Company / Return on Equity (ROE)
Principal Financial Group Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
10.0%
FY2025
5-year range
8.7% / 47.7%
FY2021-FY2025
Trend
-29.6%
vs FY2024
Sector context
#215 of 390
Financials
What the data says
At 10.0%, Principal Financial Group's return on equity (roe) ranks #215 of 390 in the Financials sector. Return on Equity (ROE) has declined for 3 consecutive years, from 47.7% in FY2022 to 10.0% in FY2025.
Based on SEC 10-K filings.
10.0% in FY2025 with a 5-year CAGR of +0.6%.
Declined from 14.5% to 10.0% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- -37.7pp
- 5-Year Change
- +0.6pp
- 10-Year Change
- -
Sector benchmark
#215 of 390 in FinancialsTop 55% of 390This company 10.0% Sector average 17.5%
▼
-43.1% below sector average
Key checks
Key Insights
- Principal Financial Group's return on equity (roe) has declined for 3 consecutive years.
- In FY2025, return on equity (roe) decreased 29.6% year-over-year.
- Currently 7.6pp below the Financials sector average.
- Peak return on equity (roe) 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 Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 10.0% | -29.6% |
| FY2024 | 14.2% | -2.1% |
| FY2023 | 14.5% | -69.6% |
| FY2022 | 47.7% | +449.3% |
| FY2021 | 8.7% | -7.1% |
| FY2020 | 9.3% | -40.9% |
| FY2019 | 15.8% | +36.8% |
| FY2018 | 11.6% | +20.4% |
| FY2017 | 9.6% | -14.2% |
| FY2016 | 11.2% | -15.5% |
As of FY2025 · SEC Form 10-K · Last checked Jun 30, 2026