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PRINCIPAL FINANCIAL GROUP, INC (PFG) ROI

PRINCIPAL FINANCIAL GROUP INC ROI

Return on investment (ROI), also called return on invested capital, is the profit a company earns for every dollar of long-term capital from both lenders and shareholders, shown as a percentage. It is net income divided by long-term debt plus shareholder equity, and the table shows both amounts. Because debt is included in the base, ROI does not rise just because a company replaces equity with borrowing, which sets it apart from ROE. 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 roi for the quarter ending 2026-03-31 was 10.16%, a 40.64% increase year-over-year.
  • PRINCIPAL FINANCIAL GROUP INC roi for the quarter ending 2025-12-31 was 7.91%, a 24.56% decline year-over-year.
  • PRINCIPAL FINANCIAL GROUP INC roi for the quarter ending 2025-09-30 was 10.43%, a change of 11.37% year-over-year.
  • PRINCIPAL FINANCIAL GROUP INC roi for the quarter ending 2025-06-30 was 7.82%, a 9.49% decline year-over-year.
  • PRINCIPAL FINANCIAL GROUP INC roi for fiscal 2025 was 7.47%, a 27.57% decline from fiscal 2024.
  • PRINCIPAL FINANCIAL GROUP INC roi for fiscal 2024 was 10.31%, a 147.36% increase from fiscal 2023.
  • PRINCIPAL FINANCIAL GROUP INC roi for fiscal 2023 was 4.17%, a 87.65% decline from fiscal 2022.
  • PRINCIPAL FINANCIAL GROUP INC roi for fiscal 2022 was 33.75%, a 252.39% increase from fiscal 2021.
Available history
2008-12-31 to 2026-03-31
Data captured

Historical ROI

DateROINet income 12 monthNet income 3 monthDebt plus equity
2026-03-3110.16%$1.61B$424.60M$15.79B
2025-12-317.91%$1.26B$587.40M$15.87B
2025-09-3010.43%$1.63B$213.80M$15.66B
2025-06-307.82%$1.21B$406.20M$15.41B
2025-03-317.23%$1.13B$48.10M$15.62B
2024-12-3110.49%$1.6B$932.30M$15.24B
2024-09-30-0.94%-$143.8M-$220.00M$15.25B
2024-06-308.64%$1.3B$353.10M$15.04B
2024-03-318.79%$1.34B$532.50M$15.21B
2023-12-314.48%$670.1M-$824.80M$14.95B
2023-09-3010.34%$1.52B$1.25B$14.68B
2023-06-3010.96%$1.58B$388.80M$14.41B
2023-03-3128.85%$4.32B-$140.10M$14.97B
2022-12-3134.04%$4.8B$79.10M$14.1B
2022-09-3037.18%$5.16B$1.32B$13.89B
2022-06-3028.72%$4.22B$3.12B$14.68B
2022-03-319.93%$1.45B$338.70M$14.64B
2021-12-319.86%$1.63B$518.60M$16.5B
2021-09-308.51%$1.74B$359.90M$20.48B
2021-06-307.82%$1.62B$361.80M$20.65B
2021-03-318.37%$1.66B$517.10M$19.83B
2020-12-316.81%$1.43B$472.60M$20.98B
2020-09-306.24%$1.25B$236.00M$20.08B
2020-06-306.65%$1.3B$398.30M$19.55B
2020-03-317.62%$1.28B$288.90M$16.75B
2019-12-317.80%$1.44B$300.90M$18.51B
2019-09-307.26%$1.36B$277.10M$18.73B
2019-06-308.56%$1.54B$386.30M$17.94B
2019-03-319.98%$1.6B$429.90M$16.07B
2018-12-3110.53%$1.55B$236.50M$14.76B
2018-09-3014.38%$2.16B$456.30M$15.05B
2018-06-3016.80%$2.52B$456.60M$14.99B
2018-03-3115.28%$2.37B$397.10M$15.53B
2017-12-3114.40%$2.32B$841.80M$16.14B
2017-09-3011.89%$1.82B$810.20M$15.3B
2017-06-309.26%$1.33B$309.50M$14.41B
2017-03-319.71%$1.35B$348.90M$13.87B
2016-12-3110.11%$1.36B$318.00M$13.47B
2016-09-309.04%$1.28B$308.20M$14.18B
2016-06-309.06%$1.26B$322.30M$13.86B
2016-03-318.84%$1.19B$368.00M$13.5B
2015-12-319.77%$1.25B$253.60M$12.82B
2015-09-309.67%$1.28B$300.40M$13.19B
2015-06-309.36%$1.23B$257.60M$13.11B
2015-03-319.83%$1.28B$422.40M$13.03B
2014-12-319.20%$1.18B$278.70M$12.79B
2014-09-308.80%$1.15B$248.90M$13.02B
2014-06-308.78%$1.15B$314.60M$13.14B
2014-03-318.41%$1.07B$301.90M$12.72B
2013-12-317.47%$936.1M$241.70M$12.53B
2010-09-305.57%$654M$150.40M$11.75B
2010-06-306.56%$706.9M$142.30M$10.77B
2010-03-316.99%$726.7M$199.00M$10.4B
2009-12-317.09%$645.7M$150.20M$9.11B
2009-09-305.24%$487.2M$192.90M$9.3B
2009-06-304.92%$391.7M$158.60M$7.97B

Annual ROI

DateROINet income 12 monthDebt plus equity
2025-12-317.47%$1.19B$15.87B
2024-12-3110.31%$1.57B$15.24B
2023-12-314.17%$623.2M$14.95B
2022-12-3133.75%$4.76B$14.1B
2021-12-319.58%$1.58B$16.5B
2020-12-316.65%$1.4B$20.98B
2019-12-317.53%$1.39B$18.51B
2018-12-3110.48%$1.55B$14.76B
2017-12-3114.31%$2.31B$16.14B
2016-12-319.77%$1.32B$13.47B
2015-12-319.62%$1.23B$12.82B
2014-12-318.94%$1.14B$12.79B
2013-12-317.28%$912.7M$12.53B
2012-12-316.50%$806.6M$12.42B
2011-12-315.82%$638.3M$10.98B
2010-12-316.06%$662.9M$10.94B
2009-12-316.84%$622.7M$9.11B
2008-12-3110.51%$458.1M$4.36B

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