Company / Shareholders' Equity
Principal Financial Group Shareholders' Equity History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Shareholders' Equity
$11.9B
FY2025
5-year range
$10.0B / $16.1B
FY2021-FY2025
Trend
+7.2%
vs FY2024
Sector context
#66 of 399
Financials
What the data says
Principal Financial Group's shareholders' equity of $11.9B is higher than 83% of companies in the Financials sector (FY2025). Shareholders' Equity has increased for 3 consecutive years, from $10.0B in FY2022 to $11.9B in FY2025.
Based on SEC 10-K filings.
$11.9B in FY2025 with a 5-year CAGR of -6.4%. Top quartile in the Financials sector.
Improved from $10.9B to $11.9B over the past 2 years.
Financials sector context is included.
Shareholders' Equity over time
Growth rates
- 3-Year CAGR
- +6.0%
- 5-Year CAGR
- -6.4%
- 10-Year CAGR
- -
Sector benchmark
+4.2% above sector average
Key checks
Key Insights
- Principal Financial Group's shareholders' equity has grown for 3 consecutive years.
- 5-year CAGR of -6.4%, indicating a declining trend.
- In FY2025, shareholders' equity increased 7.2% year-over-year.
- Ranks #66 out of 399 companies in the Financials sector.
Company context
Key Data Points
- Altman Z-Score 0.11 (distress zone, below 1.8 threshold)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Shareholders' EquityValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $11.9B | +7.2% |
| FY2024 | $11.1B | +1.6% |
| FY2023 | $10.9B | +9.4% |
| FY2022 | $10.0B | -37.9% |
| FY2021 | $16.1B | -3.0% |
| FY2020 | $16.6B | +13.3% |
| FY2019 | $14.6B | +28.3% |
| FY2018 | $11.4B | -11.4% |
| FY2017 | $12.8B | +25.6% |
| FY2016 | $10.2B | +9.8% |
As of FY2025 · SEC Form 10-K · Last checked Jun 30, 2026