Principal Financial Balance Sheet (2009-2026)

Reported Financials

Principal Financial Quarterly Balance Sheet

Periods 70 quarters

Latest Jun 2026

Principal Financial reported total assets of $352.75B and total liabilities of $340.57B for the quarter ended Jun 2026, up 9.2% year over year. This balance sheet covers 70 quarters of results from Mar 2009 through Jun 2026, standardized by Business Quant from the company’s SEC filings.

Balance Sheet	Sep2021	Dec2021	Mar2022	Jun2022	Sep2022	Dec2022	Mar2023	Jun2023	Sep2023	Dec2023	Mar2024	Jun2024	Sep2024	Dec2024	Mar2025	Jun2025	Sep2025	Dec2025	Mar2026	Jun2026
Assets
Current Assets
Cash & EquivalentsCash & Equiv.	3.15B	2.33B	2.74B	3.17B	4.24B	4.85B	4.64B	4.07B	4.56B	4.71B	4.17B	4.82B	6.17B	4.21B	3.88B	3.66B	5.14B	4.43B	4.05B	5.26B
Short-term InvestmentsInvestments (Current)	0.41B	0.42B	0.41B	0.39B	0.70B	0.76B	0.79B	0.71B	0.72B	0.84B	0.88B	0.79B	0.86B	1.02B	1.31B	1.24B	1.36B	1.24B	1.27B	1.09B
Cash & Current Investments	3.56B	2.75B	3.16B	3.56B	4.94B	5.61B	5.43B	4.78B	5.29B	5.54B	5.05B	5.60B	7.03B	5.24B	5.18B	4.89B	6.49B	5.67B	5.32B	6.35B
Receivables - NetNet Receivables	1.71B	0.66B	2.37B	4.68B	4.34B	3.93B	3.84B	3.86B	3.90B	4.00B	3.92B	3.99B	3.73B	3.77B	3.73B	3.79B	3.77B	3.89B	3.64B	3.80B
Receivables - OtherOther Receivables						0.01B				0.01B				0.02B				0.02B
Receivables	1.71B	0.66B	2.37B	4.68B	4.34B	3.95B	3.84B	3.86B	3.90B	4.01B	3.92B	3.99B	3.73B	3.79B	3.73B	3.79B	3.77B	3.91B	3.64B	3.80B
Non-Current Assets
Property, Plant & Equipment (Net)PP&E (Net)	1.07B	1.04B	1.02B	0.99B	1.01B	1.00B	0.99B	0.96B	0.96B	0.94B	0.91B	0.81B	0.80B	0.77B	0.74B	0.72B	0.72B	0.70B	0.71B	0.78B
Long-Term Investments	106.89B	108.91B	103.18B	97.84B	93.84B	95.14B	98.03B	96.79B	93.98B	98.32B	98.91B	99.16B	102.65B	103.38B	105.29B	106.13B	107.61B	110.90B	110.86B	113.00B
Goodwill	1.65B	1.63B	1.66B	1.59B	1.55B	1.60B	1.64B	1.64B	1.59B	1.61B	1.57B	1.57B	1.60B	1.55B	1.57B	1.58B	1.58B	1.60B	1.59B	1.60B
Intangibles	1.63B	1.60B	1.60B	1.55B	1.52B	1.53B	1.54B	1.52B	1.48B	1.47B	1.44B	1.42B	1.42B	1.39B	1.29B	1.28B	1.27B	1.27B	1.27B	1.26B
Goodwill & Intangibles	3.28B	3.23B	3.26B	3.13B	3.07B	3.13B	3.17B	3.16B	3.07B	3.08B	3.00B	2.99B	3.02B	2.94B	2.86B	2.87B	2.85B	2.87B	2.86B	2.86B
Long-Term Deferred Tax		0.09B				0.31B				0.24B				0.21B				0.22B
Other Non-Current Assets	0.54B	0.51B	0.60B	0.92B	1.02B	1.21B	1.01B	0.96B	0.83B	0.90B	0.87B	0.88B	0.78B	0.74B	0.77B	0.77B	0.76B	0.82B	0.88B	0.85B
Assets	298.91B	304.66B	291.54B	293.22B	282.58B	290.87B	299.41B	299.19B	287.95B	305.05B	308.68B	308.78B	322.86B	313.66B	313.00B	323.10B	334.49B	341.38B	332.70B	352.75B
Liabilities
Current Liabilities
Notes Payables	0.07B	0.08B	0.28B	0.07B	0.07B	0.08B	0.02B	0.03B	0.02B	0.06B	0.05B	0.05B	0.04B	0.15B	0.03B	0.02B	0.01B	0.03B	0.02B	0.02B
Payables	0.07B	0.08B	0.28B	0.07B	0.07B	0.08B	0.02B	0.03B	0.02B	0.06B	0.05B	0.05B	0.04B	0.15B	0.03B	0.02B	0.01B	0.03B	0.02B	0.02B
Current Taxes	0.01B	0.02B	0.03B	0.02B	0.02B	0.02B	0.02B	0.01B	0.01B	0.01B	0.01B	0.01B	0.01B	0.01B	0.01B	0.02B	0.03B	0.03B	0.05B	0.02B
Non-Current Liabilities
Pension		0.47B				0.33B				0.34B				0.31B				0.27B
Minority Interest	0.34B	0.33B	0.31B	0.27B	0.26B	0.26B	0.27B	0.27B	0.26B	0.25B	0.37B	0.28B	0.31B	0.34B	0.33B	0.39B	0.41B	0.47B	0.54B	0.71B
Non-Current Deferred Tax LiabilityNon-Current Deferred Tax	2.35B	2.32B	1.37B	1.42B	1.08B	1.32B	1.42B	1.41B	1.48B	1.61B	1.73B	1.74B	1.77B	1.71B	1.79B	1.77B	1.79B	1.86B	1.86B	1.93B
Other Non-Current Liabilities	177.85B	182.35B	173.52B	153.82B	146.57B	155.38B	162.00B	164.21B	155.48B	167.61B	171.79B	171.40B	180.65B	173.33B	171.27B	180.73B	189.25B	193.62B	185.79B	202.40B
Total Non-Current Liabilities	104.93B	110.17B	107.94B	129.07B	126.17B	125.47B	127.15B	124.59B	121.75B	126.48B	125.66B	126.32B	130.92B	129.21B	130.47B	130.91B	133.52B	135.84B	135.07B	138.18B
Total Liabilities	282.78B	292.52B	281.45B	282.89B	272.74B	280.85B	289.15B	288.80B	277.23B	294.08B	297.45B	297.72B	311.58B	302.53B	301.74B	311.64B	322.77B	329.46B	320.86B	340.57B
Shareholder's Equity
Total Debt	0.07B	0.08B	0.28B	0.07B	0.07B	0.08B	0.02B	0.03B	0.02B	0.06B	0.05B	0.05B	0.04B	0.15B	0.03B	0.02B	0.01B	0.03B	0.02B	0.02B
Common Equity	16.13B	12.14B	10.08B	10.33B	9.84B	10.02B	10.26B	10.39B	10.72B	10.96B	11.23B	11.06B	11.28B	11.13B	11.27B	11.47B	11.72B	11.92B	11.85B	12.18B
Liabilities and Shareholders Equity	298.91B	304.66B	291.54B	293.22B	282.58B	290.87B	299.41B	299.19B	287.95B	305.05B	308.68B	308.78B	322.86B	313.66B	313.00B	323.10B	334.49B	341.38B	332.70B	352.75B
Treasury Shares	0.22B	0.22B	0.23B	0.24B	0.24B	0.25B	0.25B	0.25B	0.25B	0.26B	0.26B	0.26B	0.27B	0.27B	0.27B	0.27B	0.28B	0.28B	0.28B	0.28B
Retained Earnings	12.58B	12.88B	13.09B	15.99B	17.21B	16.70B	16.40B	16.63B	17.72B	16.68B	17.05B	17.24B	16.85B	17.58B	17.46B	17.69B	17.73B	18.07B	18.32B	18.54B
Preferred Shares

Principal Financial Balance Sheet API

Pull Principal Financial's standardized financial statements into your own models, spreadsheets and apps with the Business Quant Financial Statements API. The request below follows the statement, frequency and period selected above. Swap YOUR_API_KEY for your own key.

https://data.businessquant.com/statements?ticker=PFG&statement=BS&frequency=Quarter&period=all&api_key=YOUR_API_KEY

import requests

url = "https://data.businessquant.com/statements"
params = {"ticker": "PFG", "statement": "BS", "frequency": "Quarter", "period": "all", "api_key": "YOUR_API_KEY"}

data = requests.get(url, params=params).json()

const res = await fetch("https://data.businessquant.com/statements?ticker=PFG&statement=BS&frequency=Quarter&period=all&api_key=YOUR_API_KEY");
const data = await res.json();

API documentation

Principal Financial PFG Balance Sheet (2009-2026)

Principal Financial Quarterly Balance Sheet

Principal Financial Balance Sheet API

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