Principal Financial Return on Investment 2012-2026 | PFG

Current and historical return on investment (ROI) values for Principal Financial (PFG) over the last 10 years.
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Principal Financial ROI - Return on Investment Historical Data
Date TTM Net Income LT Investments & Debt Return on Investment
2026-03-31 $1.87B $15.66B 11.93%
2025-12-31 $1.42B $15.62B 9.07%
2025-09-30 $1.89B $15.43B 12.26%
2025-06-30 $1.35B $15.32B 8.81%
2025-03-31 $1.29B $15.22B 8.48%
2024-12-31 $1.89B $15.11B 12.50%
2024-09-30 $-0.33B $15.07B -2.19%
2024-06-30 $1.57B $14.93B 10.51%
2024-03-31 $1.58B $14.77B 10.69%
2023-12-31 $0.74B $14.72B 5.02%
2023-09-30 $1.84B $14.50B 12.72%
2023-06-30 $1.88B $14.20B 13.23%
2023-03-31 $5.40B $14.45B 37.35%
2022-12-31 $5.99B $14.77B 40.54%
2022-09-30 $6.43B $16.37B 39.26%
2022-06-30 $5.21B $18.10B 28.80%
2022-03-31 $1.68B $19.41B 8.63%
2021-12-31 $1.91B $20.28B 9.42%
2021-09-30 $2.07B $20.41B 10.13%
2021-06-30 $1.91B $20.30B 9.43%
2021-03-31 $1.98B $20.03B 9.89%
2020-12-31 $1.69B $19.25B 8.80%
2020-09-30 $1.47B $18.63B 7.90%
2020-06-30 $1.54B $18.29B 8.44%
2020-03-31 $1.50B $17.89B 8.36%
2019-12-31 $1.69B $17.74B 9.54%
2019-09-30 $1.57B $16.81B 9.31%
2019-06-30 $1.79B $15.91B 11.24%
2019-03-31 $1.85B $15.17B 12.21%
2018-12-31 $1.78B $15.03B 11.87%
2018-09-30 $1.86B $15.37B 12.07%
2018-06-30 $2.45B $15.43B 15.85%
2018-03-31 $2.30B $15.29B 15.02%
2017-12-31 $2.25B $14.88B 15.14%
2017-09-30 $2.32B $14.21B 16.32%
2017-06-30 $1.53B $13.94B 10.99%
2017-03-31 $1.57B $13.80B 11.35%
2016-12-31 $1.59B $13.70B 11.62%
2016-09-30 $1.52B $13.50B 11.26%
2016-06-30 $1.52B $13.21B 11.49%
2016-03-31 $1.41B $13.02B 10.85%
2015-12-31 $1.43B $12.93B 11.06%
2015-09-30 $1.44B $12.96B 11.10%
2015-06-30 $1.46B $12.94B 11.31%
2015-03-31 $1.58B $12.91B 12.21%
2014-12-31 $1.50B $12.81B 11.67%
2014-09-30 $1.49B $12.71B 11.71%
2014-06-30 $1.41B $12.48B 11.33%
2014-03-31 $1.27B $12.23B 10.40%
2013-12-31 $1.12B $12.24B 9.18%
2013-09-30 $1.08B $12.24B 8.79%
2013-06-30 $0.95B $12.25B 7.73%
2013-03-31 $0.91B $12.01B 7.59%
2012-12-31 $0.96B $11.68B 8.22%
2012-09-30 $0.85B $11.33B 7.51%
2012-06-30 $0.81B $11.28B 7.17%
2012-03-31 $0.89B $11.59B 7.67%
2011-12-31 $0.87B $11.75B 7.42%
2011-09-30 $0.93B $11.88B 7.83%
2011-06-30 $0.94B $11.82B 7.98%
2011-03-31 $0.79B $11.42B 6.93%
2010-12-31 $0.79B $11.00B 7.15%
2010-09-30 $0.75B $10.53B 7.09%
2010-06-30 $0.83B $9.93B 8.37%
2010-03-31 $0.87B $9.22B 9.45%
2009-12-31 $0.75B $7.65B 9.74%
2009-09-30 $0.51B $6.22B 8.22%
2009-06-30 $0.37B $5.67B 6.53%
2009-03-31 $0.39B $5.71B 6.74%
2008-12-31 $0.46B $6.78B 6.82%
2008-09-30 $0.52B $8.02B 6.50%
2008-06-30 $0.75B $8.62B 8.66%
2008-03-31 $0.95B $9.00B 10.52%
2007-12-31 $1.07B $9.35B 11.48%
2007-09-30 $1.41B $9.49B 14.87%
2007-06-30 $1.41B $9.28B 15.19%
2007-03-31 $1.29B $8.83B 14.64%
2006-12-31 $1.33B $8.54B 15.59%
2006-09-30 $1.27B $8.38B 15.21%
2006-06-30 $1.23B $8.39B 14.66%
2006-03-31 $1.22B $8.62B 14.09%
2005-12-31 $1.12B $8.55B 13.12%
2005-09-30 $1.12B $8.47B 13.25%
2005-06-30 $1.07B $8.45B 12.67%
2005-03-31 $0.95B $8.33B 11.41%
2004-12-31 $0.88B $8.92B 9.85%
2004-09-30 $0.78B $9.02B 8.63%
2004-06-30 $0.77B $9.44B 8.14%
2004-03-31 $0.81B $9.61B 8.40%
2003-12-31 $0.82B $9.02B 9.11%
2003-09-30 $0.48B $8.82B 5.41%
2003-06-30 $0.30B $8.25B 3.60%
2003-03-31 $0.24B $8.03B 3.03%
2002-12-31 $0.37B $7.97B 4.65%
2002-09-30 $0.56B $8.02B 6.99%
2002-06-30 $0.67B $8.09B 8.28%
2002-03-31 $0.67B $6.09B 11.06%
2001-12-31 $0.46B $4.10B 11.29%
2001-09-30 $0.67B $2.05B 32.87%
Sector Industry Market Cap Revenue
Finance Multi-Line Insurance Providers $19.890B $15.626B
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
Allianz SE (ALIZY) Germany $168.488B 13.71
Ping An Insurance Of China (PNGAY) China $147.247B 7.86
Zurich Insurance Group (ZURVY) Switzerland $112.102B 0.00
Axa Sa (AXAHY) France $107.076B 0.00
M�nchener R�ckversicherungs-Gesellschaft (MURGY) Germany $83.661B 7.29
Swiss Re (SSREY) Switzerland $51.686B 0.00
MetLife (MET) United States $48.174B 8.30
American (AIG) United States $41.270B 10.77
Prudential Public (PUK) Hong Kong, SAR China $38.323B 0.00
Sompo Holdings (SMPNY) Japan $35.463B 9.17
Prudential Financial (PRU) United States $33.704B 6.72
Markel Group (MKL) United States $24.151B 16.52
Loews (L) United States $22.525B 13.72
Legal & General Group (LGGNY) United Kingdom $19.833B 0.00
Aegon (AEG) Netherlands $15.789B 0.00
Ageas SA (AGESY) Belgium $14.995B 0.00
Everest Group (EG) Bermuda $13.324B 7.39
Fidelity National Financial (FNF) United States $12.860B 9.77
Corebridge Financial (CRBG) United States $11.777B 5.20
Assurant (AIZ) United States $10.905B 10.81
Equitable Holdings (EQH) United States $10.493B 6.58
Old Republic (ORI) United States $9.952B 11.71
Scor SE (SCRYY) France $6.980B 7.34
Enact Holdings (ACT) United States $5.920B 9.12
MGIC Investment (MTG) United States $5.847B 8.63
Radian Group (RDN) United States $4.607B 7.93
Oscar Health (OSCR) United States $4.302B 0.00
Lemonade (LMND) United States $4.159B 0.00
CNO Financial (CNO) United States $3.960B 10.33
Assured Guaranty (AGO) Bermuda $3.677B 9.03
Neptune Insurance Holdings (NP) United States $3.417B 0.00
Aspen Insurance Holdings (AHL) Bermuda $3.392B 0.00
Hamilton Insurance Group (HG) Bermuda $3.057B 6.19
SiriusPoint (SPNT) Bermuda $2.671B 8.88
Slide Insurance Holdings (SLDE) United States $2.238B 0.00
Fidelis Insurance Holdings (FIHL) Bermuda $1.938B 9.98
Kemper (KMPR) United States $1.830B 8.82
Horace Mann Educators (HMN) United States $1.786B 9.41
Goosehead Insurance (GSHD) United States $1.481B 34.31
International General Insurance Holdings (IGIC) $1.153B 9.93
TWFG (TWFG) United States $1.007B 24.22
Ategrity Specialty Insurance Holdings (ASIC) United States $0.989B 0.00
Yuanbao - (YB) China $0.838B 4.81
Hippo Holdings (HIPO) United States $0.666B 0.00
Waterdrop (WDH) China $0.616B 8.10
MBIA (MBI) United States $0.297B 0.00
James Rivers (JRVR) United States $0.285B 5.96
Octave Specialty (OSG) United States $0.177B 0.00
SelectQuote (SLQT) United States $0.116B 0.00
Kestrel Group (KG) Bermuda $0.088B 0.00
Zhibao Technology (ZBAO) China $0.025B 0.00
Presurance Holdings (PRHI) United States $0.017B 0.00
AIFU - (AIFU) China $0.004B 0.00
Tian Ruixiang Holdings (TIRX) China $0.002B 0.00