Principal Financial Return on Investment 2010-2024 | PFG

Current and historical return on investment (ROI) values for Principal Financial (PFG) over the last 10 years.
Principal Financial ROI - Return on Investment Historical Data
Date TTM Net Income LT Investments & Debt Return on Investment
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%
Sector Industry Market Cap Revenue
Finance Finance - Investment Management $19.254B $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
BlackRock (BLK) United States $159.233B 24.90
KKR (KKR) United States $135.704B 41.18
Apollo Global Management (APO) United States $95.199B 26.62
Ameriprise Financial (AMP) United States $54.577B 16.79
Ares Management (ARES) United States $53.329B 43.13
Blue Owl Capital (OWL) United States $34.948B 31.62
T Rowe Price (TROW) United States $26.204B 13.21
TPG (TPG) United States $24.789B 35.01
Carlyle Group (CG) United States $18.292B 14.21
Franklin Resources (BEN) United States $11.248B 8.95
Hamilton Lane (HLNE) United States $10.777B 41.63
SEI Investments (SEIC) United States $10.243B 19.19
Invesco (IVZ) United States $7.762B 10.34
Janus Henderson Group (JHG) United Kingdom $6.983B 13.35
ONEX (ONEXF) Canada $6.060B 8.97
Affiliated Managers (AMG) United States $5.535B 8.43
Cohen & Steers Inc (CNS) United States $5.055B 35.46
Victory Capital Holdings (VCTR) United States $4.307B 13.30
AllianceBernstein Holding (AB) United States $4.203B 12.25
Artisan Partners Asset Management (APAM) United States $3.731B 14.15
Federated Hermes (FHI) United States $3.376B 10.66
Grupo Aval Acciones Y Valores S.A (AVAL) Colombia $2.493B 12.35
GCM Grosvenor (GCMG) United States $2.281B 30.15
Fairfax India Holdings (FFXDF) Canada $2.092B 16.09
Prospect Capital (PSEC) United States $2.024B 4.99
Virtus Investment Partners (VRTS) United States $1.631B 9.31
Cannae Holdings (CNNE) United States $1.274B 0.00
Sprott (SII) Canada $1.130B 24.00
BrightSphere Investment Group (BSIG) United States $1.116B 13.29
Capital Southwest (CSWC) United States $1.096B 8.68
PennantPark Floating Rate Capital (PFLT) United States $0.814B 8.73
Associated Capital (AC) United States $0.777B 13.89
Noah Holdings (NOAH) China $0.775B 8.03
Patria Investments (PAX) Cayman Islands $0.715B 10.58
Eagle Point Credit (ECC) United States $0.696B 7.61
Gamco Investors (GAMI) United States $0.630B 9.98
Value Line (VALU) United States $0.475B 23.78
Barings Corporate Investors (MCI) $0.402B 0.00
Silvercrest Asset Management Group (SAMG) United States $0.252B 18.96
Barings Participation Investors (MPV) $0.174B 0.00
Portman Ridge Finance (PTMN) United States $0.160B 5.43
Westwood Holdings Group Inc (WHG) United States $0.148B 32.02
ArrowMark Financial (BANX) United States $0.146B 0.00
OFS Credit (OCCI) $0.112B 3.43
Great Elm Capital (GECC) United States $0.106B 6.72
AMTD IDEA Group (AMTD) France $0.092B 0.00
Hennessy Advisors (HNNA) United States $0.079B 12.94
Binah Capital (BCG) United States $0.051B 0.00
U.S Global Investors (GROW) United States $0.033B 18.69
Royalty Management Holding (RMCO) United States $0.016B 0.00
Prestige Wealth (PWM) Hong Kong, SAR China $0.009B 0.00
Jupai Holdings (JP) China $0.000B 0.00
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 7.52
Sound Point Meridian Capital (SPMC) United States $0.000B 0.00