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 equity

Alert me on Return on equity

Principal Financial Group, Inc.'s return on equity over the twelve months to 30 September 2026 was 16.8%, up 6.5 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 4.57% and above the Financial sector median of 9.01%.

Return on equity, annual

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Annual newest first

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
CRBG Corebridge Financial, Inc. compare 20.6%
NTRS Northern Trust Corporation compare 19.3%
TROW T. Rowe Price Group, Inc. compare 19.2%
PFG Principal Financial Group, Inc. 16.8%
TPG TPG Inc. compare 6.94%
BEN Franklin Resources Inc compare 5.84%
OWL Blue Owl Capital Inc. compare 1.63%
RJF Raymond James Financial, Inc. compare 0.00%
PS Pershing Square Inc. compare 0.00%
Asset Management industry median 4.57%
Financial sector median 9.01%
Market median 0.51%

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)

The full definition of Return on equity →

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