2023 | 0.51% |
| Jun 30, 2023 | 0.52% |
| Mar 31, 2023 | 1.47% |
| Dec 31, 2022 | 1.68% |
| Sep 30, 2022 | 1.81% |
| Jun 30, 2022 | 1.45% |
| Mar 31, 2022 | 0.49% |
| Dec 31, 2021 | 0.54% |
| Sep 30, 2021 | 0.58% |
API Access
Principal Financial Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=PFG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "PFG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=PFG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();