Principal Financial (PFG) Return on Assets [ROA] (2009 - 2026)
Principal Financial's Return on Assets [ROA] was 0.58% in Q3 2026, up 0.09 percentage points from 0.50% a year earlier and up 0.11 percentage points from the prior quarter.
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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).
- The Q3 2026 figure marks the highest quarterly Return on Assets [ROA] since Q1 2023.
- Compared with a year earlier, Return on Assets [ROA] has increased for three straight quarters, with an average year-over-year change of +0.11 percentage points over the last eight quarters.
- 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 Q3 2026 was 0.47% (Q2 2026), 0.48% (Q1 2026) and 0.37% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 188.98 Bn | 145.51 Bn | - | 4.25% |
| 2 | Spdr Gold Trust | 130.03 Bn | -427.97 Bn | - | 16.25% |
| 3 | Brookfield | 104.97 Bn | -79.04 Bn | - | 0.71% |
| 4 | Blackstone | 93.15 Bn | 87.36 Bn | - | 13.79% |
| 5 | Kkr | 90.40 Bn | 57.10 Bn | 1.76 Bn | 1.18% |
| 6 | Brookfield Asset Management | 85.45 Bn | 80.34 Bn | - | 22.62% |
| 7 | Apollo Global Management | 72.50 Bn | 89.29 Bn | 4.14 Bn | 0.14% |
| 8 | Wheaton Precious Metals | 62.02 Bn | 62.02 Bn | 538.50 Mn | 20.09% |
| 9 | Ares Management | 50.21 Bn | 48.79 Bn | 376.28 Mn | 3.24% |
| 10 | Principal Financial | 24.68 Bn | 2.16 Bn | 2.30 Bn | 0.58% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 0.58% |
| 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% |
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();