Principal Financial PFG
NASDAQ PFG
$110.75 +0.21 (+0.19%)
At close: Aug 21, 2026 · 4:00 PM EDT

Principal Financial (PFG) Return on Invested Capital (2009 - 2026)

Principal Financial (PFG) posted quarterly Return on Invested Capital of 0.0% for Q2 2026, little changed year-over-year from 0.0% in Q2 2025, and up 19.87% quarter-over-quarter from 0.0% in Q1 2026.

Principal Financial (PFG) Return on Invested Capital (2009 - 2026) Analysis & Trends

Principal Financial (PFG) has reported Return on Invested Capital for 18 consecutive years, with 0.0% the latest figure, recorded in Q2 2026.

  • In Q2 2026, Return on Invested Capital changed 0.0% year-over-year to 0.0%; the TTM figure through Jun 2026 stood at 0.0% (changed 0.0% YoY), while the FY2025 annual figure was 0.01%, changed 0.0% from the prior year.
  • Return on Invested Capital grew to 0.0% in Q2 2026 per PFG's latest filing, from 0.0% in the prior quarter.
  • Across five years, Return on Invested Capital topped out at 0.01% in Q4 2024 and bottomed at 0.0% in Q4 2023.
  • Historically, Return on Invested Capital has averaged 0.0% across 5 years, with a median of 0.0% in 2025.
  • Annual changes were most pronounced in 2022 — Return on Invested Capital rose 1 bps — and 2025, when it decreased 1 bps.
  • Principal Financial's Return on Invested Capital stood at 0.01% in 2022, then sank by 70 bps to 0.0% in 2023, then surged by 361 bps to 0.01% in 2024, then sank by 74 bps to 0.0% in 2025, then soared by 37 bps to 0.0% in 2026.
  • Business Quant data shows PFG's Return on Invested Capital at 0.0% in Q2 2026, 0.0% in Q1 2026, and 0.0% in Q4 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROIC (Qtr)
1 BlackRock 179.54 Bn 165.67 Bn - 0.00%
2 Blackstone 114.83 Bn 112.32 Bn - -
3 Kkr 97.26 Bn -179.81 Bn - 0.16%
4 Brookfield 93.07 Bn 45.66 Bn - -
5 Brookfield Asset Management 83.46 Bn 81.96 Bn - -
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn -
7 State Street 51.66 Bn 51.66 Bn - -
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn -
9 Raymond James Financial 33.99 Bn 20.74 Bn - 0.01%
10 Principal Financial 23.89 Bn -29.08 Bn 1.91 Bn 0.00%

Historic Data

Download Data
DateValue
Jun 30, 2026 0.00%
Mar 31, 2026 0.00%
Dec 31, 2025 0.00%
Sep 30, 2025 0.00%
Jun 30, 2025 0.00%
Mar 31, 2025 0.01%
Dec 31, 2024 0.01%
Sep 30, 2024 0.01%
Jun 30, 2024 0.00%
Mar 31, 2024 0.00%
Dec 31, 2023 0.00%
Sep 30, 2023 0.00%
Jun 30, 2023 0.00%
Mar 31, 2023 0.00%
Dec 31, 2022 0.01%
Sep 30, 2022 0.01%
Jun 30, 2022 0.01%
Mar 31, 2022 0.01%
Dec 31, 2021 0.01%
Sep 30, 2021 0.01%