Principal Financial Group Inc's ROA from the third quarter of 2026 to the third quarter of 2025 and 5 Year Period

Return on Assets, Quarterly Results, Trends, Rankings, Statistics

What is Principal Financial Group Inc's ROA in the third quarter of 2026?
Principal Financial Group inc achieved a return on average assets (ROA) of 0.58 % in its third quarter of 2026, which is below Principal Financial Group Inc's average return on assets, which stands at 0.59%.

ROA has improved compared to 0.46% in the second quarter of 2026, due to net income growth.

However, within the Financial sector 698 other companies had a higher return on assets. While Return on assets, overall ranking has advanced in the Sep 30 2026 quarter, so far to 2429, from total ROA ranking in the second quarter of 2026 at 2842.

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Return on Assets ROA▼

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Return On Assets	(Sep 30 2026) III. Quarter	(Jun 30 2026) II. Quarter	(Mar 31 2026) I. Quarter	(Dec 31 2025) IV. Quarter	(Sep 30 2025) III. Quarter
Y / Y Total Assets Change	0.54 %	8.89 %	6.29 %	49.78 %	45.17 %
Y / Y Net Income Change	170.16 %	-6.94 %	556.44 %	-41.81 %	-
Net Income (TTM) in million	1,973	1,575	1,606	1,256	1,633
Return On Assets (TTM)	0.58 %	0.46 %	0.48 %	0.38 %	0.54 %
PFG's Total Ranking	# 2429	# 2842	# 2430	# 2466	# 2488
Total Assets (TTM) in million	336,312	351,826	332,705	341,377	334,492
Seq. Total Assets Change	-4.41 %	5.75 %	-2.54 %	2.06 %	3.52 %
Seq. Net Income Change	56.64 %	-2.3 %	-21.38 %	124.54 %	-46.04 %

PFG's 5 Years Annual ROA >> Back to PFG Management Effectiveness >> Compare PFG ROA to its Competitors

Return On Assets Company Ranking
Within:	No.
Industry	# 10
Sector	# 699
Overall	# 2375

Return On Assets Statistics
High	Average	Low
1.8 %	0.59 %	-0.05 %

Financial Statements
Principal Financial Group Inc's Assets	$ 336,312 million	PFG's Balance sheet
Principal Financial Group Inc's Income	$ 632 million	Quarterly PFG's Income Statement
PFG's Income by Division		See PFG's Income by Division

Annual Return On Assets	(Dec 31 2025) FY 2025	(Dec 31 2024) FY 2024	(Dec 31 2023) FY 2023	(Dec 31 2022) FY 2022	(Dec 31 2021) FY 2021
Y / Y Total Assets Change	9.93 %	2.14 %	5.18 %	-8.03 %	328.74 %
Total Assets in million	242,660	220,743	216,107	205,466	223,396
Y / Y Net Income Change	-21.43 %	138.46 %	-86.19 %	176.1 %	23.02 %
Net Income in million	1,256	1,598	670	4,852	1,757
Annual Return On Assets	0.52 %	0.72 %	0.31 %	2.36 %	0.79 %

PFG's 5 Years Annual ROA >> Back to PFG Management Effectiveness >> Compare PFG ROA to its Competitors

Comment on PFG's ROA in the fiscal year ending 2025

In the fiscal year 2025 Principal Financial Group Inc's ROA decreased compared to previous year to 0.52 %, due to deterioration of net income -21.43 % to $1,255.50 million, from $1,597.90 million a year ago, as PFG's assets were $242,659.70 million.

More Return On Assets Ratios
PFG's' Return on Assets at Yahoo Finance
Accident & Health Insurance Industry Return On Assets Trends and Statistics
Financial Sector Roa Statistics
Roa Trends for overall market
PFG's Roa Ratio versus Accident & Health Insurance Industry, Financial Sector and overall Market
Highest Ranking Return On Assets
Lowest Ranking Return On Assets
Subscribers only: Roa for PFG's Competitors
Subscribers only: Roa for Principal Financial Group Inc's Suppliers
Subscribers only: Return On Assets for PFG's Customers

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	PFG's Profitability Ratios	PFG's Asset Turnover Ratio	PFG's Dividend Growth
PFG's Roe	PFG's Valuation Ratios	PFG's Financial Strength Ratios	PFG's Dividend Payout Ratio

Companies with similar Return On Assets at Sep 30 2026, within Financial Sector	ROA
Farmland Partners Inc	1.45 %
Umb Financial Corp	1.42 %
Hippo Holdings Inc	1.42 %
Northern Trust Corporation	1.39 %
Old National Bancorp	1.30 %
Wesbanco Inc	1.30 %
Cullen	1.29 %
Peoples Bancorp Inc	1.27 %
Farmers and Merchants Bancorp Inc	1.21 %
Central Pacific Financial Corp	1.17 %
Jefferies Financial Group Inc	1.17 %
Southside Bancshares Inc	1.13 %
Texas Capital Bancshares Inc	1.11 %
Bridgewater Bancshares inc	1.10 %
Associated Banc corp	1.09 %
Silvercrest Asset Management Group Inc	1.05 %
Dt Cloud Star Acquisition Corporation	1.04 %
Wells Fargo and Company	1.04 %
West Bancorporation Inc	1.01 %
National Rural Utilities Cooperative Finance Corporation	1.00 %
Inventrust Properties Corp	0.98 %
Citizens Financial Group Inc	0.95 %
Bank Of Hawaii Corporation	0.94 %
Truist Financial Corporation	0.94 %
Ventas inc	0.94 %
State Street Corp	0.93 %
Huntington Bancshares Incorporated	0.92 %
Hilltop Holdings Inc	0.90 %
Midland States Bancorp Inc	0.87 %
Tpg Re Finance Trust Inc	0.81 %

Date modified: 2026-10-30T17:00:06+00:00

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