Superworth

Principal Financial profit margin PFG

Gross, operating and net profit as a share of revenue over the last twelve months, from 2009.

Net margin, 12 months
9.9%
Net margin on a year earlier
+2.4 pts
Peer median
12.1%

Over the twelve months to Jun 30, 2026, Principal Financial kept 9.9% of its revenue as net profit.

Five years earlier its net margin was 11.5%.

The median for 10 asset managers of a similar size is 12.1%.

Profit margin over time

Net

Open the interactive chart, with overlays and comparisons

Fiscal year by fiscal year

Fiscal yearNet margin
FY20257.6%
FY20249.7%
FY20234.6%
FY202227.1%
FY202112.0%
FY20209.5%
FY20198.6%
FY201810.9%
FY201716.4%
FY201610.6%
FY201510.3%
FY201410.9%
FY20139.8%
FY20128.8%
FY20117.5%

Quarter by quarter

QuarterEndedNet margin, 12 monthsChange on a year
Q2 FY269.9%+2.4 pts
Q1 FY2610.1%+3.2 pts
Q4 FY257.6%−2.2 pts
Q3 FY2510.0%+11.4 pts
Q2 FY257.5%−0.5 pts
Q1 FY256.9%−1.8 pts
Q4 FY249.7%+5.2 pts
Q3 FY24−1.5%−11.9 pts
Q2 FY248.0%−2.9 pts
Q1 FY248.7%−16.1 pts
Q4 FY234.6%−22.6 pts
Q3 FY2310.5%−17.9 pts

Against its peers

Companies in Asset Management nearest Principal Financial's size, closest first, today.

CompanyProfit margin
PFGPrincipal Financial9.9%
TROWT. Rowe Price29.3%
RJFRaymond James Financial13.6%
NTRSNorthern Trust24.8%
TPGTPG4.7%
BENFranklin Resources8.7%
OWLBlue OWL Capital2.7%
CGCarlyle10.1%
ARESAres Management10.6%
AMPAmeriprise Financial19.9%
STTState Street23.0%
Peer median12.1%

Where Principal Financial ranks

What the profit margin tells you

Profit as a share of revenue at three levels: gross (after making the product), operating (after running the business) and net (after everything, including tax and interest).

Compare within an industry. 10% is superb for a retailer and poor for a software company.

More on Principal Financial

Valuation data, not investment advice. Prices as of . Reported figures come from the company's filings with the SEC.