Principal Financial Group, Inc. (PFG)
NASDAQ: PFG · Real-Time Price · USD
113.26
+0.23 (0.20%)
Aug 12, 2026, 12:56 PM EDT - Market open
Principal Financial Group Balance Sheet
Financials in millions USD. Fiscal year is January - December.
Millions USD. Fiscal year is Jan - Dec.
Fiscal Year | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
Period Ending | Jun '26 Jun 30, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 |
Debt Securities | 75,074 | 74,605 | 69,274 | 66,509 | 63,651 | 78,577 |
Equity and Preferred Securities | 2,603 | 2,237 | 2,295 | 1,478 | 1,709 | 2,347 |
Other Investments | 35,324 | 34,060 | 31,807 | 30,333 | 29,776 | 27,982 |
Total Investments | 113,002 | 110,902 | 103,376 | 98,320 | 95,135 | 108,906 |
Cash & Equivalents | 5,260 | 4,431 | 4,212 | 4,708 | 4,848 | 2,332 |
Reinsurance Contract Assets | 18,589 | 19,000 | 19,490 | 20,611 | 21,443 | 1,187 |
Deferred Acquisition Costs | 4,102 | 4,072 | 4,007 | 3,951 | 3,948 | 3,758 |
Other Receivables | 4,714 | 4,765 | 4,600 | 4,785 | 4,675 | 1,352 |
Net Property, Plant & Equipment | 778.7 | 701.4 | 769.4 | 938.4 | 996.1 | 1,038 |
Other Intangible Assets | 1,263 | 1,267 | 1,390 | 1,470 | 1,533 | 1,601 |
Goodwill | 1,595 | 1,601 | 1,550 | 1,609 | 1,598 | 1,628 |
Other Assets | 203,449 | 194,638 | 174,270 | 168,755 | 156,690 | 182,857 |
Total Assets | 352,752 | 341,377 | 313,664 | 305,047 | 290,867 | 304,657 |
Claims Reserves | 98,317 | 97,130 | 91,279 | 88,328 | 86,139 | 87,546 |
Reinsurance Contract Liabilities | 17,370 | 17,783 | 18,104 | 19,630 | 20,436 | - |
Total Debt | 4,341 | 3,954 | 4,108 | 3,992 | 4,078 | 4,360 |
Other Liabilities | 219,836 | 210,118 | 188,704 | 181,887 | 169,934 | 196,293 |
Total Liabilities | 339,863 | 328,985 | 302,195 | 293,836 | 280,587 | 288,199 |
Common Stock | 5 | 5 | 4.9 | 4.9 | 4.9 | 4.8 |
Treasury Stock | -13,768 | -13,279 | -12,378 | -11,336 | -10,587 | -8,926 |
Additional Paid-in Capital | 11,429 | 11,275 | 11,101 | 10,909 | 10,740 | 10,495 |
Accumulated Other Comprehensive Income | -4,066 | -4,188 | -5,225 | -5,343 | -6,879 | 1,611 |
Retained Earnings | 18,542 | 18,071 | 17,584 | 16,684 | 16,697 | 12,885 |
Total Common Shareholders' Equity | 12,143 | 11,884 | 11,086 | 10,916 | 9,977 | 16,069 |
Minority Interest | 746.7 | 507.4 | 382.6 | 294.6 | 303.1 | 388.9 |
Shareholders' Equity | 12,178 | 11,917 | 11,131 | 10,962 | 10,018 | 16,126 |
Total Liabilities & Equity | 352,752 | 341,377 | 313,664 | 305,047 | 290,867 | 304,657 |
Book Value | 12,143 | 11,884 | 11,086 | 10,916 | 9,977 | 16,069 |
Book Value Per Share | 54.78 | 52.65 | 47.12 | 44.63 | 39.08 | 58.88 |
Tangible Book Value | 9,284 | 9,016 | 8,147 | 7,838 | 6,845 | 12,841 |
Tangible Book Value Per Share | 41.89 | 39.95 | 34.62 | 32.04 | 26.81 | 47.05 |