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% on a QoQ basis from $13.3 billion in Q4 2025.
Principal Financial (PFG) has 18 years of Treasury Shares data on file, last reported at $13.5 billion in Q1 2026.
- Quarterly Treasury Shares rose 7.1% year-over-year to $13.5 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $13.5 billion (up 7.1% YoY) and the FY2025 annual result came in at $13.3 billion, up 7.28% from the prior year.
- Treasury Shares advanced to $13.5 billion in Q1 2026 per PFG's latest filing, from $13.3 billion in the prior quarter.
- Across five years, Treasury Shares topped out at $5984.7 billion in Q3 2022 and bottomed at $2.6 million in Q3 2023.
- The 5-year median for Treasury Shares is $234.4 million (2022), against an average of $352.2 billion.
- The widest annual swing landed in 2022, when Treasury Shares advanced 20.56%; it then advanced 7.07% in 2023.
- Tracing PFG's Treasury Shares over 5 years: stood at $10.6 billion in 2022, then advanced by 7.07% to $11.3 billion in 2023, then increased by 9.2% to $12.4 billion in 2024, then climbed by 7.28% to $13.3 billion in 2025, then gained by 1.78% to $13.5 billion in 2026.
- Per Business Quant, the three latest PFG Treasury Shares figures stand at $13.5 billion (Q1 2026), $13.3 billion (Q4 2025), and $13.0 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Treasury Shares (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 400,000.00 |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 28.82 Mn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 15.54 Mn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 916.00 Mn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 18.01 Mn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 226.95 Mn |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 100,000.00 |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 5.74 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 141,632.00 |
| 10 | Principal Financial | 22.35 Bn | 18.84 Bn | -463.00 Mn | 13.52 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 282.06 Mn |
| Mar 31, 2026 | 13.52 Bn |
| Mar 31, 2026 | 282.06 Mn |
| Mar 31, 2026 | 13.52 Bn |
| Dec 31, 2025 | 279.50 Mn |
| Dec 31, 2025 | 13.28 Bn |
| Dec 31, 2025 | 13.28 Bn |
| Dec 31, 2025 | 279.50 Mn |
| Sep 30, 2025 | 13.00 Bn |
| Sep 30, 2025 | 13.00 Bn |
| Sep 30, 2025 | 276.23 Mn |
| 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 |
| Mar 31, 2025 | 271.40 Mn |
| Mar 31, 2025 | 12.62 Bn |
| Mar 31, 2025 | 12.62 Bn |
| Mar 31, 2025 | 271.40 Mn |
| Dec 31, 2024 | 12.38 Bn |
| Dec 31, 2024 | 12.67 Mn |
| Dec 31, 2024 | 12.67 Mn |
| Dec 31, 2024 | 12.38 Bn |
| Sep 30, 2024 | 9.16 Mn |
| Sep 30, 2024 | 12.07 Bn |
| Sep 30, 2024 | 12.07 Bn |
| Sep 30, 2024 | 9.16 Mn |
| Jun 30, 2024 | 11.82 Bn |
| Jun 30, 2024 | 3.06 Mn |
| Jun 30, 2024 | 3.06 Mn |
| Jun 30, 2024 | 11.82 Bn |
| Mar 31, 2024 | 2.92 Mn |
| Mar 31, 2024 | 11.57 Bn |
| Mar 31, 2024 | 11.57 Bn |
| Mar 31, 2024 | 2.92 Mn |
| Dec 31, 2023 | 9.58 Mn |
| Dec 31, 2023 | 11.34 Bn |
| Dec 31, 2023 | 11.34 Bn |
| Dec 31, 2023 | 9.58 Mn |
| Sep 30, 2023 | 2.57 Mn |
| Sep 30, 2023 | 11.08 Bn |
| Sep 30, 2023 | 11.08 Bn |
| Sep 30, 2023 | 2.57 Mn |
| Jun 30, 2023 | 10.88 Bn |
| Jun 30, 2023 | 249.80 Mn |
| Jun 30, 2023 | 249.80 Mn |
| Jun 30, 2023 | 10.88 Bn |
| Mar 31, 2023 | 10.78 Bn |
| Mar 31, 2023 | 248.40 Mn |
| Mar 31, 2023 | 248.40 Mn |
| Mar 31, 2023 | 10.78 Bn |
| Dec 31, 2022 | 23.06 Mn |
| Dec 31, 2022 | 10.59 Bn |
| Dec 31, 2022 | 23.06 Mn |
| Dec 31, 2022 | 10.59 Bn |
| Sep 30, 2022 | 10.34 Bn |
| Sep 30, 2022 | 10.34 Bn |
| Sep 30, 2022 | 5,984.66 Bn |
| Sep 30, 2022 | 5,984.66 Bn |
| Jun 30, 2022 | 9.88 Bn |
| Jun 30, 2022 | 14.10 Mn |
| Jun 30, 2022 | 14.10 Mn |
| Jun 30, 2022 | 9.88 Bn |
| Mar 31, 2022 | 234.40 Mn |
| Mar 31, 2022 | 234.40 Mn |
| Mar 31, 2022 | 9.68 Bn |
| Mar 31, 2022 | 9.68 Bn |
| Dec 31, 2021 | 8.93 Bn |
| Dec 31, 2021 | 8.93 Bn |
| Dec 31, 2021 | 14.62 Mn |
| Dec 31, 2021 | 14.62 Mn |
| Sep 30, 2021 | 8.57 Bn |
| Sep 30, 2021 | 218.20 Mn |
| Sep 30, 2021 | 218.20 Mn |
| Sep 30, 2021 | 8.57 Bn |
| Jun 30, 2021 | 6.40 Mn |
| Jun 30, 2021 | 8.37 Bn |
| Jun 30, 2021 | 8.37 Bn |
| Jun 30, 2021 | 6.40 Mn |
| Mar 31, 2021 | 8.10 Bn |
| Mar 31, 2021 | 210.80 Mn |
| Mar 31, 2021 | 210.80 Mn |
| Mar 31, 2021 | 8.10 Bn |
| Dec 31, 2020 | 5.90 Mn |
| Dec 31, 2020 | 7.99 Bn |
| Dec 31, 2020 | 7.99 Bn |
| Dec 31, 2020 | 5.90 Mn |
| Sep 30, 2020 | 7.91 Bn |
| Sep 30, 2020 | 207.20 Mn |
| Sep 30, 2020 | 207.20 Mn |
| Sep 30, 2020 | 7.91 Bn |
| Jun 30, 2020 | 7.91 Bn |
| Jun 30, 2020 | 7.91 Bn |
| Jun 30, 2020 | 207.10 Mn |
| Jun 30, 2020 | 207.10 Mn |
| Mar 31, 2020 | 207.10 Mn |
| Mar 31, 2020 | 7.91 Bn |
| Mar 31, 2020 | 7.91 Bn |
| Mar 31, 2020 | 207.10 Mn |
| Dec 31, 2019 | 5.50 Mn |
| Dec 31, 2019 | 7.68 Bn |
| Dec 31, 2019 | 7.68 Bn |
| Dec 31, 2019 | 5.50 Mn |
| Sep 30, 2019 | 7.60 Bn |
| Sep 30, 2019 | 800,000.00 |
| Sep 30, 2019 | 800,000.00 |
| Sep 30, 2019 | 7.60 Bn |
| Jun 30, 2019 | 7.55 Bn |
| Jun 30, 2019 | 3.10 Mn |
| Jun 30, 2019 | 7.55 Bn |
| Jun 30, 2019 | 3.10 Mn |
| Mar 31, 2019 | 7.55 Bn |
| Mar 31, 2019 | 3.10 Mn |
| Mar 31, 2019 | 3.10 Mn |
| Mar 31, 2019 | 7.55 Bn |
| Dec 31, 2018 | 7.40 Bn |
| Dec 31, 2018 | 7.40 Bn |
| Dec 31, 2018 | 12.10 Mn |
| Dec 31, 2018 | 12.10 Mn |
| Sep 30, 2018 | 192.80 Mn |
| Sep 30, 2018 | 7.19 Bn |
| Sep 30, 2018 | 7.19 Bn |
| Sep 30, 2018 | 192.80 Mn |
| Jun 30, 2018 | 191.70 Mn |
| Jun 30, 2018 | 7.13 Bn |
| Jun 30, 2018 | 191.70 Mn |
| Jun 30, 2018 | 7.13 Bn |
| Mar 31, 2018 | 6.93 Bn |
| Mar 31, 2018 | 188.30 Mn |
| Mar 31, 2018 | 6.93 Bn |
| Mar 31, 2018 | 188.30 Mn |
| Dec 31, 2017 | 6.73 Bn |
| Dec 31, 2017 | 6.73 Bn |
| Dec 31, 2017 | 3.60 Mn |
| Dec 31, 2017 | 3.60 Mn |
| Sep 30, 2017 | 6.73 Bn |
| Sep 30, 2017 | 6.73 Bn |
| Sep 30, 2017 | 3.50 Mn |
| Sep 30, 2017 | 3.50 Mn |
| Jun 30, 2017 | 6.68 Bn |
| Jun 30, 2017 | 2.70 Mn |
| Jun 30, 2017 | 6.68 Bn |
| Jun 30, 2017 | 2.70 Mn |
| Mar 31, 2017 | 183.80 Mn |
| Mar 31, 2017 | 6.65 Bn |
| Mar 31, 2017 | 6.65 Bn |
| Mar 31, 2017 | 183.80 Mn |
| Dec 31, 2016 | 6.51 Bn |
| Dec 31, 2016 | 6.70 Mn |
| Dec 31, 2016 | 6.70 Mn |
| Dec 31, 2016 | 6.51 Bn |
| Sep 30, 2016 | 6.48 Bn |
| Sep 30, 2016 | 181.00 Mn |
| Sep 30, 2016 | 181.00 Mn |
| Sep 30, 2016 | 6.48 Bn |
| Jun 30, 2016 | 6.44 Bn |
| Jun 30, 2016 | 6.44 Bn |
| Jun 30, 2016 | 180.10 Mn |
| Jun 30, 2016 | 180.10 Mn |
| Mar 31, 2016 | 177.70 Mn |
| Mar 31, 2016 | 177.70 Mn |
| Mar 31, 2016 | 6.34 Bn |
| Mar 31, 2016 | 6.34 Bn |
| Dec 31, 2015 | 6.00 Mn |
| Dec 31, 2015 | 6.00 Mn |
| Dec 31, 2015 | 6.23 Bn |
| Dec 31, 2015 | 6.23 Bn |
| Sep 30, 2015 | 3.70 Mn |
| Sep 30, 2015 | 6.12 Bn |
| Sep 30, 2015 | 6.12 Bn |
| Sep 30, 2015 | 3.70 Mn |
| Jun 30, 2015 | 6.01 Bn |
| Jun 30, 2015 | 1.50 Mn |
| Jun 30, 2015 | 6.01 Bn |
| Jun 30, 2015 | 1.50 Mn |
| Mar 31, 2015 | 6.01 Bn |
| Mar 31, 2015 | 6.01 Bn |
| Mar 31, 2015 | 1.50 Mn |
| Mar 31, 2015 | 1.50 Mn |
| Dec 31, 2014 | 4.70 Mn |
| Dec 31, 2014 | 4.70 Mn |
| Dec 31, 2014 | 5.93 Bn |
| Dec 31, 2014 | 5.93 Bn |
| Sep 30, 2014 | 5.93 Bn |
| Sep 30, 2014 | 168.80 Mn |
| Sep 30, 2014 | 168.80 Mn |
| Sep 30, 2014 | 5.93 Bn |
| Jun 30, 2014 | 167.40 Mn |
| Jun 30, 2014 | 5.86 Bn |
| Jun 30, 2014 | 5.86 Bn |
| Jun 30, 2014 | 167.40 Mn |
| Mar 31, 2014 | 5.80 Bn |
| Mar 31, 2014 | 5.80 Bn |
| Mar 31, 2014 | 166.10 Mn |
| Mar 31, 2014 | 166.10 Mn |
| Dec 31, 2013 | 4.40 Mn |
| Dec 31, 2013 | 4.40 Mn |
| Dec 31, 2013 | 5.71 Bn |
| Dec 31, 2013 | 5.71 Bn |
| Sep 30, 2013 | 5.71 Bn |
| Sep 30, 2013 | 5.71 Bn |
| Sep 30, 2013 | 4.40 Mn |
| Sep 30, 2013 | 4.40 Mn |
| Jun 30, 2013 | 2.90 Mn |
| Jun 30, 2013 | 2.90 Mn |
| Jun 30, 2013 | 5.65 Bn |
| Jun 30, 2013 | 5.65 Bn |
| Mar 31, 2013 | 5.65 Bn |
| Mar 31, 2013 | 5.65 Bn |
| Mar 31, 2013 | 2.90 Mn |
| Mar 31, 2013 | 2.90 Mn |
| Dec 31, 2012 | 10.50 Mn |
| Dec 31, 2012 | 10.50 Mn |
| Dec 31, 2012 | 5.55 Bn |
| Dec 31, 2012 | 5.55 Bn |
| Sep 30, 2012 | 5.55 Bn |
| Sep 30, 2012 | 5.55 Bn |
| Sep 30, 2012 | 10.50 Mn |
| Sep 30, 2012 | 10.50 Mn |
| Jun 30, 2012 | 7.80 Mn |
| Jun 30, 2012 | 7.80 Mn |
| Jun 30, 2012 | 5.48 Bn |
| Jun 30, 2012 | 5.48 Bn |
| Mar 31, 2012 | 2.30 Mn |
| Mar 31, 2012 | 5.35 Bn |
| Mar 31, 2012 | 2.30 Mn |
| Mar 31, 2012 | 5.35 Bn |
| Dec 31, 2011 | 5.28 Bn |
| Dec 31, 2011 | 21.10 Mn |
| Dec 31, 2011 | 21.10 Mn |
| Dec 31, 2011 | 5.28 Bn |
| Sep 30, 2011 | 145.10 Mn |
| Sep 30, 2011 | 5.18 Bn |
| Sep 30, 2011 | 5.18 Bn |
| Sep 30, 2011 | 145.10 Mn |
| Jun 30, 2011 | 136.00 Mn |
| Jun 30, 2011 | 136.00 Mn |
| Jun 30, 2011 | 4.96 Bn |
| Jun 30, 2011 | 4.96 Bn |
| Mar 31, 2011 | 128.30 Mn |
| Mar 31, 2011 | 128.30 Mn |
| Mar 31, 2011 | 4.73 Bn |
| Mar 31, 2011 | 4.73 Bn |
| Dec 31, 2010 | 100,000.00 |
| Dec 31, 2010 | 4.73 Bn |
| Dec 31, 2010 | 4.73 Bn |
| Dec 31, 2010 | 100,000.00 |
| Sep 30, 2010 | 128.10 Mn |
| Sep 30, 2010 | 4.73 Bn |
| Sep 30, 2010 | 4.73 Bn |
| Sep 30, 2010 | 128.10 Mn |
| Jun 30, 2010 | 4.72 Bn |
| Jun 30, 2010 | 4.72 Bn |
| Jun 30, 2010 | 128.10 Mn |
| Jun 30, 2010 | 128.10 Mn |
| Mar 31, 2010 | 4.72 Bn |
| Mar 31, 2010 | 100,000.00 |
| Mar 31, 2010 | 100,000.00 |
| Mar 31, 2010 | 4.72 Bn |
| Dec 31, 2009 | 300,000.00 |
| Dec 31, 2009 | 4.72 Bn |
| Dec 31, 2009 | 300,000.00 |
| Dec 31, 2009 | 4.72 Bn |
| Sep 30, 2009 | 4.72 Bn |
| Sep 30, 2009 | 4.72 Bn |
| Sep 30, 2009 | 300,000.00 |
| Sep 30, 2009 | 300,000.00 |
| Jun 30, 2009 | 200,000.00 |
| Jun 30, 2009 | 4.72 Bn |
| Jun 30, 2009 | 4.72 Bn |
| Jun 30, 2009 | 200,000.00 |