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
DateValue
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