Basis: Trailing twelve months (TTM net income over the latest quarterly balance sheet). Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on assets (ROA) high or low?
The return on assets (ROA) of 0.44% is 26% below its 5-year average of 0.60%, near the low end of its 5-year range (0.20%–1.57%).
3.53% above its 12-month average of 0.42%.
Annual fiscal-year return on assets; no daily interpolation. Historical series through 2025-12-31.
RETURN ON ASSETS (ROA)
0.44%
RETURN ON ASSETS (ROA) AVG TTM
0.42%
RETURN ON ASSETS (ROA) AVG 3Y
0.66%
RETURN ON ASSETS (ROA) AVG 5Y
0.60%
RETURN ON ASSETS (ROA) AVG 10Y
0.61%
RETURN ON ASSETS (ROA) AVG 15Y
0.49%
RETURN ON ASSETS (ROA) AVG 20Y
0.51%
CURRENT VS TTM AVG
+3.53%
CURRENT VS 3Y AVG
-32.82%
CURRENT VS 5Y AVG
-26.46%
CURRENT VS 10Y AVG
-28.40%
CURRENT VS 15Y AVG
-11.04%
CURRENT VS 20Y AVG
-14.47%
SECTOR MEDIAN · FINANCIAL SERVICES
2.46%
median of 103 covered companies
CURRENT VS SECTOR MEDIAN
-82.11%
vs the sector median at left
Principal Financial Group, Inc.
Market Cap
$24.87B
Return on Assets (ROA)
0.44%
TTM Avg
0.42%
3Y Avg
0.66%
5Y Avg
0.60%
Market Cap
$24.72B
Return on Assets (ROA)
2.89%
TTM Avg
2.96%
3Y Avg
2.68%
5Y Avg
2.76%
Market Cap
$24.22B
Return on Assets (ROA)
0.58%
TTM Avg
0.13%
3Y Avg
-0.09%
5Y Avg
-0.24%
Market Cap
$25.71B
Return on Assets (ROA)
1.38%
TTM Avg
1.27%
3Y Avg
1.34%
5Y Avg
1.28%
Market Cap
$26.02B
Return on Assets (ROA)
4.22%
TTM Avg
4.19%
3Y Avg
4.04%
5Y Avg
3.54%
Market Cap
$26.06B
Return on Assets (ROA)
7.72%
TTM Avg
6.06%
3Y Avg
4.03%
5Y Avg
5.00%
Market Cap
$22.77B
Return on Assets (ROA)
14.47%
TTM Avg
14.94%
3Y Avg
14.46%
5Y Avg
17.46%
Market Cap
$22.39B
Return on Assets (ROA)
2.20%
TTM Avg
1.83%
3Y Avg
1.64%
5Y Avg
1.22%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Principal Financial Group, Inc. (PFG) | $24.87B | 0.44% | 0.42% | 0.66% | 0.60% |
| Synchrony Financial (SYF)vs › | $24.72B | 2.89% | 2.96% | 2.68% | 2.76% |
| Circle Internet Group (CRCL)vs › | $24.22B | 0.58% | 0.13% | -0.09% | -0.24% |
| Regions Financial Corporation (RF)vs › | $25.71B | 1.38% | 1.27% | 1.34% | 1.28% |
| W. R. Berkley Corporation (WRB)vs › | $26.02B | 4.22% | 4.19% | 4.04% | 3.54% |
| Cincinnati Financial Corporation (CINF)vs › | $26.06B | 7.72% | 6.06% | 4.03% | 5.00% |
| KeyCorp (KEY)vs › | $23.57B | 1.06% | 0.45% | 0.60% | 0.77% |
| T. Rowe Price Group, Inc. (TROW)vs › | $22.77B | 14.47% | 14.94% | 14.46% | 17.46% |
| Loews Corporation (L)vs › | $22.39B | 2.20% | 1.83% | 1.64% | 1.22% |
| SoFi Technologies, Inc. (SOFI)vs › | $22.22B | 1.04% | 1.17% | -0.09% | -1.38% |
ROA
0.4%
ROE
12.7%
ROA = Net Income / Total Assets
Return on assets measures how efficiently a company generates profit from its total assets.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON ASSETS (ROA) |
|---|---|
| 2025-12-31 | 0.35% |
| 2024-12-31 | 0.50% |
| 2023-12-31 | 0.20% |
| 2022-12-31 | 1.57% |
| 2021-12-31 | 0.52% |
| 2020-12-31 | 0.45% |
| 2019-12-31 | 0.48% |
| 2018-12-31 | 0.64% |
| 2017-12-31 | 0.91% |
| 2016-12-31 | 0.58% |
| 2015-12-31 | 0.56% |
| 2014-12-31 | 0.52% |
| 2013-12-31 | 0.44% |
| 2012-12-31 | 0.50% |
| 2011-12-31 | 0.43% |
| 2010-12-31 | 0.46% |
| 2009-12-31 | 0.45% |
| 2008-12-31 | 0.36% |
| 2007-12-31 | 0.56% |
| 2006-12-31 | 0.74% |
| 2005-12-31 | 0.72% |
| 2004-12-31 | 0.73% |
| 2003-12-31 | 0.69% |
| 2002-12-31 | 0.16% |
| 2001-12-31 | 0.41% |
| 2000-12-31 | 0.73% |
