Principal Financial Group Inc's ROA from the first quarter of 2026 to the first 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 first quarter of 2026?
Principal Financial Group inc achieved a return on average assets (ROA) of 0.47 % in its first quarter of 2026, which is below Principal Financial Group Inc's average return on assets, which stands at 0.6%.

Despite the company's net income deteriorating, Principal Financial Group Inc was able to improve its ROA compared to the fourth quarter of 2025.

However, within the Financial sector 723 other companies had a higher return on assets. While Return on assets, overall ranking has advanced in the Mar 31 2026 quarter, so far to 2424, from total ROA ranking in the fourth quarter of 2025 at 2837.

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Return on Assets ROA▼

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Return On Assets	(Mar 31 2026) I. Quarter	(Dec 31 2025) IV. Quarter	(Sep 30 2025) III. Quarter	(Jun 30 2025) II. Quarter	(Mar 31 2025) I. Quarter
Y / Y Total Assets Change	6.29 %	67.53 %	45.17 %	47.11 %	42.59 %
Y / Y Net Income Change	556.44 %	-41.81 %	-	21.5 %	-88.18 %
Net Income (TTM) in million	1,606	1,256	1,633	1,206	1,129
Return On Assets (TTM)	0.47 %	0.37 %	0.54 %	0.44 %	0.46 %
PFG's Total Ranking	# 2424	# 2837	# 2421	# 2458	# 2480
Total Assets (TTM) in million	332,705	381,838	334,492	323,104	313,003
Seq. Total Assets Change	-12.87 %	14.15 %	3.52 %	3.23 %	37.33 %
Seq. Net Income Change	-21.38 %	124.54 %	-46.04 %	589.19 %	-93.03 %

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	# 724
Overall	# 2407

Return On Assets Statistics
High	Average	Low
1.8 %	0.6 %	-0.05 %

Financial Statements
Principal Financial Group Inc's Assets	$ 332,705 million	PFG's Balance sheet
Principal Financial Group Inc's Income	$ 413 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 Mar 31 2026, within Financial Sector	ROA
Choiceone Financial Services Inc	1.28 %
Deere John Capital Corp	1.28 %
Morgan Stanley	1.28 %
First Commonwealth Financial Corp	1.28 %
Hawthorn Bancshares Inc	1.28 %
NORTHPOINTE BANCSHARES INC	1.28 %
Cullen	1.28 %
Independent Bank Corporation	1.27 %
Community Financial System Inc	1.27 %
Greene County Bancorp Inc	1.27 %
Financial Institutions Inc	1.26 %
Hbt Financial Inc	1.26 %
Pnc Financial Services Group Inc	1.26 %
Siebert Financial Corp	1.26 %
Third Coast Bancshares Inc	1.26 %
Quartzsea Acquisition Corporation	1.26 %
River Financial Corporation	1.25 %
First Horizon Corp	1.25 %
First Business Financial Services Inc	1.25 %
Nicolet Bankshares Inc	1.25 %
Banner Corporation	1.25 %
Jpmorgan Chase and Co	1.25 %
Great Southern Bancorp inc	1.25 %
First United Corporation	1.24 %
Unum Group	1.24 %
Armour Residential Reit Inc	1.23 %
Healthpeak Properties Inc	1.23 %
New Peoples Bankshares Inc	1.23 %
Provident Financial Services Inc	1.23 %
First Northern Community Bancorp	1.23 %

Date modified: 2026-07-06T20:57:34+00:00

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