Principal Financial (PFG) Service Charges (2009 - 2018)
Principal Financial (PFG) reported Service Charges of $1.0 billion for Q2 2018, up 6.02% year-over-year from $955.1 million in Q2 2017, and little changed quarter-over-quarter from $1.0 billion in Q1 2018.
Principal Financial (PFG) Service Charges (2009 - 2018) Analysis & Trends
Principal Financial (PFG) has 10 years of Service Charges data on file, last reported at $1.0 billion in Q2 2018.
- Service Charges for Q2 2018 came in at $1.0 billion, up 6.02% year-over-year; the trailing twelve-month figure through Jun 2018 was $4.0 billion (up 7.2% YoY), and the FY2017 annual result was $3.9 billion, up 7.3% from the prior year.
- Service Charges held at $1.0 billion in Q2 2018 per PFG's latest filing, from $1.0 billion in the prior quarter.
- Over five years, Service Charges peaked at $1.0 billion in Q2 2018 and troughed at $829.7 million in Q1 2014.
- A 5-year average of $926.6 million and a median of $915.9 million in 2016 frame the typical range for Service Charges.
- The sharpest annual moves came in 2015 and 2016: Service Charges grew 14.6% in 2015, then dropped 9.98% in 2016.
- A 5-year view of Service Charges shows it stood at $912.4 million in 2014, then retreated by 0.38% to $908.9 million in 2015, then gained by 3.39% to $939.7 million in 2016, then advanced by 7.43% to $1.0 billion in 2017, then gained by 0.31% to $1.0 billion in 2018.
- Business Quant data shows PFG's Service Charges at $1.0 billion in Q2 2018, $1.0 billion in Q1 2018, and $1.0 billion in Q4 2017.
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 |
|---|---|
| Jun 30, 2018 | 1.01 Bn |
| Mar 31, 2018 | 1.01 Bn |
| Dec 31, 2017 | 1.01 Bn |
| Sep 30, 2017 | 987.10 Mn |
| Jun 30, 2017 | 955.10 Mn |
| Mar 31, 2017 | 940.60 Mn |
| Dec 31, 2016 | 939.70 Mn |
| Sep 30, 2016 | 915.00 Mn |
| Jun 30, 2016 | 916.80 Mn |
| Mar 31, 2016 | 855.90 Mn |
| Dec 31, 2015 | 908.90 Mn |
| Sep 30, 2015 | 891.90 Mn |
| Jun 30, 2015 | 901.50 Mn |
| Mar 31, 2015 | 950.80 Mn |
| Dec 31, 2014 | 912.40 Mn |
| Sep 30, 2014 | 884.50 Mn |
| Jun 30, 2014 | 855.50 Mn |
| Mar 31, 2014 | 829.70 Mn |
| Dec 31, 2013 | 881.80 Mn |
| Sep 30, 2013 | 803.00 Mn |