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Ratios
Asset Utilization RatioAssets AverageDebt RatioDebt to EquityEBIT MarginEBITDA MarginEBT MarginEnterprise ValueEquity AverageEquity RatioFCF MarginFCF Payout RatioGross MarginInvested CapitalNet MarginOperating MarginReturn on AssetsReturn on EquityReturn on Invested CapitalReturn on Sales

Principal Financial (PFG) Return on Equity (2016 - 2025)

Principal Financial (PFG) has disclosed Return on Equity for 17 consecutive years, with 0.5% as the latest value for Q3 2025.

  • On a quarterly basis, Return on Equity fell 46.0% to 0.5% in Q3 2025 year-over-year; TTM through Sep 2025 was 0.5%, a 46.0% decrease, with the full-year FY2024 number at 0.17%, up 15.0% from a year prior.
  • Return on Equity was 0.5% for Q3 2025 at Principal Financial, down from 0.02% in the prior quarter.
  • In the past five years, Return on Equity ranged from a high of 0.58% in Q4 2022 to a low of 0.5% in Q3 2025.
  • A 5-year average of 0.14% and a median of 0.12% in 2024 define the central range for Return on Equity.
  • Peak YoY movement for Return on Equity: soared 46bps in 2022, then crashed -53bps in 2023.
  • Principal Financial's Return on Equity stood at 0.12% in 2021, then skyrocketed by 390bps to 0.58% in 2022, then tumbled by -91bps to 0.05% in 2023, then skyrocketed by 210bps to 0.17% in 2024, then tumbled by -395bps to 0.5% in 2025.
  • Per Business Quant, the three most recent readings for PFG's Return on Equity are 0.5% (Q3 2025), 0.02% (Q2 2025), and 0.08% (Q1 2025).