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Principal Financial (PFG)

point-in-time fundamentals

The latest fundamentals for Principal Financial that were publicly knowable as of 2026-02-18, straight from its SEC filings. Every value is stamped with the date it first became public — so a backtest of PFG can only see what was real at the time. No lookahead bias.

Latest knowable fundamentals

ConceptFYFirst-reported valueBecame public
RevenueFY2025$15.6B2026-02-18
Net incomeFY2025$1.2B2026-02-18
Operating cash flowFY2025$4.5B2026-02-18
Total assetsFY2025$341.4B2026-02-18
Stockholders' equityFY2025$11.9B2026-02-18
Diluted EPSFY2025$5.252026-02-18
Diluted sharesFY2025226M sh2026-02-18

Revenue, as first reported

What PFG's annual revenue was on the day each 10-K was filed — the honest number a backtest could have used.

Fiscal yearRevenue (first reported)Filed
FY2025$15.6B2026-02-18
FY2024$16.1B2025-02-19
FY2023$13.7B2024-02-20
FY2022$17.5B2023-02-16
FY2021$14.3Brestated2022-02-11
FY2020$14.7B2021-02-12
get this via API
curl "https://tradevodata.com/v1/fundamentals?ticker=PFG&as_of=2023-06-30" \
  -H "x-api-key: tvd_your_key"

For any as_ofdate, the API returns each concept's latest value that was already public then — a point-in-time snapshot, not a multi-year array. Walk history by repeating the request with earlier as_of dates. This page shows only the latest snapshot.

Why does the filing date matter? Read: your backtest saw the future.

Backtest PFG — and 5,200+ others — without lookahead bias.

quarterly (10-q) waitlist

Annual data only, for now. Be first to know when quarterly ships.

Source: U.S. SEC EDGAR (public domain). Values are first-reported (point-in-time); not investment advice. Verify against primary filings before relying on them.