PFG ROA | PRINCIPAL FINANCIAL GROUP, INC

PRINCIPAL FINANCIAL GROUP INC ROA

Return on assets (ROA) is the profit a company earns for every dollar of assets it uses, shown as a percentage. It is net income divided by total assets, and the table shows both amounts. Because assets are funded by lenders as well as shareholders, ROA is not inflated by borrowing the way ROE can be, and it is naturally lower for businesses that need many factories, stores or other assets. Quarterly points divide the trailing four quarters of net income by the balance at that quarter end; annual points divide the filed fiscal-year net income by the fiscal-year-end balance.

PRINCIPAL FINANCIAL GROUP INC roa for the quarter ending 2026-03-31 was 0.48%, a 33.81% increase year-over-year.
PRINCIPAL FINANCIAL GROUP INC roa for the quarter ending 2025-12-31 was 0.37%, a 27.81% decline year-over-year.
PRINCIPAL FINANCIAL GROUP INC roa for the quarter ending 2025-09-30 was 0.49%, a change of 0.53% year-over-year.
PRINCIPAL FINANCIAL GROUP INC roa for the quarter ending 2025-06-30 was 0.37%, a 11.36% decline year-over-year.
PRINCIPAL FINANCIAL GROUP INC roa for fiscal 2025 was 0.35%, a 30.69% decline from fiscal 2024.
PRINCIPAL FINANCIAL GROUP INC roa for fiscal 2024 was 0.50%, a 145.16% increase from fiscal 2023.
PRINCIPAL FINANCIAL GROUP INC roa for fiscal 2023 was 0.20%, a 87.51% decline from fiscal 2022.
PRINCIPAL FINANCIAL GROUP INC roa for fiscal 2022 was 1.64%, a 215.30% increase from fiscal 2021.

Available history: 2008-12-31 to 2026-03-31
Data captured: 2026-03-31

Historical ROA

Date	ROA	Net income 12 month	Net income 3 month	Total assets
2026-03-31	0.48%	$1.61B	$424.60M	$332.7B
2025-12-31	0.37%	$1.26B	$587.40M	$341.38B
2025-09-30	0.49%	$1.63B	$213.80M	$334.49B
2025-06-30	0.37%	$1.21B	$406.20M	$323.1B
2025-03-31	0.36%	$1.13B	$48.10M	$313B
2024-12-31	0.51%	$1.6B	$932.30M	$313.66B
2024-09-30	-0.04%	-$143.8M	-$220.00M	$322.86B
2024-06-30	0.42%	$1.3B	$353.10M	$308.78B
2024-03-31	0.43%	$1.34B	$532.50M	$308.68B
2023-12-31	0.22%	$670.1M	-$824.80M	$305.05B
2023-09-30	0.53%	$1.52B	$1.25B	$287.95B
2023-06-30	0.53%	$1.58B	$388.80M	$299.19B
2023-03-31	1.44%	$4.32B	-$140.10M	$299.41B
2022-12-31	1.65%	$4.8B	$79.10M	$290.87B
2022-09-30	1.83%	$5.16B	$1.32B	$282.58B
2022-06-30	1.44%	$4.22B	$3.12B	$293.22B
2022-03-31	0.50%	$1.45B	$338.70M	$291.54B
2021-12-31	0.53%	$1.63B	$518.60M	$304.66B
2021-09-30	0.58%	$1.74B	$359.90M	$298.91B
2021-06-30	0.53%	$1.62B	$361.80M	$302.17B
2021-03-31	0.56%	$1.66B	$517.10M	$295.63B
2020-12-31	0.48%	$1.43B	$472.60M	$296.63B
2020-09-30	0.45%	$1.25B	$236.00M	$278.48B
2020-06-30	0.48%	$1.3B	$398.30M	$271.31B
2020-03-31	0.52%	$1.28B	$288.90M	$246.9B
2019-12-31	0.52%	$1.44B	$300.90M	$276.09B
2019-09-30	0.50%	$1.36B	$277.10M	$270.24B
2019-06-30	0.57%	$1.54B	$386.30M	$267.92B
2019-03-31	0.62%	$1.6B	$429.90M	$259.42B
2018-12-31	0.64%	$1.55B	$236.50M	$243.04B
2018-09-30	0.84%	$2.16B	$456.30M	$258.76B
2018-06-30	1.00%	$2.52B	$456.60M	$252.1B
2018-03-31	0.94%	$2.37B	$397.10M	$253.64B
2017-12-31	0.92%	$2.32B	$841.80M	$253.94B
2017-09-30	0.73%	$1.82B	$810.20M	$247.93B
2017-06-30	0.56%	$1.33B	$309.50M	$240.15B
2017-03-31	0.57%	$1.35B	$348.90M	$235.5B
2016-12-31	0.60%	$1.36B	$318.00M	$228.01B
2016-09-30	0.56%	$1.28B	$308.20M	$230.37B
2016-06-30	0.56%	$1.26B	$322.30M	$223.07B
2016-03-31	0.55%	$1.19B	$368.00M	$217.57B
2015-12-31	0.57%	$1.25B	$253.60M	$218.66B
2015-09-30	0.59%	$1.28B	$300.40M	$215.37B
2015-06-30	0.55%	$1.23B	$257.60M	$222.27B
2015-03-31	0.58%	$1.28B	$422.40M	$222.49B
2014-12-31	0.54%	$1.18B	$278.70M	$219.09B
2014-09-30	0.53%	$1.15B	$248.90M	$216.42B
2014-06-30	0.53%	$1.15B	$314.60M	$218.32B
2014-03-31	0.51%	$1.07B	$301.90M	$211.19B
2013-12-31	0.45%	$936.1M	$241.70M	$208.19B
2010-09-30	0.46%	$654M	$150.40M	$143.46B
2010-06-30	0.52%	$706.9M	$142.30M	$136.6B
2010-03-31	0.52%	$726.7M	$199.00M	$140.84B
2009-12-31	0.47%	$645.7M	$150.20M	$137.76B
2009-09-30	0.35%	$487.2M	$192.90M	$137.38B
2009-06-30	0.30%	$391.7M	$158.60M	$130.71B

Annual ROA

Date	ROA	Net income 12 month	Total assets
2025-12-31	0.35%	$1.19B	$341.38B
2024-12-31	0.50%	$1.57B	$313.66B
2023-12-31	0.20%	$623.2M	$305.05B
2022-12-31	1.64%	$4.76B	$290.87B
2021-12-31	0.52%	$1.58B	$304.66B
2020-12-31	0.47%	$1.4B	$296.63B
2019-12-31	0.50%	$1.39B	$276.09B
2018-12-31	0.64%	$1.55B	$243.04B
2017-12-31	0.91%	$2.31B	$253.94B
2016-12-31	0.58%	$1.32B	$228.01B
2015-12-31	0.56%	$1.23B	$218.66B
2014-12-31	0.52%	$1.14B	$219.09B
2013-12-31	0.44%	$912.7M	$208.19B
2012-12-31	0.50%	$806.6M	$161.83B
2011-12-31	0.43%	$638.3M	$147.36B
2010-12-31	0.46%	$662.9M	$145.63B
2009-12-31	0.45%	$622.7M	$137.76B
2008-12-31	0.36%	$458.1M	$128.18B

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