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Principal Financial Group, Inc. — Financial Statements & Ratios

PFG
NASDAQFinancial ServicesAsset ManagementCIK 0001126328principal.comAbout PFG
Last close · Oct 16, 2026108.81−0.15 (−0.14%)
Market cap$23.3B

Key indicators

Revenue15.5BTTM−2.0% on a year earlier+1.3% a year, FY2018–FY2025
Fiscal yearFY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025TTMFY2026EFY2027EFY2028E
Growth
14.2B 16.2B+13.9%14.7B−9.1%14.3B−3.2%17.5B+22.6%13.7B−21.9%16.1B+18.0%15.6B−3.1%15.5B−2.0%16.3B 17.8B 18.7B
— 13.9% -9.1% -3.2% 22.6% -21.9% 18.0% -3.1% -2.0% 4.1% 9.6% 4.7%
$5.36 $4.96−7.5%$5.05+1.8%$6.27+24.2%$18.85+200.6%$2.55−86.5%$6.68+162.0%$5.25−21.4%$6.97+49.6%$9.47 $10.25 $11.07
Profitability
10.9% 8.6%−2.3 pt9.5%+0.9 pt12.0%+2.5 pt27.5%+15.5 pt4.6%−22.9 pt9.7%+5.2 pt7.6%−2.2 pt10.1%+3.2 pt· · ·
13.6% 9.5%−4.0 pt8.4%−1.1 pt10.6%+2.2 pt48.1%+37.5 pt5.7%−42.4 pt14.2%+8.5 pt10.0%−4.2 pt— · · ·
Cash
598.6M 606.0M+1.2%614.5M+1.4%654.1M+6.4%642.3M−1.8%625.5M−2.6%658.4M+5.3%684.0M+3.9%— · · ·
Balance sheet
0.29x 0.26x−0.03x0.26x+0.00x0.27x+0.01x0.41x+0.14x0.37x−0.04x0.37x+0.00x0.33x−0.04x0.33x−0.05x· · ·
288.80M 281.00M−2.7%276.60M−1.6%272.90M−1.3%255.30M−6.4%244.60M−4.2%235.30M−3.8%225.70M−4.1%220.30M−3.7%· · ·

E = analyst consensus (revenue and EPS only). TTM = the twelve months to Mar 31, 2026: the last fiscal year, plus the quarters since, less the same quarters a year earlier. From the 10-K and the 10-Qs since, as accepted by the SEC; the shaded column is the latest period.