Principal Bank
Des Moines, IA FDIC 34507 $5B-$10B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.71% +0.63 1.08%
Return on Equity (%) 33.27% +9.61 23.66%
Net Interest Margin (%) 2.45% -0.10 2.55%
Efficiency Ratio (%) 38.30% -14.74 53.04%
Pre-Provision Profit ($M) $53 +22.01 $31
Cost of Funds (%) 1.61% -0.27 1.88%
Balance Sheet
Total Assets ($M) $9,605 +917.33 $8,688
Gross Loans ($M) $2,876 +278.77 $2,597
Loan Growth YoY (%) 31.69% +0.16 31.53%
Total Deposits ($M) $9,053 +840.05 $8,213
Shareholders Equity ($M) $483 +65.51 $417
Tang. Book Value ($M) $483 +65.51 $417
TBV excl. AOCI ($M)** $787 +93.73 $694
Loan / Deposit Ratio (%) 31.69% +0.16 31.53%
Credit Quality
NPA / Total Assets (%) 0.12% +0.01 0.11%
Allowance / Loans (%) 0.23% -0.05% 0.28%
Net Charge-Off Ratio (%) 0.41% +0.05 0.37%
Capital
Tier 1 Capital Ratio (%) 15.24% -0.92 16.15%
Noninterest income ($28.54M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▇▄█▄▁▁▂ Net Interest Margin (%) 2.44% 2.52% 2.49% 2.55% 2.48% 2.43% 2.45% 2.45%
▃▂▅▁▁▁▃█ Return on Assets (%) 1.26% 1.21% 1.42% 1.08% 1.06% 1.11% 1.24% 1.71%
▅▆▄██▇▆▁ Efficiency Ratio (%) 47.2% 48.9% 45.3% 53.0% 52.2% 50.4% 47.9% 38.3%
█▇▆▄▄▄▂▁ Cost of Funds (%) 2.27% 2.15% 2.08% 1.88% 1.87% 1.90% 1.70% 1.61%
▄█▂▁▃▄▆▃ NPA / Assets (%) 0.13% 0.16% 0.12% 0.11% 0.13% 0.13% 0.14% 0.12%
▅█▃▁▃▃▄▂ Net Charge-Off Ratio (%) 0.48% 0.58% 0.43% 0.37% 0.43% 0.44% 0.47% 0.41%
▁▅▁▃▄▆██ Tang. Book Value ($M) $395 $443 $382 $417 $435 $460 $491 $483
▁▁▂▄▅▅██ Gross Loans ($M) $2,327 $2,339 $2,410 $2,597 $2,637 $2,633 $2,856 $2,876
▁▁▂▁▂▃▆█ Total Deposits ($M) $8,203 $8,184 $8,343 $8,213 $8,379 $8,468 $8,790 $9,053
Portfolio Composition — Q1'26
Loan Mix%
Real Estate100%
Deposit Mix%
Interest-Bearing (core)99%
Brokered / Other1%
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