Principal Financial (PFG) Return on Equity [ROE] (2009 - 2026)
Principal Financial's Return on Equity [ROE] was 16.75% in Q3 2026, up 2.66 percentage points from 14.08% a year earlier and up 3.31 percentage points from the prior quarter.
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Analysis
Principal Financial (PFG) Return on Equity [ROE] (2009 - 2026) Analysis & Trends
For FY2025, Return on Equity [ROE] at Principal Financial came in at 10.89%, down 3.57 percentage points from FY2024.
- Return on Equity [ROE] shows a five-year change of +1.77 percentage points (FY2020 to FY2025).
- In earlier years, Return on Equity [ROE] was 14.47% in FY2024 (+8.08 pp), 6.39% in FY2023 (-37.15 pp), 43.53% in FY2022 (+32.22 pp) and 11.32% in FY2021 (+2.19 pp).
- The Q3 2026 figure marks the highest quarterly Return on Equity [ROE] since Q1 2023.
- Compared with a year earlier, Return on Equity [ROE] has increased for three straight quarters, with an average year-over-year change of +3.23 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Equity [ROE] over five years was Q3 2022 (a gain of 40.80 percentage points); the worst was Q4 2023 (a drop of 42.42 percentage points).
- Per Business Quant data, PFG's Return on Equity [ROE] in the three quarters before Q3 2026 was 13.44% (Q2 2026), 13.61% (Q1 2026) and 10.62% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 188.98 Bn | 145.51 Bn | - | 12.36% |
| 2 | Spdr Gold Trust | 130.03 Bn | -427.97 Bn | - | 16.25% |
| 3 | Brookfield | 104.97 Bn | -79.04 Bn | - | 4.26% |
| 4 | Blackstone | 93.15 Bn | 87.36 Bn | - | 33.76% |
| 5 | Kkr | 90.40 Bn | 57.10 Bn | 1.76 Bn | 6.37% |
| 6 | Brookfield Asset Management | 85.45 Bn | 80.34 Bn | - | 51.17% |
| 7 | Apollo Global Management | 72.50 Bn | 89.29 Bn | 4.14 Bn | 1.84% |
| 8 | Wheaton Precious Metals | 62.02 Bn | 62.02 Bn | 538.50 Mn | 24.83% |
| 9 | Ares Management | 50.21 Bn | 48.79 Bn | 376.28 Mn | 11.36% |
| 10 | Principal Financial | 24.68 Bn | 2.16 Bn | 2.30 Bn | 16.75% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 16.75% |
| Jun 30, 2026 | 13.44% |
| Mar 31, 2026 | 13.61% |
| Dec 31, 2025 | 10.62% |
| Sep 30, 2025 | 14.08% |
| Jun 30, 2025 | 10.48% |
| Mar 31, 2025 | 9.95% |
| Dec 31, 2024 | 14.15% |
| Sep 30, 2024 | -1.40% |
| Jun 30, 2024 | 11.71% |
| Mar 31, 2024 | 12.09% |
| Dec 31, 2023 | 6.16% |
| Sep 30, 2023 | 14.25% |
| Jun 30, 2023 | 15.18% |
| Mar 31, 2023 | 42.71% |
| Dec 31, 2022 | 48.58% |
| Sep 30, 2022 | 51.57% |
| Jun 30, 2022 | 41.63% |
| Mar 31, 2022 | 13.18% |
| Dec 31, 2021 | 11.52% |
API Access
Principal Financial Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=PFG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=PFG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();