Where do Principal Financial Group's ratios come from?

Every ratio is computed from Principal Financial Group's SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.

	TTM Q1 '26	TTM Q4 '25	TTM Q3 '25	TTM Q2 '25	TTM Q1 '25
Profitability
Net margin	35.2%+3.2pp	32%-2.2pp	34.1%+4.0pp	30.1%-7.2pp	37.2%-8.8pp
Returns
Return on equity	47.8%+3.9pp	43.9%-4.0pp	47.9%+6.1pp	41.7%-11.4pp	53.1%-12.1pp
Efficiency
Asset turnover	0.2×0.0×	0.2×0.0×	0.2×0.0×	0.2×0.0×	0.2×0.0×
Leverage
Debt-to-equity	1.4×-0.1×	1.4×0.0×	1.5×0.0×	1.5×0.0×	1.5×0.0×
Valuation
Market capitalization	$74.86B+0.7%	$74.35B+2.3%	$72.68B-2.2%	$74.29B-1.4%	$75.33B-1.7%
Price / earnings	55.9×-5.0×	60.9×+5.1×	55.9×-12.4×	68.2×+7.3×	60.9×+8.8×
Price / sales	4.8×+0.1×	4.8×+0.1×	4.6×-0.3×	4.9×0.0×	4.9×-0.2×
Price / book	6.4×0.0×	6.4×0.0×	6.4×-0.2×	6.6×-0.2×	6.8×-0.1×
Dividend yield	14.6%0.0pp	14.5%-0.2pp	14.7%+0.4pp	14.3%+0.4pp	13.9%+0.4pp

Chart any of these lines over time, or line them up against competitors.

Compare these in charts →

Ask your AI about Principal Financial Group.

Connect your AI assistant and get a quick read on the numbers, right in your chat.

Connect your AI

Claude

Questions, answered.

Where do Principal Financial Group's ratios come from?: Every ratio is computed from Principal Financial Group's SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.