Company / Return on Assets (ROA)
Principal Financial Group Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
0.4%
FY2025
5-year range
0.4% / 1.6%
FY2021-FY2025
Trend
-30.0%
vs FY2024
Sector context
#349 of 402
Financials
What the data says
Principal Financial Group's return on assets (roa) of 0.4% is lower than 87% of companies in the Financials sector (FY2025). Return on Assets (ROA) has declined for 3 consecutive years, from 1.6% in FY2022 to 0.4% in FY2025.
Based on SEC 10-K filings.
0.4% in FY2025 with a 5-year CAGR of -0.2%.
Declined from 0.5% to 0.4% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- -1.3pp
- 5-Year Change
- -0.2pp
- 10-Year Change
- -
Sector benchmark
Bottom 13% in FinancialsTop 87% of 402This company 0.4% Sector average 2.8%
▼
-87.3% below sector average
Key checks
Key Insights
- Principal Financial Group's return on assets (roa) has declined for 3 consecutive years.
- In FY2025, return on assets (roa) decreased 30.0% year-over-year.
- Currently 2.4pp below the Financials sector average.
- Peak return on assets (roa) was recorded in FY2022.
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 | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 0.4% | -30.0% |
| FY2024 | 0.5% | -3.8% |
| FY2023 | 0.5% | -68.3% |
| FY2022 | 1.6% | +256.5% |
| FY2021 | 0.5% | -11.5% |
| FY2020 | 0.5% | -38.1% |
| FY2019 | 0.8% | +55.6% |
| FY2018 | 0.5% | +10.2% |
| FY2017 | 0.5% | -2.0% |
| FY2016 | 0.5% | -10.7% |
As of FY2025 · SEC Form 10-K · Last checked Jun 30, 2026