Principal Financial Group, Inc.
Balance Sheet
| Line Item | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Assets | ||||||||
| Cash & Equivalents | $4.05B | $4.43B | $5.14B | $3.66B | $3.88B | $4.21B | $6.17B | $4.82B |
| Accounts Receivable | — | — | — | — | — | — | — | — |
| Inventory | — | — | — | — | — | — | — | — |
| Total Current Assets | — | — | — | — | — | — | — | — |
| Property, Plant & Equipment | — | — | — | — | — | — | — | — |
| Goodwill | $1.59B | $1.60B | $1.58B | $1.58B | $1.57B | $1.55B | $1.60B | $1.57B |
| Intangible Assets (Excl. Goodwill) | $1.27B | $1.27B | $1.27B | $1.28B | $1.29B | $1.39B | $1.42B | $1.42B |
| Total Assets | $332.70B | $341.38B | $334.49B | $323.10B | $313.00B | $313.66B | $322.86B | $308.78B |
| Liabilities | ||||||||
| Accounts Payable | — | — | — | — | — | — | — | — |
| Total Current Liabilities | — | — | — | — | — | — | — | — |
| Long-Term Debt | $3.93B | $3.93B | $3.92B | $3.92B | $4.32B | $3.96B | $3.93B | $3.93B |
| Total Liabilities | $320.31B | $328.99B | $322.36B | $311.25B | $301.41B | $302.19B | $311.26B | $297.44B |
| Stockholders' Equity | ||||||||
| Retained Earnings | $18.32B | $18.07B | $17.73B | $17.69B | $17.46B | $17.58B | $16.85B | $17.24B |
| Total Stockholders' Equity | $11.82B | $11.88B | $11.67B | $11.42B | $11.22B | $11.09B | $11.24B | $11.01B |