Principal Financial (PFG) Equity Income (2009 - 2026)
Principal Financial (PFG) reported Equity Income of -$58.2 million for Q1 2026, down 57.3% year-over-year from -$136.3 million in Q1 2025, and down 377.14% on a QoQ basis from $21.0 million in Q4 2025.
Principal Financial (PFG) has 18 years of Equity Income data on file, last reported at -$58.2 million in Q1 2026.
- Quarterly Equity Income fell 57.3% year-over-year to -$58.2 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $98.1 million (up 247.87% YoY) and the FY2025 annual result came in at $119.3 million, down 7.09% from the prior year.
- Equity Income fell to -$58.2 million in Q1 2026 per PFG's latest filing, from $21.0 million in the prior quarter.
- Across five years, Equity Income topped out at $75.4 million in Q2 2025 and bottomed at -$105.2 million in Q1 2022.
- The 5-year median for Equity Income is $15.6 million (2022), against an average of $4.8 million.
- The widest annual swing landed in 2022, when Equity Income plunged 749.38%; it then jumped 854.43% in 2025.
- Tracing PFG's Equity Income over 5 years: stood at $15.6 million in 2022, then jumped by 103.21% to $31.7 million in 2023, then plunged by 54.26% to $14.5 million in 2024, then soared by 44.83% to $21.0 million in 2025, then sank by 377.14% to -$58.2 million in 2026.
- Per Business Quant, the three latest PFG Equity Income figures stand at -$58.2 million (Q1 2026), $21.0 million (Q4 2025), and $59.9 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Income (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | - |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | - |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | - |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 70.00 Mn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | - |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | - |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | - |
| 10 | Principal Financial | 22.35 Bn | 18.84 Bn | -463.00 Mn | -58.20 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -58.20 Mn |
| Dec 31, 2025 | 21.00 Mn |
| Sep 30, 2025 | 59.90 Mn |
| Jun 30, 2025 | 75.40 Mn |
| Mar 31, 2025 | -37.00 Mn |
| Dec 31, 2024 | 14.50 Mn |
| Sep 30, 2024 | 42.80 Mn |
| Jun 30, 2024 | 7.90 Mn |
| Mar 31, 2024 | 63.20 Mn |
| Dec 31, 2023 | 31.70 Mn |
| Sep 30, 2023 | 29.60 Mn |
| Jun 30, 2023 | 18.30 Mn |
| Mar 31, 2023 | -15.60 Mn |
| Dec 31, 2022 | 15.60 Mn |
| Sep 30, 2022 | -37.10 Mn |
| Jun 30, 2022 | -45.20 Mn |
| Mar 31, 2022 | -105.20 Mn |
| Dec 31, 2021 | 14.50 Mn |
| Sep 30, 2021 | 31.20 Mn |
| Jun 30, 2021 | 38.10 Mn |
| Mar 31, 2021 | 16.20 Mn |
| Dec 31, 2020 | 42.10 Mn |
| Sep 30, 2020 | 52.80 Mn |
| Jun 30, 2020 | 39.30 Mn |
| Mar 31, 2020 | -63.70 Mn |
| Dec 31, 2019 | 15.60 Mn |
| Sep 30, 2019 | 33.20 Mn |
| Jun 30, 2019 | 14.70 Mn |
| Mar 31, 2019 | 21.00 Mn |
| Dec 31, 2018 | -34.80 Mn |
| Sep 30, 2018 | 13.50 Mn |
| Jun 30, 2018 | 5.60 Mn |
| Mar 31, 2018 | -2.00 Mn |
| Dec 31, 2017 | 2.03 Bn |
| Sep 30, 2017 | 648.90 Mn |
| Jun 30, 2017 | 294.20 Mn |
| Mar 31, 2017 | -376.60 Mn |
| Dec 31, 2016 | -1.41 Bn |
| Sep 30, 2016 | 42.30 Mn |
| Jun 30, 2016 | 633.80 Mn |
| Mar 31, 2016 | -783.60 Mn |
| Dec 31, 2015 | -1.73 Bn |
| Sep 30, 2015 | -465.10 Mn |
| Jun 30, 2015 | 283.30 Mn |
| Mar 31, 2015 | 444.40 Mn |
| Dec 31, 2014 | 935.20 Mn |
| Sep 30, 2014 | 1.58 Bn |
| Jun 30, 2014 | -669.70 Mn |
| Mar 31, 2014 | -644.10 Mn |
| Dec 31, 2013 | -2.21 Bn |
| Sep 30, 2013 | 1.31 Bn |
| Jun 30, 2013 | -987.40 Mn |
| Mar 31, 2013 | 203.70 Mn |
| Dec 31, 2012 | 41.80 Mn |
| Sep 30, 2012 | 319.10 Mn |
| Jun 30, 2012 | 495.90 Mn |
| Mar 31, 2012 | -376.40 Mn |
| Dec 31, 2011 | -2.00 Bn |
| Sep 30, 2011 | 1.38 Bn |
| Jun 30, 2011 | -927.40 Mn |
| Mar 31, 2011 | 99.30 Mn |
| Dec 31, 2010 | -1.40 Bn |
| Sep 30, 2010 | -398.40 Mn |
| Dec 31, 2009 | 166.90 Mn |
| Sep 30, 2009 | 181.30 Mn |