Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 12.74% is 10% above its 5-year average of 11.55%, near the low end of its 5-year range (-1.83%–55.52%).
As of the fiscal period ended Tuesday, June 30, 2026. 7.42% above its 12-month average of 11.86%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 12.74%.
RETURN ON EQUITY (ROE)
12.74%
RETURN ON EQUITY (ROE) AVG TTM
11.86%
RETURN ON EQUITY (ROE) AVG 3Y
11.74%
RETURN ON EQUITY (ROE) AVG 5Y
11.55%
RETURN ON EQUITY (ROE) AVG 10Y
11.87%
RETURN ON EQUITY (ROE) AVG 15Y
10.92%
RETURN ON EQUITY (ROE) AVG 20Y
10.98%
CURRENT VS TTM AVG
+7.42%
CURRENT VS 3Y AVG
+8.55%
CURRENT VS 5Y AVG
+10.31%
CURRENT VS 10Y AVG
+7.31%
CURRENT VS 15Y AVG
+16.69%
CURRENT VS 20Y AVG
+16.02%
SECTOR MEDIAN · FINANCIAL SERVICES
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
-4.88%
vs the sector median at left
Principal Financial Group, Inc.
Market Cap
$24.87B
Return on Equity (ROE)
12.74%
TTM Avg
11.86%
3Y Avg
11.74%
5Y Avg
11.55%
Market Cap
$24.72B
Return on Equity (ROE)
20.82%
TTM Avg
21.15%
3Y Avg
20.46%
5Y Avg
20.61%
Market Cap
$24.22B
Return on Equity (ROE)
12.86%
TTM Avg
12.60%
3Y Avg
4.14%
5Y Avg
13.56%
Market Cap
$25.71B
Return on Equity (ROE)
11.85%
TTM Avg
10.96%
3Y Avg
11.97%
5Y Avg
11.28%
Market Cap
$26.02B
Return on Equity (ROE)
18.89%
TTM Avg
19.63%
3Y Avg
19.57%
5Y Avg
17.01%
Market Cap
$26.06B
Return on Equity (ROE)
19.96%
TTM Avg
15.74%
3Y Avg
10.53%
5Y Avg
12.67%
Market Cap
$22.77B
Return on Equity (ROE)
20.19%
TTM Avg
19.76%
3Y Avg
18.99%
5Y Avg
23.49%
Market Cap
$22.39B
Return on Equity (ROE)
10.05%
TTM Avg
8.61%
3Y Avg
8.02%
5Y Avg
5.93%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Principal Financial Group, Inc. (PFG) | $24.87B | 12.74% | 11.86% | 11.74% | 11.55% |
| Synchrony Financial (SYF)vs › | $24.72B | 20.82% | 21.15% | 20.46% | 20.61% |
| Circle Internet Group (CRCL)vs › | $24.22B | 12.86% | 12.60% | 4.14% | 13.56% |
| Regions Financial Corporation (RF)vs › | $25.71B | 11.85% | 10.96% | 11.97% | 11.28% |
| W. R. Berkley Corporation (WRB)vs › | $26.02B | 18.89% | 19.63% | 19.57% | 17.01% |
| Cincinnati Financial Corporation (CINF)vs › | $26.06B | 19.96% | 15.74% | 10.53% | 12.67% |
| KeyCorp (KEY)vs › | $23.57B | 10.25% | 4.04% | 7.23% | 8.58% |
| T. Rowe Price Group, Inc. (TROW)vs › | $22.77B | 20.19% | 19.76% | 18.99% | 23.49% |
| Loews Corporation (L)vs › | $22.39B | 10.05% | 8.61% | 8.02% | 5.93% |
| SoFi Technologies, Inc. (SOFI)vs › | $22.22B | 5.74% | 6.12% | 0.25% | -2.77% |
ROE
12.7%
ROA
0.4%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2026-06-30 | 12.74% |
| 2026-03-31 | 13.12% |
| 2025-12-31 | 9.97% |
| 2025-09-30 | 13.49% |
| 2025-06-30 | 9.98% |
| 2025-03-31 | 9.69% |
| 2024-12-31 | 14.17% |
| 2024-09-30 | -1.83% |
| 2024-06-30 | 11.44% |
| 2024-03-31 | 11.58% |
| 2023-12-31 | 5.71% |
| 2023-09-30 | 13.92% |
| 2023-06-30 | 15.03% |
| 2023-03-31 | 41.93% |
| 2022-12-31 | 47.63% |
| 2022-09-30 | 55.52% |
| 2022-06-30 | 38.86% |
| 2022-03-31 | 12.88% |
| 2021-12-31 | 10.65% |
| 2021-09-30 | 10.65% |
| 2021-06-30 | 9.78% |
| 2021-03-31 | 10.54% |
| 2020-12-31 | 8.43% |
| 2020-09-30 | 7.82% |
| 2020-06-30 | 8.30% |
| 2020-03-31 | 9.71% |
| 2019-12-31 | 9.54% |
| 2019-09-30 | 8.98% |
| 2019-06-30 | 10.75% |
| 2019-03-31 | 12.44% |
| 2018-12-31 | 13.58% |
| 2018-09-30 | 18.39% |
| 2018-06-30 | 21.53% |
| 2018-03-31 | 19.35% |
| 2017-12-31 | 17.98% |
| 2017-09-30 | 14.89% |
| 2017-06-30 | 11.50% |
| 2017-03-31 | 12.22% |
| 2016-12-31 | 12.87% |
| 2016-09-30 | 11.60% |
| 2016-06-30 | 11.85% |
| 2016-03-31 | 11.75% |
| 2015-12-31 | 13.25% |
| 2015-09-30 | 13.09% |
| 2015-06-30 | 12.46% |
| 2015-03-31 | 12.13% |
| 2014-12-31 | 11.23% |
| 2014-09-30 | 10.73% |
| 2014-06-30 | 10.69% |
| 2014-03-31 | 10.29% |
| 2013-12-31 | 9.42% |
| 2013-09-30 | 9.68% |
| 2013-06-30 | 9.02% |
| 2013-03-31 | 8.07% |
| 2012-12-31 | 8.31% |
| 2012-09-30 | 7.69% |
| 2012-06-30 | 6.80% |
| 2012-03-31 | 7.37% |
| 2011-12-31 | 6.93% |
| 2011-09-30 | 7.05% |
| 2011-06-30 | 7.44% |
| 2011-03-31 | 6.78% |
| 2010-12-31 | 7.19% |
| 2010-09-30 | 6.49% |
| 2010-06-30 | 7.66% |
| 2010-03-31 | 8.19% |
| 2009-12-31 | 7.89% |
| 2009-09-30 | 6.30% |
| 2009-06-30 | 6.65% |
| 2009-03-31 | 15.09% |
| 2008-12-31 | 18.53% |
| 2008-09-30 | 8.90% |
| 2008-06-30 | 9.70% |
| 2008-03-31 | 11.36% |
| 2007-12-31 | 11.59% |
| 2007-09-30 | 14.11% |
| 2007-06-30 | 14.14% |
| 2007-03-31 | 12.78% |
| 2006-12-31 | 13.54% |
| 2006-09-30 | 13.36% |
| 2006-06-30 | 14.42% |
| 2006-03-31 | 13.26% |
| 2005-12-31 | 11.77% |
| 2005-09-30 | 11.25% |
| 2005-06-30 | 12.18% |
| 2005-03-31 | 11.41% |
| 2004-12-31 | 10.94% |
| 2004-09-30 | 10.19% |
| 2004-06-30 | 9.38% |
| 2004-03-31 | 9.42% |
| 2003-12-31 | 9.66% |
| 2003-09-30 | 10.15% |
| 2003-06-30 | 5.50% |
