Principal Financial (PFG) Securities - Tradable (2009 - 2026)

Principal Financial (PFG) reported Securities - Tradable of $46.8 billion for Q1 2026, down 32.88% year-over-year from $69.7 billion in Q1 2025, and down 36.2% quarter-over-quarter from $73.4 billion in Q4 2025.

Principal Financial (PFG) Securities - Tradable (2009 - 2026) Analysis & Trends

Principal Financial (PFG) has 18 years of Securities - Tradable data on file, last reported at $46.8 billion in Q1 2026.

  • Securities - Tradable for Q1 2026 came in at $46.8 billion, down 32.88% year-over-year; the trailing twelve-month figure through Mar 2026 was $46.8 billion (down 32.88% YoY), and the FY2025 annual result was $73.4 billion, up 7.49% from the prior year.
  • Securities - Tradable fell to $46.8 billion in Q1 2026 per PFG's latest filing, from $73.4 billion in the prior quarter.
  • Over five years, Securities - Tradable peaked at $73.4 billion in Q4 2025 and troughed at $43.3 billion in Q2 2024.
  • A 5-year average of $63.7 billion and a median of $65.7 billion in 2024 frame the typical range for Securities - Tradable.
  • The sharpest annual moves came in 2022 and 2025: Securities - Tradable sank 40.37% in 2022, then surged 62.8% in 2025.
  • A 5-year view of Securities - Tradable shows it stood at $62.9 billion in 2022, then gained by 4.43% to $65.7 billion in 2023, then rose by 3.93% to $68.3 billion in 2024, then climbed by 7.49% to $73.4 billion in 2025, then tumbled by 36.2% to $46.8 billion in 2026.
  • Business Quant data shows PFG's Securities - Tradable at $46.8 billion in Q1 2026, $73.4 billion in Q4 2025, and $71.3 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn -
2 Blackstone 96.85 Bn 95.80 Bn -
3 Kkr 86.45 Bn 133.96 Bn -
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn
5 State Street 46.95 Bn 21.27 Bn -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn
7 Northern Trust 31.92 Bn 31.92 Bn -
8 Raymond James Financial 30.62 Bn 19.37 Bn -
9 Ares Management 29.04 Bn 32.41 Bn -
10 Principal Financial 23.79 Bn 20.28 Bn -463.00 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 46.80 Bn
Dec 31, 2025 73.36 Bn
Sep 30, 2025 71.32 Bn
Jun 30, 2025 70.56 Bn
Mar 31, 2025 69.73 Bn
Dec 31, 2024 68.25 Bn
Sep 30, 2024 69.15 Bn
Jun 30, 2024 43.34 Bn
Mar 31, 2024 65.69 Bn
Dec 31, 2023 65.67 Bn
Sep 30, 2023 61.58 Bn
Jun 30, 2023 64.24 Bn
Mar 31, 2023 65.40 Bn
Dec 31, 2022 62.89 Bn
Sep 30, 2022 45.65 Bn
Jun 30, 2022 67.21 Bn
Mar 31, 2022 71.41 Bn
Dec 31, 2021 78.15 Bn
Sep 30, 2021 76.56 Bn
Jun 30, 2021 76.45 Bn