Principal Financial (PFG) Return on Equity [ROE] (2009 - 2026)
Principal Financial's Return on Equity [ROE] was 13.44% in Q2 2026, up 2.96 percentage points from 10.48% a year earlier but down 0.17 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).
- Quarterly Return on Equity [ROE] has moved between -1.40% (Q3 2024) and 51.57% (Q3 2022) over five years.
- Compared with a year earlier, Return on Equity [ROE] was higher in four of the last eight quarters, with an average year-over-year change of +0.94 percentage points.
- 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 Q2 2026 was 13.61% (Q1 2026), 10.62% (Q4 2025) and 14.08% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.03 Bn | 110.39 Bn | - | 12.43% |
| 2 | Spdr Gold Trust | 134.08 Bn | -423.92 Bn | - | 16.25% |
| 3 | Blackstone | 84.38 Bn | 79.31 Bn | - | 33.23% |
| 4 | Brookfield | 81.99 Bn | -83.40 Bn | 4.47 Bn | 3.12% |
| 5 | Kkr | 81.98 Bn | 48.46 Bn | - | 7.09% |
| 6 | Brookfield Asset Management | 71.20 Bn | 67.45 Bn | - | 34.49% |
| 7 | Apollo Global Management | 66.86 Bn | 4.54 Bn | 10.56 Bn | 10.61% |
| 8 | Wheaton Precious Metals | 60.68 Bn | 56.11 Bn | 687.86 Mn | 21.60% |
| 9 | Franco Nevada | 45.90 Bn | 43.27 Bn | 451.00 Mn | 23.59% |
| 10 | Principal Financial | 24.03 Bn | 903.68 Mn | 1.91 Bn | 13.44% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| 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% |
| Sep 30, 2021 | 10.77% |
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();