Principal Financial (PFG) Treasury Shares (2009 - 2026)
Principal Financial's (PFG) quarterly Treasury Shares came in at $13.8 billion in Q2 2026, up 7.8% year-over-year from $12.8 billion in Q2 2025, and up 1.87% quarter-over-quarter from $13.5 billion in Q1 2026.
Analysis
Principal Financial (PFG) Treasury Shares (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has reported Treasury Shares for 18 consecutive years, with $13.8 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Treasury Shares rose 7.8% year-over-year to $13.8 billion in Q2 2026; TTM through Jun 2026 was $13.8 billion, a 7.8% increase from a year earlier, with the FY2025 full-year figure at $13.3 billion, up 7.28% from the prior year.
- Treasury Shares was $13.8 billion for Q2 2026 at Principal Financial, up from $13.5 billion in the prior quarter.
- Over five years, Treasury Shares peaked at $284.5 million in Q2 2026 and troughed at $234.4 million in Q1 2022.
- A 5-year average of $260.5 million and a median of $260.3 million in 2024 frame the typical range for Treasury Shares.
- Across the five-year window, Treasury Shares jumped 8280.87% in 2022 and climbed 7.07% in 2023, its largest moves.
- Over 5 years, Treasury Shares stood at $10.6 billion in 2022, then climbed by 7.07% to $11.3 billion in 2023, then rose by 9.2% to $12.4 billion in 2024, then grew by 7.28% to $13.3 billion in 2025, then rose by 3.68% to $13.8 billion in 2026.
- The last three Treasury Shares figures came in at $13.8 billion (Q2 2026), $13.5 billion (Q1 2026), and $13.3 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Treasury Shares (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.98 Bn | 151.11 Bn | - | 8.40 Mn |
| 2 | Spdr Gold Trust | 143.46 Bn | -414.54 Bn | - | - |
| 3 | Ishares Gold Trust | 30.01 Bn | -30.09 Bn | - | 793.60 Mn |
| 4 | World Gold Trust | 29.01 Bn | -74.06 Bn | - | - |
| 5 | Principal Financial | 24.83 Bn | -28.13 Bn | 1.91 Bn | 284.55 Mn |
| 6 | iShares Silver Trust | 21.45 Bn | -6.76 Bn | - | 530.30 Mn |
| 7 | Franklin Resources | 17.39 Bn | 13.67 Bn | - | - |
| 8 | Invesco | 14.41 Bn | 13.50 Bn | 1.79 Bn | 124.60 Mn |
| 9 | Affiliated Managers | 9.35 Bn | 8.94 Bn | - | 32.50 Mn |
| 10 | Voya Financial | 9.32 Bn | 6.97 Bn | 1.34 Bn | 1.35 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 13.77 Bn |
| Jun 30, 2026 | 284.55 Mn |
| Jun 30, 2026 | 13.77 Bn |
| Jun 30, 2026 | 284.55 Mn |
| Mar 31, 2026 | 13.52 Bn |
| Mar 31, 2026 | 282.06 Mn |
| Mar 31, 2026 | 282.06 Mn |
| Mar 31, 2026 | 13.52 Bn |
| Dec 31, 2025 | 279.50 Mn |
| Dec 31, 2025 | 279.50 Mn |
| Dec 31, 2025 | 13.28 Bn |
| Dec 31, 2025 | 13.28 Bn |
| Sep 30, 2025 | 276.23 Mn |
| Sep 30, 2025 | 13.00 Bn |
| Sep 30, 2025 | 13.00 Bn |
| Sep 30, 2025 | 276.23 Mn |
| Jun 30, 2025 | 12.77 Bn |
| Jun 30, 2025 | 273.39 Mn |
| Jun 30, 2025 | 273.39 Mn |
| Jun 30, 2025 | 12.77 Bn |