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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 0.08% as the latest value for Q4 2025.

  • Quarterly Return on Equity fell 5.0% to 0.08% in Q4 2025 from the year-ago period, while the trailing twelve-month figure was 0.08% through Dec 2025, down 5.0% year-over-year, with the annual reading at 0.09% for FY2025, 5.0% down from the prior year.
  • Return on Equity for Q4 2025 was 0.08% at Principal Financial, down from 0.13% in the prior quarter.
  • The five-year high for Return on Equity was 0.34% in Q3 2022, with the low at 0.41% in Q2 2023.
  • Average Return on Equity over 5 years is 0.02%, with a median of 0.08% recorded in 2021.
  • The sharpest move saw Return on Equity plummeted -74bps in 2023, then skyrocketed 50bps in 2024.
  • Over 5 years, Return on Equity stood at 0.01% in 2021, then crashed by -1463bps to 0.1% in 2022, then soared by 139bps to 0.04% in 2023, then surged by 245bps to 0.13% in 2024, then crashed by -36bps to 0.08% in 2025.
  • According to Business Quant data, Return on Equity over the past three periods came in at 0.08%, 0.13%, and 0.09% for Q4 2025, Q3 2025, and Q2 2025 respectively.