Principal Financial Group Inc Strategic Asset Allocation Index
Principal Financial Group Inc strategic asset allocation index. Principal Financial Group Inc (PFG) has a Strategic Asset Allocation Index of 602.6% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $77.68 Billion) total $77.68 Billion, measured against net assets of $12.89 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Principal Financial Group Inc's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Principal Financial Group Inc (2000–2025)
Strategic asset allocation index of Principal Financial Group Inc from 2000 to 2025. This chart shows how Principal Financial Group Inc's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of June 2026, the index stands at 602.6%, representing strategic assets of $77.68 Billion against net assets of $12.89 Billion USD. Check tangible equity quality of Principal Financial Group Inc to evaluate the tangible quality of the company's equity base.
Principal Financial Group Inc Strategic Asset Allocation Index by Year (2000–2025)
Principal Financial Group Inc strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Principal Financial Group Inc from 2000 to 2025, covering 26 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see how much is Principal Financial Group Inc worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 620.1% | $76.84 Billion | $- | $76.84 Billion | $12.39 Billion | ▼ -3.9 pp |
| 2024 | 624.0% | $71.57 Billion | $- | $71.57 Billion | $11.47 Billion | ▲ +17.6 pp |
| 2023 | 606.5% | $67.99 Billion | $- | $67.99 Billion | $11.21 Billion | ▼ -333.2 pp |
| 2022 | 939.6% | $96.83 Billion | $996.10 Million | $95.83 Billion | $10.30 Billion | ▲ +267.4 pp |
| 2021 | 672.2% | $110.64 Billion | $1.04 Billion | $109.60 Billion | $16.46 Billion | ▲ +31.9 pp |
| 2020 | 640.3% | $108.04 Billion | $1.02 Billion | $107.02 Billion | $16.87 Billion | ▼ -15.2 pp |
| 2019 | 655.5% | $98.01 Billion | $967.70 Million | $97.04 Billion | $14.95 Billion | ▼ -71.8 pp |
| 2018 | 727.3% | $86.17 Billion | $767.30 Million | $85.40 Billion | $11.85 Billion | ▲ +86.4 pp |
| 2017 | 641.0% | $83.47 Billion | $759.50 Million | $82.71 Billion | $13.02 Billion | ▼ -101.2 pp |
| 2016 | 742.1% | $77.12 Billion | $699.00 Million | $76.42 Billion | $10.39 Billion | ▼ -8.2 pp |
| 2015 | 750.3% | $71.00 Billion | $633.80 Million | $70.37 Billion | $9.46 Billion | ▲ +74.6 pp |
| 2014 | 675.7% | $69.53 Billion | $590.20 Million | $68.94 Billion | $10.29 Billion | ▼ -0.6 pp |
| 2013 | 676.3% | $67.79 Billion | $500.70 Million | $67.29 Billion | $10.02 Billion | ▼ -34.2 pp |
| 2012 | 710.4% | $69.86 Billion | $464.20 Million | $69.40 Billion | $9.83 Billion | ▲ +705.9 pp |
| 2011 | 4.6% | $457.20 Million | $457.20 Million | $- | $10.01 Billion | ▼ -0.1 pp |
| 2010 | 4.6% | $458.70 Million | $458.70 Million | $- | $9.88 Billion | ▼ -1.5 pp |
| 2009 | 6.1% | $489.30 Million | $489.30 Million | $- | $8.02 Billion | ▼ -14.9 pp |
| 2008 | 21.0% | $518.20 Million | $518.20 Million | $- | $2.47 Billion | ▲ +14.6 pp |
| 2007 | 6.3% | $469.00 Million | $469.00 Million | $- | $7.42 Billion | ▲ +0.9 pp |
| 2006 | 5.4% | $422.50 Million | $422.50 Million | $- | $7.86 Billion | ▼ 0.0 pp |
| 2005 | 5.4% | $419.80 Million | $419.80 Million | $- | $7.81 Billion | ▼ -0.3 pp |
| 2004 | 5.7% | $429.40 Million | $429.40 Million | $- | $7.54 Billion | ▼ -0.4 pp |
| 2003 | 6.1% | $447.80 Million | $447.80 Million | $- | $7.40 Billion | ▼ -1.2 pp |
| 2002 | 7.2% | $482.50 Million | $482.50 Million | $- | $6.66 Billion | ▼ -0.4 pp |
| 2001 | 7.6% | $518.20 Million | $518.20 Million | $- | $6.82 Billion | ▼ -0.5 pp |
| 2000 | 8.1% | $507.00 Million | $507.00 Million | $- | $6.25 Billion | — |