Principal Financial ROE 2010-2023 | PFG

Current and historical return on equity (ROE) values for Principal Financial (PFG) over the last 10 years. Return on equity can be defined as the amount of net income returned as a percentage of shareholders equity. Return on equity measures a corporation's profitability by revealing how much profit a company generates with the money shareholders have invested.
Principal Financial ROE - Return on Equity Historical Data
Date TTM Net Income Shareholder's Equity Return on Equity
2023-12-31 $0.62B $10.96B 5.89%
2023-09-30 $1.48B $10.72B 14.29%
2023-06-30 $1.55B $10.39B 15.43%
2023-03-31 $4.28B $10.26B 41.90%
2022-12-31 $4.76B $10.02B 44.74%
2022-09-30 $5.12B $9.49B 42.06%
2022-06-30 $4.16B $11.08B 30.09%
2022-03-31 $1.40B $11.95B 9.27%
2021-12-31 $1.58B $16.13B 9.87%
2021-09-30 $1.71B $16.13B 10.62%
2021-06-30 $1.59B $16.29B 9.91%
2021-03-31 $1.62B $15.46B 10.29%
2020-12-31 $1.40B $16.62B 9.21%
2020-09-30 $1.22B $15.72B 8.34%
2020-06-30 $1.27B $15.31B 8.75%
2020-03-31 $1.25B $12.97B 8.85%
2019-12-31 $1.39B $14.69B 9.88%
2019-09-30 $1.33B $14.87B 10.00%
2019-06-30 $1.51B $14.10B 12.05%
2019-03-31 $1.58B $12.76B 13.25%
2018-12-31 $1.55B $11.46B 13.11%
2018-09-30 $2.15B $11.77B 17.69%
2018-06-30 $2.51B $11.71B 20.48%
2018-03-31 $2.36B $12.26B 19.46%
2017-12-31 $2.31B $12.92B 19.70%
2017-09-30 $1.79B $12.07B 16.14%
2017-06-30 $1.29B $11.24B 11.93%
2017-03-31 $1.30B $10.69B 12.23%
2016-12-31 $1.32B $10.29B 12.58%
2016-09-30 $1.25B $10.86B 12.24%
2016-06-30 $1.24B $10.57B 12.52%
2016-03-31 $1.16B $10.11B 11.95%
2015-12-31 $1.21B $9.38B 12.30%
2015-09-30 $1.23B $9.69B 12.21%
2015-06-30 $1.16B $9.76B 11.32%
2015-03-31 $1.22B $10.49B 11.75%
2014-12-31 $1.09B $10.23B 10.61%
2014-09-30 $1.05B $10.37B 10.36%
2014-06-30 $1.07B $10.46B 10.78%
2014-03-31 $0.99B $10.06B 10.20%
2013-12-31 $0.88B $9.78B 9.16%
2013-09-30 $0.86B $9.37B 8.99%
2013-06-30 $0.80B $9.41B 8.27%
2013-03-31 $0.75B $9.83B 7.71%
2012-12-31 $0.77B $9.70B 7.99%
2012-09-30 $0.69B $9.85B 7.22%
2012-06-30 $0.58B $9.44B 5.95%
2012-03-31 $0.63B $9.75B 6.26%
2011-12-31 $0.61B $9.37B 5.95%
2011-09-30 $0.63B $10.29B 6.15%
2011-06-30 $0.70B $10.67B 6.88%
2011-03-31 $0.62B $10.37B 6.31%
2010-12-31 $0.63B $9.89B 6.69%
2010-09-30 $0.61B $10.03B 6.80%
2010-06-30 $0.65B $9.07B 7.81%
2010-03-31 $0.67B $8.69B 8.88%
2009-12-31 $0.59B $8.02B 9.79%
Sector Industry Market Cap Revenue
Finance Finance - Investment Management $19.320B $13.666B
Principal Financial Group Inc. is a leader in global investment management company offering businesses, individuals and institutional clients a wide range of financial products and services, including retirement, asset management and insurance through our diverse family of financial services companies. The global asset management businesses provide long-term investment strategies to institutional, retirement, high net worth and retail clients by offering a range of capabilities including equity, fixed income, real estate and other alternative investments, as well as fund offerings. In the United States, the company primarily focuses on small and medium-sized businesses by offering a broad array of retirement and employee benefit solutions and individual insurance solutions.
Stock Name Country Market Cap PE Ratio
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Ameriprise Financial (AMP) United States $41.365B 13.21
Blue Owl Capital (OWL) United States $26.833B 28.89
T Rowe Price (TROW) United States $24.838B 14.61
TPG (TPG) United States $15.969B 27.89
Franklin Resources (BEN) United States $13.348B 9.29
SEI Investments (SEIC) United States $8.759B 18.20
Invesco (IVZ) United States $6.522B 9.95
Hamilton Lane (HLNE) United States $6.121B 32.38
ONEX (ONEXF) Canada $5.601B 7.85
Affiliated Managers (AMG) United States $5.260B 8.28
Janus Henderson Group (JHG) United Kingdom $5.099B 12.02
AllianceBernstein Holding (AB) United States $3.836B 12.46
Cohen & Steers Inc (CNS) United States $3.506B 25.56
Artisan Partners Asset Management (APAM) United States $3.372B 14.07
Victory Capital Holdings (VCTR) United States $3.217B 11.27
Federated Hermes (FHI) United States $2.954B 10.26
Grupo Aval Acciones Y Valores S.A (AVAL) Colombia $2.849B 10.91
AssetMark Financial Holdings (AMK) United States $2.597B 17.02
Prospect Capital (PSEC) United States $2.284B 5.29
Fairfax India Holdings (FFXDF) Canada $2.007B 4.84
GCM Grosvenor (GCMG) United States $1.773B 22.55
Virtus Investment Partners (VRTS) United States $1.685B 10.69
Cannae Holdings (CNNE) United States $1.281B 0.00
Capital Southwest (CSWC) United States $1.109B 9.59
Sprott (SII) Canada $1.009B 23.64
BrightSphere Investment Group (BSIG) United States $0.882B 12.97
Noah Holdings (NOAH) China $0.805B 5.95
Eagle Point Credit (ECC) United States $0.772B 7.66
PennantPark Floating Rate Capital (PFLT) United States $0.710B 8.47
Associated Capital (AC) United States $0.705B 19.06
Gamco Investors (GAMI) United States $0.546B 9.26
Barings Corporate Investors (MCI) $0.362B 0.00
Value Line (VALU) United States $0.360B 19.71
Silvercrest Asset Management Group (SAMG) United States $0.205B 13.17
Portman Ridge Finance (PTMN) United States $0.183B 5.34
Insight Select Income Fund (INSI) $0.174B 0.00
Barings Participation Investors (MPV) $0.165B 0.00
AMTD IDEA Group (AMTD) Hong Kong, SAR China $0.138B 0.00
ArrowMark Financial (BANX) United States $0.131B 0.00
Westwood Holdings Group Inc (WHG) United States $0.122B 7.41
DWS Strategic Municipal Income Trust (KSM) $0.106B 0.00
Great Elm Capital (GECC) United States $0.098B 6.30
OFS Credit (OCCI) $0.076B 3.08
Hennessy Advisors (HNNA) United States $0.052B 10.65
U.S Global Investors (GROW) United States $0.039B 11.87
Binah Capital (BCG) United States $0.023B 0.00
Prestige Wealth (PWM) Hong Kong, SAR China $0.010B 0.00
Royalty Management Holding (RMCO) United States $0.001B 0.00
Jupai Holdings (JP) China $0.000B 0.00
Hywin Holdings (HYW) China $0.000B 0.00
Patria Investments (PAX) Cayman Islands $0.000B 10.97
Medley Management (MDLY) United States $0.000B 0.00
Monroe Capital (MRCC) United States $0.000B 6.62