Principal Financial Return on Investment 2012-2025 | 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
2025-12-31 $1.42B $15.84B 9.07%
2025-09-30 $1.89B $15.64B 12.26%
2025-06-30 $1.35B $15.39B 8.81%
2025-03-31 $1.29B $15.59B 8.48%
2024-12-31 $1.89B $15.09B 12.50%
2024-09-30 $-0.33B $15.21B -2.19%
2024-06-30 $1.57B $14.99B 10.51%
2024-03-31 $1.58B $15.16B 10.69%
2023-12-31 $0.74B $14.89B 5.02%
2023-09-30 $1.84B $14.65B 12.72%
2023-06-30 $1.88B $14.38B 13.23%
2023-03-31 $5.40B $14.95B 37.35%
2022-12-31 $5.99B $14.02B 40.54%
2022-09-30 $6.43B $13.47B 39.26%
2022-06-30 $5.21B $15.36B 28.80%
2022-03-31 $1.68B $16.23B 8.63%
2021-12-31 $1.91B $20.41B 9.42%
2021-09-30 $2.07B $20.41B 10.13%
2021-06-30 $1.91B $20.57B 9.43%
2021-03-31 $1.98B $19.74B 9.89%
2020-12-31 $1.69B $20.90B 8.80%
2020-09-30 $1.47B $20.00B 7.90%
2020-06-30 $1.54B $19.47B 8.44%
2020-03-31 $1.50B $16.64B 8.36%
2019-12-31 $1.69B $18.42B 9.54%
2019-09-30 $1.57B $18.64B 9.31%
2019-06-30 $1.79B $17.86B 11.24%
2019-03-31 $1.85B $16.03B 12.21%
2018-12-31 $1.78B $14.72B 11.87%
2018-09-30 $1.86B $15.01B 12.07%
2018-06-30 $2.45B $14.93B 15.85%
2018-03-31 $2.30B $15.45B 15.02%
2017-12-31 $2.25B $16.10B 15.14%
2017-09-30 $2.32B $15.24B 16.32%
2017-06-30 $1.53B $14.37B 10.99%
2017-03-31 $1.57B $13.81B 11.35%
2016-12-31 $1.59B $13.42B 11.62%
2016-09-30 $1.52B $14.14B 11.26%
2016-06-30 $1.52B $13.84B 11.49%
2016-03-31 $1.41B $13.38B 10.85%
2015-12-31 $1.43B $12.64B 11.06%
2015-09-30 $1.44B $12.97B 11.10%
2015-06-30 $1.46B $13.08B 11.31%
2015-03-31 $1.58B $13.01B 12.21%
2014-12-31 $1.50B $12.76B 11.67%
2014-09-30 $1.49B $12.90B 11.71%
2014-06-30 $1.41B $12.99B 11.33%
2014-03-31 $1.27B $12.57B 10.40%
2013-12-31 $1.12B $12.38B 9.18%
2013-09-30 $1.08B $11.97B 8.79%
2013-06-30 $0.95B $11.99B 7.73%
2013-03-31 $0.91B $12.62B 7.59%
2012-12-31 $0.96B $12.38B 8.22%
2012-09-30 $0.85B $12.03B 7.51%
2012-06-30 $0.81B $11.01B 7.17%
2012-03-31 $0.89B $11.32B 7.67%
2011-12-31 $0.87B $10.94B 7.42%
2011-09-30 $0.93B $11.86B 7.83%
2011-06-30 $0.94B $12.25B 7.98%
2011-03-31 $0.79B $11.95B 6.93%
2010-12-31 $0.79B $11.47B 7.15%
2010-09-30 $0.75B $11.62B 7.09%
2010-06-30 $0.83B $10.64B 8.37%
2010-03-31 $0.87B $10.27B 9.45%
2009-12-31 $0.75B $9.60B 9.74%
2009-09-30 $0.51B $9.19B 8.22%
2009-06-30 $0.37B $7.81B 6.53%
2009-03-31 $0.39B $4.00B 6.74%
2008-12-31 $0.46B $3.86B 6.82%
2008-09-30 $0.52B $6.99B 6.50%
2008-06-30 $0.75B $8.00B 8.66%
2008-03-31 $0.95B $8.25B 10.52%
2007-12-31 $1.07B $8.82B 11.48%
2007-09-30 $1.41B $9.39B 14.87%
2007-06-30 $1.41B $9.52B 15.19%
2007-03-31 $1.29B $9.65B 14.64%
2006-12-31 $1.33B $9.37B 15.59%
2006-09-30 $1.27B $8.56B 15.21%
2006-06-30 $1.23B $7.74B 14.66%
2006-03-31 $1.22B $8.49B 14.09%
2005-12-31 $1.12B $8.71B 13.12%
2005-09-30 $1.12B $8.61B 13.25%
2005-06-30 $1.07B $8.69B 12.67%
2005-03-31 $0.95B $8.19B 11.41%
2004-12-31 $0.88B $8.39B 9.85%
2004-09-30 $0.78B $8.54B 8.63%
2004-06-30 $0.77B $8.21B 8.14%
2004-03-31 $0.81B $10.54B 8.40%
2003-12-31 $0.82B $8.77B 9.11%
2003-09-30 $0.48B $10.21B 5.41%
2003-06-30 $0.30B $8.90B 3.60%
2003-03-31 $0.24B $8.17B 3.03%
2002-12-31 $0.37B $7.99B 4.65%
2002-09-30 $0.56B $7.94B 6.99%
2002-06-30 $0.67B $8.01B 8.28%
2002-03-31 $0.67B $7.94B 11.06%
2001-12-31 $0.46B $8.20B 11.29%
2001-09-30 $0.67B $8.20B 32.87%
Sector Industry Market Cap Revenue
Finance Multi-Line Insurance Providers $20.136B $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 $165.672B 14.19
Ping An Insurance Of China (PNGAY) China $164.481B 8.45
Zurich Insurance Group (ZURVY) Switzerland $105.420B 0.00
Axa Sa (AXAHY) France $98.725B 0.00
M�nchener R�ckversicherungs-Gesellschaft (MURGY) Germany $81.846B 7.18
MetLife (MET) United States $50.939B 8.69
Swiss Re (SSREY) Switzerland $50.395B 0.00
American (AIG) United States $41.997B 10.96
Prudential Public (PUK) Hong Kong, SAR China $37.511B 0.00
Sompo Holdings (SMPNY) Japan $36.902B 9.54
Prudential Financial (PRU) United States $36.404B 7.25
Markel Group (MKL) United States $26.001B 17.69
Loews (L) United States $22.414B 13.63
Legal & General Group (LGGNY) United Kingdom $21.013B 0.00
Fidelity National Financial (FNF) United States $15.953B 11.98
Aegon (AEG) Netherlands $15.207B 0.00
Corebridge Financial (CRBG) United States $14.966B 6.61
Everest Group (EG) Bermuda $14.190B 7.58
Ageas SA (AGESY) Belgium $13.990B 0.00
Equitable Holdings (EQH) United States $12.719B 7.80
Assurant (AIZ) United States $10.892B 10.72
Old Republic (ORI) United States $10.534B 12.20
Enact Holdings (ACT) United States $6.251B 9.41
Scor SE (SCRYY) France $6.070B 6.38
MGIC Investment (MTG) United States $5.965B 8.46
Lemonade (LMND) United States $4.765B 0.00
Radian Group (RDN) United States $4.447B 7.74
CNO Financial (CNO) United States $4.106B 10.53
Assured Guaranty (AGO) Bermuda $3.981B 10.75
Oscar Health (OSCR) United States $3.552B 0.00
Aspen Insurance Holdings (AHL) Bermuda $3.392B 0.00
Hamilton Insurance Group (HG) Bermuda $3.040B 8.45
Neptune Insurance Holdings (NP) United States $2.607B 0.00
SiriusPoint (SPNT) Bermuda $2.396B 11.79
Fidelis Insurance Holdings (FIHL) Bermuda $2.175B 0.00
Slide Insurance Holdings (SLDE) United States $2.097B 0.00
Kemper (KMPR) United States $1.882B 9.08
Goosehead Insurance (GSHD) United States $1.794B 38.04
Horace Mann Educators (HMN) United States $1.732B 9.06
International General Insurance Holdings (IGIC) $1.121B 9.34
TWFG (TWFG) United States $1.032B 31.66
Yuanbao - (YB) China $0.896B 0.00
Ategrity Specialty Insurance Holdings (ASIC) United States $0.832B 0.00
Hippo Holdings (HIPO) United States $0.716B 0.00
Waterdrop (WDH) China $0.642B 9.83
James Rivers (JRVR) Bermuda $0.316B 0.00
MBIA (MBI) United States $0.305B 0.00
Octave Specialty (OSG) United States $0.252B 0.00
SelectQuote (SLQT) United States $0.158B 0.00
Kestrel Group (KG) Bermuda $0.092B 0.00
Zhibao Technology (ZBAO) China $0.027B 0.00
AIFU - (AIFU) China $0.005B 0.00
Tian Ruixiang Holdings (TIRX) China $0.002B 0.00
Presurance Holdings (PRHI) United States $0.000B 0.00