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 $18.605B $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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T Rowe Price (TROW) United States $25.500B 13.75
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Franklin Resources (BEN) United States $13.159B 9.15
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Hamilton Lane (HLNE) United States $6.185B 32.72
ONEX (ONEXF) Canada $5.581B 7.82
Affiliated Managers (AMG) United States $5.199B 8.19
Janus Henderson Group (JHG) United Kingdom $5.110B 12.05
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Federated Hermes (FHI) United States $2.770B 9.32
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Prospect Capital (PSEC) United States $2.188B 5.07
Fairfax India Holdings (FFXDF) Canada $1.997B 4.82
GCM Grosvenor (GCMG) United States $1.749B 22.24
Virtus Investment Partners (VRTS) United States $1.634B 9.83
Cannae Holdings (CNNE) United States $1.278B 0.00
Capital Southwest (CSWC) United States $1.113B 9.62
Sprott (SII) Canada $1.037B 24.30
BrightSphere Investment Group (BSIG) United States $0.864B 12.70
Noah Holdings (NOAH) China $0.840B 6.20
Eagle Point Credit (ECC) United States $0.771B 7.65
PennantPark Floating Rate Capital (PFLT) United States $0.708B 8.45
Associated Capital (AC) United States $0.695B 18.80
Gamco Investors (GAMI) United States $0.555B 9.41
Barings Corporate Investors (MCI) $0.361B 0.00
Value Line (VALU) United States $0.343B 18.74
Silvercrest Asset Management Group (SAMG) United States $0.210B 13.48
Portman Ridge Finance (PTMN) United States $0.183B 5.34
Barings Participation Investors (MPV) $0.166B 0.00
AMTD IDEA Group (AMTD) Hong Kong, SAR China $0.133B 0.00
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DWS Strategic Municipal Income Trust (KSM) $0.105B 0.00
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OFS Credit (OCCI) $0.076B 3.09
Hennessy Advisors (HNNA) United States $0.051B 10.63
U.S Global Investors (GROW) United States $0.038B 11.70
Binah Capital (BCG) United States $0.024B 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 10.71
Insight Select Income Fund (INSI) $0.000B 0.00
Medley Management (MDLY) United States $0.000B 0.00
Monroe Capital (MRCC) United States $0.000B 6.65