Principal Financial (PFG) Treasury Shares (2009 - 2026)
Principal Financial (PFG) posted quarterly Treasury Shares of $13.8 billion for 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.
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.
- In Q2 2026, Treasury Shares rose 7.8% year-over-year to $13.8 billion; the TTM figure through Jun 2026 stood at $13.8 billion (up 7.8% YoY), while the FY2025 annual figure was $13.3 billion, up 7.28% from the prior year.
- Treasury Shares advanced to $13.8 billion in Q2 2026 per PFG's latest filing, from $13.5 billion in the prior quarter.
- Across five years, Treasury Shares topped out at $284.5 million in Q2 2026 and bottomed at $3.0 million in Q4 2023.
- Historically, Treasury Shares has averaged $231.7 million across 5 years, with a median of $255.6 million in 2023.
- Annual changes were most pronounced in 2022 — Treasury Shares surged 8280.87% — and 2023, when it grew 7.07%.
- Principal Financial's Treasury Shares stood at $10.6 billion in 2022, then increased by 7.07% to $11.3 billion in 2023, then advanced by 9.2% to $12.4 billion in 2024, then rose by 7.28% to $13.3 billion in 2025, then advanced by 3.68% to $13.8 billion in 2026.
- Business Quant data shows PFG's Treasury Shares at $13.8 billion in Q2 2026, $13.5 billion in Q1 2026, and $13.3 billion in Q4 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Treasury Shares (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 1.36 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | - |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | - |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 1.12 Bn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | - |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 229.18 Mn |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 249.89 Mn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 5.10 Bn |
| 10 | Principal Financial | 23.89 Bn | -29.08 Bn | 1.91 Bn | 13.77 Bn |
Historic Data
Download 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 |