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 0.52 % 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 2425, from total ROA ranking in the fourth quarter of 2025 at 2836.

What is ROA?

Select the Comparisons :

None ▼

Select the Ratio:

Return on Assets ROA▼

None ▼

Return on Assets ROA▼

Download as CSV

Commercial Data Licensing & OEM

Annual commercial subscriptions for corporate use, internal BI systems, management reporting, AI integration, and client-facing platforms

API & Data Feeds

Programmatic access to normalized fundamentals & ratios.

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 %	9.93 %	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)	0.52 %	0.41 %	0.55 %	0.44 %	0.46 %
PFG's Total Ranking	# 2425	# 2836	# 2422	# 2459	# 2480
Total Assets (TTM) in million	332,705	242,660	334,492	323,104	313,003
Seq. Total Assets Change	37.11 %	-27.45 %	3.52 %	3.23 %	41.8 %
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	# 2408

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

You may also want to know
PFG's Roi	PFG's Inventory Turnover Ratio	PFG's Growth Rates	PFG's Dividend Comparisons
	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
Byline Bancorp Inc	1.43 %
Five Star Bancorp	1.42 %
Dynex Capital Inc	1.42 %
Qcr Holdings inc	1.42 %
Mfa Financial inc	1.42 %
Empire State Realty Op L p	1.41 %
Empire State Realty Trust Inc	1.41 %
Valuence Merger Corp I	1.41 %
Southstate Bank Corp	1.40 %
Mercantile Bank Corporation	1.40 %
Wilson Bank Holding Co	1.40 %
First Financial Corporation	1.39 %
First Capital inc	1.39 %
Cathay General Bancorp	1.38 %
Capital City Bank Group Inc	1.38 %
S and t Bancorp Inc	1.38 %
First Financial Bancorp	1.37 %
Bv Financial Inc	1.37 %
Iron Mountain Inc	1.37 %
Red River Bancshares Inc	1.36 %
South Plains Financial Inc	1.35 %
Cvb Financial Corp	1.35 %
Wheeler Real Estate Investment Trust Inc	1.35 %
Union Bankshares Inc	1.35 %
Gbank Financial Holdings Inc	1.34 %
Southern Missouri Bancorp Inc	1.33 %
Prosperity Bancshares Inc	1.33 %
Walker and Dunlop Inc	1.33 %
Home Bancorp Inc	1.32 %
Eastern Bankshares Inc	1.32 %

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

Help

About us

Products

Data downloads

API

CSIMarket Company, Sector, Industry, Market Analysis, Stock Quotes, Earnings, Economy, News and Research.

Intraday data delayed per exchange requirements. All quotes are in local exchange time. Intraday data delayed 15 minutes for Nasdaq, and other exchanges. Fundamental and financial data for Stocks, Sector, Industry, and Economic Indicators provided by CSIMarket.com

Disclaimer: Information provided by CSIMarket.com is for informational purposes only and does not constitute investment advice, recommendation, or solicitation to buy or sell any security.