Principal Financial Group Inc's ROI from its first quarter of 2026 to the first quarter of 2025 and 5 Year Period

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

What is Principal Financial Group Inc's ROI in the first quarter of 2026?
Principal Financial Group inc achieved a return on average invested assets (ROI) of 0.57 % in its first quarter of 2026, which is below Principal Financial Group Inc's average return on investment, which stands at 0.86%.

Despite the deterioration in its net income, company has improved ROI compared to the fourth quarter of 2025.

Within the Financial sector 710 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the fourth quarter of 2025 from 1363 to 2332.

Definition and Formula of Return on Investment

Select the Comparisons :

None ▼

Select the Ratio:

Return on Investment ROI▼

None ▼

Return on Investment ROI▼

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 Investment	(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 Investment Change TTM	-6.92 %	-11.78 %	-9.16 %	-3.23 %	0.59 %
Y / Y Net Income Change TTM	42.23 %	-21.43 %	134.8 %	35.63 %	112.18 %
Investment (TTM) in Millions	280,752	288,629	282,776	272,180	262,674
Return On Investment (TTM)	0.57 %	0.45 %	0.58 %	0.41 %	0.37 %
PFG's Overall Ranking	# 2332	# 1363	# 2112	# 2149	# 947
Seq. Investment Change TTM	1.63 %	-2.21 %	-3.42 %	-3.03 %	-3.67 %
Seq. Net Income Change TTM	27.88 %	-23.11 %	35.45 %	6.79 %	-29.36 %
Net Income (TTM) in Millions	1,606	1,256	1,633	1,206	1,129

PFG Company Profile >> Back to PFG Roi Comparisons >> See Annual PFG Return On Investment

Return On Investment PFG's Ranking
Within:	No.
Industry	# 11
Sector	# 711
Overall	# 2332

Return On Investment Statistics
High	Average	Low
2.37 %	0.86 %	-0.05 %
(Sep 30 2022)

Financial Statements
Principal Financial Group Inc's I. Quarter Investments	$ 280,752 Millions	PFG's Balance sheet
Principal Financial Group Inc's I. Quarter Income	$ 413 Millions	Quarterly PFG's Income Statement
PFG's Income by Division		See PFG's Income by Division

PFG Annual Return On Investment	(Dec 31 2025) 2025	(Dec 31 2024) 2024	(Dec 31 2023) 2023	(Dec 31 2022) 2022	(Dec 31 2021) 2021
Total Investments in Millions	341,376	313,664	305,047	292,240	213,625
Y / Y Investment Growth	8.84 %	2.82 %	4.38 %	36.8 %	6.61 %
Net Income in Millions	1,256	1,598	670	4,852	1,757
Y / Y Net Income Growth	-21.43 %	138.46 %	-86.19 %	176.1 %	23.02 %
Annual Return On Investment	0.37 %	0.51 %	0.22 %	1.66 %	0.82 %

Annual Roi Comment

In the fiscal year 2025 ROI decreased relative to the previous year to 0.37 %, due to deterioration of net income.

Definition and Formula of Return on Investment

Other ROI Ratios
Accident & Health Insurance Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
PFG's Roi Ratio versus Accident & Health Insurance Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for PFG's Competitors
Subscribers only: Roi for Principal Financial Group Inc's Suppliers
Subscribers only: Return On Investment for PFG's Customers

Other Ratios
PFG's Roa	PFG's Inventory Turnover Ratio	PFG's Growth Rates	PFG's Dividend Statistics
	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 Investment at Mar 31 2026, within Financial Sector	ROI
Capital one financial corp	1.57 %
Realty Income Corporation	1.56 %
Deere John Capital Corp	1.52 %
The Howard Hughes Corporation	1.51 %
Ai Infrastructure Acquisition Corp	1.50 %
Bxp Inc	1.49 %
Invesco Db Us Dollar Index Bearish Fund	1.48 %
Highwoods Properties Inc	1.46 %
Mfa Financial inc	1.44 %
Umh Properties Inc	1.41 %
Reinsurance Group Of America Incorporated	1.39 %
Rithm Capital Corp	1.38 %
NORTHPOINTE BANCSHARES INC	1.33 %
Tpg Re Finance Trust Inc	1.33 %
Quartzsea Acquisition Corporation	1.32 %
Jefferies Financial Group Inc	1.29 %
Apollo Commercial Real Estate Finance Inc	1.29 %
Citizens Inc	1.28 %
Walker and Dunlop Inc	1.27 %
Howard Hughes Holdings Inc	1.27 %
Central Plains Bancshares Inc	1.27 %
Pennymac Mortgage Investment Trust	1.20 %
Onity Group Inc	1.18 %
Empire State Realty Trust Inc	1.17 %
Ehealth Inc	1.14 %
Healthpeak Properties Inc	1.14 %
Cto Realty Growth Inc	1.14 %
Invesco Currencyshares British Pound Sterling Trust	1.11 %
Ladder Capital Corp	1.10 %
Cno Financial Group Inc	1.08 %

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.