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 on a QoQ basis from $1.0 billion in Q1 2018.

Principal Financial (PFG) has 10 years of Service Charges data on file, last reported at $1.0 billion in Q2 2018.

  • Quarterly Service Charges rose 6.02% year-over-year to $1.0 billion in Q2 2018, while the trailing twelve-month figure through Jun 2018 was $4.0 billion (up 7.2% YoY) and the FY2017 annual result came in at $3.9 billion, up 7.3% from the prior year.
  • Service Charges was little changed at $1.0 billion in Q2 2018 per PFG's latest filing, from $1.0 billion in the prior quarter.
  • Across five years, Service Charges topped out at $1.0 billion in Q2 2018 and bottomed at $829.7 million in Q1 2014.
  • The 5-year median for Service Charges is $915.9 million (2016), against an average of $926.6 million.
  • The widest annual swing landed in 2015, when Service Charges advanced 14.6%; it then decreased 9.98% in 2016.
  • Tracing PFG's Service Charges over 5 years: stood at $912.4 million in 2014, then declined by 0.38% to $908.9 million in 2015, then increased by 3.39% to $939.7 million in 2016, then rose by 7.43% to $1.0 billion in 2017, then increased by 0.31% to $1.0 billion in 2018.
  • Per Business Quant, the three latest PFG Service Charges figures stand at $1.0 billion (Q2 2018), $1.0 billion (Q1 2018), and $1.0 billion (Q4 2017).

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

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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
Jun 30, 2013 803.80 Mn
Mar 31, 2013 733.60 Mn
Dec 31, 2012 717.60 Mn
Sep 30, 2012 675.00 Mn
Jun 30, 2012 636.10 Mn
Mar 31, 2012 598.00 Mn
Dec 31, 2011 634.10 Mn
Sep 30, 2011 636.40 Mn
Jun 30, 2011 633.20 Mn
Mar 31, 2011 623.00 Mn
Dec 31, 2010 651.20 Mn
Sep 30, 2010 563.50 Mn
Jun 30, 2010 554.80 Mn
Mar 31, 2010 567.60 Mn
Dec 31, 2009 556.60 Mn
Sep 30, 2009 550.70 Mn
Jun 30, 2009 515.20 Mn
Mar 31, 2009 473.50 Mn