Principal Financial Group (PFG) financial statements

+43.3%since 2007
FY2025 revenue
$15.6B▼ −3.1%
FY2025 net income
$1.2B▼ −24.6%
FY2025 diluted EPS
$5.25▼ −21.4%

Principal Financial Group income statement

Principal Financial Group income statement
USD millionsFY2025FY2024FY2023
Period ended31 Dec 202531 Dec 202431 Dec 2023
Revenue15,62616,12813,666
Net income1,1851,571623
Diluted earnings per share5.256.682.55

Principal Financial Group balance sheet

Principal Financial Group balance sheet
USD millionsFY2025FY2024FY2023
Period ended31 Dec 202531 Dec 202431 Dec 2023
Cash and cash equivalents4,4314,2124,708
Total assets341,377313,664305,047
Total liabilities328,985302,195293,836
Total equity11,91711,13110,962

Principal Financial Group cash flow statement

Principal Financial Group cash flow statement
USD millionsFY2025FY2024FY2023
Period ended31 Dec 202531 Dec 202431 Dec 2023
Operating cash flow4,5374,6033,792
Dividends paid-684-658-625
Share repurchases-903-1,042-740

Quarterly highlights

Quarterly highlights
USD millionsQ3 FY2026Q2 FY2026Q1 FY2026Q4 FY2025
Period ended30 Sep 202630 Jun 202631 Mar 202631 Dec 2025
Revenue (derived)4,6163,9063,5294,577
Net income (derived)632403425517
Diluted earnings per share2.911.841.93n/a
Operating cash flow (derived)1,5272,0771871,744
Total assets338,742352,752332,705341,377

Principal Financial Group major shareholders

Principal Financial Group major shareholders
HolderShare of classSharesFiled
BlackRock, Inc.9.0%19,558,81225 April 2026
Vanguard Capital Management7.2%15,573,45630 April 2026
Vanguard Portfolio Management5.2%11,295,57129 April 2026

Principal Financial Group 10-K and SEC filings

Principal Financial Group 10-K and SEC filings
FiledFormTypeDescription
29 October 202610-QQuarterly reportQuarterly report
26 October 20268-KCurrent reportFORM 8-K
19 October 20268-KCurrent reportFORM 8-K
9 September 20268-KCurrent reportFORM 8-K
29 July 202610-QQuarterly reportQuarterly report
27 July 20268-KCurrent reportFORM 8-K
20 July 20268-KCurrent reportFORM 8-K
1 June 20268-KCurrent reportFORM 8-K

Common questions

What was Principal Financial Group's revenue in fiscal 2025?

Principal Financial Group reported $15.6 billion in revenue for fiscal 2025, the year ended 31 December 2025, down 3.1% from fiscal 2024.

What was Principal Financial Group's net income in fiscal 2025?

Principal Financial Group reported net income of $1.2 billion for fiscal 2025, the year ended 31 December 2025, down 24.6% from fiscal 2024. Diluted earnings per share were $5.25.

What were Principal Financial Group's total assets at the end of fiscal 2025?

Principal Financial Group reported total assets of $341.4 billion at the end of fiscal 2025, the year ended 31 December 2025.

Who reported holding 5% or more of Principal Financial Group?

BlackRock, Inc. reported holding 9.0% of a class of Principal Financial Group shares in a filing dated 25 April 2026.

How much Principal Financial Group history do I get?

Every account gets the full history, annual and quarterly, with first reported values and as of dates.