Principal Financial Group, Inc. (PFG) KPIs & Operating Metrics

Principal Financial Group, Inc. (PFG) key performance indicators and operating metrics (65 metrics) from SEC EDGAR filings, earnings calls, and investor decks. First-party data.

KPIs — source: SEC EDGAR, earnings calls, investor decks
MetricLatest ValuePeriod
Non-GAAP operating earnings456MFY2026-Q1
Total company managed AUM770BFY2026-Q1
Total company net cash flow1.5BFY2026-Q1
Non-GAAP operating ROE16.10 percentFY2026-Q1
DCIO sales2BFY2026-Q1
Non-GAAP operating earnings (Q4)499MFY2025-Q4
Non-GAAP operating EPS (diluted) (Q4)2.24 USD_per_shareFY2025-Q4
Principal Financial Group debt to capital ratio22.00 ratioFY2025-Q3
Principal Financial Group Estimated PLIC RBC ratio400.00 ratioFY2025-Q3
Principal Financial Group - Common stock dividends173MFY2025-Q3
Principal Financial Group - Share repurchases225MFY2025-Q3
Principal Financial Group reported non-GAAP operating earnings474MFY2025-Q3
Non-GAAP operating earnings (excluding significant variances)469MFY2025-Q2
Common stock dividends170MFY2025-Q2

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Data sourced from U.S. SEC EDGAR filings, earnings call transcripts, and investor decks. Not personalized investment advice.