Principal Financial (PFG) Return on Invested Capital [ROIC] (2009 - 2026)
Principal Financial's Return on Invested Capital [ROIC] came in at -44.67% for Q2 2026, up 7.30 percentage points from -51.97% a year earlier but down 0.75 percentage points from the prior quarter.
Powered by 
Analysis
Principal Financial (PFG) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025, Principal Financial's Return on Invested Capital [ROIC] was -54.57%, down 7.69 percentage points from FY2024.
- Return on Invested Capital [ROIC] carries a five-year change of -19.27 percentage points (FY2020 to FY2025).
- Going back by year, Return on Invested Capital [ROIC] was -46.88% in FY2024 (+13.67 pp), -60.54% in FY2023 (-55.92 pp), -4.63% in FY2022 (+26.86 pp) and -31.48% in FY2021 (+3.82 pp).
- The five-year range for quarterly Return on Invested Capital [ROIC] is -58.74% (Q4 2023) to -4.82% (Q3 2022).
- Year-over-year, Return on Invested Capital [ROIC] increased in four of the last eight quarters, with an average year-over-year change of +1.40 percentage points.
- The fastest year-over-year change in Return on Invested Capital [ROIC] over five years came in Q1 2023 (a gain of 31.87 percentage points), and the weakest in Q4 2023 (a drop of 53.58 percentage points).
- Business Quant data shows PFG's Return on Invested Capital [ROIC] at -43.92% (Q1 2026), -53.54% (Q4 2025) and -46.64% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | - |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 21.55% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | -21.34% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | - |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 26.84% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | - |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 20.60% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | - |
| 10 | Principal Financial | 24.03 Bn | 903.68 Mn | 1.91 Bn | -44.67% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -44.67% |
| Mar 31, 2026 | -43.92% |
| Dec 31, 2025 | -53.54% |
| Sep 30, 2025 | -46.64% |
| Jun 30, 2025 | -51.97% |
| Mar 31, 2025 | -53.66% |
| Dec 31, 2024 | -46.26% |
| Sep 30, 2024 | -33.91% |
| Jun 30, 2024 | -50.02% |
| Mar 31, 2024 | -49.40% |
| Dec 31, 2023 | -58.74% |
| Sep 30, 2023 | -41.80% |
| Jun 30, 2023 | -44.07% |
| Mar 31, 2023 | -11.93% |
| Dec 31, 2022 | -5.16% |
| Sep 30, 2022 | -4.82% |
| Jun 30, 2022 | -13.95% |
| Mar 31, 2022 | -43.80% |
| Dec 31, 2021 | -32.04% |
| Sep 30, 2021 | -25.25% |
API Access
Principal Financial Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=PFG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=PFG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();