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Principal Financial Group
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Financials

Company / Financials

Principal Financial Group Financials

FY2009-FY2025 · Annual data · Source: SEC filings

At a glance

Latest annual filing available

Revenue

$15.6B

FY2025 · -3.1% YoY

Net Income

$1.2B

FY2025 · -24.6% YoY

Profit Margin

7.6%

FY2025 · net income / revenue

ROE

10.0%

FY2025 · return on equity

Total Assets

$341.4B

FY2025

Total Debt

$3.9B

0.33x debt/equity

Equity

$11.9B

FY2025

ROA

0.4%

FY2025 · return on assets

New to financial statements? Read the quick guide.›

Statement paths

Income StatementRevenue, expenses, margins, and profit.View Balance SheetAssets, debt, liabilities, and equity.View Cash Flow StatementCash generated, reinvested, and returned.View

Financial highlights

Key Data Points

Altman Z-Score 0.11 (distress zone, below 1.8 threshold)

Data sourced from SEC EDGAR filings. Not investment advice.

Metric history

Revenue HistoryTotal revenue from operations$15.6B-3.1% YoY Net Income HistoryProfit after all expenses and taxes$1.2B-24.6% YoY Income Tax HistoryTotal income tax expense$160.5M-45.0% YoY EPS (Basic) HistoryBasic earnings per share$2.58-86.4% YoY EPS (Diluted) HistoryDiluted earnings per share including stock options and convertibles$2.55-86.3% YoY Shares Outstanding HistoryWeighted average diluted shares outstanding226.2M-4.3% YoY Total Assets HistoryTotal value of all assets owned$341.4B+8.8% YoY Total Debt HistoryTotal outstanding debt obligations$3.9B-0.7% YoY Shareholders' Equity HistoryTotal assets minus total liabilities$11.9B+7.2% YoY Cash & Equivalents HistoryCash and short-term liquid investments$4.4B+5.2% YoY

Continue your research

Income StatementRevenue, expenses, margins, and profit.View Balance SheetAssets, debt, liabilities, and equity.View Cash Flow StatementCash generated, reinvested, and returned.View Financial RatiosMargin, return, leverage, and DuPont context.View Piotroski F-ScoreNine checks for profitability, leverage, and efficiency.View Altman Z-ScoreA bankruptcy-risk model built from financial statements.View

Data basis

17 annual filings shown

Primary company stock selected

SEC annual filings used as source

Financial data is for research and education. This is not investment advice.

Back to Principal Financial Group overview

Data Sources

SEC Form 10-K: FY2025· Last checked Jun 30, 2026
Refresh: SEC bulk refresh is the primary path; bounded per-company checks are kept for fallback and QA. · Source timing: Annual filing; SEC deadline depends on filer status: 60, 75, or 90 days after fiscal year-end.Reference

System data refreshed: Jul 3, 2026

For informational purposes only. Not investment advice. Past performance is not indicative of future results. Data sourced from SEC EDGAR filings. Consult a qualified financial advisor before making investment decisions.