Principal Financial Group, Inc. (PFG) Return on Equity (ROE): 13.12%
Is Principal Financial Group, Inc.’s return on equity (ROE) high or low?
Principal Financial Group, Inc.'s return on equity (ROE) of 13.12% is 18% below its 5-year average of 15.94%, near the low end of its 5-year range (5.71%–47.56%).
As of Saturday, June 13, 2026. 8.70% above its 12-month average of 12.07%.
PFG Return on Equity (ROE) Chart
PFG Average Return on Equity (ROE) Chart
PFG Current vs Average Return on Equity (ROE) Chart
PFG Return on Equity (ROE) Metrics
RETURN ON EQUITY (ROE)
13.12%
RETURN ON EQUITY (ROE) AVG TTM
12.07%
RETURN ON EQUITY (ROE) AVG 3Y
19.35%
RETURN ON EQUITY (ROE) AVG 5Y
15.94%
RETURN ON EQUITY (ROE) AVG 10Y
14.81%
RETURN ON EQUITY (ROE) AVG 15Y
12.83%
RETURN ON EQUITY (ROE) AVG 20Y
12.79%
CURRENT VS TTM AVG
+8.70%
CURRENT VS 3Y AVG
-32.21%
CURRENT VS 5Y AVG
-17.72%
CURRENT VS 10Y AVG
-11.40%
CURRENT VS 15Y AVG
+2.28%
CURRENT VS 20Y AVG
+2.59%
PFG Competitors' Return on Equity (ROE)
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Principal Financial Group, Inc. (PFG) | $24.00B | 13.12% | 12.07% | 19.35% | 15.94% |
| KeyCorp (KEY) | $24.61B | 9.74% | 4.04% | 7.23% | 8.58% |
| Synchrony Financial (SYF) | $24.68B | 21.85% | 21.15% | 20.46% | 20.61% |
| Willis Towers Watson Public Limited Company (WTW) | $24.80B | 20.90% | 9.45% | 10.01% | 13.52% |
| Loews Corporation (L) | $22.25B | 9.99% | 8.61% | 8.02% | 5.93% |
| Cincinnati Financial Corporation (CINF) | $26.14B | 17.54% | 15.74% | 10.53% | 12.67% |
| SoFi Technologies, Inc. (SOFI) | $21.27B | 5.34% | 6.12% | 0.25% | -2.77% |
| Brown & Brown, Inc. (BRO) | $20.33B | 9.12% | 11.91% | 13.50% | 13.47% |
| Franklin Resources, Inc. (BEN) | $16.70B | 6.70% | 4.04% | 6.69% | 8.49% |
| Global Payments Inc. (GPN) | $16.03B | -2.97% | 6.58% | 4.49% | 3.98% |
Return Analysis
ROE
13.1%
ROA
0.5%
Principal Financial Group, Inc. Return on Equity (ROE) Formula & Definition
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
Principal Financial Group, Inc. Return on Equity (ROE) FAQ
- What is the return on equity (ROE) for Principal Financial Group, Inc. (PFG)?
- The return on equity (ROE) for PFG stock is 13.12%.
- Is Principal Financial Group, Inc.'s return on equity (ROE) high or low?
- Principal Financial Group, Inc.'s return on equity (ROE) of 13.12% is 18% below its 5-year average of 15.94%, near the low end of its 5-year range (5.71%–47.56%).
- What is the TTM average return on equity (ROE) for Principal Financial Group, Inc. (PFG)?
- The TTM average return on equity (ROE) for PFG stock is 12.07%.
- What is the 3Y average return on equity (ROE) for Principal Financial Group, Inc. (PFG)?
- The 3Y average return on equity (ROE) for PFG stock is 19.35%.
- What is the 5Y average return on equity (ROE) for Principal Financial Group, Inc. (PFG)?
- The 5Y average return on equity (ROE) for PFG stock is 15.94%.
- What is the 10Y average return on equity (ROE) for Principal Financial Group, Inc. (PFG)?
- The 10Y average return on equity (ROE) for PFG stock is 14.81%.
- What is the 15Y average return on equity (ROE) for Principal Financial Group, Inc. (PFG)?
- The 15Y average return on equity (ROE) for PFG stock is 12.83%.
- What is the 20Y average return on equity (ROE) for Principal Financial Group, Inc. (PFG)?
- The 20Y average return on equity (ROE) for PFG stock is 12.79%.
Principal Financial Group, Inc. Return on Equity (ROE) History
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2025-12-31 | 9.97% |
| 2024-12-31 | 14.17% |
| 2023-12-31 | 5.71% |
| 2022-12-31 | 47.56% |
| 2021-12-31 | 9.83% |
| 2020-12-31 | 8.43% |
| 2019-12-31 | 9.54% |
| 2018-12-31 | 13.58% |
| 2017-12-31 | 17.98% |
| 2016-12-31 | 12.87% |
| 2015-12-31 | 13.25% |
| 2014-12-31 | 11.23% |
| 2013-12-31 | 9.42% |
| 2012-12-31 | 8.27% |
| 2011-12-31 | 6.62% |
| 2010-12-31 | 6.81% |
| 2009-12-31 | 7.89% |
| 2008-12-31 | 18.53% |
| 2007-12-31 | 11.59% |
| 2006-12-31 | 13.54% |
| 2005-12-31 | 11.77% |
| 2004-12-31 | 10.94% |
| 2003-12-31 | 10.09% |
| 2002-12-31 | 2.14% |
| 2001-12-31 | 5.26% |
| 2000-12-31 | 9.92% |
Related Metrics
About Principal Financial Group, Inc.
Principal Financial Group, Inc., established in 1879 and headquartered in Des Moines, Iowa, is a global financial services organization. It offers a comprehensive suite of retirement plans, investment management expertise, and insurance policies to a diverse clientele, including businesses, individual investors, and institutional clients worldwide. The company's operations are divided into four primary segments: 1. Retirement and Income Solutions: This division is dedicated to facilitating retirement savings and income generation through various asset accumulation products and services. Its offerings encompass plans like 401(k)s and 403(b)s, traditional defined benefit pensions, specialized executive benefits, employee stock ownership plans, equity compensation, and pension risk transfer services. Additionally, it provides individual retirement accounts, investment-only products, mutual funds, individual variable annuities, and banking services. 2. Principal Global Investors: This segment manages a wide array of investment portfolios, spanning equities, fixed income, real estate, and alternative investments. It also provides strategic services such as asset allocation, stable value management, and other structured investment methodologies. 3. Principal International: Focused on specific international markets, including Brazil, Chile, Mexico, China, Hong Kong Special Administrative Region, India, and Southeast Asia, this segment delivers products for pension accumulation, mutual funds, asset management, income annuities, life insurance accumulation, and voluntary savings programs. 4. U.S. Insurance Solutions: Within the United States, this segment delivers various insurance products. These include specialty group benefits like dental, vision, and life insurance, as well as both group and individual disability coverage, alongside the administration of these group benefits. It also offers individual life insurance options, such as universal, variable universal, indexed universal, and term policies. Furthermore, this segment tailors insurance solutions for small and medium-sized businesses, their owners, and executives.
- Sector
- Financial Services
- Industry
- Asset Management
- CEO
- Deanna Dawnette Strable-Soethout