Principal Financial Group, Inc. PFG
114.77
0.62
0.54%
as of 25 Sep
- Market cap
- $24.4B
- P/E
- 16.1×
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Principal Financial Group, Inc. (PFG) Return on equity
Principal Financial Group, Inc.'s return on equity over the twelve months to 30 June 2026 was 13.2%, up 2.9 percentage points from fiscal 2025 (10.3%). Over the past ten years it has ranged from 5.94% (fiscal 2023) to 36.4% (fiscal 2022); the current reading is higher than 36% of that period. That is above the Asset Management industry median of 4.83% and above the Financial sector median of 9.01%.
Return on equity, annual
Annual
| Period | Return on equity | Change (points) |
|---|---|---|
| FY2025 | 10.3% | (3.94) |
| FY2024 | 14.2% | 8.28 |
| FY2023 | 5.94% | (30.45) |
| FY2022 | 36.4% | 26.74 |
| FY2021 | 9.65% | 0.73 |
| FY2020 | 8.92% | (1.75) |
| FY2019 | 10.7% | (2.02) |
| FY2018 | 12.7% | (7.21) |
| FY2017 | 19.9% | 6.51 |
| FY2016 | 13.4% | 1.06 |
Against its own ten years
Low 5.94%
High 36.4%
Ten-year median
12.3%
Current reading's percentile
36
Return on equity against peers
| Company | Return on equity |
|---|---|
| TROW T. Rowe Price Group, Inc. compare | 19.9% |
| RJF Raymond James Financial, Inc. compare | 18.4% |
| NTRS Northern Trust Corporation compare | 17.8% |
| PFG Principal Financial Group, Inc. | 13.2% |
| ARES Ares Management Corporation compare | 7.68% |
| CRBG Corebridge Financial, Inc. compare | 7.39% |
| TPG TPG Inc. compare | 6.47% |
| BEN Franklin Resources Inc compare | 5.84% |
| OWL Blue Owl Capital Inc. compare | 1.35% |
| Asset Management industry median | 4.83% |
| Financial sector median | 9.01% |
| Market median | 1.76% |
What Return on equity is
ROE shows how much profit a company earns for its shareholders on the equity they have in the business.
Annual: Net Income Allotted to Shareholders ÷ Average Common Equity; TTM: Net Income Allotted to Shareholders ÷ Average Common Equity (latest quarter)
More on PFG
- Revenue
- Net income
- EBITDA
- Free cash flow
- Operating cash flow
- Gross margin
- Operating margin
- Net margin
- Free cash flow margin
- P/E ratio
- P/S ratio
- P/B ratio
- Price to free cash flow
- EV/EBITDA
- EV/Sales
- Return on assets
- Return on invested capital
- Debt to equity
- Current ratio
- Total debt
- Shares outstanding
- Book value per share
- Revenue growth
- The full statement