Principal Financial Group Inc's ROE per quarter

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

What is ROE for Principal Financial Group Inc in the first quarter 2026?
Principal Financial Group inc achieved a return on average equity (ROE) of 13.68 % in its first quarter 2026, this is above PFG's average return on equity of 12.7%.
Principal Financial Group Incs equity during the 12 months ending in the first quarter 2026 are valued at $11 billion

While the company's net income was fading, Principal Financial Group Inc was able to improve its ROE compared to the fourth quarter 2025.

Within the Accident & Health Insurance industry only one company had a higher return on equity. While Return on equity, overall ranking has advanced in the quarter, so far to 1042, from total ROE ranking in the fourth quarter 2025 at 1164.

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Return on Equity ROE▼

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Return On Equity	(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 Equity Change	5.15 %	7.06 %	3.87 %	3.69 %	-
Y / Y Net Income Change	556.44 %	-41.81 %	-	21.5 %	-88.18 %
Net Income (TTM) in Millions	1,606	1,256	1,633	1,206	1,129
Return On Equity (TTM)	13.68 %	10.83 %	14.33 %	10.68 %	10.09 %
PFG's Total Ranking	# 1042	# 1164	# 890	# 1009	# 1208
Equity (TTM) in Millions	11,849	11,917	11,718	11,467	11,268
Seq. Equity Change	-0.57 %	1.7 %	2.19 %	1.77 %	1.23 %
Seq. Net Income Change	-21.38 %	124.54 %	-46.04 %	589.19 %	-93.03 %

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

Return On Equity Company Ranking
Within:	No.
Industry	# 2
Sector	# 241
Overall	# 1042

Return On Equity Statistics
High	Average	Low
49.8 %	12.7 %	-1.29 %
(Sep 30 2022)

PFG Annual Return On Equity	(Dec 31 2025) 2025	(Dec 31 2024) 2024	(Dec 31 2023) 2023	(Dec 31 2022) 2022	(Dec 31 2021) 2021
Total Equity in Millions	11,917	11,131	10,962	10,043	16,126
Y / Y Equity Change	7.06 %	1.55 %	9.15 %	-37.72 %	-2.96 %
Net Income in Millions	1,256	1,598	670	4,852	1,757
Y / Y Net Income Change	-21.43 %	138.46 %	-86.19 %	176.1 %	23.02 %
Return On Equity	10.54 %	14.36 %	6.11 %	48.32 %	10.9 %

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

Annual Roe Comment

In 2025 ROE decreased compared to the previous year to 10.54 %, due to deterioration of net income.

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

Companies with similar Return On Equity at Mar 31 2026, within Financial Sector	ROE
World Gold Trust	37.51 %
Universal Insurance Holdings Inc	37.50 %
Renaissancere Holdings Ltd	36.62 %
Mercury General Corporation	36.48 %
Horizon Kinetics Holding Corporation	36.45 %
Abrdn Gold Etf Trust	36.27 %
United States Commodity Index Funds Trust	35.70 %
Progressive Corp	35.45 %
Proshares Trust Ii	35.10 %
Pjt Partners Inc	34.95 %
Federated Hermes Inc	34.55 %
Goldman Sachs Physical Gold Etf	34.24 %
Hamilton Lane Incorporated	34.13 %
American Express Company	33.95 %
Hci Group Inc	33.78 %
Lazard Inc	33.59 %
American Coastal Insurance Corporation	33.02 %
Hamilton Insurance Group Ltd	32.54 %
Primerica Inc	32.28 %
Wheeler Real Estate Investment Trust Inc	32.15 %
Nexpoint Real Estate Finance Inc	31.94 %
Ryman Hospitality Properties inc	31.71 %
Slm Corp	31.16 %
Corvel Corporation	31.05 %
Onity Group Inc	31.05 %
Encore Capital Group Inc	30.70 %
Sei Investments Company	30.68 %
The Bancorp Inc	30.56 %
Blackstone Inc	30.48 %
Outfront Media Inc	30.48 %

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

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