Principal Financial Group Inc's ROI from its third quarter of 2026 to the third 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 third quarter of 2026?
Principal Financial Group inc achieved a return on average invested assets (ROI) of 0.66 % in its third quarter of 2026, which is below Principal Financial Group Inc's average return on investment, which stands at 0.86%.

ROI has improved compared to 0.54% in the second quarter of 2026, due to net income growth.

Within the Financial sector 272 other companies had a higher return on investment. While Return on investment, overall ranking has progressed in the Sep 30 2026 quarter, so far to 2403, from total ROI ranking in the second quarter of 2026 at 2805.

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Return On Investment	(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 Investment Change TTM	5.68 %	0.12 %	-6.92 %	-11.78 %	-9.16 %
Y / Y Net Income Change TTM	20.86 %	30.68 %	107.97 %	77.06 %	-
Investment (TTM) in Millions	305,569	320,604	280,752	288,629	282,776
Return On Investment (TTM)	0.66 %	0.54 %	0.57 %	0.45 %	0.58 %
PFG's Overall Ranking	# 2403	# 2805	# 2411	# 2451	# 2466
Seq. Investment Change TTM	1.94 %	4.31 %	1.63 %	-2.21 %	-3.42 %
Seq. Net Income Change TTM	25.26 %	-1.87 %	27.88 %	-23.11 %	35.45 %
Net Income (TTM) in Millions	1,973	1,575	1,606	1,256	1,633

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

Return On Investment PFG's Ranking
Within:	No.
Industry	# 7
Sector	# 273
Overall	# 2403

Return On Investment Statistics
High	Average	Low
2.36 %	0.86 %	-0.05 %
(Sep 30 2022)

Financial Statements
Principal Financial Group Inc's III. Quarter Investments	$ 305,569 Millions	PFG's Balance sheet
Principal Financial Group Inc's III. Quarter Income	$ 632 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 Sep 30 2026, within Financial Sector	ROI
Axos Financial Inc	1.78 %
Reinsurance Group Of America Incorporated	1.77 %
Ladder Capital Corp	1.76 %
South Plains Financial Inc	1.75 %
German American Bancorp Inc	1.74 %
Cna Financial Corporation	1.73 %
Morgan Stanley	1.70 %
Alpine Income Property Trust Inc	1.67 %
Jpmorgan Chase and Co	1.65 %
Nexpoint Real Estate Finance Inc	1.64 %
Northrim Bancorp Inc	1.64 %
The Goldman Sachs Group Inc	1.63 %
Chain Bridge Bancorp Inc	1.62 %
Medallion Financial Corp	1.62 %
Horizon Bancorp Inc	1.61 %
Lakeland Financial Corporation	1.60 %
Truist Financial Corporation	1.59 %
Capital one financial corp	1.59 %
Jefferies Financial Group Inc	1.55 %
Stock Yards Bancorp Inc	1.54 %
Umb Financial Corp	1.53 %
Wsfs Financial Corporation	1.51 %
Saul Centers Inc	1.51 %
Cullen	1.49 %
S and t Bancorp Inc	1.46 %
Mercantile Bank Corporation	1.44 %
Glacier Bancorp Inc	1.44 %
Atlantic Union Bankshares Corporation	1.43 %
The Bank Of New York Mellon Corporation	1.43 %
Capital City Bank Group Inc	1.42 %

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

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