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 SheetBalance Sheet | Mar2009 | Jun2009 | Sep2009 | Dec2009 | Mar2010 | Jun2010 | Sep2010 | Dec2010 | Mar2011 | Jun2011 | Sep2011 | Dec2011 | Mar2012 | Jun2012 | Sep2012 | Dec2012 | Mar2013 | Jun2013 | Sep2013 | Dec2013 | Mar2014 | Jun2014 | Sep2014 | Dec2014 | Mar2015 | Jun2015 | Sep2015 | Dec2015 | Mar2016 | Jun2016 | Sep2016 | Dec2016 | Mar2017 | Jun2017 | Sep2017 | Dec2017 | Mar2018 | Jun2018 | Sep2018 | Dec2018 | Mar2019 | Jun2019 | Sep2019 | Dec2019 | Mar2020 | Jun2020 | Sep2020 | Dec2020 | Mar2021 | Jun2021 | Sep2021 | Dec2021 | Mar2022 | Jun2022 | Sep2022 | Dec2022 | Mar2023 | Jun2023 | Sep2023 | Dec2023 | Mar2024 | Jun2024 | Sep2024 | Dec2024 | Mar2025 | Jun2025 | Sep2025 | Dec2025 | Mar2026 | Jun2026 |
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| Assets | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Current Assets | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Cash & EquivalentsCash & Equiv. | 3,145.40M | 2,332.00M | 2,741.20M | 3,173.10M | 4,239.60M | 4,848.00M | 4,640.90M | 4,073.90M | 4,564.30M | 4,707.70M | 4,168.40M | 4,816.60M | 6,174.50M | 4,211.90M | 3,875.70M | 3,659.00M | 5,137.10M | 4,431.00M | 4,054.00M | 5,259.50M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Short-term InvestmentsInvestments (Current) | 413.50M | 422.20M | 414.80M | 391.30M | 702.70M | 760.70M | 787.90M | 707.30M | 722.20M | 836.20M | 877.70M | 786.10M | 858.90M | 1,023.30M | 1,307.20M | 1,235.30M | 1,356.80M | 1,243.80M | 1,268.70M | 1,087.70M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Cash & Current Investments | 3,558.90M | 2,754.20M | 3,156.00M | 3,564.40M | 4,942.30M | 5,608.70M | 5,428.80M | 4,781.20M | 5,286.50M | 5,543.90M | 5,046.10M | 5,602.70M | 7,033.40M | 5,235.20M | 5,182.90M | 4,894.30M | 6,493.90M | 5,674.80M | 5,322.70M | 6,347.20M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Receivables - NetNet Receivables | 1,713.20M | 655.90M | 2,374.40M | 4,683.90M | 4,336.60M | 3,933.30M | 3,837.60M | 3,858.20M | 3,897.00M | 3,998.80M | 3,920.00M | 3,989.90M | 3,730.20M | 3,771.50M | 3,726.00M | 3,789.80M | 3,771.70M | 3,894.50M | 3,643.20M | 3,796.50M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Receivables - OtherOther Receivables | 14.60M | 15.00M | 15.80M | 19.70M | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Receivables | 1,713.20M | 655.90M | 2,374.40M | 4,683.90M | 4,336.60M | 3,947.90M | 3,837.60M | 3,858.20M | 3,897.00M | 4,013.80M | 3,920.00M | 3,989.90M | 3,730.20M | 3,787.30M | 3,726.00M | 3,789.80M | 3,771.70M | 3,914.20M | 3,643.20M | 3,796.50M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Non-Current Assets | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Property, Plant & Equipment (Net)PP&E (Net) | 1,065.40M | 1,038.00M | 1,020.20M | 993.30M | 1,006.10M | 996.10M | 986.20M | 957.70M | 958.10M | 938.40M | 913.50M | 805.90M | 798.20M | 769.40M | 742.70M | 724.70M | 716.20M | 701.40M | 714.90M | 778.70M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Long-Term Investments | 106,894.40M | 108,905.90M | 103,182.90M | 97,841.70M | 93,843.40M | 95,135.40M | 98,031.20M | 96,792.30M | 93,982.80M | 98,320.40M | 98,912.70M | 99,157.30M | 102,647.70M | 103,375.80M | 105,294.60M | 106,126.80M | 107,608.10M | 110,901.50M | 110,857.60M | 113,001.60M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Goodwill | 1,648.40M | 1,627.60M | 1,661.30M | 1,588.50M | 1,548.30M | 1,598.20M | 1,636.10M | 1,638.40M | 1,593.60M | 1,608.50M | 1,569.10M | 1,569.80M | 1,597.10M | 1,549.70M | 1,567.40M | 1,583.20M | 1,577.60M | 1,600.50M | 1,588.00M | 1,595.40M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Intangibles | 1,629.40M | 1,600.60M | 1,601.00M | 1,546.00M | 1,524.60M | 1,533.30M | 1,535.50M | 1,518.30M | 1,480.40M | 1,469.80M | 1,435.50M | 1,419.00M | 1,424.40M | 1,389.90M | 1,290.50M | 1,282.90M | 1,268.50M | 1,267.00M | 1,272.90M | 1,263.10M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Goodwill & Intangibles | 3,277.80M | 3,228.20M | 3,262.30M | 3,134.50M | 3,072.90M | 3,131.50M | 3,171.60M | 3,156.70M | 3,074.00M | 3,078.30M | 3,004.60M | 2,988.80M | 3,021.50M | 2,939.60M | 2,857.90M | 2,866.10M | 2,846.10M | 2,867.50M | 2,860.90M | 2,858.50M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Long-Term Deferred Tax | 85.00M | 306.90M | 241.10M | 207.10M | 219.70M | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Other Non-Current Assets | 537.10M | 512.00M | 600.10M | 920.60M | 1,021.60M | 1,205.60M | 1,005.10M | 964.40M | 833.90M | 895.70M | 871.80M | 876.30M | 779.20M | 743.20M | 767.40M | 767.50M | 759.70M | 818.30M | 876.30M | 850.20M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Assets | 298,908.40M | 304,657.20M | 291,538.50M | 293,220.20M | 282,580.60M | 290,867.00M | 299,408.20M | 299,186.90M | 287,948.00M | 305,046.70M | 308,683.50M | 308,777.30M | 322,857.70M | 313,663.60M | 313,003.30M | 323,103.80M | 334,491.80M | 341,376.50M | 332,704.50M | 352,752.30M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Liabilities | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Current Liabilities | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Notes Payables | 74.30M | 79.80M | 279.40M | 66.90M | 66.50M | 80.70M | 24.20M | 26.30M | 23.80M | 61.10M | 50.70M | 49.90M | 37.30M | 152.70M | 28.90M | 24.10M | 13.00M | 27.70M | 18.20M | 16.20M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Payables | 74.30M | 79.80M | 279.40M | 66.90M | 66.50M | 80.70M | 24.20M | 26.30M | 23.80M | 61.10M | 50.70M | 49.90M | 37.30M | 152.70M | 28.90M | 24.10M | 13.00M | 27.70M | 18.20M | 16.20M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Current Taxes | 8.20M | 15.50M | 34.70M | 22.30M | 18.50M | 19.20M | 24.60M | 7.60M | 10.00M | 11.90M | 7.70M | 10.40M | 9.40M | 8.60M | 8.20M | 18.80M | 26.40M | 29.50M | 46.00M | 16.80M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Non-Current Liabilities | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Pension | 473.20M | 332.70M | 343.60M | 308.40M | 272.20M | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Minority Interest | 343.30M | 332.50M | 306.80M | 268.50M | 255.10M | 262.00M | 272.70M | 266.70M | 259.50M | 248.90M | 370.80M | 277.40M | 311.80M | 337.70M | 326.70M | 391.20M | 410.10M | 474.30M | 544.10M | 711.70M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Non-Current Deferred Tax LiabilityNon-Current Deferred Tax | 2,345.60M | 2,320.20M | 1,373.90M | 1,421.80M | 1,079.30M | 1,324.20M | 1,417.10M | 1,406.00M | 1,481.40M | 1,613.30M | 1,728.70M | 1,739.70M | 1,770.30M | 1,706.00M | 1,786.60M | 1,768.90M | 1,794.00M | 1,856.40M | 1,864.10M | 1,932.10M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Other Non-Current Liabilities | 187,051.40M | 192,886.10M | 184,569.20M | 165,420.00M | 158,819.30M | 167,471.80M | 173,412.60M | 175,392.90M | 166,914.20M | 179,211.80M | 183,223.00M | 183,528.30M | 193,098.90M | 185,960.80M | 183,412.00M | 193,155.40M | 202,325.50M | 207,224.20M | 199,133.90M | 216,876.70M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Total Non-Current Liabilities | 95,727.80M | 99,630.60M | 96,885.70M | 117,466.20M | 113,921.90M | 113,377.40M | 115,734.80M | 113,404.50M | 110,310.90M | 114,873.20M | 114,230.10M | 114,190.00M | 118,477.40M | 116,571.50M | 118,323.00M | 118,481.10M | 120,448.40M | 122,235.30M | 121,721.90M | 123,697.80M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Total Liabilities | 282,779.20M | 292,516.70M | 281,454.90M | 282,886.20M | 272,741.20M | 280,849.20M | 289,147.40M | 288,797.40M | 277,225.10M | 294,085.00M | 297,453.10M | 297,718.30M | 311,576.30M | 302,532.30M | 301,735.00M | 311,636.50M | 322,773.90M | 329,459.50M | 320,855.80M | 340,574.50M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Shareholder's Equity | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total Debt | 4,354.00M | 4,360.00M | 4,559.80M | 4,347.60M | 4,047.50M | 4,077.70M | 4,712.80M | 4,019.20M | 3,954.00M | 3,992.00M | 3,982.20M | 3,982.10M | 3,970.20M | 4,108.00M | 4,350.20M | 3,947.10M | 3,937.60M | 3,954.00M | 3,945.90M | 4,340.60M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Common Equity | 16,129.20M | 12,140.50M | 10,083.60M | 10,334.00M | 9,839.40M | 10,017.80M | 10,260.80M | 10,389.50M | 10,722.90M | 10,961.70M | 11,230.40M | 11,059.00M | 11,281.40M | 11,131.30M | 11,268.30M | 11,467.30M | 11,717.90M | 11,917.00M | 11,848.70M | 12,177.80M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Liabilities and Shareholders Equity | 298,908.40M | 304,657.20M | 291,538.50M | 293,220.20M | 282,580.60M | 290,867.00M | 299,408.20M | 299,186.90M | 287,948.00M | 305,046.70M | 308,683.50M | 308,777.30M | 322,857.70M | 313,663.60M | 313,003.30M | 323,103.80M | 334,491.80M | 341,376.50M | 332,704.50M | 352,752.30M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Treasury Shares | 218.20M | 223.20M | 234.40M | 237.30M | 243.30M | 246.26M | 248.40M | 249.80M | 252.34M | 255.84M | 258.76M | 261.82M | 265.00M | 268.51M | 271.40M | 273.39M | 276.23M | 279.50M | 282.06M | 284.55M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Retained Earnings | 12,583.90M | 12,884.50M | 13,090.80M | 15,985.60M | 17,210.90M | 16,697.30M | 16,398.80M | 16,629.90M | 17,717.00M | 16,683.50M | 17,050.60M | 17,235.30M | 16,847.00M | 17,583.50M | 17,459.30M | 17,692.60M | 17,730.00M | 18,071.30M | 18,318.90M | 18,542.20M | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Preferred Shares |
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_KEYimport 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();