Principal Financial Group, Inc.

PFG Financial Asset Management

Principal Financial Group, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $15.6 billion, down 3.11% from fiscal 2024.

Revenue
+25.4%
EPS
+190.8%
Free cash flow
+51.0%
Total debt
+14.4%

Quarter to September 2026, against a year earlier

111.42 1.40 −1.24%
Market cap
$24.0B
P/E
12.6×
Fwd P/E
12.2×
Dividend yield
2.88%
F-score
5/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

Principal Financial Group, Inc. (PFG) Return on assets

Alert me on Return on assets

Principal Financial Group, Inc.'s return on assets over the twelve months to 30 September 2026 was 0.59%, up 0.2 percentage points from fiscal 2025 (0.36%). Over the past ten years it has ranged from 0.21% (fiscal 2023) to 1.60% (fiscal 2022); the current reading is higher than 18% of that period. That is below the Asset Management industry median of 1.40% and below the Financial sector median of 1.15%.

Return on assets, annual

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Annual newest first

Period Return on assets Change (points)
FY2025 0.36% (0.15)
FY2024 0.51% 0.30
FY2023 0.21% (1.39)
FY2022 1.60% 1.07
FY2021 0.53% 0.04
FY2020 0.49% (0.05)
FY2019 0.54% (0.08)
FY2018 0.62% (0.34)
FY2017 0.96% 0.37
FY2016 0.59% 0.04

Against its own ten years

Low 0.21% High 1.60%
Ten-year median 0.54%
Current reading's percentile 18

Return on assets against peers

Company Return on assets
TROW T. Rowe Price Group, Inc. compare 14.0%
BEN Franklin Resources Inc compare 2.21%
TPG TPG Inc. compare 1.94%
NTRS Northern Trust Corporation compare 1.40%
OWL Blue Owl Capital Inc. compare 0.77%
PFG Principal Financial Group, Inc. 0.59%
CRBG Corebridge Financial, Inc. compare 0.54%
RJF Raymond James Financial, Inc. compare 0.00%
PS Pershing Square Inc. compare −16.2%
Asset Management industry median 1.40%
Financial sector median 1.15%
Market median 0.00%

What Return on assets is

ROA tells an investor how much profit a company earns for shareholders from the assets it uses to run its business.

Annual: Net Income Allotted to Shareholders ÷ Average Assets; TTM: Net Income Allotted to Shareholders ÷ Average Assets (latest quarter)

The full definition of Return on assets →

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