Principal Financial Group, Inc. (PFG) Return on Invested Capital (ROIC): 0.37%
Is Principal Financial Group, Inc.’s return on invested capital (ROIC) high or low?
Principal Financial Group, Inc.'s return on invested capital (ROIC) of 0.37% is 103% above its 5-year average of -14.38%, near the high end of its 5-year range (-88.78%–0.85%).
As of Saturday, June 13, 2026. 15.91% below its 12-month average of 0.44%.
PFG Return on Invested Capital (ROIC) Chart
PFG Average Return on Invested Capital (ROIC) Chart
PFG Current vs Average Return on Invested Capital (ROIC) Chart
PFG Return on Invested Capital (ROIC) Metrics
RETURN ON INVESTED CAPITAL (ROIC)
0.37%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
0.44%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
-21.92%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
-14.38%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
-1.02%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
4.05%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
7.28%
CURRENT VS TTM AVG
-15.91%
CURRENT VS 3Y AVG
+101.69%
CURRENT VS 5Y AVG
+102.57%
CURRENT VS 10Y AVG
+136.15%
CURRENT VS 15Y AVG
-90.86%
CURRENT VS 20Y AVG
-94.92%
PFG Competitors' Return on Invested Capital (ROIC)
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Principal Financial Group, Inc. (PFG) | $24.00B | 0.37% | 0.44% | -21.92% | -14.38% |
| KeyCorp (KEY) | $24.61B | 5.83% | 2.69% | 3.04% | 4.15% |
| Synchrony Financial (SYF) | $24.68B | 9.36% | 9.36% | 9.00% | 9.31% |
| Willis Towers Watson Public Limited Company (WTW) | $24.80B | 11.52% | 4.01% | 5.09% | 5.32% |
| Loews Corporation (L) | $22.25B | 3.76% | 3.56% | 2.80% | -579.32% |
| Cincinnati Financial Corporation (CINF) | $26.14B | 10.68% | 11.01% | 7.29% | 382.76% |
| SoFi Technologies, Inc. (SOFI) | $21.27B | 0.95% | 1.65% | -0.55% | -1.75% |
| Brown & Brown, Inc. (BRO) | $20.33B | 5.87% | 7.48% | 7.73% | 7.95% |
| Franklin Resources, Inc. (BEN) | $16.70B | 1.38% | 1.18% | 2.62% | 3.62% |
| Global Payments Inc. (GPN) | $16.03B | 2.50% | 3.54% | 3.38% | 3.30% |
Capital Efficiency
ROIC
0.4%
ROE
13.1%
Principal Financial Group, Inc. Return on Invested Capital (ROIC) Formula & Definition
ROIC = NOPAT / Invested Capital
Return on invested capital measures the after-tax return a company earns on all capital (debt and equity) invested in the business.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
Principal Financial Group, Inc. Return on Invested Capital (ROIC) FAQ
- What is the return on invested capital (ROIC) for Principal Financial Group, Inc. (PFG)?
- The return on invested capital (ROIC) for PFG stock is 0.37%.
- Is Principal Financial Group, Inc.'s return on invested capital (ROIC) high or low?
- Principal Financial Group, Inc.'s return on invested capital (ROIC) of 0.37% is 103% above its 5-year average of -14.38%, near the high end of its 5-year range (-88.78%–0.85%).
- What is the TTM average return on invested capital (ROIC) for Principal Financial Group, Inc. (PFG)?
- The TTM average return on invested capital (ROIC) for PFG stock is 0.44%.
- What is the 3Y average return on invested capital (ROIC) for Principal Financial Group, Inc. (PFG)?
- The 3Y average return on invested capital (ROIC) for PFG stock is -21.92%.
- What is the 5Y average return on invested capital (ROIC) for Principal Financial Group, Inc. (PFG)?
- The 5Y average return on invested capital (ROIC) for PFG stock is -14.38%.
- What is the 10Y average return on invested capital (ROIC) for Principal Financial Group, Inc. (PFG)?
- The 10Y average return on invested capital (ROIC) for PFG stock is -1.02%.
- What is the 15Y average return on invested capital (ROIC) for Principal Financial Group, Inc. (PFG)?
- The 15Y average return on invested capital (ROIC) for PFG stock is 4.05%.
- What is the 20Y average return on invested capital (ROIC) for Principal Financial Group, Inc. (PFG)?
- The 20Y average return on invested capital (ROIC) for PFG stock is 7.28%.
Principal Financial Group, Inc. Return on Invested Capital (ROIC) History
| DATE | RETURN ON INVESTED CAPITAL (ROIC) |
|---|---|
| 2025-12-31 | 0.37% |
| 2024-12-31 | 0.51% |
| 2023-12-31 | 0.22% |
| 2022-12-31 | -88.78% |
| 2021-12-31 | 0.54% |
| 2020-12-31 | 0.85% |
| 2019-12-31 | 0.95% |
| 2018-12-31 | 1.19% |
| 2017-12-31 | 33.19% |
| 2016-12-31 | 19.96% |
| 2015-12-31 | 19.74% |
| 2014-12-31 | 19.83% |
| 2013-12-31 | 14.72% |
| 2012-12-31 | 12.03% |
| 2011-12-31 | 12.80% |
| 2010-12-31 | 16.65% |
| 2009-12-31 | 15.02% |
| 2008-12-31 | 9.67% |
| 2007-12-31 | 21.36% |
| 2006-12-31 | 20.98% |
| 2005-12-31 | 21.01% |
| 2004-12-31 | 23.99% |
| 2003-12-31 | -0.81% |
| 2002-12-31 | -1.34% |
| 2001-12-31 | -4.91% |
| 2000-12-31 | 101.93% |
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