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% on a QoQ basis from $73.4 billion in Q4 2025.
Principal Financial (PFG) has 18 years of Securities - Tradable data on file, last reported at $46.8 billion in Q1 2026.
- Quarterly Securities - Tradable fell 32.88% year-over-year to $46.8 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $46.8 billion (down 32.88% YoY) and the FY2025 annual result came in at $73.4 billion, up 7.49% from the prior year.
- Securities - Tradable retreated to $46.8 billion in Q1 2026 per PFG's latest filing, from $73.4 billion in the prior quarter.
- Across five years, Securities - Tradable topped out at $73.4 billion in Q4 2025 and bottomed at $43.3 billion in Q2 2024.
- The 5-year median for Securities - Tradable is $65.7 billion (2024), against an average of $63.7 billion.
- The widest annual swing landed in 2022, when Securities - Tradable tumbled 40.37%; it then soared 62.8% in 2025.
- Tracing PFG's Securities - Tradable over 5 years: stood at $62.9 billion in 2022, then increased by 4.43% to $65.7 billion in 2023, then grew by 3.93% to $68.3 billion in 2024, then gained by 7.49% to $73.4 billion in 2025, then sank by 36.2% to $46.8 billion in 2026.
- Per Business Quant, the three latest PFG Securities - Tradable figures stand at $46.8 billion (Q1 2026), $73.4 billion (Q4 2025), and $71.3 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - |
| 10 | Principal Financial | 22.35 Bn | 18.84 Bn | -463.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Mar 31, 2021 | 75.74 Bn |
| Dec 31, 2020 | 78.71 Bn |
| Sep 30, 2020 | 76.49 Bn |
| Jun 30, 2020 | 74.27 Bn |
| Mar 31, 2020 | 68.71 Bn |
| Dec 31, 2019 | 70.11 Bn |
| Sep 30, 2019 | 49.66 Bn |
| Jun 30, 2019 | 47.68 Bn |
| Mar 31, 2019 | 63.12 Bn |
| Dec 31, 2018 | 60.11 Bn |
| Sep 30, 2018 | 60.45 Bn |
| Jun 30, 2018 | 59.31 Bn |
| Mar 31, 2018 | 45.19 Bn |
| Dec 31, 2017 | 59.39 Bn |
| Sep 30, 2017 | 59.14 Bn |
| Jun 30, 2017 | 103.70 Mn |
| Mar 31, 2017 | 56.99 Bn |
| Dec 31, 2016 | 98.90 Mn |
| Sep 30, 2016 | 102.40 Mn |
| Jun 30, 2016 | 55.28 Bn |
| Mar 31, 2016 | 53.05 Bn |
| Dec 31, 2015 | 49.97 Bn |
| Sep 30, 2015 | 38.07 Bn |
| Jun 30, 2015 | 48.95 Bn |
| Mar 31, 2015 | 49.76 Bn |
| Dec 31, 2014 | 123.00 Mn |
| Sep 30, 2014 | 49.63 Bn |
| Jun 30, 2014 | 117.40 Mn |
| Mar 31, 2014 | 136.10 Mn |
| Dec 31, 2013 | 110.50 Mn |
| Sep 30, 2013 | 114.00 Mn |
| Jun 30, 2013 | 49.19 Bn |
| Mar 31, 2013 | 51.08 Bn |
| Dec 31, 2012 | 136.50 Mn |
| Sep 30, 2012 | 51.53 Bn |
| Jun 30, 2012 | 49.79 Bn |
| Mar 31, 2012 | 138.40 Mn |
| Dec 31, 2011 | 77.10 Mn |
| Sep 30, 2011 | 120.50 Mn |
| Jun 30, 2011 | 48.95 Bn |
| Mar 31, 2011 | 175.80 Mn |
| Dec 31, 2010 | 169.90 Mn |
| Sep 30, 2010 | 49.31 Bn |
| Jun 30, 2010 | 171.30 Mn |
| Mar 31, 2010 | 47.77 Bn |
| Dec 31, 2009 | 46.22 Bn |
| Sep 30, 2009 | 45.68 Bn |
| Jun 30, 2009 | 42.30 Bn |