Principal Financial Group Inc (PFG) — Strategic Asset Allocation Index
Principal Financial Group Inc (PFG) has a Strategic Asset Allocation Index of 617.5% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $76.52 Billion) total $76.52 Billion, measured against net assets of $12.39 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Principal Financial Group Inc (PFG) liquid assets ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Principal Financial Group Inc Strategic Asset Allocation Index (2000–2025)
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 March 2026, the index stands at 617.5%, representing strategic assets of $76.52 Billion against net assets of $12.39 Billion USD. See PFG FCF to total liabilities ratio to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Principal Financial Group Inc (2000–2025)
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 the full company profile including market capitalisation, see PFG market cap overview.
| 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 | — |