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| 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 |