Principal Financial (PFG) Total Debt (2009 - 2026)
Principal Financial's (PFG) quarterly Total Debt came in at $4.4 billion in Q2 2026, up 9.71% year-over-year from $4.0 billion in Q2 2025, and up 9.91% quarter-over-quarter from $4.0 billion in Q1 2026.
Analysis
Principal Financial (PFG) Total Debt (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has reported Total Debt for 18 consecutive years, with $4.4 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Total Debt rose 9.71% year-over-year to $4.4 billion in Q2 2026; TTM through Jun 2026 was $4.4 billion, a 9.71% increase from a year earlier, with the FY2025 full-year figure at $4.0 billion, down 6.55% from the prior year.
- Total Debt was $4.4 billion for Q2 2026 at Principal Financial, up from $4.0 billion in the prior quarter.
- Over five years, Total Debt peaked at $4.8 billion in Q1 2022 and troughed at $4.0 billion in Q3 2025.
- A 5-year average of $4.2 billion and a median of $4.0 billion in 2023 frame the typical range for Total Debt.
- Across the five-year window, Total Debt slipped 14.86% in 2024 and rose 9.71% in 2026, its largest moves.
- Over 5 years, Total Debt stood at $4.2 billion in 2022, then retreated by 2.53% to $4.1 billion in 2023, then rose by 5.12% to $4.3 billion in 2024, then fell by 6.55% to $4.0 billion in 2025, then climbed by 9.42% to $4.4 billion in 2026.
- The last three Total Debt figures came in at $4.4 billion (Q2 2026), $4.0 billion (Q1 2026), and $4.0 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Total Debt (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.98 Bn | 151.11 Bn | - | 20.62 Bn |
| 2 | Spdr Gold Trust | 143.46 Bn | -414.54 Bn | - | - |
| 3 | Ishares Gold Trust | 30.01 Bn | -30.09 Bn | - | - |
| 4 | World Gold Trust | 29.01 Bn | -74.06 Bn | - | - |
| 5 | Principal Financial | 24.83 Bn | -28.13 Bn | 1.91 Bn | 4.36 Bn |
| 6 | iShares Silver Trust | 21.45 Bn | -6.76 Bn | - | - |
| 7 | Franklin Resources | 17.39 Bn | 13.67 Bn | - | 2.40 Bn |
| 8 | Invesco | 14.41 Bn | 13.50 Bn | 1.79 Bn | 1.62 Bn |
| 9 | Affiliated Managers | 9.35 Bn | 8.94 Bn | - | 3.00 Bn |
| 10 | Voya Financial | 9.32 Bn | 6.97 Bn | 1.34 Bn | 3.57 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 4.36 Bn |
| Mar 31, 2026 | 3.96 Bn |
| Dec 31, 2025 | 3.98 Bn |
| Sep 30, 2025 | 3.95 Bn |
| Jun 30, 2025 | 3.97 Bn |
| Mar 31, 2025 | 4.38 Bn |
| Dec 31, 2024 | 4.26 Bn |
| Sep 30, 2024 | 4.01 Bn |
| Jun 30, 2024 | 4.03 Bn |
| Mar 31, 2024 | 4.03 Bn |
| Dec 31, 2023 | 4.05 Bn |
| Sep 30, 2023 | 3.98 Bn |
| Jun 30, 2023 | 4.05 Bn |
| Mar 31, 2023 | 4.74 Bn |
| Dec 31, 2022 | 4.16 Bn |
| Sep 30, 2022 | 4.11 Bn |
| Jun 30, 2022 | 4.41 Bn |
| Mar 31, 2022 | 4.84 Bn |
| Dec 31, 2021 | 4.44 Bn |
| Sep 30, 2021 | 4.43 Bn |