Principal Financial Financial Ratios for Analysis 2009-2024 | PFG
Fifteen years of historical annual and quarterly financial ratios and margins for Principal Financial (PFG).
Annual Data
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 |
- | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
0.26 | 0.29 | 0.21 | 0.20 | 0.20 | 0.22 | 0.20 | 0.23 | 0.26 | 0.20 | 0.21 | 0.22 | 0.14 | 0.14 | 0.17 |
0.36 | 0.41 | 0.27 | 0.26 | 0.26 | 0.29 | 0.25 | 0.31 | 0.37 | 0.25 | 0.28 | 0.28 | 0.18 | 0.17 | 0.21 |
- | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
5.41 | 34.14 | 13.24 | 11.49 | 10.44 | 12.53 | 15.98 | 12.84 | 11.96 | 14.27 | 12.10 | 10.42 | 10.07 | 8.54 | 8.43 |
5.41 | 34.14 | 13.24 | 11.49 | 10.44 | 12.53 | 15.98 | 12.84 | 11.96 | 14.27 | 12.10 | 10.42 | 10.07 | 8.54 | 8.43 |
7.52 | 35.91 | 14.51 | 16.00 | 14.13 | 15.92 | 19.03 | 16.65 | 15.84 | 19.39 | 15.77 | 12.88 | 14.58 | 13.25 | 11.04 |
5.41 | 34.14 | 13.24 | 11.49 | 10.44 | 12.53 | 15.98 | 12.84 | 11.96 | 14.27 | 12.10 | 10.42 | 10.07 | 8.54 | 8.43 |
4.56 | 27.13 | 10.95 | 9.47 | 8.59 | 10.86 | 16.39 | 10.62 | 10.11 | 10.42 | 9.47 | 8.39 | 6.98 | 6.85 | 6.66 |
0.04 | 0.06 | 0.05 | 0.05 | 0.06 | 0.06 | 0.06 | 0.05 | 0.05 | 0.05 | 0.04 | 0.06 | 0.06 | 0.06 | 0.06 |
- | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
- | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
- | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
6.11 | 47.89 | 10.09 | 8.60 | 9.83 | 13.56 | 17.99 | 13.23 | 13.36 | 11.50 | 9.57 | 8.51 | 7.20 | 6.89 | 8.05 |
8.50 | 69.67 | 12.61 | 10.84 | 12.89 | 17.19 | 22.06 | 17.13 | 17.88 | 14.89 | 12.97 | 10.01 | 8.43 | 7.82 | 9.53 |
0.22 | 1.65 | 0.53 | 0.48 | 0.52 | 0.64 | 0.92 | 0.60 | 0.57 | 0.54 | 0.45 | 0.51 | 0.46 | 0.47 | 0.47 |
4.50 | 34.23 | 7.97 | 6.84 | 7.84 | 10.56 | 14.44 | 10.15 | 9.91 | 9.22 | 7.56 | 6.67 | 6.17 | 5.94 | 6.73 |
46.36 | 41.13 | 61.62 | 60.80 | 53.09 | 40.99 | 44.71 | 35.78 | 32.18 | 34.81 | 33.12 | 33.03 | 31.12 | 30.85 | 25.13 |
15.50 | 12.43 | 11.93 | 13.41 | 19.55 | 17.85 | 14.29 | 13.18 | 14.69 | 10.39 | 7.45 | 10.26 | 8.54 | 8.64 | 7.50 |
15.09 | 11.97 | 11.45 | 13.02 | 19.08 | 17.54 | 13.73 | 12.65 | 14.23 | 9.93 | 7.25 | 10.13 | 8.36 | 8.58 | 7.42 |
Quarterly Data
2024-09-30 | 2024-06-30 | 2024-03-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 | 2023-03-31 | 2022-12-31 | 2022-09-30 | 2022-06-30 | 2022-03-31 | 2021-12-31 | 2021-09-30 | 2021-06-30 | 2021-03-31 | 2020-12-31 | 2020-09-30 | 2020-06-30 | 2020-03-31 | 2019-12-31 | 2019-09-30 | 2019-06-30 | 2019-03-31 | 2018-12-31 | 2018-09-30 | 2018-06-30 | 2018-03-31 | 2017-12-31 | 2017-09-30 | 2017-06-30 | 2017-03-31 | 2016-12-31 | 2016-09-30 | 2016-06-30 | 2016-03-31 | 2015-12-31 | 2015-09-30 | 2015-06-30 | 2015-03-31 | 2014-12-31 | 2014-09-30 | 2014-06-30 | 2014-03-31 | 2013-12-31 | 2013-09-30 | 2013-06-30 | 2013-03-31 | 2012-12-31 | 2012-09-30 | 2012-06-30 | 2012-03-31 | 2011-12-31 | 2011-09-30 | 2011-06-30 | 2011-03-31 | 2010-12-31 | 2010-09-30 | 2010-06-30 | 2010-03-31 | 2009-12-31 | 2009-09-30 | 2009-06-30 | 2009-03-31 |
- | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
0.26 | 0.26 | 0.26 | 0.26 | 0.27 | 0.28 | 0.31 | 0.29 | 0.30 | 0.28 | 0.26 | 0.21 | 0.21 | 0.21 | 0.22 | 0.20 | 0.21 | 0.21 | 0.22 | 0.20 | 0.20 | 0.21 | 0.20 | 0.22 | 0.22 | 0.22 | 0.21 | 0.20 | 0.21 | 0.22 | 0.23 | 0.23 | 0.23 | 0.24 | 0.24 | 0.26 | 0.25 | 0.25 | 0.19 | 0.20 | 0.20 | 0.19 | 0.20 | 0.21 | 0.22 | 0.22 | 0.22 | 0.22 | 0.18 | 0.14 | 0.14 | 0.14 | 0.13 | 0.13 | 0.13 | 0.14 | 0.14 | 0.15 | 0.15 | 0.17 | 0.17 | 0.26 | 0.32 |
0.35 | 0.36 | 0.35 | 0.36 | 0.37 | 0.39 | 0.46 | 0.41 | 0.43 | 0.39 | 0.38 | 0.27 | 0.27 | 0.27 | 0.28 | 0.26 | 0.28 | 0.28 | 0.29 | 0.26 | 0.26 | 0.27 | 0.26 | 0.29 | 0.28 | 0.28 | 0.27 | 0.25 | 0.27 | 0.28 | 0.30 | 0.31 | 0.31 | 0.31 | 0.34 | 0.37 | 0.36 | 0.34 | 0.24 | 0.25 | 0.26 | 0.26 | 0.26 | 0.28 | 0.30 | 0.29 | 0.29 | 0.28 | 0.22 | 0.20 | 0.17 | 0.18 | 0.16 | 0.16 | 0.16 | 0.17 | 0.17 | 0.19 | 0.20 | 0.21 | 0.22 | 0.38 | 0.67 |
- | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
-9.76 | 10.30 | 15.47 | -41.15 | 34.90 | 12.75 | -7.54 | -0.08 | 35.47 | 59.58 | 12.22 | 10.25 | 12.50 | 12.22 | 19.13 | 15.71 | 8.31 | 16.01 | 7.21 | 9.17 | 7.75 | 11.34 | 14.05 | 6.44 | 13.09 | 15.93 | 15.85 | 9.72 | 25.02 | 11.50 | 13.58 | 10.85 | 13.15 | 13.22 | 14.48 | 11.01 | 11.39 | 9.04 | 17.24 | 10.91 | 15.85 | 15.63 | 15.19 | 11.60 | 14.30 | 12.01 | 10.53 | 11.36 | 7.08 | 10.83 | 13.26 | 7.29 | 7.22 | 13.51 | 11.77 | 8.63 | 7.14 | 7.06 | 11.32 | 7.59 | 10.94 | 9.17 | 5.94 |
-9.76 | 10.30 | 15.47 | -41.15 | 34.90 | 12.75 | -7.54 | -0.08 | 35.47 | 59.58 | 12.22 | 10.25 | 12.50 | 12.22 | 19.13 | 15.71 | 8.31 | 16.01 | 7.21 | 9.17 | 7.75 | 11.34 | 14.05 | 6.44 | 13.09 | 15.93 | 15.85 | 9.72 | 25.02 | 11.50 | 13.58 | 10.85 | 13.15 | 13.22 | 14.48 | 11.01 | 11.39 | 9.04 | 17.24 | 10.91 | 15.85 | 15.63 | 15.19 | 11.60 | 14.30 | 12.01 | 10.53 | 11.36 | 7.08 | 10.83 | 13.26 | 7.29 | 7.22 | 13.51 | 11.77 | 8.63 | 7.14 | 7.06 | 11.32 | 7.59 | 10.94 | 9.17 | 5.94 |
- | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
-9.76 | 10.30 | 15.47 | -41.15 | 34.90 | 12.75 | -7.54 | -0.08 | 35.47 | 59.58 | 12.22 | 10.25 | 12.50 | 12.22 | 19.13 | 15.71 | 8.31 | 16.01 | 7.21 | 9.17 | 7.75 | 11.34 | 14.05 | 6.44 | 13.09 | 15.93 | 15.85 | 9.72 | 25.02 | 11.50 | 13.58 | 10.85 | 13.15 | 13.22 | 14.48 | 11.01 | 11.39 | 9.04 | 17.24 | 10.91 | 15.85 | 15.63 | 15.19 | 11.60 | 14.30 | 12.01 | 10.53 | 11.36 | 7.08 | 10.83 | 13.26 | 7.29 | 7.22 | 13.51 | 11.77 | 8.63 | 7.14 | 7.06 | 11.32 | 7.59 | 10.94 | 9.17 | 5.94 |
- | 8.19 | 13.14 | 13.92 | - | 10.93 | -4.97 | -0.51 | 28.45 | 46.80 | 10.94 | 8.02 | 10.51 | 10.22 | 16.12 | 12.55 | 7.13 | 12.79 | 6.35 | 7.43 | 6.22 | 9.72 | 11.48 | 6.27 | 10.49 | 14.11 | 13.77 | 26.00 | 17.51 | 9.74 | 11.44 | 9.05 | 10.94 | 10.65 | 12.12 | 9.03 | 9.27 | 7.40 | 15.59 | 9.31 | 9.27 | 11.75 | 11.46 | 8.73 | 10.97 | 10.06 | 8.23 | 9.36 | 6.92 | 7.91 | 9.73 | 6.51 | 3.43 | 9.46 | 8.19 | 6.75 | 6.21 | 6.00 | 8.43 | 6.36 | 8.14 | 6.97 | 5.15 |
0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | 0.02 | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.02 | 0.01 | 0.01 | 0.02 | 0.02 | 0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.02 | 0.02 | 0.02 | 0.02 | 0.02 | 0.02 | 0.02 | 0.02 | 0.02 |
- | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
- | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
- | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
-1.71 | 3.23 | 4.74 | -7.66 | 11.66 | 3.79 | -1.31 | 0.09 | 13.82 | 28.29 | 2.87 | 2.32 | 2.26 | 2.28 | 3.34 | 2.96 | 1.50 | 2.72 | 2.20 | 2.15 | 1.91 | 2.78 | 3.54 | 2.02 | 3.91 | 3.93 | 3.28 | 6.52 | 6.74 | 2.80 | 3.31 | 3.29 | 3.01 | 3.09 | 3.65 | 2.75 | 3.11 | 2.71 | 4.09 | 2.74 | 2.44 | 3.05 | 3.22 | 2.56 | 2.76 | 2.51 | 1.93 | 2.34 | 2.02 | 1.89 | 2.27 | 1.52 | 0.72 | 2.34 | 2.01 | 1.84 | 1.51 | 1.59 | 2.34 | 1.93 | 2.68 | 2.84 | 4.53 |
-2.34 | 4.42 | 6.47 | -10.65 | 16.34 | 5.44 | -1.90 | 0.13 | 20.44 | 39.45 | 3.95 | 2.91 | 2.83 | 2.88 | 4.28 | 3.73 | 1.91 | 3.48 | 2.96 | 2.81 | 2.50 | 3.35 | 4.37 | 2.56 | 4.95 | 4.97 | 4.12 | 8.00 | 8.39 | 3.54 | 4.25 | 4.26 | 3.86 | 4.00 | 4.79 | 3.69 | 4.13 | 3.52 | 5.22 | 3.55 | 3.17 | 4.01 | 4.29 | 3.47 | 3.84 | 3.50 | 2.70 | 2.75 | 2.38 | 2.24 | 2.64 | 1.78 | 0.83 | 2.62 | 2.27 | 2.09 | 1.71 | 1.84 | 2.73 | 2.29 | 3.21 | 3.63 | 8.46 |
-0.06 | 0.12 | 0.17 | -0.28 | 0.43 | 0.13 | -0.04 | 0.00 | 0.46 | 1.07 | 0.12 | 0.12 | 0.12 | 0.12 | 0.17 | 0.17 | 0.08 | 0.15 | 0.12 | 0.11 | 0.11 | 0.15 | 0.17 | 0.10 | 0.18 | 0.18 | 0.16 | 0.33 | 0.33 | 0.13 | 0.15 | 0.15 | 0.14 | 0.15 | 0.17 | 0.12 | 0.14 | 0.12 | 0.19 | 0.13 | 0.12 | 0.15 | 0.15 | 0.12 | 0.13 | 0.12 | 0.09 | 0.14 | 0.12 | 0.12 | 0.14 | 0.10 | 0.05 | 0.17 | 0.14 | 0.12 | 0.11 | 0.11 | 0.14 | 0.11 | 0.15 | 0.13 | 0.10 |
-1.27 | 2.38 | 3.51 | -5.64 | 8.53 | 2.74 | -0.90 | 0.06 | 9.74 | 20.40 | 2.11 | 1.84 | 1.79 | 1.81 | 2.62 | 2.35 | 1.18 | 2.14 | 1.71 | 1.71 | 1.53 | 2.19 | 2.82 | 1.57 | 3.06 | 3.08 | 2.60 | 5.24 | 5.34 | 2.19 | 2.56 | 2.52 | 2.32 | 2.36 | 2.76 | 2.04 | 2.32 | 2.03 | 3.30 | 2.20 | 1.96 | 2.46 | 2.58 | 2.02 | 2.17 | 1.97 | 1.51 | 1.83 | 1.65 | 1.62 | 1.95 | 1.30 | 0.63 | 2.03 | 1.75 | 1.58 | 1.30 | 1.35 | 1.98 | 1.61 | 2.22 | 2.10 | 3.06 |
49.20 | 47.61 | 47.78 | 46.36 | 44.74 | 42.93 | 42.21 | 41.13 | 38.74 | 44.33 | 47.39 | 61.62 | 60.61 | 60.56 | 56.74 | 60.80 | 57.27 | 55.88 | 47.45 | 53.09 | 53.50 | 50.62 | 45.87 | 40.99 | 41.50 | 41.13 | 42.60 | 44.71 | 41.83 | 38.94 | 37.09 | 35.78 | 37.76 | 36.69 | 34.81 | 32.18 | 33.00 | 33.13 | 35.64 | 34.81 | 35.32 | 35.60 | 34.12 | 33.12 | 31.89 | 32.01 | 33.50 | 33.03 | 33.54 | 31.92 | 32.41 | 31.12 | 33.72 | 34.01 | 32.28 | 30.85 | 31.33 | 28.44 | 27.18 | 25.13 | 23.85 | 18.15 | 10.42 |
13.63 | 8.52 | 2.44 | 15.50 | 11.66 | 7.32 | 2.86 | 12.43 | 7.98 | 3.27 | 0.12 | 11.93 | 7.75 | 4.12 | 0.51 | 13.41 | 11.24 | 7.42 | 5.73 | 19.55 | 15.87 | 9.52 | 4.19 | 17.85 | 12.90 | 5.66 | 2.55 | 14.29 | 12.38 | 6.25 | 1.79 | 13.18 | 10.05 | 7.26 | 3.04 | 14.69 | 11.13 | 7.10 | 2.11 | 10.39 | 7.37 | 4.62 | 1.97 | 7.45 | 4.68 | 2.64 | 2.01 | 10.26 | 7.98 | 4.98 | 2.96 | 8.54 | 5.99 | 5.52 | 3.68 | 8.64 | 5.97 | 4.60 | 2.03 | 7.50 | 5.58 | 4.86 | 3.65 |
13.40 | 8.37 | 2.37 | 15.09 | 11.36 | 7.11 | 2.73 | 11.97 | 7.64 | 3.07 | 0.02 | 11.45 | 7.35 | 3.95 | 0.43 | 13.02 | 10.94 | 7.26 | 5.67 | 19.08 | 15.52 | 9.29 | 4.08 | 17.54 | 12.65 | 5.51 | 2.46 | 13.73 | 11.93 | 5.89 | 1.64 | 12.65 | 9.67 | 7.01 | 2.89 | 14.23 | 10.81 | 6.87 | 2.00 | 9.93 | 6.98 | 4.30 | 1.81 | 7.25 | 4.61 | 2.60 | 2.03 | 10.13 | 7.86 | 4.89 | 2.90 | 8.36 | 5.89 | 5.47 | 3.67 | 8.58 | 5.93 | 4.57 | 2.01 | 7.42 | 5.52 | 4.80 | 3.60 |