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
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 |
| 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 |