Net Assets for Principal Financial Group (PFG)
According to Principal Financial Group's latest reported financial statements, the company's latest reported net assets is $11.88B USD. Net assets — also called stockholders' equity — equal total assets minus total liabilities. They represent the residual claim of shareholders on the company's assets and roughly track book value over time.
Headline figure above is from the reporting period ending (reported ). Chart and table below cover the full reported history back to .
Currently viewingNet AssetsSwitch metric
Latest period
$11.88B
YoY change
+7.2%
5Y CAGR
-6.4%
Peak year (2020)
$16.56B
Latest annual
$11.88B
Net Assets history chart for Principal Financial Group (PFG) from 2000 to 2025
Net Assets history table for Principal Financial Group (PFG) from 2000 to 2025
| Fiscal year | Period ended | Reported | Net Assets | YoY |
|---|---|---|---|---|
| 2025 | $11.88B | +7.2% | ||
| 2024 | $11.09B | +1.6% | ||
| 2023 | $10.92B | +9.1% | ||
| 2022 | $10.00B | -37.8% | ||
| 2021 | $16.07B | -3.0% | ||
| 2020 | $16.56B | +13.3% | ||
| 2019 | $14.62B | +28.3% | ||
| 2018 | $11.39B | -11.4% | ||
| 2017 | $12.85B | +25.6% | ||
| 2016 | $10.23B | +9.8% | ||
| 2015 | $9.31B | -8.6% | ||
| 2014 | $10.18B | +5.2% | ||
| 2013 | $9.68B | -0.7% | ||
| 2012 | $9.75B | +1.2% | ||
| 2011 | $9.64B | -0.9% | ||
| 2010 | $9.73B | +23.2% | ||
| 2009 | $7.89B | +219.2% | ||
| 2008 | $2.47B | -66.7% | ||
| 2007 | $7.42B | -5.6% | ||
| 2006 | $7.86B | +0.7% | ||
| 2005 | $7.81B | +3.5% | ||
| 2004 | $7.54B | +2.0% | ||
| 2003 | $7.40B | +11.2% | ||
| 2002 | $6.66B | -2.4% | ||
| 2001 | $6.82B | +9.1% | ||
| 2000 | $6.25B | — |
Net Assets values are taken from Principal Financial Group's reported balance sheets (10-Q quarterly and 10-K annual filings with the U.S. Securities and Exchange Commission). Each row shows the period end date and the date the filing was reported; YoY compares each figure to the same period one year earlier. Amounts are in USD as filed.
Analysis
In 2025, Principal Financial Group (PFG) net assets totalled $11.88B – grew 7.2% year-over-year.
Over 2020–2025 (5 years), Principal Financial Group net assets expanded at a -6.4% compound annual rate, sustaining 3 straight years of year-over-year growth.
Between 2020 and 2025, Principal Financial Group net assets declined 28.2%, falling from $16.56B to $11.88B.
The dataset's maximum net assets sits at $16.56B (2020); the minimum reading of $2.47B dates to 2008.
Among 8 Financial Services peers, Principal Financial Group (PFG) ranks 8th; the peer median for net assets is $153.04B.
Principal Financial Group Net Assets by Year
Principal Financial Group Net Assets 2025: $11.88B
Principal Financial Group net assets in 2025 was $11.88B, grew 7.2% from 2024.
Principal Financial Group Net Assets 2024: $11.09B
Principal Financial Group net assets in 2024 was $11.09B, edged up 1.6% from 2023.
Principal Financial Group Net Assets 2023: $10.92B
Principal Financial Group net assets in 2023 was $10.92B, grew 9.1% from 2022.
Principal Financial Group Net Assets 2022: $10.00B
Principal Financial Group net assets in 2022 was $10.00B, plunged 37.8% below 2021.
Principal Financial Group Net Assets 2021: $16.07B
Principal Financial Group net assets in 2021 was $16.07B.
See more financial history for Principal Financial Group (PFG).
Sector peers — Net Assets
Companies in the same sector as Principal Financial Group, ranked by their latest net assets.
| Company | Net Assets | Sector |
|---|---|---|
| Berkshire Hathaway Inc. (BRK-B) | $717.42B | Financial Services |
| JPMorgan Chase & Co. (JPM) | $362.44B | Financial Services |
| Bank of America Corporation (BAC) | $303.24B | Financial Services |
| Wells Fargo & Company (WFC) | $181.12B | Financial Services |
| The Goldman Sachs Group, Inc. (GS) | $124.97B | Financial Services |
| Morgan Stanley (MS) | $111.63B | Financial Services |
| Visa Inc. (V) | $37.91B | Financial Services |
| Mastercard Incorporated (MA) | $7.74B | Financial Services |
Frequently asked questions
What is Principal Financial Group's net assets?
- Latest reported net assets for Principal Financial Group (PFG) is $11.88B (period ending December 31, 2025).
How has Principal Financial Group net assets changed year-over-year?
- Principal Financial Group (PFG) net assets changed +7.2% year-over-year on the latest annual filing.
What is the long-term growth rate of Principal Financial Group net assets?
- Principal Financial Group (PFG) net assets compound annual growth rate is -6.4% over the most recent 5 years available.
When did Principal Financial Group net assets hit its highest annual value?
- Principal Financial Group net assets reached its highest annual value of $16.56B in 2020.
What was Principal Financial Group net assets in 2024?
- Principal Financial Group (PFG) net assets in 2024 was $11.09B.
What was Principal Financial Group net assets in 2025?
- Principal Financial Group (PFG) net assets in 2025 was $11.88B.
Metrics overview
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