Principal Financial Group, Inc. PFG

114.77 0.62 0.54% as of 25 Sep
Market cap
$24.4B
P/E
16.1×
Indexes indicate stock being part of an index,
Growth Flags show if company had growth for consecutive years

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

Principal Financial Group, Inc.'s return on assets over the twelve months to 30 June 2026 was 0.46%, up 0.1 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 1.57% and below the Financial sector median of 1.19%.

Return on assets, annual

Annual

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 14.6%
RJF Raymond James Financial, Inc. compare 2.57%
BEN Franklin Resources Inc compare 2.21%
ARES Ares Management Corporation compare 1.88%
TPG TPG Inc. compare 1.82%
NTRS Northern Trust Corporation compare 1.24%
OWL Blue Owl Capital Inc. compare 0.66%
PFG Principal Financial Group, Inc. 0.46%
CRBG Corebridge Financial, Inc. compare 0.22%
Asset Management industry median 1.57%
Financial sector median 1.19%
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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