Principal Financial (PFG) Treasury Shares (2009 - 2026)
Principal Financial (PFG) reported Treasury Shares of $13.5 billion for Q1 2026, up 7.1% year-over-year from $12.6 billion in Q1 2025, and up 1.78% quarter-over-quarter from $13.3 billion in Q4 2025.
Principal Financial (PFG) Treasury Shares (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has 18 years of Treasury Shares data on file, last reported at $13.5 billion in Q1 2026.
- Treasury Shares for Q1 2026 came in at $13.5 billion, up 7.1% year-over-year; the trailing twelve-month figure through Mar 2026 was $13.5 billion (up 7.1% YoY), and the FY2025 annual result was $13.3 billion, up 7.28% from the prior year.
- Treasury Shares grew to $13.5 billion in Q1 2026 per PFG's latest filing, from $13.3 billion in the prior quarter.
- Over five years, Treasury Shares peaked at $5984.7 billion in Q3 2022 and troughed at $1.4 million in Q2 2023.
- A 5-year average of $352.2 billion and a median of $234.4 million in 2022 frame the typical range for Treasury Shares.
- The sharpest annual moves came in 2022 and 2023: Treasury Shares grew 20.56% in 2022, then grew 7.07% in 2023.
- A 5-year view of Treasury Shares shows it stood at $10.6 billion in 2022, then grew by 7.07% to $11.3 billion in 2023, then gained by 9.2% to $12.4 billion in 2024, then increased by 7.28% to $13.3 billion in 2025, then climbed by 1.78% to $13.5 billion in 2026.
- Business Quant data shows PFG's Treasury Shares at $13.5 billion in Q1 2026, $13.3 billion in Q4 2025, and $13.0 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Treasury Shares (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 400,000.00 |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 28.82 Mn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 15.54 Mn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 5.18 Mn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 226.95 Mn |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 100,000.00 |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 2.49 Mn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 5.00 Mn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 141,632.00 |
| 10 | Principal Financial | 23.79 Bn | 20.28 Bn | -463.00 Mn | 282.06 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 13.52 Bn |
| Mar 31, 2026 | 282.06 Mn |
| Mar 31, 2026 | 13.52 Bn |
| Mar 31, 2026 | 282.06 Mn |
| Dec 31, 2025 | 13.28 Bn |
| Dec 31, 2025 | 279.50 Mn |
| Dec 31, 2025 | 279.50 Mn |
| Dec 31, 2025 | 13.28 Bn |
| Sep 30, 2025 | 2.84 Mn |
| Sep 30, 2025 | 2.84 Mn |
| Sep 30, 2025 | 13.00 Bn |
| Sep 30, 2025 | 13.00 Bn |
| Jun 30, 2025 | 273.39 Mn |
| Jun 30, 2025 | 12.77 Bn |
| Jun 30, 2025 | 12.77 Bn |
| Jun 30, 2025 | 273.39 Mn |
| Mar 31, 2025 | 12.62 Bn |
| Mar 31, 2025 | 2.89 Mn |
| Mar 31, 2025 | 2.89 Mn |
| Mar 31, 2025 | 12.62 Bn |